Leah Bennett
CIK 1933058 · President-Westwood Wealth Mgmt · last filed 2024-02-27
Leah Bennett is a President-Westwood Wealth Mgmt who has filed 5 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing, for WHG, was dated Feb 27, 2024. Across all open-market trades the lifetime net is −$82.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.1M 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.
$1.11M
1
5
-$82.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | President-Westwood Wealth Mgmt | 59,629 | $18.59 | $1.11M | -$82.5K | 5 | 2024-02-27 |
Recent Filings
5 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-02-27 | WHG | Mixed | +18,059 | -$43.3K | EDGAR |
| 2023-08-11 | WHG | Sell (S) | −850 | -$9.3K | EDGAR |
| 2023-03-16 | WHG | Sell (S) | −2,000 | -$25.8K | EDGAR |
| 2023-02-24 | WHG | Mixed | +13,464 | -$33.4K | EDGAR |
| 2022-06-08 | WHG | Sell (S) | −3,000 | -$44.9K | EDGAR |