Last 12 months
Inside the activity.
0 purchase rows · 79 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 3 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 6 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 21 |
| May 2026 | 0 | 18 |
| Jun 2026 | 0 | 25 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 10, 2025 Filed Nov 12, 2025 22:53 UTC |
CASEY BRIAN ODirector · CEO
|
Salecommon stock | 370 | $17.00 | $6,290.00 |
DisclosureSEC source: 0001171437-25-000009 · wk-form4_1762988030.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,556 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 21:31 UTC |
CASEY BRIAN ODirector · CEO
|
Salecommon stock | 6,750 | $18.00 | $121,500.00 |
DisclosureSEC source: 0001171437-25-000007 · wk-form4_1756935097.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,926 Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 20:01 UTC |
Gomez FabianPresident
|
Salecommon stock | 7,000 | $15.50 | $108,500.00 |
DisclosureSEC source: 0001731249-25-000007 · wk-form4_1749153639.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,509 F1 · shares: The sale was effected pursuant to a limit order established in advance, under which shares would only be sold at prices of $15.50 or higher, with an expiration date of June 13, 2025. The transaction was undertaken to fund a personal real estate acquisition and does not reflect any change in the reporting person's view of the issuer's business or its prospects. Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:20 UTC |
MASTERSON ELLEN HDirector
|
Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-25-000010 · wk-form4_1748031623.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,834 Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:36 UTC |
Murray KatherineDirector
|
Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001930744-25-000007 · wk-form4_1748032560.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690 Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:33 UTC |
Norman GeoffreyDirector
|
Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-25-000004 · wk-form4_1748032403.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,084 Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:30 UTC |
Hoak J. HaleDirector
|
Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001450326-25-000011 · wk-form4_1748032205.xml · nonDerivative · entry 1 Hoak J. Hale · CIK 0001450326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,990 Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:24 UTC |
Bowman Randy ADirector
|
Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-25-000005 · wk-form4_1748031850.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,752 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:31 UTC |
CASEY BRIAN ODirector · CEO
|
Tax withholdingcommon stock | 13,159 | $16.44 | $216,333.96 |
DisclosureSEC source: 0001171437-25-000003 · wk-form4_1740522679.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512,676 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:31 UTC |
CASEY BRIAN ODirector · CEO
|
Grantcommon stock | 45,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-25-000003 · wk-form4_1740522679.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,835 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:16 UTC |
Gomez FabianPresident
|
Tax withholdingcommon stock | 5,265 | $16.44 | $86,556.60 |
DisclosureSEC source: 0001731249-25-000002 · wk-form4_1740521752.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,509 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:16 UTC |
Gomez FabianPresident
|
Grantcommon stock | 24,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-25-000002 · wk-form4_1740521752.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,774 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:13 UTC |
Lockridge MatthewHead, U.S. Value Inv.
|
Tax withholdingcommon stock | 4,939 | $16.44 | $81,197.16 |
DisclosureSEC source: 0001932782-25-000002 · wk-form4_1740521611.xml · nonDerivative · entry 2 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,279 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:13 UTC |
Lockridge MatthewHead, U.S. Value Inv.
|
Grantcommon stock | 31,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001932782-25-000002 · wk-form4_1740521611.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,218 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:10 UTC |
Helfert AdrianCIO, Multi-Asset Inv.
|
Tax withholdingcommon stock | 13,395 | $16.44 | $220,213.80 |
DisclosureSEC source: 0001932834-25-000002 · wk-form4_1740521410.xml · nonDerivative · entry 2 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,523 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:10 UTC |
Helfert AdrianCIO, Multi-Asset Inv.
