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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 |
  Bennett Leah |
President-Westwood Wealth Mgmt |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
30,348 |
|
-34% |
|
| Montgomery John Porter |
COOOfficer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
4,106 |
|
-34% |
|
| Montgomery John Porter |
COOOfficer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
67,088 |
|
-34% |
|
| Lockridge Matthew |
Head, U.S. Value Inv.Officer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
59,541 |
|
-34% |
|
| Helfert Adrian |
CIO, Multi-Asset Inv.Officer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
94,276 |
|
-34% |
|
| Bowman Randy A |
Director |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
10,598 |
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- |
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| Norman Geoffrey |
Director |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
28,930 |
|
- |
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| Frank Richard M |
Chairman |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
66,764 |
|
- |
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| Byrne Susan M |
Vice Chairman of the Board |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
267,527 |
|
- |
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| Masterson Ellen H |
Director |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
25,680 |
|
- |
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| Gerron Julie Kramer |
General Counsel & CCO |
• – – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
12,314 |
58,745 |
|
- |
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| Forbes Murray Iii |
Chief Financial Officer |
• – – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
10,005 |
29,873 |
|
- |
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| Gomez Fabian |
Chief Operating Officer |
• – – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
15,392 |
42,401 |
|
- |
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| Paddon Steve |
Head of Distribution |
• – – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
26,294 |
49,418 |
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- |
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| Casey Brian O |
President & CEO |
• • – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
18,657 |
387,874 |
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- |
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| Gerron Julie Kramer |
General Counsel & CCO |
• – – |
2022-02-23 |
4 |
D |
$16.75 |
$29,648 |
D/D |
(1,770) |
46,431 |
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- |
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| Forbes Murray Iii |
Chief Financial Officer |
• – – |
2022-02-23 |
4 |
D |
$16.75 |
$22,244 |
D/D |
(1,328) |
19,868 |
|
- |
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| Gomez Fabian |
Chief Operating Officer |
• – – |
2022-02-23 |
4 |
D |
$16.75 |
$37,403 |
D/D |
(2,233) |
27,009 |
|
- |
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| Paddon Steve |
Head of Distribution |
• – – |
2022-02-23 |
4 |
D |
$16.75 |
$49,446 |
D/D |
(2,952) |
23,124 |
|
- |
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| Frank Richard M |
Chairman |
– • – |
2021-11-03 |
4 |
B |
$17.75 |
$88,750 |
D/D |
5,000 |
53,366 |
2.39 |
-13% |
|
| Casey Brian O |
President & CEO |
• • – |
2021-11-02 |
4 |
B |
$17.25 |
$9,005 |
D/D |
522 |
366,217 |
2.81 |
-16% |
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| Casey Brian O |
President & CEO |
• • – |
2021-11-01 |
4 |
B |
$17.25 |
$43,125 |
D/D |
2,500 |
365,695 |
2.81 |
-16% |
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| Wooldridge Raymond E |
Director |
– • – |
2021-11-01 |
4 |
B |
$17.49 |
$174,887 |
D/D |
10,000 |
77,597 |
2.39 |
-16% |
|
| Casey Brian O |
President & CEO |
• • – |
2021-08-29 |
4 |
D |
$0.00 |
$0 |
I/I |
(700) |
0 |
|
- |
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| Gomez Fabian |
Chief Operating Officer |
• – – |
2021-06-25 |
4 |
AS |
$21.59 |
$19,105 |
D/D |
(885) |
29,242 |
|
-18% |
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262 Records found
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Page 3 of 11 |
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