John Porter Montgomery
Insider
First SEC filing: June 8, 2022 · Latest: June 8, 2022
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 11, 2023 | WHG | S | 500 | $9.90 | $4,950 | 76,983 Direct | -0.65% | Disposed | 98.1% (price as of 2026-10-02) |
| Sept. 11, 2023 | WHG | S | 327 | $9.89 | $3,234 | 75,816 Direct | -0.43% | Disposed | 98.3% (price as of 2026-10-02) |
| Sept. 6, 2023 | WHG | S | 838 | $9.90 | $8,296 | 76,145 Direct | -1.09% | Disposed | 98.1% (price as of 2026-10-02) |
| Sept. 6, 2023 | WHG | S | 2 | $10.20 | $20 | 76,143 Direct | 0.00% | Disposed | 92.3% (price as of 2026-10-02) |
| Feb. 23, 2023 | WHG | F | 1,761 | $12.34 | $21,731 | 65,327 Direct | -2.62% | Disposed | 58.9% (price as of 2026-10-02) |
| Feb. 23, 2023 | WHG | A | 12,156 | · | · | 77,483 Direct | +18.61% | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.