CASEY BRIAN O
SEC CIK 1171437 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | Pres, CEO, Dir | 530.6K | $102.4K | $653.0K | 22 | 2021-08-29 | 2026-02-23 |
Most active insiders at WHG, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | BYRNE SUSAN M | Dir Emerita | — | $1.63M |
| 2 | CASEY BRIAN O | CEO, Dir | — | $531.5K |
| 3 | Helfert Adrian | CIO, Multi-Asset Inv | — | $174.7K |
| 4 | Gomez Fabian | Pres, COO | — | $100.9K |
| 5 | Lockridge Matthew | Head, U.S. Value Inv | — | $87.2K |
| 6 | Forbes Murray III | CFO | — | $46.4K |
| 7 | Linton David O | Head of Distribution | — | $43.0K |
| 8 | Ryan Janice | Dir | — | — |
| 9 | Ehinger John Anthony Jr | Head of Legal, Compliance | — | — |
| 10 | Murray Katherine | Dir | — | — |
Transactions 22
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 2026-03-16 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | F - Tax | $16.22 | -18.9K | 530.6K | -3% | -$307.3K |
| A | 2026-03-16 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +57.2K | 530.6K | +12% | $0 |
| 2026-03-13 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $16.22 | -18.9K | 530.6K | -3% | -$307.3K | |
| 2026-03-13 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +57.2K | 549.6K | +12% | $0 | |
| 2025-12-11 | 2025-12-10 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $16.55 | -8,341 | 492.4K | -2% | -$138.0K | |
| 2025-12-11 | 2025-12-09 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $16.41 | -1,764 | 500.7K | -0.4% | -$28.9K | |
| 2025-12-09 | 2025-12-08 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $16.45 | -1,602 | 502.5K | -0.3% | -$26.4K | |
| 2025-12-08 | 2025-12-05 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $16.44 | -1,351 | 504.1K | -0.3% | -$22.2K | |
| M | 2025-12-01 | 2025-11-26+ | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $17.00 | -139 | 505.4K | -0.0% | -$2,363 |
| 2025-11-12 | 2025-11-10 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $17.00 | -370 | 505.6K | -0.1% | -$6,290 | |
| 2025-09-03 | 2025-08-29 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | S - Sale | $18.00 | -6,750 | 505.9K | -1% | -$121.5K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | F - Tax | $16.44 | -13.2K | 512.7K | -3% | -$216.3K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +45.6K | 525.8K | +10% | $0 | |
| A | 2024-11-14 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | — | +48.2K | 480.2K | +11% | — |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | F - Tax | $12.00 | -5,694 | 483.4K | -1% | -$68.3K | |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +52.1K | 489.1K | +12% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | F - Tax | $12.34 | -1,545 | 386.3K | -0.4% | -$19.1K | |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +50.6K | 437.0K | +13% | $0 | |
| 2022-02-28 | 2022-02-24 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Pres, CEO, Dir | A - Grant | $0.00 | +18.7K | 387.9K | +5% | $0 | |
| 2021-11-23 | 2021-11-22 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Pres, CEO, Dir | P - Purchase | $16.75 | +3,000 | 369.2K | +0.8% | +$50.2K | |
| M | 2021-11-03 | 2021-11-01+ | WHG | WESTWOOD HOLDINGS GROUP INC | 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 | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Pres, CEO, Dir | J - Other | $0.00 | -700 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations