| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
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Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 6 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 |
• • • |
2011-03-28 |
4 |
AS |
$40.24 |
$205,605 |
D/D |
(5,109) |
862,187 |
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 |
• • • |
2011-03-31 |
4 |
AS |
$40.15 |
$480,321 |
D/D |
(11,962) |
846,625 |
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... |
Chief Investment Officer |
• • • |
2011-04-04 |
4 |
AS |
$40.59 |
$398,891 |
D/D |
(9,828) |
833,190 |
0 |
- |
|
| 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... |
Chief Investment Officer |
• • • |
2011-04-07 |
4 |
AS |
$40.84 |
$65,345 |
D/D |
(1,600) |
829,604 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-06-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
100,000 |
729,604 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
co-Chief Investment Officer |
• • – |
2011-07-20 |
4 |
AS |
$40.14 |
$220,761 |
D/D |
(5,500) |
724,104 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
co-Chief Investment Officer |
• • – |
2011-07-21 |
4 |
AS |
$40.18 |
$218,253 |
D/D |
(5,432) |
718,672 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
co-Chief Investment Officer |
• • – |
2011-07-22 |
4 |
AS |
$40.20 |
$20,100 |
D/D |
(500) |
718,172 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Co-Chief Investment Officer |
• • – |
2011-12-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
10,000 |
701,172 |
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 |
- |
|
| WHG |
Westwood Holdings Group I... |
Co-Chief Investment Officer |
• • – |
2012-01-19 |
4 |
AS |
$40.25 |
$161 |
D/D |
(4) |
696,169 |
0 |
- |
|
| 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... |
Co-Chief Investment Officer |
• • – |
2012-02-03 |
4 |
AS |
$40.46 |
$308,554 |
D/D |
(7,627) |
675,246 |
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... |
Vice Chairman of the Board |
– • – |
2012-04-03 |
4/A |
AS |
$38.86 |
$55,960 |
I/I |
(1,440) |
43,120 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2012-06-21 |
4/A |
AS |
$37.00 |
$10,101 |
I/I |
(273) |
37,759 |
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... |
Vice Chairman of the Board |
– • – |
2015-10-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,600 |
329,663 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2016-02-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
12,500 |
317,163 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2016-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,488 |
318,651 |
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... |
Vice Chairman of the Board |
– • – |
2016-05-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
259 |
316,720 |
0 |
- |
|
183 Records found
|
|
Page 6 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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