Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Wright Investors Service Holdings, Inc.
Report date August 30, 2019 · Filed August 30, 2019
Jointly reported with Cove Street Capital, LLC, Bronchick Jeffrey, Robin Eugene Vlad, GELLER MARSHALL S, Hinkle Paul
Section 16 reporting ended · disclosed 2019-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2019-08-30 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-08-30 · Sale · Disposed 863,940 · Balance 0 F1: These shares are owned indirectly by Cove Street Capital, LLC ("CSC"), which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. CSC is the investment advisor to certain separately managed accounts ("Managed Accounts") and may be deemed to have a pecuniary interest in the shares directly held in the Managed Accounts. Bronchick is the manager of CSC and may be deemed to have a pecuniary interest in the shares in which CSC has a pecuniary interest. CSC and Bronchick each disclaim, for purposes of Section 16 of the Securities Exchange Act, beneficial ownership of shares held in the Managed Accounts, except to the extent of their indirect pecuniary interest therein, and this report shall not be deemed an admission that either is the beneficial owner of such shares for any purpose. CSC disclaims beneficial ownership of the shares held directly by Bronchick. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2019-08-30 · Sale · Disposed 105,000 · Balance 0 F2: These shares are owned directly by Cove Street Capital, LLC, which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2019-08-30 · Sale · Disposed 814,122 · Balance 0 F3: These shares are owned directly by Jeffrey Bronchick, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2019-08-30 · Sale · Disposed 50,000 · Balance 0 F4: These shares are owned directly by Andrew Leaf, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Paul Hinkle for purposes of Section 13(d) of the Exchange Act. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2019-08-30 · Sale · Disposed 20,000 · Balance 0 F5: These shares are owned directly by Paul Hinkle, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2019-08-30 · Sale · Disposed 105,000 · Balance 0 F6: These shares are owned directly by Eugene Robin, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2019-08-30 · Sale · Disposed 683,090 · Balance 0 F7: These shares are owned directly by Marshall Geller, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned indirectly by Cove Street Capital, LLC ("CSC"), which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. CSC is the investment advisor to certain separately managed accounts ("Managed Accounts") and may be deemed to have a pecuniary interest in the shares directly held in the Managed Accounts. Bronchick is the manager of CSC and may be deemed to have a pecuniary interest in the shares in which CSC has a pecuniary interest. CSC and Bronchick each disclaim, for purposes of Section 16 of the Securities Exchange Act, beneficial ownership of shares held in the Managed Accounts, except to the extent of their indirect pecuniary interest therein, and this report shall not be deemed an admission that either is the beneficial owner of such shares for any purpose. CSC disclaims beneficial ownership of the shares held directly by Bronchick.
F2: These shares are owned directly by Cove Street Capital, LLC, which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act.
F3: These shares are owned directly by Jeffrey Bronchick, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act
F4: These shares are owned directly by Andrew Leaf, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Paul Hinkle for purposes of Section 13(d) of the Exchange Act.
F5: These shares are owned directly by Paul Hinkle, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act.
F6: These shares are owned directly by Eugene Robin, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act.
F7: These shares are owned directly by Marshall Geller, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 683,090 | $0.42 | $286,897.80 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 7 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F7 · shares: These shares are owned directly by Marshall Geller, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 105,000 | $0.42 | $44,100.00 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 6 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F6 · shares: These shares are owned directly by Eugene Robin, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 20,000 | $0.42 | $8,400.00 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 5 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · shares: These shares are owned directly by Paul Hinkle, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 50,000 | $0.42 | $21,000.00 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 4 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: These shares are owned directly by Andrew Leaf, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Jeffrey Bronchick; (iii) Eugene Robin; (iv) Marshall Geller and (v) Paul Hinkle for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 814,122 | $0.42 | $341,931.24 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 3 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: These shares are owned directly by Jeffrey Bronchick, who is a member of a "group" with (i) Cove Street Capital, LLC; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 105,000 | $0.42 | $44,100.00 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 2 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: These shares are owned directly by Cove Street Capital, LLC, which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 22:54 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | SaleCommon Stock | 863,940 | $0.42 | $362,854.80 |
DisclosureSEC source: 0001667731-19-000242 · wishfinalfiling2019.xml · nonDerivative · entry 1 Cove Street Capital, LLC · CIK 0001531612 · Previous 10% Owner Bronchick Jeffrey · CIK 0001749959 · Previous 10% Owner Robin Eugene Vlad · CIK 0001714028 · Previous 10% Owner GELLER MARSHALL S · CIK 0000925236 · Previous 10% Owner Hinkle Paul · CIK 0001782736 · Previous 10% Owner Leaf Andrew · CIK 0001782757 · Previous 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · ownership.nature: These shares are owned indirectly by Cove Street Capital, LLC ("CSC"), which is a member of a "group" with (i) Jeffrey Bronchick; (ii) Eugene Robin; (iii) Marshall Geller; (iv) Paul Hinkle and (v) Andrew Leaf for purposes of Section 13(d) of the Exchange Act. CSC is the investment advisor to certain separately managed accounts ("Managed Accounts") and may be deemed to have a pecuniary interest in the shares directly held in the Managed Accounts. Bronchick is the manager of CSC and may be deemed to have a pecuniary interest in the shares in which CSC has a pecuniary interest. CSC and Bronchick each disclaim, for purposes of Section 16 of the Securities Exchange Act, beneficial ownership of shares held in the Managed Accounts, except to the extent of their indirect pecuniary interest therein, and this report shall not be deemed an admission that either is the beneficial owner of such shares for any purpose. CSC disclaims beneficial ownership of the shares held directly by Bronchick. 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.