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
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-03-06
Sale
2024-03-08
4:36 pm
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
14,000$12.01$168,08756,283
(Direct)
View
2023-09-06
Sale
2023-09-12
4:50 pm
WESTWOOD HOLDINGS GROUP INCWHGMontgomery John Porter
Chief Operating Officer
1,667$9.8987$16,50175,816
(Direct)
View
2023-08-09
Sale
2023-08-11
4:09 pm
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
850$10.97$9,32737,962
(Direct)
View
2023-03-14
Sale
2023-03-16
4:48 pm
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
2,000$12.9$25,80738,812
(Direct)
View
2023-03-07
Sale
2023-03-10
5:02 pm
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
1,500$13.42$20,12977,110
(Direct)
View
2023-03-06
Sale
2023-03-08
6:18 pm
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
3,000$13.91$41,71979,404
(Direct)
View
2022-11-28
Sale
2023-02-24
5:52 pm
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
240$10.6$2,54440,812
(Direct)
View
2023-02-22
Sale
2023-02-24
5:48 pm
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
6,713$11.7$78,54282,404
(Direct)
View
2022-06-09
Sale
2022-06-13
6:13 pm
WESTWOOD HOLDINGS GROUP INCWHGJCP 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$376,64216,795
(Indirect)
View
2022-06-01
Sale
2022-06-08
5:36 pm
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
3,000$14.95$44,85027,348
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-02-23
Option Award
2024-02-27
4:51 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGCASEY BRIAN O
CEO
52,083$0483,367
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:51 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGCASEY BRIAN O
CEO
5,694$12483,367
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:46 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
6,827$1270,283
(Direct)
View
2024-02-23
Option Award
2024-02-27
4:44 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGForbes Murray III
Chief Financial Officer
13,542$049,757
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:44 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGForbes Murray III
Chief Financial Officer
2,723$1249,757
(Direct)
View
2024-02-23
Option Award
2024-02-27
4:39 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGHelfert Adrian
CIO, Multi-Asset Inv.
41,667$0156,504
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:39 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGHelfert Adrian
CIO, Multi-Asset Inv.
11,611$12156,504
(Direct)
View
2024-02-23
Option Award
2024-02-27
4:37 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGomez Fabian
President
32,907$084,138
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:37 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGomez Fabian
President
4,185$1284,138
(Direct)
View
2024-02-23
Option Award
2024-02-27
4:31 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
21,667$056,021
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:31 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
3,608$1256,021
(Direct)
View
2024-02-23
Option Award
2024-02-27
4:26 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGEhinger John Anthony Jr
Head of Legal, CCO
5,415$09,122
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:26 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGEhinger John Anthony Jr
Head of Legal, CCO
117$129,122
(Direct)
View

Ownership
2023-11-17
12:18 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMazzei Matthew
Controller
0$0772
(Direct)
View
2023-05-02
Other
2023-05-02
12:59 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGerron Julie Kramer
General Counsel & CCO
0$069,920
(Direct)
View
2023-04-26
Option Award(A)
2023-05-01
4:45 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMASTERSON ELLEN H
Director
7,917$033,597
(Direct)
View
2023-04-26
Option Award
2023-04-27
5:20 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBowman Randy A
Director
7,917$018,515
(Direct)
View
2023-04-26
Option Award
2023-04-27
5:13 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBYRNE SUSAN M
Vice Chairman of the Board
Director
7,917$0275,444
(Direct)
View
2023-04-26
Option Award
2023-04-27
5:11 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGNorman Geoffrey
Director
7,917$036,847
(Direct)
View
2023-04-26
Option Award
2023-04-27
5:06 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMASTERSON ELLEN H
Director
7,917$027,699
(Direct)
View
2023-04-26
Option Award
2023-04-27
5:05 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGFRANK RICHARD M
Chairman
7,917$074,681
(Direct)
View

Ownership
2023-04-05
08:28 am
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGEhinger John Anthony Jr
Head of Legal, CCO
0$03,824
(Direct)
View
2023-03-09
Tax Withholding
2023-03-10
5:02 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
794$13.677,110
(Direct)
View
2023-02-23
Option Award
2023-02-27
8:14 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGerron Julie Kramer
General Counsel & CCO
13,721$069,920
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
8:14 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGerron Julie Kramer
General Counsel & CCO
2,546$12.3469,920
(Direct)
View
2023-02-23
Option Award
2023-02-27
8:04 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGForbes Murray III
Chief Financial Officer
11,062$038,938
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
8:04 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGForbes Murray III
Chief Financial Officer
1,997$12.3438,938
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:55 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGCASEY BRIAN O
CEO
50,649$0437,678
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:55 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGCASEY BRIAN O
CEO
1,545$12.34437,678
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGomez Fabian
President
16,208$055,416
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGGomez Fabian
President
3,193$12.3455,416
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:35 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGHelfert Adrian
CIO, Multi-Asset Inv.
40,519$0126,448
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:35 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGHelfert Adrian
CIO, Multi-Asset Inv.
8,347$12.34126,448
(Direct)
View
2023-02-23
Option Award
2023-02-27
7:33 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMontgomery John Porter
Chief Operating Officer
12,156$081,589
(Direct)
View
2023-02-23
Tax Withholding
2023-02-27
7:33 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMontgomery John Porter
Chief Operating Officer
1,761$12.3481,589
(Direct)
View
2023-02-23
Option Award
2023-02-24
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
16,208$040,812
(Direct)
View
2023-02-23
Tax Withholding
2023-02-24
5:52 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
2,504$12.3440,812
(Direct)
View
2023-02-22
Option Award
2023-02-24
5:48 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
34,047$082,404
(Direct)
View
2023-02-23
Tax Withholding
2023-02-24
5:48 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
4,471$12.3482,404
(Direct)
View

Ownership
2022-06-08
5:30 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBennett Leah
President-Westwood Wealth Mgmt
0$030,348
(Direct)
View

Ownership
2022-06-08
5:27 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMontgomery John Porter
COO
0$071,194
(Direct)
View

Ownership
2022-06-08
5:24 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGLockridge Matthew
Head, U.S. Value Inv.
0$059,541
(Direct)
View

Ownership
2022-06-08
5:21 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGHelfert Adrian
CIO, Multi-Asset Inv.
0$094,276
(Direct)
View
2022-04-27
Option Award
2022-04-28
6:07 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGBowman Randy A
Director
5,898$010,598
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:59 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGMASTERSON ELLEN H
Director
5,898$025,680
(Direct)
View
2022-04-27
Option Award
2022-04-28
5:49 pm
N/A
N/A
WESTWOOD HOLDINGS GROUP INCWHGFRANK RICHARD M
Chairman
5,898$066,764
(Direct)
View
(A) Indicate amendment filing.
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