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James D Wheat

CIK 1366873 · Chief Financial Officer · last filed 2017-01-05

James D Wheat is a Chief Financial Officer who has filed 34 SEC Form 4 insider transactions across 4 companies since 2008. The most recent filing shows the insider bought $78.8K of NEFF on Jan 5, 2017. Across all open-market trades the lifetime net is +$102.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $3.0M across reported positions.

"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

$2.95M

Companies

4

Total Filings

34

Lifetime Open-Market Net

$102.2K

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
Forest Investments, Inc. (NEFF) Delisted Chief Financial Officer 25,000 — — $83.5K 2 2017-01-05
Forest Investments, Inc. (UPIP) Delisted Chief Financial Officer — — — $0 1 2015-11-06
SGI SVP & Chief Financial Officer 40,557 $72.73 $2.95M $18.6K 27 2012-05-14
RACK SVP & Chief Financial Officer 35 $45.31 $1.6K $0 4 2009-05-08

Recent Filings

34 filings
Insider 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
2017-01-05 Forest Investments, Inc. (NEFF) Delisted Buy (P) +24,000 $78.8K EDGAR
2016-10-03 Forest Investments, Inc. (NEFF) Delisted Buy (P) +1,000 $4.7K EDGAR
2015-11-06 Forest Investments, Inc. (UPIP) Delisted Grant (A) — $0 EDGAR
2012-05-14 SGI Mixed +792 -$2.8K EDGAR
2012-03-06 SGI Mixed +1,054 -$7.1K EDGAR
2012-02-28 SGI Buy (P) +2,000 $18.6K EDGAR
2012-02-13 SGI Mixed +727 -$5.4K EDGAR
2011-12-15 SGI Grant (A) +2,000 $22.7K EDGAR
2011-12-12 SGI Grant (A) +2,000 $28.0K EDGAR
2011-12-07 SGI Mixed +1,148 $16.5K EDGAR
Showing 1–10 of 34
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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.