| |
| |
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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 7 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... |
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 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 |
– • – |
2013-03-06 |
4 |
AS |
$42.49 |
$266,640 |
D/D |
(6,275) |
437,968 |
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... |
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... |
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... |
Chairman, Board of Directors |
– • – |
2013-03-05 |
4 |
AS |
$42.59 |
$290,050 |
I/I |
(6,811) |
15,853 |
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... |
Chief Investment Officer |
• • • |
2009-06-29 |
4 |
AS |
$41.95 |
$293,650 |
D/D |
(7,000) |
930,900 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2006-08-28 |
4 |
B |
$19.25 |
$303,188 |
D/D |
15,750 |
1,000,000 |
3.23 |
- |
|
| 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... |
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... |
Chairman, Board of Directors |
– • – |
2013-02-20 |
4 |
S |
$43.79 |
$347,759 |
I/I |
(7,942) |
57,058 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-18 |
4 |
AS |
$49.58 |
$353,779 |
D/D |
(7,136) |
366,699 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-16 |
4 |
AS |
$49.31 |
$362,395 |
D/D |
(7,350) |
379,744 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman of the Board |
– • – |
2013-09-09 |
4 |
AS |
$49.11 |
$373,705 |
D/D |
(7,609) |
396,018 |
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... |
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 of the Board |
– • – |
2014-06-05 |
4 |
S |
$58.69 |
$397,469 |
I/I |
(6,764) |
16,236 |
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... |
Vice Chairman of the Board |
– • – |
2017-09-26 |
4 |
AS |
$64.01 |
$465,006 |
D/D |
(7,265) |
258,328 |
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... |
Vice Chairman of the Board |
– • – |
2017-09-27 |
4 |
AS |
$64.01 |
$488,695 |
D/D |
(7,635) |
250,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2008-02-27 |
4 |
D |
$35.65 |
$534,750 |
D/D |
(15,000) |
985,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-02-23 |
4 |
D |
$36.95 |
$554,250 |
D/D |
(15,000) |
872,592 |
0 |
- |
|
183 Records found
|
|
Page 7 of 8 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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