| |
| |
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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 |
|
|
|
|
|
|
|
|
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
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| 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... |
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 |
• • – |
2013-05-16 |
4 |
AS |
$45.11 |
$22,553 |
D/D |
(500) |
294,896 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-05-28 |
4 |
AS |
$45.40 |
$22,700 |
D/D |
(500) |
294,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2021-11-02 |
4 |
B |
$17.25 |
$9,005 |
D/D |
522 |
366,217 |
2.81 |
% |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-19 |
4 |
AS |
$45.00 |
$23,670 |
D/D |
(526) |
285,893 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-04 |
4 |
OE |
$12.90 |
$7,366 |
D/D |
571 |
377,933 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-06-04 |
4 |
S |
$34.50 |
$19,700 |
D/D |
(571) |
377,362 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-11 |
4 |
AS |
$45.00 |
$25,695 |
D/D |
(571) |
291,025 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-09-18 |
4 |
D |
$0.00 |
$0 |
I/I |
(700) |
0 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2021-08-29 |
4 |
D |
$0.00 |
$0 |
I/I |
(700) |
0 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2011-11-25 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,050 |
350 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2012-05-31 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,050 |
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 |
• • – |
2013-06-18 |
4 |
AS |
$45.00 |
$49,770 |
D/D |
(1,106) |
286,419 |
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 and CEO |
• • – |
2007-07-01 |
4 |
D |
$34.16 |
$50,591 |
D/D |
(1,481) |
340,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
CEO |
• • – |
2023-02-23 |
4 |
D |
$12.34 |
$19,065 |
D/D |
(1,545) |
386,329 |
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 |
• • – |
2010-12-01 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,950 |
1,300 |
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 & CEO |
• • – |
2021-11-01 |
4 |
B |
$17.25 |
$43,125 |
D/D |
2,500 |
365,695 |
2.81 |
% |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-06-10 |
4 |
AS |
$45.00 |
$126,000 |
D/D |
(2,800) |
291,596 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2021-03-09 |
4 |
S |
$17.71 |
$52,687 |
D/D |
(2,975) |
363,195 |
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
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|
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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