Latest Insider Transactions at Westwood Holdings Group Inc (WHG)
This section provides a real-time view of insider transactions for Westwood Holdings Group Inc (WHG). The data is sourced from Form 4 filings with the SEC, which are filed by insiders of WESTWOOD HOLDINGS GROUP INC to disclose their transactions in the company's securities. By reviewing this information, investors can gain insights into the trading activity of WESTWOOD HOLDINGS GROUP INC's insiders and make more informed investment decisions.
Insider Transaction List
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 30
2024
|
Randy A Bowman Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+22.46%
|
-
|
|
May 20
2024
|
Richard M Frank Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+8.41%
|
-
|
|
May 20
2024
|
Ellen H Masterson Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+15.5%
|
-
|
|
May 07
2024
|
Geoffrey Norman Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+14.53%
|
-
|
|
May 07
2024
|
Westwood Holdings Group Inc Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+14.53%
|
-
|
|
Mar 06
2024
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Open market or private sale
|
Direct |
14,000
-19.92%
|
$168,000
$12.01 P/Share
|
|
Feb 23
2024
|
Brian O Casey CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
5,694
-1.16%
|
$68,328
$12.0 P/Share
|
|
Feb 23
2024
|
Brian O Casey CEO |
BUY
Grant, award, or other acquisition
|
Direct |
52,083
+9.62%
|
-
|
|
Feb 23
2024
|
Murray Forbes Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,723
-5.19%
|
$32,676
$12.0 P/Share
|
|
Feb 23
2024
|
Murray Forbes Iii Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,542
+20.51%
|
-
|
|
Feb 23
2024
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
6,827
-8.85%
|
$81,924
$12.0 P/Share
|
|
Feb 23
2024
|
Fabian Gomez President |
SELL
Payment of exercise price or tax liability
|
Direct |
4,185
-4.74%
|
$50,220
$12.0 P/Share
|
|
Feb 23
2024
|
Fabian Gomez President |
BUY
Grant, award, or other acquisition
|
Direct |
32,907
+27.14%
|
-
|
|
Feb 23
2024
|
Adrian Helfert CIO, Multi-Asset Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
11,611
-6.91%
|
$139,332
$12.0 P/Share
|
|
Feb 23
2024
|
Adrian Helfert CIO, Multi-Asset Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
41,667
+19.86%
|
-
|
|
Feb 23
2024
|
John Anthony Ehinger Jr Head of Legal, CCO |
SELL
Payment of exercise price or tax liability
|
Direct |
117
-1.27%
|
$1,404
$12.0 P/Share
|
|
Feb 23
2024
|
John Anthony Ehinger Jr Head of Legal, CCO |
BUY
Grant, award, or other acquisition
|
Direct |
5,415
+36.95%
|
-
|
|
Feb 23
2024
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Payment of exercise price or tax liability
|
Direct |
3,608
-6.05%
|
$43,296
$12.0 P/Share
|
|
Feb 23
2024
|
Leah Bennett President-Westwood Wealth Mgmt |
BUY
Grant, award, or other acquisition
|
Direct |
21,667
+26.65%
|
-
|
|
Sep 11
2023
|
John Porter Montgomery Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
827
-0.54%
|
$7,443
$9.9 P/Share
|
|
Sep 06
2023
|
John Porter Montgomery Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
840
-0.55%
|
$8,400
$10.05 P/Share
|
|
Aug 09
2023
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Open market or private sale
|
Direct |
850
-2.19%
|
$8,500
$10.97 P/Share
|
|
May 02
2023
|
Julie Kramer Gerron General Counsel & CCO |
BUY
Other acquisition or disposition
|
Direct |
0
|
-
|
|
Apr 26
2023
|
Randy A Bowman Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,917
+29.95%
|
-
|
|
Apr 26
2023
|
Geoffrey Norman Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,917
+17.69%
|
-
|
|
Apr 26
2023
|
Susan M Byrne Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,917
+2.79%
|
-
|
|
Apr 26
2023
|
Richard M Frank Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,917
+9.59%
|
-
|
|
Apr 26
2023
|
Ellen H Masterson Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,917
+22.23%
|
-
|
|
Mar 14
2023
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Open market or private sale
|
Direct |
2,000
-4.9%
|
$24,000
$12.9 P/Share
|
|
Mar 09
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
794
-1.02%
|
$10,322
$13.6 P/Share
|
|
Mar 07
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Open market or private sale
|
Direct |
1,500
-1.89%
|
$19,500
$13.42 P/Share
|
|
Mar 06
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Open market or private sale
|
Direct |
3,000
-3.64%
|
$39,000
$13.91 P/Share
|
|
Feb 23
2023
|
Julie Kramer Gerron General Counsel & CCO |
BUY
Grant, award, or other acquisition
|
Direct |
13,721
+16.4%
|
-
|
|
Feb 23
2023
|
Julie Kramer Gerron General Counsel & CCO |
SELL
Payment of exercise price or tax liability
|
Direct |
2,546
-4.33%
|
$30,552
$12.34 P/Share
|
|
Feb 23
2023
|
Murray Forbes Iii Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
11,062
+22.12%
|
-
|
|
Feb 23
2023
|
Murray Forbes Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,997
-6.69%
|
$23,964
$12.34 P/Share
|
|
Feb 23
2023
|
Brian O Casey CEO |
BUY
Grant, award, or other acquisition
|
Direct |
50,649
+10.39%
|
-
|
|
Feb 23
2023
|
Brian O Casey CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
1,545
-0.4%
|
$18,540
$12.34 P/Share
|
|
Feb 23
2023
|
Fabian Gomez President |
BUY
Grant, award, or other acquisition
|
Direct |
16,208
+22.63%
|
-
|
|
Feb 23
2023
|
Fabian Gomez President |
SELL
Payment of exercise price or tax liability
|
Direct |
3,193
-7.53%
|
$38,316
$12.34 P/Share
|
|
Feb 23
2023
|
Adrian Helfert CIO, Multi-Asset Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
40,519
+24.27%
|
-
|
|
Feb 23
2023
|
Adrian Helfert CIO, Multi-Asset Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
8,347
-8.85%
|
$100,164
$12.34 P/Share
|
|
Feb 23
2023
|
John Porter Montgomery Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
12,156
+13.56%
|
-
|
|
Feb 23
2023
|
John Porter Montgomery Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,761
-2.62%
|
$21,132
$12.34 P/Share
|
|
Feb 23
2023
|
Leah Bennett President-Westwood Wealth Mgmt |
BUY
Grant, award, or other acquisition
|
Direct |
16,208
+28.43%
|
-
|
|
Feb 23
2023
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Payment of exercise price or tax liability
|
Direct |
2,504
-9.24%
|
$30,048
$12.34 P/Share
|
|
Feb 23
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
4,471
-8.46%
|
$53,652
$12.34 P/Share
|
|
Feb 22
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
34,047
+29.24%
|
-
|
|
Feb 22
2023
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Open market or private sale
|
Direct |
6,713
-11.27%
|
$73,843
$11.7 P/Share
|
|
Nov 28
2022
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Open market or private sale
|
Direct |
240
-0.88%
|
$2,400
$10.6 P/Share
|