Type stock, bond No menu assigned! Immediate family means any child, stepchild, grandchild, parent, stepparent, grandparent, spouse, sibling, mother-in-law, father-in-law, son-in-law, daughter-in-law, brother-in-law or sister-in-law. Minimum of shares:. In order for issues concerning insider trading to arise, information must not only be material, but also non-public. Whalewisdom has at least 61 13F filings, and 7 13G filings. We provide full, back-office support for our investment teams—including operations, compliance, technology, marketing, and distribution.