Insider Trading & Ownership - WESTWOOD HOLDINGS GROUP INC (WHG)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for WESTWOOD HOLDINGS GROUP INC
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2022-11-28
Sale
2023-02-24
5:52 pm
WESTWOOD HOLDINGS GROUP INC WHG Bennett Leah
President-Westwood Wealth Mgmt
240 $10.6 $2,544 40,812
(Direct)
View
2023-02-22
Sale
2023-02-24
5:48 pm
WESTWOOD HOLDINGS GROUP INC WHG Lockridge Matthew
Head, U.S. Value Inv.
6,713 $11.7 $78,542 82,404
(Direct)
View
2022-06-09
Sale
2022-06-13
6:13 pm
WESTWOOD HOLDINGS GROUP INC WHG JCP Investment Management LLC
JCP Investment Partnership LP
JCP Asset Partnership VI LP
JCP Investment Partners LP
JCP Investment Holdings LLC
Pappas James C
See Footnote 1
24,000 $15.69 $376,642 16,795
(Indirect)
View
2022-06-01
Sale
2022-06-08
5:36 pm
WESTWOOD HOLDINGS GROUP INC WHG Bennett Leah
President-Westwood Wealth Mgmt
3,000 $14.95 $44,850 27,348
(Direct)
View
2021-11-29
Purchase
2021-12-01
6:16 pm
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
984 $16.65 $16,384 60,866
(Direct)
View
2021-11-18
Purchase(A)
2021-12-01
6:14 pm
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
6,516 $17.3 $112,741 59,882
(Direct)
View
2021-11-22
Purchase
2021-11-23
5:40 pm
WESTWOOD HOLDINGS GROUP INC WHG CASEY BRIAN O
President & CEO
3,000 $16.75 $50,250 369,217
(Direct)
View
2021-11-18
Purchase(A)
2021-11-23
5:11 pm
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
6,516 $17.3 $112,741 59,882
(Direct)
View
2021-11-03
Purchase
2021-11-05
5:48 pm
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
5,000 $17.75 $88,750 53,366
(Direct)
View
2021-11-01
Purchase
2021-11-03
5:58 pm
WESTWOOD HOLDINGS GROUP INC WHG WOOLDRIDGE RAYMOND E
Director
10,000 $17.49 $174,887 77,597
(Direct)
View
2021-11-01
Purchase
2021-11-03
5:55 pm
WESTWOOD HOLDINGS GROUP INC WHG CASEY BRIAN O
President & CEO
3,022 $17.25 $52,130 366,217
(Direct)
View
2021-06-25
Sale
2021-06-25
5:28 pm
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
Chief Operating Officer
885 $21.59 $19,105 29,242
(Direct)
View
2021-05-04
Sale
2021-05-06
4:23 pm
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
Chief Operating Officer
1,500 $19.51 $29,264 30,127
(Direct)
View
2021-04-29
Purchase
2021-05-03
4:46 pm
WESTWOOD HOLDINGS GROUP INC WHG JCP Investment Management LLC
JCP Investment Partnership LP
JCP Asset Partnership VI LP
JCP Investment Partners LP
JCP Investment Holdings LLC
Pappas James C
10% Owner
25,000 $17.89 $447,318 17,277
(Indirect)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-02-23
Tax Withholding
2023-02-27
7:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
President
3,193 $12.34 55,416
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
President
16,208 $0 55,416
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:35 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Helfert Adrian
CIO, Multi-Asset Inv.
8,347 $12.34 126,448
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:35 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Helfert Adrian
CIO, Multi-Asset Inv.
40,519 $0 126,448
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:33 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Montgomery John Porter
Chief Operating Officer
1,761 $12.34 81,589
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:33 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Montgomery John Porter
Chief Operating Officer
12,156 $0 81,589
(Direct)
View
2023-02-23
Tax Withholding
2023-02-24
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Bennett Leah
President-Westwood Wealth Mgmt
2,504 $12.34 40,812
(Direct)
View
2023-02-23
Option Award
2023-02-24
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Bennett Leah
President-Westwood Wealth Mgmt
16,208 $0 40,812
(Direct)
View
2023-02-23
Tax Withholding
2023-02-24
5:48 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Lockridge Matthew
Head, U.S. Value Inv.
4,471 $12.34 82,404
(Direct)
View
2023-02-22
Option Award
2023-02-24
5:48 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Lockridge Matthew
Head, U.S. Value Inv.
34,047 $0 82,404
(Direct)
View

