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IWSH · Wright Investors Service Holdings, Inc.
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IWSH Wright Investors Service (IWSH) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001279715
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

Wright Investors Service insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Wright Investors Service Holdings, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Miller William H III
BUY
2023-02-14 SECtraded 2022-12-28
6,500
$650
-50.0%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Dec 23, 2022.
  • +72.7% median (+66.3% mean) 90-day return after 3 previous buys.
  • The trade is 0.2% of the 3,509,838 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Insider Miller William H III bought about $650 of IWSH on Dec 28, 2022.
Miller William H III
BUY
2023-02-14 SECtraded 2022-12-23
10,000
$1.0K
-50.0%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Dec 21, 2022.
  • +59.4% median (+59.4% mean) 90-day return after 2 previous buys.
  • The trade is 0.3% of the 3,509,838 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Insider Miller William H III bought about $1.0K of IWSH on Dec 23, 2022.
Miller William H III
BUY
2023-02-14 SECtraded 2022-12-21
35,000
$4.2K
-50.0%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Dec 20, 2022.
  • The trade is 1.0% of the 3,509,838 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Insider Miller William H III bought about $4.2K of IWSH on Dec 21, 2022, the largest insider purchase at the company on our record.
Miller William H III
BUY
2023-02-14 SECtraded 2022-12-20
5,000
$800
-50.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 0.1% of the 3,509,838 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Insider Miller William H III bought about $800 of IWSH on Dec 20, 2022, the largest insider purchase at the company on our record.
4 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
no revenue reported in any filing
Margin
-18.9% net margin
below 64% of Financial Services
Buybacks
no share repurchases reported
Short interest
no short interest reported
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch IWSH

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-42.1%12M
-84%-47%-11%+26%2025-102025-122026-022026-042026-062026-082026-10
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns IWSH: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in IWSH

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

IWSH planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
Each figure here is a federal filing, dated the day it went public, so you can test what was knowable then.
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Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

IWSH financials

Net margin
-18.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.5M
four quarters, 2017-04-01 to 2018-03-31
Net margin, TTM
-18.8%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$973.0K
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
-78.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-72.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
-81.5%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no debt line filed
FCF yield
-42.9%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Operating income-$1.1M-$1.1M-$1.2M-$1.2M
Net income-$1.0M-$920.0K-$1.0M-$1.2M
EPS (diluted)-0.05-0.04-0.05-0.06
Operating cash flow-$1.1M-$938.0K-$965.0K-$1.2M
Cash$33.0K$1.4M$125.0K$90.0K
Buybacksn/an/an/a$48.0K
SEC XBRL, fiscal years, as known on 2026-10-28

IWSH Stock Sonar score 2/7 axes

Find similar shapesCompare
Profitability
19
Inputs
  • Return on equity-78.1% · 19 pct, sector of 205
  • Return on assets-72.1% · 17 pct, sector of 266
  • Return on invested capitaltax provision or pre-tax income not filed for the four quarters
  • Return on capital employed-81.5% · 22 pct, sector of 88
Risk and compliance
34
Inputs
  • Short interest, % of floatno short interest or no free float on file
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+19.4% · 34 pct, sector of 175
5 not measured: Financial health, Growth, Insider conviction, Institutional and government, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

2 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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