Insider Transactions in Q1 2023 at Westwood Holdings Group Inc (WHG)
Insider Transaction List (Q1 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
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
|