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WHG

Westwood Holdings Group, Inc. · Financial Services

Insiders sold $2.0M of Westwood Holdings Group, Inc. in the last 12 months and bought none

$0Bought, 12 mo

$2.0MSold, 12 mo

$180.0MMarket cap

WHG over the last year

No insider buys filed in this year

WHG after insider buys

3 months after each buy, from the first price a copier could get.

−1.6%Average

+3.0 ptsVs S&P 500

0 of 4Higher

4 buys since 2020 with 3 months of prices.

Every filing

59 insider filings since 2016, newest first

Susan M Byrne · Director Emerita

$165K−3.5%Jul 7

Susan M Byrne · Director Emerita

$247K−5.0%Jun 30

Susan M Byrne · Director Emerita

$79K−1.7%Jun 25

Susan M Byrne · Director Emerita

$53K−1.1%Jun 22

Susan M Byrne · Director Emerita

$160K−3.3%Jun 16

Susan M Byrne · Director Emerita

$89K−1.9%Jun 12

Susan M Byrne · Director Emerita

$54K−1.1%Jun 9

Susan M Byrne · Director Emerita

$46K−1.0%Jun 2

Susan M Byrne · Director Emerita

$77K−1.7%May 28

Susan M Byrne · Director Emerita

$35K−1.0%May 13

Susan M Byrne · Director Emerita

$41K−1.0%May 8

Susan M Byrne · Director Emerita

$28K−1.0%May 4

Susan M Byrne · Director Emerita

$32K−1.0%Apr 29

Susan M Byrne · Director Emerita

$28K−1.0%Apr 21

Susan M Byrne · Director Emerita

$38K−1.0%Apr 16

Susan M Byrne · Director Emerita

$47K−1.0%Apr 13

Susan M Byrne · Director Emerita

$58K−1.0%Apr 8

Brian O Casey · CEO

$307K−3.0%Mar 13

Fabian Gomez · President

$101K−5.0%Mar 13

Matthew Lockridge · Head, U.S. Value Inv.

$87K−6.0%Mar 13

Brian O Casey · CEO

$138K−2.0%Dec 11

Brian O Casey · CEO

Brian O Casey · CEO

Matthew Lockridge · Head, U.S. Value Inv.

$168K−20.0%Mar 8

Leah Bennett · Pres-Westwood Wealth Mgmt

$26K−5.0%Mar 16

Matthew Lockridge · Head, U.S. Value Inv.

$42K−4.0%Mar 8

Matthew Lockridge · Head, U.S. Value Inv.

$79K−8.0%Feb 24

Jcp Investment Management, LLC · See Footnote 1

$377K−3.0%Jun 13

Leah Bennett · Pres-Westwood Wealth Mgmt

$45K−10.0%Jun 8

Richard M Frank · Chair

$113K+12.0%Dec 1

Brian O Casey · President and CEO

$50K+1.0%Nov 23

Richard M Frank · Chair

$89K+10.0%Nov 5

Raymond E Wooldridge · Director

$175K+15.0%Nov 3

Brian O Casey · President and CEO

Fabian Gomez · COO

$29K−5.0%May 6

Jcp Investment Management, LLC · 10% owner

$447K+3.0%May 3

Fabian Gomez · COO

$56K−9.0%Apr 12

Brian O Casey · President and CEO

$53K−1.0%Mar 11

Richard M Frank · Chair

$63K+15.0%Nov 16

Raymond E Wooldridge · Director

$123K+18.0%Aug 12

Brian O Casey · President and CEO

$114K+3.0%Aug 7

Fabian Gomez · COO

$110K−18.0%May 11

Susan M Byrne · Vice Chairman of the Board

Susan M Byrne · Vice Chairman of the Board

$66K−4.0%Apr 26

Julie Kramer Gerron · General Counsel and CCO

$138K−7.0%Jan 17

Julie Kramer Gerron · General Counsel and CCO

$200K−9.0%Jan 4

Mark Freeman · Chief Investment Officer

$293K−7.0%Dec 18

Susan M Byrne · Vice Chairman of the Board

$960K−6.0%Sep 27

Susan M Byrne · Vice Chairman of the Board

$621K−4.0%Sep 20

Susan M Byrne · Vice Chairman of the Board

$390K−2.0%Aug 9

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Filings come from SEC EDGAR and prices from daily closes. Not investment advice.