| |
| |
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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 |
$5,868,075 |
|
|
|
Indirect Value
|
$8,498 |
|
|
| Total
Shares |
484,067 |
|
|
| Total
Value |
$5,876,573 |
|
|
|
|
|
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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 3 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 |
• • – |
2013-03-25 |
4 |
AS |
$45.11 |
$197,008 |
D/D |
(4,367) |
302,923 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-03-26 |
4 |
AS |
$45.18 |
$340,053 |
D/D |
(7,527) |
295,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-05-16 |
4 |
AS |
$45.11 |
$22,553 |
D/D |
(500) |
294,896 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-05-28 |
4 |
AS |
$45.40 |
$22,700 |
D/D |
(500) |
294,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-10 |
4 |
AS |
$45.00 |
$126,000 |
D/D |
(2,800) |
291,596 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-11 |
4 |
AS |
$45.00 |
$25,695 |
D/D |
(571) |
291,025 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-17 |
4 |
AS |
$45.15 |
$158,029 |
D/D |
(3,500) |
287,525 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-18 |
4 |
AS |
$45.00 |
$49,770 |
D/D |
(1,106) |
286,419 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-19 |
4 |
AS |
$45.00 |
$23,670 |
D/D |
(526) |
285,893 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-09 |
4 |
AS |
$45.05 |
$157,537 |
D/D |
(3,497) |
282,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-19 |
4 |
AS |
$47.51 |
$593,898 |
D/D |
(12,500) |
269,896 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-25 |
4 |
AS |
$50.25 |
$326,648 |
D/D |
(6,500) |
263,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-26 |
4 |
AS |
$50.20 |
$252,144 |
D/D |
(5,023) |
258,373 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2014-02-21 |
4 |
D |
$58.88 |
$864,476 |
D/D |
(14,682) |
243,691 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2015-02-23 |
4 |
D |
$61.82 |
$907,703 |
D/D |
(14,683) |
229,008 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2015-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
35,000 |
264,008 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2016-02-23 |
4 |
D |
$47.52 |
$551,184 |
D/D |
(11,599) |
252,409 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2017-03-10 |
4 |
D |
$54.77 |
$676,081 |
D/D |
(12,344) |
310,831 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2017-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
70,766 |
323,175 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-03-09 |
4 |
D |
$55.46 |
$959,458 |
D/D |
(17,300) |
337,137 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-03-09 |
4 |
A |
$0.00 |
$0 |
D/D |
43,606 |
354,437 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-09-18 |
4 |
D |
$0.00 |
$0 |
I/I |
(700) |
0 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2019-03-07 |
4 |
A |
$0.00 |
$0 |
D/D |
36,686 |
373,823 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2019-03-08 |
4 |
D |
$36.96 |
$411,550 |
D/D |
(11,135) |
362,688 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2020-03-09 |
4 |
D |
$20.09 |
$130,947 |
D/D |
(6,518) |
356,170 |
0 |
- |
|
85 Records found
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|
Page 3 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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