|
Grantcommon stock | 30,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001932834-25-000002 · wk-form4_1740521410.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,918 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:06 UTC |
Forbes Murray IIIChief Financial Officer
|
Tax withholdingcommon stock | 2,815 | $16.44 | $46,278.60 |
DisclosureSEC source: 0001755464-25-000002 · wk-form4_1740521167.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,587 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:06 UTC |
Forbes Murray IIIChief Financial Officer
|
Grantcommon stock | 10,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-25-000002 · wk-form4_1740521167.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,402 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:49 UTC |
Ehinger John Anthony JrHead of Legal, CCO
|
Tax withholdingcommon stock | 448 | $16.44 | $7,365.12 |
DisclosureSEC source: 0001972317-25-000002 · wk-form4_1740520138.xml · nonDerivative · entry 2 Ehinger John Anthony Jr · CIK 0001972317 · Head of Legal, CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,541 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:49 UTC |
Ehinger John Anthony JrHead of Legal, CCO
|
Grantcommon stock | 4,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001972317-25-000002 · wk-form4_1740520138.xml · nonDerivative · entry 1 Ehinger John Anthony Jr · CIK 0001972317 · Head of Legal, CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,989 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:46 UTC |
Mazzei MatthewController
|
Tax withholdingcommon stock | 524 | $16.44 | $8,614.56 |
DisclosureSEC source: 0002001538-25-000004 · wk-form4_1740519956.xml · nonDerivative · entry 2 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,809 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:46 UTC |
Mazzei MatthewController
|
Grantcommon stock | 1,764 | $0.00 | $0.00 |
DisclosureSEC source: 0002001538-25-000004 · wk-form4_1740519956.xml · nonDerivative · entry 1 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,333 Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 15:25 UTC |
Bowman Randy ADirector
|
Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-24-000002 · wk-form4_1717428337.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,062 Read SEC document |
| May 20, 2024 Filed May 20, 2024 19:52 UTC |
MASTERSON ELLEN HDirector
|
Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-24-000002 · wk-form4_1716234725.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,144 Read SEC document |
| May 20, 2024 Filed May 20, 2024 20:05 UTC |
FRANK RICHARD MDirector · Chairman
|
Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000053 · wk-form4_1716235483.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,228 Read SEC document |
| May 07, 2024 Filed May 9, 2024 19:19 UTC |
Norman GeoffreyDirector
|
Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-24-000002 · wk-form4_1715282360.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,394 Read SEC document |
| May 07, 2024 Filed May 9, 2024 19:12 UTC Amendment |
WESTWOOD HOLDINGS GROUP INCDirector
|
Othercommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000047 · wk-form4a_1715281914.xml · nonDerivative · entry 1 WESTWOOD HOLDINGS GROUP INC · CIK 0001165002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,847 F1 · kind: The transaction type is listed as "other disposition" as the initial filing reported shares acquired and was erroneously filed under the issuer, WHG's name. Read SEC document |
| May 07, 2024 Filed May 9, 2024 18:26 UTC |
WESTWOOD HOLDINGS GROUP INCDirector
|
Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000045 · wk-form4_1715279185.xml · nonDerivative · entry 1 WESTWOOD HOLDINGS GROUP INC · CIK 0001165002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,394 Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:36 UTC |
Lockridge MatthewHead, U.S. Value Inv.
|
Salecommon stock | 14,000 | $12.01 | $168,086.80 |
DisclosureSEC source: 0001932782-24-000004 · wk-form4_1709933783.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,283 F1 · price: The price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $12.0000 to $12.1450. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:51 UTC |
CASEY BRIAN ODirector · CEO
|
Tax withholdingcommon stock | 5,694 | $12.00 | $68,328.00 |
DisclosureSEC source: 0001171437-24-000002 · wk-form4_1709070629.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,367 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:51 UTC |
CASEY BRIAN ODirector · CEO
|
Grantcommon stock | 52,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-24-000002 · wk-form4_1709070629.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,061 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:46 UTC |
Lockridge MatthewHead, U.S. Value Inv.
|
Tax withholdingcommon stock | 6,827 | $12.00 | $81,924.00 |
DisclosureSEC source: 0001932782-24-000002 · wk-form4_1709070375.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,283 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:44 UTC |
Forbes Murray IIIChief Financial Officer
|
Tax withholdingcommon stock | 2,723 | $12.00 | $32,676.00 |
DisclosureSEC source: 0001755464-24-000002 · wk-form4_1709070110.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,757 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:44 UTC |
Forbes Murray IIIChief Financial Officer
|
Grantcommon stock | 13,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-24-000002 · wk-form4_1709070110.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,480 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:39 UTC |
Helfert AdrianCIO, Multi-Asset Inv.
|
Tax withholdingcommon stock | 11,611 | $12.00 | $139,332.00 |
DisclosureSEC source: 0001932834-24-000002 · wk-form4_1709069932.xml · nonDerivative · entry 2 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,504 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:39 UTC |
Helfert AdrianCIO, Multi-Asset Inv.
