Mark Freeman
CIK 1518805 · Chief Investment Officer · last filed 2019-03-11
Mark Freeman is a Chief Investment Officer who has filed 22 SEC Form 4 insider transactions across 1 company since 2011. The most recent filing, for WHG, was dated Mar 11, 2019. Across all open-market trades the lifetime net is −$1.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.9M 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.
$1.93M
1
22
-$1.32M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | Chief Investment Officer | 104,055 | $18.59 | $1.93M | -$1.32M | 22 | 2019-03-11 |
Recent Filings
22 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-03-11 | WHG | Mixed | +11,297 | -$260.4K | EDGAR |
| 2018-12-17 | WHG | Gift (G) | −6,500 | $0 | EDGAR |
| 2018-03-12 | WHG | Mixed | +35,008 | -$376.9K | EDGAR |
| 2017-12-18 | WHG | Sell (S) | −4,500 | -$292.7K | EDGAR |
| 2017-06-13 | WHG | Gift (G) | −6,860 | $0 | EDGAR |
| 2017-02-27 | WHG | Tax (F) | −8,390 | -$517.1K | EDGAR |
| 2016-06-17 | WHG | Gift (G) | −7,025 | $0 | EDGAR |
| 2016-02-29 | WHG | Tax (F) | −9,315 | -$442.6K | EDGAR |
| 2015-06-26 | WHG | Gift (G) | −1,120 | $0 | EDGAR |
| 2015-02-25 | WHG | Tax (F) | −10,389 | -$642.2K | EDGAR |