| |
| |
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| 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 |
$3,360,417 |
|
|
|
Indirect Value
|
$927 |
|
|
| Total
Shares |
275,520 |
|
|
| Total
Value |
$3,361,344 |
|
|
|
|
|
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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%
|
| |
|
|
|
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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 |
Vice Chairman of the B... |
2023-04-26 |
275,444 |
2018-01-29 |
76 |
Premium* |
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Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 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... |
Chief Investment Officer |
• • • |
2009-07-01 |
4 |
AS |
$41.83 |
$146,392 |
D/D |
(3,500) |
927,400 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-05 |
4 |
AS |
$49.00 |
$171,500 |
D/D |
(3,500) |
404,016 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-03-29 |
4 |
AS |
$40.19 |
$144,680 |
D/D |
(3,600) |
858,587 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-04-01 |
4 |
AS |
$40.46 |
$145,941 |
D/D |
(3,607) |
843,018 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2015-02-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,615 |
330,530 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2018-01-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,700 |
243,093 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2020-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,727 |
256,020 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-07-29 |
4 |
AS |
$50.59 |
$191,936 |
D/D |
(3,794) |
413,431 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2010-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,900 |
894,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-12-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,900 |
446,649 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-10-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,900 |
246,793 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-07-28 |
4 |
AS |
$60.10 |
$234,501 |
D/D |
(3,902) |
279,178 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-02-20 |
4 |
S |
$59.07 |
$242,197 |
I/I |
(4,100) |
25,900 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2015-02-20 |
4 |
S |
$62.01 |
$259,635 |
I/I |
(4,187) |
6,576 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-06-29 |
4 |
AS |
$37.19 |
$157,288 |
D/D |
(4,229) |
563,270 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-07-18 |
4 |
AS |
$37.42 |
$158,732 |
D/D |
(4,242) |
553,893 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-03-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,424 |
417,225 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-06-06 |
4 |
S |
$58.88 |
$266,860 |
I/I |
(4,532) |
11,704 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-02-22 |
4/A |
S |
$43.25 |
$196,879 |
I/I |
(4,550) |
50,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-02-22 |
4 |
S |
$43.27 |
$196,879 |
I/I |
(4,550) |
50,450 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-03-08 |
4 |
AS |
$42.65 |
$196,191 |
D/D |
(4,600) |
433,368 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-03-13 |
4 |
AS |
$42.52 |
$196,081 |
D/D |
(4,612) |
422,956 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-04-18 |
4 |
AS |
$39.02 |
$182,416 |
D/D |
(4,675) |
583,486 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-10-10 |
4 |
AS |
$49.61 |
$238,120 |
D/D |
(4,800) |
353,489 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Co-Chief Investment Officer |
• • – |
2012-01-18 |
4 |
AS |
$40.18 |
$200,868 |
D/D |
(4,999) |
696,173 |
0 |
- |
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183 Records found
|
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Page 5 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 |
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