|
Grantcommon stock | 41,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001932834-24-000002 · wk-form4_1709069932.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,115 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:37 UTC |
Gomez FabianPresident
|
Tax withholdingcommon stock | 4,185 | $12.00 | $50,220.00 |
DisclosureSEC source: 0001731249-24-000002 · wk-form4_1709069800.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,138 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:37 UTC |
Gomez FabianPresident
|
Grantcommon stock | 32,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-24-000002 · wk-form4_1709069800.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,323 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:31 UTC |
Bennett LeahPresident-Westwood Wealth Mgmt
|
Tax withholdingcommon stock | 3,608 | $12.00 | $43,296.00 |
DisclosureSEC source: 0001933058-24-000002 · wk-form4_1709069465.xml · nonDerivative · entry 2 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,021 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:31 UTC |
Bennett LeahPresident-Westwood Wealth Mgmt
|
Grantcommon stock | 21,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001933058-24-000002 · wk-form4_1709069465.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,629 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:26 UTC |
Ehinger John Anthony JrHead of Legal, CCO
|
Tax withholdingcommon stock | 117 | $12.00 | $1,404.00 |
DisclosureSEC source: 0001972317-24-000003 · wk-form4_1709069158.xml · nonDerivative · entry 2 Ehinger John Anthony Jr · CIK 0001972317 · Head of Legal, CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,122 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:26 UTC |
Ehinger John Anthony JrHead of Legal, CCO
|
Grantcommon stock | 5,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001972317-24-000003 · wk-form4_1709069158.xml · nonDerivative · entry 1 Ehinger John Anthony Jr · CIK 0001972317 · Head of Legal, CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,239 Read SEC document |
| February 23, 2024 Filed Nov 14, 2024 21:29 UTC Amendment |
CASEY BRIAN ODirector · CEO
|
Grantcommon stock | 48,230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001171437-24-000007 · wk-form4a_1731619756.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,214 F1 · shares: This amendment is intended to correct the original filing dated February 27, 2024, which reflected a grant/acquisition of 52,083 shares. The correct amount of shares granted was 48,230 of WHG stock, which was properly reflected on WHG's proxy statement. F2 · price: The closing price of WHG stock on February 23, 2024, was $12.00. F3 · balance_after: The total amount of securities beneficially owned following this amendment is 480,214, inclusive of 700 shares held indirectly for children, which reflects a reduction of 3,153 shares from the previously reported 483,367 shares. Read SEC document |
| February 23, 2024 Filed Feb 25, 2025 21:41 UTC |
Mazzei MatthewController
|
Grantcommon stock | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0002001538-25-000002 · wk-form4_1740519707.xml · nonDerivative · entry 1 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,569 F1 · date: Mr. Mazzei became a Section 16 Officer in November of 2023. Mr. Mazzei did not receive a share grant in 2024. The shares represented include shares that were awarded but did not vest until February 23, 2024. This filing is required to provide an accurate reflection of Mr. Mazzei's beneficial ownership. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:50 UTC |
Montgomery John PorterChief Operating Officer
|
Salecommon stock | 327 | $9.89 | $3,233.67 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 4 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,816 Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:50 UTC |
Montgomery John PorterChief Operating Officer
|
Salecommon stock | 500 | $9.90 | $4,950.85 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 1 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,983 Read SEC document |
| September 06, 2023 Filed Sep 12, 2023 20:50 UTC |
Montgomery John PorterChief Operating Officer
|
Salecommon stock | 2 | $10.20 | $20.40 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 3 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,143 Read SEC document |
| September 06, 2023 Filed Sep 12, 2023 20:50 UTC |
Montgomery John PorterChief Operating Officer
|
Salecommon stock | 838 | $9.90 | $8,296.20 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 2 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,145 Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 20:09 UTC |
Bennett LeahPresident-Westwood Wealth Mgmt
|
Salecommon stock | 850 | $10.97 | $9,327.48 |
DisclosureSEC source: 0001933058-23-000007 · wk-form4_1691784548.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,962 Read SEC document |
| May 02, 2023 Filed May 2, 2023 16:59 UTC |
Gerron Julie KramerGeneral Counsel & CCO
|
Othercommon stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001601790-23-000004 · wf-form4_168304674065045.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,920 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.