| |
| |
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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 |
$3,343,890 |
|
|
|
Indirect Value
|
$923 |
|
|
| Total
Shares |
275,520 |
|
|
| Total
Value |
$3,344,813 |
|
|
|
|
|
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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 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 |
• • • |
2010-05-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,000 |
900,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-12-07 |
4 |
S |
$39.75 |
$198,734 |
I/I |
(5,000) |
70,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-02-11 |
4 |
S |
$55.51 |
$278,065 |
I/I |
(5,000) |
30,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-06-01 |
4 |
S |
$55.18 |
$275,891 |
I/I |
(5,000) |
2,500 |
0 |
- |
|
| 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... |
Chairman, Board of Directors |
– • – |
2012-07-02 |
4 |
AS |
$37.69 |
$193,527 |
D/D |
(5,135) |
558,135 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-07-05 |
4 |
AS |
$37.98 |
$196,795 |
I/I |
(5,182) |
30,613 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-03-25 |
4 |
AS |
$40.47 |
$214,328 |
D/D |
(5,296) |
867,296 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-08-07 |
4 |
AS |
$38.07 |
$205,745 |
I/I |
(5,404) |
25,076 |
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 |
• • – |
2011-07-20 |
4 |
AS |
$40.14 |
$220,761 |
D/D |
(5,500) |
724,104 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2021-04-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,609 |
261,629 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-05-15 |
4 |
S |
$44.00 |
$250,823 |
I/I |
(5,700) |
40,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-03-11 |
4 |
AS |
$42.34 |
$245,571 |
D/D |
(5,800) |
427,568 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2022-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,898 |
267,527 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-17 |
4 |
AS |
$49.33 |
$291,478 |
D/D |
(5,909) |
373,835 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-18 |
4 |
AS |
$62.09 |
$381,317 |
D/D |
(6,141) |
269,552 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-10 |
4 |
AS |
$49.33 |
$305,971 |
D/D |
(6,202) |
389,016 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-07-12 |
4 |
OE |
$12.90 |
$80,625 |
D/D |
6,250 |
663,150 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2006-07-06 |
4 |
OE |
$12.90 |
$80,625 |
D/D |
6,250 |
972,250 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2013-03-06 |
4 |
AS |
$42.49 |
$266,640 |
D/D |
(6,275) |
437,968 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-02-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,408 |
887,592 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-08-08 |
4 |
S |
$60.00 |
$390,012 |
I/I |
(6,500) |
76 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-06-27 |
4 |
AS |
$37.17 |
$243,602 |
D/D |
(6,554) |
567,499 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2014-06-05 |
4 |
S |
$58.69 |
$397,469 |
I/I |
(6,764) |
16,236 |
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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