Julie Kramer Gerron
CIK 1601790 · General Counsel & CCO · last filed 2023-05-02
"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
$1.29M
Companies
1
Total Filings
14
Lifetime Open-Market Net
-$425.3K
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 | General Counsel & CCO | 69,920 | $18.44 | $1.29M | -$425.3K | 14 | 2023-05-02 |
Recent Filings · Page 2 of 2
14 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-02-27 | WHG | Mixed | +1,990 | -$77.4K | EDGAR |
| 2016-02-29 | WHG | Mixed | +4,491 | -$61.6K | EDGAR |
| 2015-02-25 | WHG | Mixed | +2,643 | -$86.6K | EDGAR |
| 2014-03-06 | WHG | Sell (S) | −1,500 | -$87.5K | EDGAR |
Showing 11–14 of 14
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Page 2 of 2
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.