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| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
8,370,000 |
| Market
Cap: |
100.86(M) |
| Last
Volume: |
16,703 |
Avg
Vol: |
28,393 |
| 52
Week Range: |
$8.97 - $13.9109 |
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| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Asset Management |
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Member Indexes:
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
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| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile Westwood Holdings Group is a holding company. Co. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp. and Westwood Advisors, L.L.C. (referred to hereinafter together as Westwood Management), and Westwood Trust. Co. has two segments: Advisory and Trust. Co.'s advisory business encompasses two investment teams: U.S. Value Equity and Multi-Asset. Westwood Management provides investment advisory services to institutions. Through Westwood Trust, Co. provides fiduciary and investment services to individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
14,000 |
14,000 |
16,517 |
56,970 |
| Total Sell Value |
$168,087 |
$168,087 |
$193,916 |
$784,149 |
| Total People Sold |
1 |
1 |
3 |
4 |
| Total Sell Transactions |
1 |
1 |
4 |
11 |
| End Date |
2024-02-08 |
2023-11-07 |
2023-05-09 |
2022-05-09 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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|
| 3m +/- |
|
|
Form |
  Ehinger John Anthony Jr |
Head of Legal, CCOOfficer |
• – – |
2023-04-04 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,824 |
|
2% |
|
| Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2023-03-14 |
4 |
S |
$12.90 |
$25,807 |
D/D |
(2,000) |
38,812 |
|
3% |
|
| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-03-09 |
4 |
D |
$13.60 |
$10,798 |
D/D |
(794) |
77,110 |
|
- |
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| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-03-07 |
4 |
S |
$13.42 |
$20,129 |
D/D |
(1,500) |
77,904 |
|
17% |
|
| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-03-06 |
4 |
S |
$13.91 |
$41,719 |
D/D |
(3,000) |
79,404 |
|
17% |
|
| Forbes Murray Iii |
Chief Financial Officer |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
11,062 |
38,938 |
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- |
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| Forbes Murray Iii |
Chief Financial Officer |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$24,643 |
D/D |
(1,997) |
27,876 |
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- |
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| Helfert Adrian |
CIO, Multi-Asset Inv. |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
40,519 |
126,448 |
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- |
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| Helfert Adrian |
CIO, Multi-Asset Inv. |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$103,002 |
D/D |
(8,347) |
85,929 |
|
- |
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| Casey Brian O |
CEO |
• • – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
50,649 |
436,978 |
|
- |
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| Casey Brian O |
CEO |
• • – |
2023-02-23 |
4 |
D |
$12.34 |
$19,065 |
D/D |
(1,545) |
386,329 |
|
- |
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| Montgomery John Porter |
Chief Operating Officer |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
12,156 |
77,483 |
|
- |
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| Montgomery John Porter |
Chief Operating Officer |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$21,731 |
D/D |
(1,761) |
65,327 |
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- |
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| Gomez Fabian |
President |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
16,208 |
55,416 |
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- |
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| Gomez Fabian |
President |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$39,402 |
D/D |
(3,193) |
39,208 |
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- |
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| Gerron Julie Kramer |
General Counsel & CCO |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
13,721 |
69,920 |
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- |
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| Gerron Julie Kramer |
General Counsel & CCO |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$31,418 |
D/D |
(2,546) |
56,199 |
|
- |
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| Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
16,208 |
40,812 |
|
- |
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| Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$30,899 |
D/D |
(2,504) |
24,604 |
|
- |
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| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$55,172 |
D/D |
(4,471) |
48,357 |
|
- |
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| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
34,047 |
82,404 |
|
- |
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| Lockridge Matthew |
Head, U.S. Value Inv. |
• – – |
2023-02-22 |
4 |
S |
$11.70 |
$78,542 |
D/D |
(6,713) |
52,828 |
|
-7% |
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| Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2022-11-28 |
4 |
S |
$10.60 |
$2,544 |
D/D |
(240) |
27,108 |
|
5% |
|
| Pappas James C |
See Footnote 1 |
– – – |
2022-06-09 |
4 |
S |
$15.69 |
$376,642 |
I/I |
(24,000) |
16,795 |
|
33% |
|
| Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2022-06-01 |
4 |
S |
$14.95 |
$44,850 |
D/D |
(3,000) |
27,348 |
|
38% |
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262 Records found
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Page 2 of 11 |
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