| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WHG | common stock | Tax liability | $21,731 | -1,761 | -2.6% | $12.34 | 65,327 | 23 Feb 2023 | Direct | |
| transaction | WHG | common stock | Award | $0 | +12,156 | +19% | $0.000000 | 77,483 | 23 Feb 2023 | Direct | |
| holding | WHG | common stock | 2,294 | 23 Feb 2023 | Held in an irrevocable trust fbo son, Charles Montgomery | ||||||
| holding | WHG | common stock | 1,812 | 23 Feb 2023 | Held in an irrevocable trust fbo son, John Porter Montgomery Jr. |