| |
| |
|
| 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 |
$5,824,572 |
|
|
|
Indirect Value
|
$8,435 |
|
|
| Total
Shares |
484,067 |
|
|
| Total
Value |
$5,833,007 |
|
|
|
|
|
|
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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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 1
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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... |
CEO |
• • – |
2024-02-23 |
4 |
D |
$12.00 |
$68,328 |
D/D |
(5,694) |
483,367 |
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... |
CEO |
• • – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
50,649 |
436,978 |
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 |
• • – |
2022-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
18,657 |
387,874 |
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 |
• • – |
2021-11-01 |
4 |
B |
$17.25 |
$43,125 |
D/D |
2,500 |
365,695 |
2.81 |
% |
|
| 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 |
• • – |
2021-03-09 |
4 |
S |
$17.71 |
$52,687 |
D/D |
(2,975) |
363,195 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2020-08-07 |
4 |
B |
$11.36 |
$113,562 |
D/D |
10,000 |
366,170 |
2.81 |
% |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2020-03-09 |
4 |
D |
$20.09 |
$130,947 |
D/D |
(6,518) |
356,170 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2019-03-08 |
4 |
D |
$36.96 |
$411,550 |
D/D |
(11,135) |
362,688 |
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 |
• • – |
2018-09-18 |
4 |
D |
$0.00 |
$0 |
I/I |
(700) |
0 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2018-03-09 |
4 |
D |
$55.46 |
$959,458 |
D/D |
(17,300) |
337,137 |
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 |
• • – |
2017-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
70,766 |
323,175 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2017-03-10 |
4 |
D |
$54.77 |
$676,081 |
D/D |
(12,344) |
310,831 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2016-02-23 |
4 |
D |
$47.52 |
$551,184 |
D/D |
(11,599) |
252,409 |
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 |
• • – |
2015-02-23 |
4 |
D |
$61.82 |
$907,703 |
D/D |
(14,683) |
229,008 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2014-02-21 |
4 |
D |
$58.88 |
$864,476 |
D/D |
(14,682) |
243,691 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-26 |
4 |
AS |
$50.20 |
$252,144 |
D/D |
(5,023) |
258,373 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-25 |
4 |
AS |
$50.25 |
$326,648 |
D/D |
(6,500) |
263,396 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
President & CEO |
• • – |
2013-07-19 |
4 |
AS |
$47.51 |
$593,898 |
D/D |
(12,500) |
269,896 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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