| |
| |
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| Insider
Information: |
Casey Brian O |
| Relationship: |
CEO, Director |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
483,367 |
|
|
Indirect Shares
|
700 |
|
|
| Direct
Value |
$5,897,077 |
|
|
|
Indirect Value
|
$8,540 |
|
|
| Total
Shares |
484,067 |
|
|
| Total
Value |
$5,905,617 |
|
|
|
|
|
|
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|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
1
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
2
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -1.9%
|
-5.3%
|
| |
|
|
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|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Westwood Holdings Group Inc |
WHG |
CEO, Director |
2024-02-23 |
483,367 |
2023-02-23 |
700 |
Premium* |
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Records found :
85 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 4
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| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-17 |
4 |
AS |
$39.00 |
$9,048 |
D/D |
(232) |
438,614 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-02-23 |
4 |
D |
$36.95 |
$457,995 |
D/D |
(12,395) |
423,219 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-11-25 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,050 |
419,169 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-11-25 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,050 |
350 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-11-30 |
4 |
S |
$37.71 |
$585,906 |
D/D |
(15,537) |
403,632 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-12-01 |
4 |
S |
$37.50 |
$191,854 |
D/D |
(5,116) |
398,516 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-12-02 |
4 |
S |
$37.17 |
$148,728 |
D/D |
(4,001) |
394,515 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-12-05 |
4 |
AS |
$37.10 |
$12,837 |
D/D |
(346) |
394,169 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-02-23 |
4 |
D |
$39.38 |
$502,371 |
D/D |
(12,757) |
381,412 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-05-31 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,050 |
700 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-05-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,050 |
377,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-05-31 |
4 |
S |
$35.60 |
$114,739 |
D/D |
(3,223) |
381,412 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-05-31 |
4 |
OE |
$12.90 |
$41,577 |
D/D |
3,223 |
384,635 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-04 |
4 |
S |
$34.50 |
$19,700 |
D/D |
(571) |
377,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-04 |
4 |
OE |
$12.90 |
$7,366 |
D/D |
571 |
377,933 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-05 |
4 |
S |
$34.63 |
$284,168 |
D/D |
(8,206) |
377,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-05 |
4 |
OE |
$12.90 |
$105,857 |
D/D |
8,206 |
385,568 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-11-26 |
4 |
AS |
$38.81 |
$574,219 |
D/D |
(14,796) |
362,566 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-11-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
7,000 |
355,566 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-11-27 |
4 |
AS |
$38.76 |
$395,466 |
D/D |
(10,204) |
345,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-01-04 |
4 |
AS |
$42.03 |
$54,640 |
D/D |
(1,300) |
344,062 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-01-31 |
4 |
AS |
$42.17 |
$255,700 |
D/D |
(6,064) |
337,998 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-01 |
4 |
AS |
$42.05 |
$350,953 |
D/D |
(8,347) |
329,651 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-04 |
4 |
AS |
$42.07 |
$390,772 |
D/D |
(9,289) |
320,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-22 |
4 |
D |
$43.83 |
$572,946 |
D/D |
(13,072) |
307,290 |
0 |
- |
|
85 Records found
|
|
Page 2 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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