| |
| |
|
| Insider
Information: |
Lockridge Matthew |
| Relationship: |
Head, U.S. Value Inv. |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
56,283 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$678,210 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
56,283 |
|
|
| Total
Value |
$678,210 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Westwood Holdings Group Inc |
WHG |
Head, U.S. Value Inv. |
2024-03-06 |
56,283 |
|
0 |
Premium* |
|
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|
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|
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|
Records found :
9 |
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... |
Head, U.S. Value Inv. |
• – – |
2024-03-06 |
4 |
S |
$12.01 |
$168,087 |
D/D |
(14,000) |
56,283 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2024-02-23 |
4 |
D |
$12.00 |
$81,924 |
D/D |
(6,827) |
70,283 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-03-09 |
4 |
D |
$13.60 |
$10,798 |
D/D |
(794) |
77,110 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-03-07 |
4 |
S |
$13.42 |
$20,129 |
D/D |
(1,500) |
77,904 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-03-06 |
4 |
S |
$13.91 |
$41,719 |
D/D |
(3,000) |
79,404 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$55,172 |
D/D |
(4,471) |
48,357 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-02-22 |
4 |
S |
$11.70 |
$78,542 |
D/D |
(6,713) |
52,828 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv. |
• – – |
2023-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
34,047 |
82,404 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Head, U.S. Value Inv.Officer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
59,541 |
|
% |
|
9 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 |
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