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 |
|---|---|---|---|---|---|---|
| 2023-02-23 | Montgomery John Porter Chief Operating Officer | Shares withheld for taxes | −1,761 | $12.34 | $22K | 65,327 |
| 2023-02-23 | Montgomery John Porter Chief Operating Officer | Grant or award | +12,156 | 77,483 | ||
| 2023-02-23 | Helfert Adrian CIO, Multi-Asset Inv. | Shares withheld for taxes | −8,347 | $12.34 | $103K | 85,929 |
| 2023-02-23 | Helfert Adrian CIO, Multi-Asset Inv. | Grant or award | +40,519 | 126,448 | ||
| 2023-02-23 | Forbes Murray III Chief Financial Officer | Shares withheld for taxes | −1,997 | $12.34 | $25K | 27,876 |
| 2023-02-23 | Forbes Murray III Chief Financial Officer | Grant or award | +11,062 | 38,938 | ||
| 2023-02-23 | Gomez Fabian President | Shares withheld for taxes | −3,193 | $12.34 | $39K | 39,208 |
| 2023-02-23 | Gomez Fabian President | Grant or award | +16,208 | 55,416 | ||
| 2023-02-23 | Gerron Julie Kramer General Counsel & CCO | Shares withheld for taxes | −2,546 | $12.34 | $31K | 56,199 |
| 2023-02-23 | Gerron Julie Kramer General Counsel & CCO | Grant or award | +13,721 | 69,920 | ||
| 2023-02-23 | CASEY BRIAN O CEO | Shares withheld for taxes | −1,545 | $12.34 | $19K | 386,329 |
| 2023-02-23 | CASEY BRIAN O CEO | Grant or award | +50,649 | 436,978 | ||
| 2023-02-23 | Bennett Leah President-Westwood Wealth Mgmt | Shares withheld for taxes | −2,504 | $12.34 | $31K | 24,604 |
| 2023-02-23 | Bennett Leah President-Westwood Wealth Mgmt | Grant or award | +16,208 | 40,812 | ||
| 2023-02-23 | Lockridge Matthew Head, U.S. Value Inv. | Shares withheld for taxes | −4,471 | $12.34 | $55K | 48,357 |
| 2023-02-22 | Lockridge Matthew Head, U.S. Value Inv. | Sale | −6,713 | $11.70 | $79K | 52,828 |
| 2023-02-22 | Lockridge Matthew Head, U.S. Value Inv. | Grant or award | +34,047 | 82,404 | ||
| 2022-11-28 | Bennett Leah President-Westwood Wealth Mgmt | Sale | −240 | $10.60 | $3K | 27,108 |
| 2022-06-09 | JCP Investment Management, LLC See Footnote 1 | Sale | −11,518 | $15.69 | $181K | 401,407 |
| 2022-06-09 | JCP Investment Management, LLC See Footnote 1 | Sale | −12,000 | $15.69 | $188K | 418,214 |
Page 9 of 10 · 183 trades