WHG WESTWOOD HOLDINGS GROUP INC
NYSE · SEC CIK 1165002 · EDGAR
- Bought, last 12 months
- $0 0 purchases by 0 insiders
- Sold, last 12 months
- $2.62M 34 sales by 7 insiders
- Filings on record
- 118 since 2021-08-30, latest 2026-08-07 16:47
BoughtSold
Most active insiders, 12 months
| Insider | Title | Bought | Sold |
|---|---|---|---|
| BYRNE SUSAN M | Dir Emerita | — | $1.63M |
| CASEY BRIAN O | CEO, Dir | — | $531.5K |
| Helfert Adrian | CIO, Multi-Asset Inv | — | $174.7K |
| Gomez Fabian | Pres, COO | — | $100.9K |
| Lockridge Matthew | Head, U.S. Value Inv | — | $87.2K |
| Forbes Murray III | CFO | — | $46.4K |
| Linton David O | Head of Distribution | — | $43.0K |
| Ryan Janice | Dir | — | — |
| Ehinger John Anthony Jr | Head of Legal, Compliance | — | — |
| Murray Katherine | Dir | — | — |
Transactions 155
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-08-11 | 2023-08-09 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.97 | -850 | 38.0K | -2% | -$9,324 | |
| 2023-05-02 | 2023-05-02 | WHG | Gerron Julie Kramer | GC, CCO | J - Other | — | 0 | 69.9K | New | — | |
| A | 2023-05-01 | 2023-04-26 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +7,917 | 33.6K | +31% | $0 |
| 2023-04-27 | 2023-04-26 | WHG | Bowman Randy A | Dir | A - Grant | $0.00 | +7,917 | 18.5K | +75% | $0 | |
| 2023-04-27 | 2023-04-26 | WHG | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +7,917 | 74.7K | +12% | $0 | |
| 2023-04-27 | 2023-04-26 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +7,917 | 27.7K | +40% | $0 | |
| 2023-04-27 | 2023-04-26 | WHG | Norman Geoffrey | Dir | A - Grant | $0.00 | +7,917 | 36.8K | +27% | $0 | |
| 2023-04-27 | 2023-04-26 | WHG | BYRNE SUSAN M | Dir, Vice COB | A - Grant | $0.00 | +7,917 | 275.4K | +3% | $0 | |
| 2023-03-16 | 2023-03-14 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $12.90 | -2,000 | 38.8K | -5% | -$25.8K | |
| 2023-03-10 | 2023-03-07 | WHG | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $13.42 | -1,500 | 77.9K | -2% | -$20.1K | |
| 2023-03-10 | 2023-03-09 | WHG | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $13.60 | -794 | 77.1K | -1% | -$10.8K | |
| 2023-03-08 | 2023-03-06 | WHG | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $13.91 | -3,000 | 79.4K | -4% | -$41.7K | |
| 2023-02-27 | 2023-02-23 | WHG | Gomez Fabian | Pres | A - Grant | $0.00 | +16.2K | 55.4K | +41% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | Gomez Fabian | Pres | F - Tax | $12.34 | -3,193 | 39.2K | -8% | -$39.4K | |
| 2023-02-27 | 2023-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +40.5K | 126.4K | +47% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $12.34 | -8,347 | 85.9K | -9% | -$103.0K | |
| 2023-02-27 | 2023-02-23 | WHG | Montgomery John Porter | COO | F - Tax | $12.34 | -1,761 | 65.3K | -3% | -$21.7K | |
| 2023-02-27 | 2023-02-23 | WHG | Montgomery John Porter | COO | A - Grant | $0.00 | +12.2K | 77.5K | +19% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | Forbes Murray III | CFO | F - Tax | $12.34 | -1,997 | 27.9K | -7% | -$24.6K | |
| 2023-02-27 | 2023-02-23 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +11.1K | 38.9K | +40% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | Gerron Julie Kramer | GC, CCO | F - Tax | $12.34 | -2,546 | 56.2K | -4% | -$31.4K | |
| 2023-02-27 | 2023-02-23 | WHG | Gerron Julie Kramer | GC, CCO | A - Grant | $0.00 | +13.7K | 69.9K | +24% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | CASEY BRIAN O | CEO, Dir | F - Tax | $12.34 | -1,545 | 386.3K | -0.4% | -$19.1K | |
| 2023-02-27 | 2023-02-23 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +50.6K | 437.0K | +13% | $0 | |
| 2023-02-24 | 2023-02-23 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | A - Grant | $0.00 | +16.2K | 40.8K | +66% | $0 | |
