| |
| |
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| Insider
Information: |
Casey Brian O |
| Relationship: |
CEO, Director |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
483,367 |
|
|
Indirect Shares
|
700 |
|
|
| Direct
Value |
$5,868,075 |
|
|
|
Indirect Value
|
$8,498 |
|
|
| Total
Shares |
484,067 |
|
|
| Total
Value |
$5,876,573 |
|
|
|
|
|
|
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|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
1
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
2
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -1.9%
|
-5.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Westwood Holdings Group Inc |
WHG |
CEO, Director |
2024-02-23 |
483,367 |
2023-02-23 |
700 |
Premium* |
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Records found :
85 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 4
|
| 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... |
officerTitle |
• • – |
2003-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
15,000 |
256,481 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President and COO |
• • – |
2004-07-27 |
4 |
A |
$0.00 |
$0 |
D/D |
17,500 |
223,981 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President and COO |
• • – |
2005-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
12,500 |
236,481 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2006-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
100,000 |
336,481 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-04-21 |
4 |
A |
$0.00 |
$0 |
D/D |
175,000 |
470,564 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2015-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
35,000 |
264,008 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2017-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
70,766 |
323,175 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-03-09 |
4 |
A |
$0.00 |
$0 |
D/D |
43,606 |
354,437 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2019-03-07 |
4 |
A |
$0.00 |
$0 |
D/D |
36,686 |
373,823 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
18,657 |
387,874 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
CEO |
• • – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
50,649 |
436,978 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
CEO |
• • – |
2024-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
52,083 |
489,061 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-09 |
4 |
AS |
$39.29 |
$354,547 |
D/D |
(9,023) |
454,591 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-10 |
4 |
AS |
$39.12 |
$215,572 |
D/D |
(5,511) |
449,080 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-15 |
4 |
AS |
$39.02 |
$199,049 |
D/D |
(5,101) |
443,979 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-16 |
4 |
AS |
$39.09 |
$200,664 |
D/D |
(5,133) |
438,846 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-17 |
4 |
AS |
$39.00 |
$9,048 |
D/D |
(232) |
438,614 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-12-05 |
4 |
AS |
$37.10 |
$12,837 |
D/D |
(346) |
394,169 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-11-26 |
4 |
AS |
$38.81 |
$574,219 |
D/D |
(14,796) |
362,566 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-11-27 |
4 |
AS |
$38.76 |
$395,466 |
D/D |
(10,204) |
345,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-01-04 |
4 |
AS |
$42.03 |
$54,640 |
D/D |
(1,300) |
344,062 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-01-31 |
4 |
AS |
$42.17 |
$255,700 |
D/D |
(6,064) |
337,998 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-01 |
4 |
AS |
$42.05 |
$350,953 |
D/D |
(8,347) |
329,651 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-02-04 |
4 |
AS |
$42.07 |
$390,772 |
D/D |
(9,289) |
320,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-03-25 |
4 |
AS |
$45.11 |
$197,008 |
D/D |
(4,367) |
302,923 |
0 |
- |
|
85 Records found
|
|
Page 1 of 4 |
| |
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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