Ownership
2022-06-08
5:30 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Bennett Leah
President-Westwood Wealth Mgmt
0 $0 30,348
(Direct)
View

Ownership
2022-06-08
5:27 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Montgomery John Porter
COO
0 $0 71,194
(Direct)
View

Ownership
2022-06-08
5:24 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Lockridge Matthew
Head, U.S. Value Inv.
0 $0 59,541
(Direct)
View

Ownership
2022-06-08
5:21 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Helfert Adrian
CIO, Multi-Asset Inv.
0 $0 94,276
(Direct)
View
2022-04-27
Option Award
2022-04-28
6:07 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Bowman Randy A
Director
5,898 $0 10,598
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:59 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG MASTERSON ELLEN H
Director
5,898 $0 25,680
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:49 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
5,898 $0 66,764
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:36 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG BYRNE SUSAN M
Vice Chairman of the Board
Director
5,898 $0 267,527
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:24 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Norman Geoffrey
Director
5,898 $0 28,930
(Direct)
View
2022-02-24
Option Award
2022-02-28
7:38 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Paddon Steve
Head of Distribution
26,294 $0 49,418
(Direct)
View
2022-02-23
Tax Withholding
2022-02-28
7:38 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Paddon Steve
Head of Distribution
2,952 $16.75 49,418
(Direct)
View
2022-02-24
Option Award
2022-02-28
6:26 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gerron Julie Kramer
General Counsel & CCO
12,314 $0 58,745
(Direct)
View
2022-02-23
Tax Withholding
2022-02-28
6:26 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gerron Julie Kramer
General Counsel & CCO
1,770 $16.75 58,745
(Direct)
View
2022-02-24
Option Award
2022-02-28
5:57 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Forbes Murray III
Chief Financial Officer
10,005 $0 29,873
(Direct)
View
2022-02-23
Tax Withholding
2022-02-28
5:57 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Forbes Murray III
Chief Financial Officer
1,328 $16.75 29,873
(Direct)
View
2022-02-24
Option Award
2022-02-28
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
Chief Operating Officer
15,392 $0 42,401
(Direct)
View
2022-02-23
Tax Withholding
2022-02-28
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Gomez Fabian
Chief Operating Officer
2,233 $16.75 42,401
(Direct)
View
2022-02-24
Option Award
2022-02-28
5:48 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG CASEY BRIAN O
President & CEO
18,657 $0 388,574
(Direct)
View
2021-11-18
Option Award
2021-11-22
5:51 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
5,000 $17.5 58,366
(Direct)
View
2021-08-29
Other
2021-08-30
4:09 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG CASEY BRIAN O
President & CEO
700 $0 364,595
(Indirect)
View
2021-06-01
Option Award
2021-06-02
4:20 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Bowman Randy A
Director
4,700 $0 4,700
(Direct)
View

Ownership
2021-05-03
4:43 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG JCP Investment Management LLC
JCP Investment Partnership LP
JCP Asset Partnership VI LP
JCP Investment Partners LP
JCP Investment Holdings LLC
Pappas James C
10% Owner
0 $0 835,416
(Indirect)
View
2021-04-28
Option Award
2021-04-29
9:49 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG FRANK RICHARD M
Chairman
5,609 $0 48,366
(Direct)
View
2021-04-28
Option Award
2021-04-29
9:44 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG WOOLDRIDGE RAYMOND E
Director
5,609 $0 67,597
(Direct)
View
2021-04-28
Option Award
2021-04-29
9:39 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INC WHG Norman Geoffrey
Director
5,609 $0 23,032
(Direct)
View
(A) Indicate amendment filing.
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