Insider trading

Period: 120 months Stock: WHG Role: Other officers × + 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.

29 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.

29 decisions over 120 months Remove this filter
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.

29 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.

29 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.
29 decisions over 120 months
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
29 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.

29 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
23 Feb 2026
Helfert Adrian CIO, Multi-Asset Inv.
Sold at will
$174.72K 10,772 at 16.22
6.2%
Not planned
23 Feb 2026
Gomez Fabian President
Sold at will
$100.94K 6,223 at 16.22
4.8%
Not planned
23 Feb 2026
Lockridge Matthew Head, U.S. Value Inv.
Sold at will
$87.25K 5,379 at 16.22
6.5%
Not planned
23 Feb 2026
Linton David O Head of Distribution
Sold at will
$43.05K 2,654 at 16.22
8.3%
Not planned
5 Jun 2025
Gomez Fabian President
Sold at will
$108.50K 7,000 at 15.50
6.8%
Not planned
6 Mar 2024
Lockridge Matthew Head, U.S. Value Inv.
Sold at will
$168.09K 14,000 at 12.01
19.9%
Not planned
11 Sep 2023
Montgomery John Porter Chief Operating Officer
Sold at will 2×
$8.18K 827 at 9.90
1.1%
Not planned
6 Sep 2023
Montgomery John Porter Chief Operating Officer
Sold at will 2×
$8.32K 840 at 9.90
1.1%
Not planned
9 Aug 2023
Bennett Leah President-Westwood Wealth Mgmt
Sold at will
$9.33K 850 at 10.97
2.2%
Not planned
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%
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%
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%
8 May 2020
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$109.62K 5,220 at 21.00
18.2%
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%
18 Nov 2016
Root Randall L. Pres., Westwood Trust Dallas
Sold, plan not stated
$120.03K 2,000 at 60.01
5.4%
Showing 1–29 of 29.