Mark Freeman
CIK 1518805 · Chief Investment Officer · last filed 2019-03-11
"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
$1.91M
Companies
1
Total Filings
22
Lifetime Open-Market Net
-$1.32M
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 | Chief Investment Officer | 104,055 | $18.38 | $1.91M | -$1.32M | 22 | 2019-03-11 |
Recent Filings · Page 2 of 3
22 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2014-02-25 | WHG | Tax (F) | −12,332 | -$726.1K | EDGAR |
| 2013-12-13 | WHG | Sell (S) | −2,500 | -$139.7K | EDGAR |
| 2013-10-29 | WHG | Sell (S) | −5,000 | -$267.9K | EDGAR |
| 2013-08-13 | WHG | Gift (G) | −1,690 | $0 | EDGAR |
| 2013-02-26 | WHG | Tax (F) | −10,173 | -$445.9K | EDGAR |
| 2012-12-26 | WHG | Gift (G) | −1,250 | $0 | EDGAR |
| 2012-02-24 | WHG | Mixed | +107,027 | -$99.3K | EDGAR |
| 2011-12-19 | WHG | Mixed | −3,400 | -$73.5K | EDGAR |
| 2011-11-28 | WHG | Mixed | — | -$72.4K | EDGAR |
| 2011-11-23 | WHG | Mixed | — | -$72.4K | EDGAR |
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.