John Porter Montgomery
CIK 1933087 · Chief Operating Officer · last filed 2023-09-12
John Porter Montgomery is a Chief Operating Officer who has filed 2 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider sold $16.5K of WHG on Sep 12, 2023. Across all open-market trades the lifetime net is −$16.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.4M 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.
$1.44M
1
2
-$16.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | Chief Operating Officer | 77,628 | $18.59 | $1.44M | -$16.5K | 2 | 2023-09-12 |
Recent Filings
2 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-09-12 | WHG | Sell (S) | −1,667 | -$16.5K | EDGAR |
| 2023-02-27 | WHG | Mixed | +10,395 | -$21.7K | EDGAR |