| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • • |
2006-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
300,000 |
966,000 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2003-08-19 |
4 |
S |
$18.50 |
$2,719,500 |
D/D |
(147,000) |
639,305 |
|
- |
|
| 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... |
Chairman, Board of Directors |
– • – |
2012-10-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
75,000 |
75,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-10-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
75,000 |
475,549 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-10-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
25,000 |
450,549 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-02-23 |
4 |
D |
$39.38 |
$708,840 |
D/D |
(18,000) |
655,246 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2010-02-24 |
4 |
D |
$39.22 |
$698,116 |
D/D |
(17,800) |
905,000 |
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... |
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 |
• • • |
2009-02-25 |
4 |
D |
$37.29 |
$559,350 |
D/D |
(15,000) |
970,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-06-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,000 |
955,000 |
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 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-06-22 |
4 |
AS |
$57.18 |
$813,898 |
D/D |
(14,233) |
300,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-06-26 |
4 |
AS |
$41.69 |
$587,782 |
D/D |
(14,100) |
937,900 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-07-14 |
4 |
AS |
$58.03 |
$815,537 |
D/D |
(14,054) |
285,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-05-09 |
4 |
OE |
$12.90 |
$161,250 |
D/D |
12,500 |
649,005 |
|
- |
|
| 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... |
Chief Investment Officer |
• • • |
2006-08-01 |
4 |
B |
$19.00 |
$228,000 |
D/D |
12,000 |
984,250 |
3.23 |
- |
|
| 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... |
Chairman of the Board |
– • – |
2013-10-11 |
4 |
AS |
$49.72 |
$560,031 |
D/D |
(11,264) |
342,225 |
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... |
Chief Investment Officer |
• • • |
2011-04-04 |
4 |
AS |
$40.59 |
$398,891 |
D/D |
(9,828) |
833,190 |
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... |
Vice Chairman of the Board |
– • – |
2023-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
7,917 |
275,444 |
0 |
- |
|
25 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
|
|
|
|
|
