| |
| |
|
| Insider
Information: |
Montgomery John Porter |
| Relationship: |
Chief Operating Officer |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
75,816 |
|
|
Indirect Shares
|
4,106 |
|
|
| Direct
Value |
$913,583 |
|
|
|
Indirect Value
|
$49,477 |
|
|
| Total
Shares |
79,922 |
|
|
| Total
Value |
$963,060 |
|
|
|
|
|
|
|
|
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 |
Chief Operating Officer |
2023-09-11 |
75,816 |
2023-02-23 |
4,106 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
6 |
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 Operating Officer |
• – – |
2023-09-11 |
4 |
S |
$9.89 |
$8,185 |
D/D |
(827) |
75,816 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Chief Operating Officer |
• – – |
2023-09-06 |
4 |
S |
$9.90 |
$8,317 |
D/D |
(840) |
76,143 |
0 |
% |
|
| WHG |
Westwood Holdings Group I... |
Chief Operating Officer |
• – – |
2023-02-23 |
4 |
D |
$12.34 |
$21,731 |
D/D |
(1,761) |
65,327 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Operating Officer |
• – – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
12,156 |
77,483 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
COOOfficer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
67,088 |
|
% |
|
| WHG |
Westwood Holdings Group I... |
COOOfficer |
• – – |
2022-05-27 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
4,106 |
|
% |
|
6 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 |
| |
|
|
|
|
|
