| |
| |
|
| Insider
Information: |
Byrne Susan M |
| Relationship: |
Vice Chairman of the B... |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
275,444 |
|
|
Indirect Shares
|
76 |
|
|
| Direct
Value |
$3,308,082 |
|
|
|
Indirect Value
|
$913 |
|
|
| Total
Shares |
275,520 |
|
|
| Total
Value |
$3,308,995 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
4
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-4.0
|
0.0
|
| Percentage
Gain/Loss : |
 -42.1%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Westwood Holdings Group Inc |
WHG |
Vice Chairman of the B... |
2023-04-26 |
275,444 |
2018-01-29 |
76 |
Premium* |
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Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-19 |
4 |
AS |
$62.01 |
$142,690 |
D/D |
(2,301) |
267,251 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-20 |
4 |
AS |
$62.01 |
$96,617 |
D/D |
(1,558) |
265,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-25 |
4 |
AS |
$64.00 |
$6,400 |
D/D |
(100) |
265,593 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-26 |
4 |
AS |
$64.01 |
$465,006 |
D/D |
(7,265) |
258,328 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2017-09-27 |
4 |
AS |
$64.01 |
$488,695 |
D/D |
(7,635) |
250,693 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-05-24 |
4 |
B |
$16.41 |
$57,441 |
D/D |
3,500 |
652,505 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-05-25 |
4 |
B |
$16.77 |
$41,839 |
D/D |
2,495 |
655,000 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-05-26 |
4 |
B |
$16.84 |
$31,995 |
D/D |
1,900 |
656,900 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-08-24 |
4 |
B |
$19.29 |
$35,687 |
D/D |
1,850 |
665,000 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2005-08-25 |
4 |
B |
$19.25 |
$19,250 |
D/D |
1,000 |
666,000 |
3.15 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2006-08-01 |
4 |
B |
$19.00 |
$228,000 |
D/D |
12,000 |
984,250 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2006-08-28 |
4 |
B |
$19.25 |
$303,188 |
D/D |
15,750 |
1,000,000 |
3.23 |
- |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2020-03-03 |
4 |
B |
$23.95 |
$27,545 |
D/D |
1,150 |
248,443 |
2.39 |
% |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2020-03-04 |
4 |
B |
$23.78 |
$32,102 |
D/D |
1,350 |
249,793 |
2.39 |
% |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2020-03-05 |
4 |
B |
$22.43 |
$33,638 |
D/D |
1,500 |
251,293 |
2.39 |
% |
|
| WHG |
Westwood Holdings Group I... |
Vice Chairman of the Board |
– • – |
2020-03-09 |
4 |
B |
$20.28 |
$20,275 |
D/D |
1,000 |
252,293 |
2.39 |
% |
|
| WHG |
Westwood Holdings Group I... |
Chief Executive Officer |
• • • |
2003-12-30 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,000) |
636,305 |
|
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2008-02-27 |
4 |
D |
$35.65 |
$534,750 |
D/D |
(15,000) |
985,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-02-25 |
4 |
D |
$37.29 |
$559,350 |
D/D |
(15,000) |
970,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2010-02-24 |
4 |
D |
$39.22 |
$698,116 |
D/D |
(17,800) |
905,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2011-02-23 |
4 |
D |
$36.95 |
$554,250 |
D/D |
(15,000) |
872,592 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-02-23 |
4 |
D |
$39.38 |
$708,840 |
D/D |
(18,000) |
655,246 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chairman, Board of Directors |
– • – |
2012-10-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
75,000 |
75,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-06-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,000 |
955,000 |
0 |
- |
|
| WHG |
Westwood Holdings Group I... |
Chief Investment Officer |
• • • |
2009-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,200 |
922,800 |
0 |
- |
|
183 Records found
|
|
Page 5 of 8 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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