| |
| |
|
| Insider
Information: |
Byrne Susan M |
| Relationship: |
Vice Chairman of the B... |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
275,444 |
|
|
Indirect Shares
|
76 |
|
|
| Direct
Value |
$3,343,890 |
|
|
|
Indirect Value
|
$923 |
|
|
| Total
Shares |
275,520 |
|
|
| Total
Value |
$3,344,813 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
4
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-4.0
|
0.0
|
| Percentage
Gain/Loss : |
 -42.1%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Westwood Holdings Group Inc |
WHG |
Vice Chairman of the B... |
2023-04-26 |
275,444 |
2018-01-29 |
76 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 8
|
| 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... |
Vice Chairman of the Board |
– • – |
2020-03-05 |
4 |
B |
$22.43 |
$33,638 |
D/D |
1,500 |
251,293 |
2.39 |
% |
|
| WHG |
Westwood Holdings Group I... |
Co-Chief Investment Officer |
• • – |
2012-01-20 |
4 |
AS |
$40.01 |
$61,495 |
D/D |
(1,537) |
694,632 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-20 |
4 |
AS |
$62.01 |
$96,617 |
D/D |
(1,558) |
265,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-04-07 |
4 |
AS |
$40.84 |
$65,345 |
D/D |
(1,600) |
829,604 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2018-04-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,622 |
244,715 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,661 |
315,181 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2016-05-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,672 |
316,979 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-06-09 |
4 |
S |
$58.78 |
$100,153 |
I/I |
(1,704) |
10,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2015-08-22 |
4 |
A |
$0.00 |
$0 |
D/D |
1,733 |
332,263 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-08-24 |
4 |
B |
$19.29 |
$35,687 |
D/D |
1,850 |
665,000 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-06-20 |
4 |
AS |
$37.00 |
$69,676 |
D/D |
(1,883) |
574,053 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-05-26 |
4 |
B |
$16.84 |
$31,995 |
D/D |
1,900 |
656,900 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-04-06 |
4 |
AS |
$40.55 |
$80,528 |
D/D |
(1,986) |
831,204 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Co-Chief Investment Officer |
• • – |
2012-02-06 |
4 |
AS |
$40.54 |
$81,071 |
D/D |
(2,000) |
673,246 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-06-28 |
4 |
AS |
$37.26 |
$74,514 |
I/I |
(2,000) |
35,795 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-04-23 |
4 |
S |
$62.77 |
$125,533 |
I/I |
(2,000) |
23,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-02-21 |
4 |
S |
$43.75 |
$90,047 |
I/I |
(2,058) |
55,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2010-12-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,100 |
897,900 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-03-26 |
4 |
AS |
$38.64 |
$84,814 |
D/D |
(2,195) |
597,149 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,200 |
922,800 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-11-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,200 |
340,025 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-19 |
4 |
AS |
$62.01 |
$142,690 |
D/D |
(2,301) |
267,251 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-07-30 |
4 |
AS |
$37.26 |
$89,170 |
D/D |
(2,393) |
551,500 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-07-16 |
4 |
AS |
$40.41 |
$96,973 |
D/D |
(2,400) |
925,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-03-04 |
4 |
AS |
$42.15 |
$101,403 |
D/D |
(2,406) |
444,243 |
0 |
- |
|
183 Records found
|
|
Page 3 of 8 |
| |
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 |
| |
|
|
|
|
|
