BRIAN O CASEY
CIK 1171437 · CEO · last filed 2026-03-16
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$10.35M
Companies
1
Total Filings
62
Lifetime Open-Market Net
-$8.16M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | CEO | 531,310 | $19.48 | $10.35M | -$8.16M | 60 | 2026-03-16 |
Recent Filings · Page 2 of 7
62 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-08-29 | WHG | Notice (144) | −20,317 | -$365.5K | EDGAR |
| 2025-02-25 | WHG | Mixed | +32,462 | -$216.3K | EDGAR |
| 2024-11-14 | WHG | Grant (A) | +48,230 | $0 | EDGAR |
| 2024-02-27 | WHG | Mixed | +46,389 | -$68.3K | EDGAR |
| 2023-02-27 | WHG | Mixed | +49,104 | -$19.1K | EDGAR |
| 2022-02-28 | WHG | Grant (A) | +18,657 | $0 | EDGAR |
| 2021-11-23 | WHG | Buy (P) | +3,000 | $50.2K | EDGAR |
| 2021-11-03 | WHG | Buy (P) | +3,022 | $52.1K | EDGAR |
| 2021-08-30 | WHG | Other (J) | −700 | $0 | EDGAR |
| 2021-03-11 | WHG | Sell (S) | −2,975 | -$52.7K | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.