| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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%
|
| |
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
85 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 4
|
| 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 |
• • – |
2012-06-05 |
4 |
OE |
$12.90 |
$105,857 |
D/D |
8,206 |
385,568 |
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 and CEO |
• • – |
2009-02-25 |
4 |
D |
$37.29 |
$309,507 |
D/D |
(8,300) |
321,700 |
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 |
• • – |
2010-12-09 |
4 |
AS |
$39.29 |
$354,547 |
D/D |
(9,023) |
454,591 |
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 and CEO |
• • – |
2006-08-01 |
4 |
OE |
$12.90 |
$129,000 |
D/D |
10,000 |
346,481 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2020-08-07 |
4 |
B |
$11.36 |
$113,562 |
D/D |
10,000 |
366,170 |
2.81 |
% |
|
| 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 |
• • – |
2019-03-08 |
4 |
D |
$36.96 |
$411,550 |
D/D |
(11,135) |
362,688 |
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 |
• • – |
2011-02-23 |
4 |
D |
$36.95 |
$457,995 |
D/D |
(12,395) |
423,219 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and COO |
• • – |
2005-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
12,500 |
236,481 |
|
- |
|
| 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 |
• • – |
2012-02-23 |
4 |
D |
$39.38 |
$502,371 |
D/D |
(12,757) |
381,412 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-22 |
4 |
D |
$43.83 |
$572,946 |
D/D |
(13,072) |
307,290 |
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 |
• • – |
2012-11-26 |
4 |
AS |
$38.81 |
$574,219 |
D/D |
(14,796) |
362,566 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
officerTitle |
• • – |
2003-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
15,000 |
256,481 |
|
- |
|
| 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 |
• • – |
2009-12-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
16,950 |
303,650 |
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 and COO |
• • – |
2004-07-27 |
4 |
A |
$0.00 |
$0 |
D/D |
17,500 |
223,981 |
|
- |
|
85 Records found
|
|
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 |
| |
|
|
|
|
|
