F
$ Value
$175K
Shares
10,772
Price
$16
Filed
Mar 16
Insider
Name
Helfert Adrian
Title
CIO, Multi-Asset Inv.
CIK
0001932834
Roles
Officer
Transaction Details
Transaction Date
2026-02-23
Code
F
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
162,751
Filing Info
Other Insiders at WHG (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
CASEY BRIAN O
CEO
|
— | $307K | 2026-02-23 |
| BYRNE SUSAN M | — | $171K | 2026-04-21 |
|
Gomez Fabian
President
|
— | $101K | 2026-02-23 |
|
Gomez Fabian
President and COO
|
— | — | 2026-02-23 |
|
Forbes Murray III
Chief Financial Officer
|
— | $46K | 2026-02-23 |
|
Lockridge Matthew
Head, U.S. Value Inv.
|
— | $87K | 2026-02-23 |
|
Helfert Adrian
CIO, Multi-Asset Inv.
|
— | $175K | 2026-02-23 |
|
Ehinger John Anthony Jr
Head of Legal and Compliance
|
— | — | 2026-02-23 |
|
Linton David O
Head of Distribution
|
— | $43K | 2026-02-23 |