| 2023-02-24 | 2023-02-23 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | F - Tax | $12.34 | -2,504 | 24.6K | -9% | -$30.9K | |
| 2023-02-24 | 2022-11-28 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.60 | -240 | 27.1K | -0.9% | -$2,544 | |
| 2023-02-24 | 2023-02-23 | WHG | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $12.34 | -4,471 | 48.4K | -8% | -$55.2K | |
| 2023-02-24 | 2023-02-22 | WHG | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $11.70 | -6,713 | 52.8K | -11% | -$78.5K | |
| 2023-02-24 | 2023-02-22 | WHG | Lockridge Matthew | Head, U.S. Value Inv | A - Grant | $0.00 | +34.0K | 82.4K | +70% | $0 | |
| MI | 2022-06-13 | 2022-06-09 | WHG | JCP Investment Partnership, LP | See Footnote 1 | S - Sale | $15.69 | -24.0K | 401.4K | -6% | -$376.6K |
| 2022-06-08 | 2022-06-01 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $14.95 | -3,000 | 27.3K | -10% | -$44.9K | |
| 2022-04-28 | 2022-04-27 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +5,898 | 25.7K | +30% | $0 | |
| 2022-04-28 | 2022-04-27 | WHG | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +5,898 | 66.8K | +10% | $0 | |
| 2022-04-28 | 2022-04-27 | WHG | BYRNE SUSAN M | Dir, Vice COB | A - Grant | $0.00 | +5,898 | 267.5K | +2% | $0 | |
| 2022-04-28 | 2022-04-27 | WHG | Bowman Randy A | Dir | A - Grant | $0.00 | +5,898 | 10.6K | +125% | $0 | |
| 2022-04-28 | 2022-04-27 | WHG | Norman Geoffrey | Dir | A - Grant | $0.00 | +5,898 | 28.9K | +26% | $0 | |
| 2022-02-28 | 2022-02-23 | WHG | Paddon Steve | Head of Distribution | F - Tax | $16.75 | -2,952 | 23.1K | -11% | -$49.4K | |
| 2022-02-28 | 2022-02-24 | WHG | Paddon Steve | Head of Distribution | A - Grant | $0.00 | +26.3K | 49.4K | +114% | $0 | |
| 2022-02-28 | 2022-02-23 | WHG | Gerron Julie Kramer | GC, CCO | F - Tax | $16.75 | -1,770 | 46.4K | -4% | -$29.6K | |
| 2022-02-28 | 2022-02-24 | WHG | Gerron Julie Kramer | GC, CCO | A - Grant | $0.00 | +12.3K | 58.7K | +27% | $0 | |
| 2022-02-28 | 2022-02-23 | WHG | Gomez Fabian | COO | F - Tax | $16.75 | -2,233 | 27.0K | -8% | -$37.4K | |
| 2022-02-28 | 2022-02-24 | WHG | Gomez Fabian | COO | A - Grant | $0.00 | +15.4K | 42.4K | +57% | $0 | |
| 2022-02-28 | 2022-02-24 | WHG | CASEY BRIAN O | Pres, CEO, Dir | A - Grant | $0.00 | +18.7K | 387.9K | +5% | $0 | |
| 2022-02-28 | 2022-02-24 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +10.0K | 29.9K | +50% | $0 | |
| 2022-02-28 | 2022-02-23 | WHG | Forbes Murray III | CFO | F - Tax | $16.75 | -1,328 | 19.9K | -6% | -$22.2K | |
| M | 2021-12-01 | 2021-11-29+ | WHG | FRANK RICHARD M | Dir, COB | P - Purchase | $16.65 | +984 | 60.9K | +2% | +$16.4K |
| MA | 2021-12-01 | 2021-11-18+ | WHG | FRANK RICHARD M | Dir, COB | P - Purchase | $17.30 | +6,516 | 58.4K | +13% | +$112.7K |
| MA | 2021-11-23 | 2021-11-18+ | WHG | FRANK RICHARD M | Dir, COB | P - Purchase | $17.30 | +6,516 | 53.9K | +14% | +$112.7K |
| 2021-11-23 | 2021-11-22 | WHG | CASEY BRIAN O | Pres, CEO, Dir | P - Purchase | $16.75 | +3,000 | 369.2K | +0.8% | +$50.2K | |
| M | 2021-11-22 | 2021-11-18+ | WHG | FRANK RICHARD M | Dir, COB | A - Grant | $17.50 | +5,000 | 53.9K | +10% | +$87.5K |
| 2021-11-05 | 2021-11-03 | WHG | FRANK RICHARD M | Dir, COB | P - Purchase | $17.75 | +5,000 | 53.4K | +10% | +$88.8K | |
| 2021-11-03 | 2021-11-01 | WHG | WOOLDRIDGE RAYMOND E | Dir | P - Purchase | $17.49 | +10.0K | 77.6K | +15% | +$174.9K | |
| M | 2021-11-03 | 2021-11-01+ | WHG | CASEY BRIAN O | Pres, CEO, Dir | P - Purchase | $17.25 | +3,022 | 365.7K | +0.8% | +$52.1K |
| I | 2021-08-30 | 2021-08-29 | WHG | CASEY BRIAN O | Pres, CEO, Dir | J - Other | $0.00 | -700 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations