| |
| |
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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 |
$5,969,582 |
|
|
|
Indirect Value
|
$8,645 |
|
|
| Total
Shares |
484,067 |
|
|
| Total
Value |
$5,978,227 |
|
|
|
|
|
|
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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%
|
| |
|
|
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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 |
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... |
officerTitle |
• • – |
2003-08-19 |
4 |
S |
$18.50 |
$925,000 |
D/D |
(50,000) |
206,481 |
|
- |
|
| 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 and CEO |
• • – |
2006-08-01 |
4 |
OE |
$12.90 |
$129,000 |
D/D |
10,000 |
346,481 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2007-02-22 |
4 |
D |
$23.88 |
$119,400 |
D/D |
(5,000) |
341,481 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2007-07-01 |
4 |
D |
$34.16 |
$50,591 |
D/D |
(1,481) |
340,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2008-02-27 |
4 |
D |
$35.65 |
$267,375 |
D/D |
(7,500) |
332,500 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2008-07-01 |
4 |
D |
$41.66 |
$104,150 |
D/D |
(2,500) |
330,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2009-02-25 |
4 |
D |
$37.29 |
$309,507 |
D/D |
(8,300) |
321,700 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President and CEO |
• • – |
2009-07-01 |
4 |
D |
$41.89 |
$46,079 |
D/D |
(1,100) |
320,600 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2009-12-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
16,950 |
303,650 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2009-12-17 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,950 |
650 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-02-24 |
4 |
D |
$39.22 |
$317,133 |
D/D |
(8,086) |
295,564 |
0 |
- |
|
| 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 |
• • – |
2010-12-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,950 |
463,614 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-01 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,950 |
1,300 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2010-12-02 |
4 |
S |
$36.36 |
$141,810 |
I/I |
(3,900) |
0 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
CHIEF EXECUTIVE OFFICER |
– – – |
2010-12-02 |
144 |
NP |
$0.00 |
$141,843 |
/ |
3,900 |
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 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
435,614 |
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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