Julie Kramer Gerron
CIK 1601790 · General Counsel & CCO · last filed 2023-05-02
Julie Kramer Gerron is a General Counsel & CCO who has filed 14 SEC Form 4 insider transactions across 1 company since 2014. The most recent filing, for WHG, was dated May 2, 2023. Across all open-market trades the lifetime net is −$425.3K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.3M 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.
$1.30M
1
14
-$425.3K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | General Counsel & CCO | 69,920 | $18.59 | $1.30M | -$425.3K | 14 | 2023-05-02 |
Recent Filings
14 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-02 | WHG | Other (J) | — | $0 | EDGAR |
| 2023-02-27 | WHG | Mixed | +11,175 | -$31.4K | EDGAR |
| 2022-02-28 | WHG | Mixed | +10,544 | -$29.6K | EDGAR |
| 2021-02-25 | WHG | Mixed | +9,446 | -$23.1K | EDGAR |
| 2020-02-25 | WHG | Mixed | +5,338 | -$26.7K | EDGAR |
| 2019-02-26 | WHG | Mixed | +3,485 | -$38.9K | EDGAR |
| 2018-04-26 | WHG | Tax (F) | −1,410 | -$87.2K | EDGAR |
| 2018-02-27 | WHG | Mixed | +2,310 | -$70.9K | EDGAR |
| 2018-01-17 | WHG | Sell (S) | −2,013 | -$137.7K | EDGAR |
| 2018-01-04 | WHG | Sell (S) | −2,987 | -$200.1K | EDGAR |