Insider trading

Period: 120 months Stock: WHG Plan: Not stated × + Add filter Clear all
Views & alerts

Save your view. Keep the filter you have built, and get an email when a new filing matches it. A free account does both.

When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

59 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

59 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

59 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

59 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
59 decisions over 120 months Remove this filter
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
59 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

59 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
14 Mar 2023
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$25.81K 2,000 at 12.90
4.9%
7 Mar 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$20.13K 1,500 at 13.42
1.9%
6 Mar 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$41.72K 3,000 at 13.91
3.6%
22 Feb 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$78.54K 6,713 at 11.70
11.3%
28 Nov 2022
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$2.54K 240 at 10.60
0.9%
9 Jun 2022
JCP Investment Management, LLC See Footnote 1 · indirect
Sold, plan not stated 3×
$376.64K 24,000 at 15.69
58.8%
Sold half or more
1 Jun 2022
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$44.85K 3,000 at 14.95
9.9%
30 Nov 2021
FRANK RICHARD M Director
Bought
$9.62K 578 at 16.65
1.0%
29 Nov 2021
FRANK RICHARD M Director
Bought
$6.76K 406 at 16.65
0.7%
22 Nov 2021
CASEY BRIAN O President & CEO
Bought
$50.25K 3,000 at 16.75
0.8%
Largest buy in 3 yrs
3 Nov 2021
FRANK RICHARD M Director
Bought
$88.75K 5,000 at 17.75
10.3%
Largest buy in 3 yrs
2 Nov 2021
CASEY BRIAN O President & CEO
Bought
$9.00K 522 at 17.25
0.1%
1 Nov 2021
Bought
$174.89K 10,000 at 17.49
14.8%
First buy on file
1 Nov 2021
CASEY BRIAN O President & CEO
Bought
$43.13K 2,500 at 17.25
0.7%
First buy on file
25 Jun 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$19.10K 885 at 21.59
2.9%
5 May 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$13.66K 700 at 19.52
2.3%
4 May 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$15.60K 800 at 19.50
2.5%
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$223.66K 12,500 at 17.89
3.0%
First buy on file
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$214.62K 11,995 at 17.89
3.0%
First buy on file
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$9.04K 505 at 17.89
3.0%
First buy on file
9 Apr 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$31.45K 1,817 at 17.31
5.4%
8 Apr 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$24.37K 1,412 at 17.26
4.1%
9 Mar 2021
CASEY BRIAN O President & CEO
Sold, plan not stated
$52.69K 2,975 at 17.71
0.8%
16 Nov 2020
FRANK RICHARD M Director
Bought
$62.53K 5,584 at 11.20
15.0%
First buy on file
10 Aug 2020
WOOLDRIDGE RAYMOND E Director · indirect
Bought
$61.46K 5,000 at 12.29
opened
First buy on file
10 Aug 2020
Bought
$61.46K 5,000 at 12.29
8.8%
First buy on file
7 Aug 2020
CASEY BRIAN O President & CEO
Bought
$113.56K 10,000 at 11.36
2.8%
First buy on file
8 May 2020
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$109.62K 5,220 at 21.00
18.2%
9 Mar 2020
BYRNE SUSAN M Director
Bought
$20.28K 1,000 at 20.28
0.4%
First buy on file
5 Mar 2020
BYRNE SUSAN M Director
Bought
$33.64K 1,500 at 22.43
0.6%
First buy on file
4 Mar 2020
BYRNE SUSAN M Director
Bought
$32.10K 1,350 at 23.78
0.5%
First buy on file
3 Mar 2020
BYRNE SUSAN M Director
Bought
$27.55K 1,150 at 23.95
0.5%
First buy on file
16 Jan 2018
Gerron Julie Kramer General Counsel & CCO
Sold, plan not stated
$34.31K 500 at 68.63
1.8%
12 Jan 2018
Gerron Julie Kramer General Counsel & CCO
Sold, plan not stated
$103.40K 1,513 at 68.34
5.1%
4 Jan 2018
Gerron Julie Kramer General Counsel & CCO
Sold, plan not stated
$91.28K 1,353 at 67.46
4.4%
3 Jan 2018
Gerron Julie Kramer General Counsel & CCO
Sold, plan not stated
$42.49K 634 at 67.02
2.0%
2 Jan 2018
Gerron Julie Kramer General Counsel & CCO
Sold, plan not stated
$66.32K 1,000 at 66.32
3.1%
15 Dec 2017
Freeman Mark Chief Investment Officer
Sold, plan not stated
$292.75K 4,500 at 65.06
6.5%
27 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$488.69K 7,635 at 64.01
3.0%
26 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$465.01K 7,265 at 64.01
2.7%
25 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$6.40K 100 at 64.00
0.0%
20 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$96.62K 1,558 at 62.01
0.6%
19 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$142.69K 2,301 at 62.01
0.9%
18 Sep 2017
BYRNE SUSAN M Director
Sold, plan not stated
$381.32K 6,141 at 62.09
2.2%
8 Aug 2017
BYRNE SUSAN M Director · indirect
Sold, plan not stated
$390.01K 6,500 at 60.00
98.8%
Sold half or more
2 Aug 2017
FRANK RICHARD M Director · indirect
Sold, plan not stated
$1.17K 20 at 58.54
100%
Sold half or more
1 Aug 2017
BYRNE SUSAN M Director
Sold, plan not stated
$193.83K 3,230 at 60.01
1.2%
31 Jul 2017
BYRNE SUSAN M Director
Sold, plan not stated
$15.30K 255 at 60.00
0.1%
28 Jul 2017
BYRNE SUSAN M Director
Sold, plan not stated
$234.50K 3,902 at 60.10
1.4%
18 Jul 2017
BYRNE SUSAN M Director
Sold, plan not stated
$156.80K 2,613 at 60.01
0.9%
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