CIK 0001165002 · Non-accelerated filer<br>Smaller reporting company
WESTWOOD HOLDINGS GROUP INC
Sign in to watch- Ticker
- WHG
- Exchange
- NYSE
- Industry
- Investment Advice
- FY end
- Dec 31
- Incorporated
- DE
- Entity type
- operating
- EIN
- 752969997
- Phone
- 2147566900
- Business address
- 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Open-market buys, last 90 days
- $0
- in 0 filings
- Open-market sales, last 90 days
- $0
- in 0 filings
Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2024-02-23 | Gomez Fabian President | Grant or award | +32,907 | 88,323 | ||
| 2024-02-23 | Gomez Fabian President | Shares withheld for taxes | −4,185 | $12.00 | $50K | 84,138 |
| 2024-02-23 | CASEY BRIAN O CEO | Grant or award | +52,083 | 489,061 | ||
| 2024-02-23 | CASEY BRIAN O CEO | Shares withheld for taxes | −5,694 | $12.00 | $68K | 483,367 |
| 2023-09-11 | Montgomery John Porter Chief Operating Officer | Sale | −500 | $9.90 | $5K | 76,983 |
| 2023-09-11 | Montgomery John Porter Chief Operating Officer | Sale | −327 | $9.89 | $3K | 75,816 |
| 2023-09-06 | Montgomery John Porter Chief Operating Officer | Sale | −838 | $9.90 | $8K | 76,145 |
| 2023-09-06 | Montgomery John Porter Chief Operating Officer | Sale | −2 | $10.20 | $20 | 76,143 |
| 2023-08-09 | Bennett Leah President-Westwood Wealth Mgmt | Sale | −850 | $10.97 | $9K | 37,962 |
| 2023-05-02 | Gerron Julie Kramer General Counsel & CCO | Other acquisition | +0 | 69,920 | ||
| 2023-04-26 | MASTERSON ELLEN H Director | Grant or award | +7,917 | 33,597 | ||
| 2023-04-26 | Bowman Randy A Director | Grant or award | +7,917 | 18,515 | ||
| 2023-04-26 | Norman Geoffrey Director | Grant or award | +7,917 | 36,847 | ||
| 2023-04-26 | BYRNE SUSAN M Director | Grant or award | +7,917 | 275,444 | ||
| 2023-04-26 | FRANK RICHARD M Director | Grant or award | +7,917 | 74,681 | ||
| 2023-04-26 | MASTERSON ELLEN H Director | Grant or award | +7,917 | 27,699 | ||
| 2023-03-14 | Bennett Leah President-Westwood Wealth Mgmt | Sale | −2,000 | $12.90 | $26K | 38,812 |
| 2023-03-09 | Lockridge Matthew Head, U.S. Value Inv. | Shares withheld for taxes | −794 | $13.60 | $11K | 77,110 |
| 2023-03-07 | Lockridge Matthew Head, U.S. Value Inv. | Sale | −1,500 | $13.42 | $20K | 77,904 |
| 2023-03-06 | Lockridge Matthew Head, U.S. Value Inv. | Sale | −3,000 | $13.91 | $42K | 79,404 |
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