FRANK RICHARD M
SEC CIK 1204768 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | Dir, COB | 82.2K | $330.6K | — | 8 | 2021-11-03 | 2024-05-20 |
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 | — | — |
FRANK RICHARD M made no open-market trades at WHG in the last 12 months.
Transactions 8
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-05-20 | 2024-05-20 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +7,547 | 82.2K | +10% | $0 | |
| 2023-04-27 | 2023-04-26 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +7,917 | 74.7K | +12% | $0 | |
| 2022-04-28 | 2022-04-27 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +5,898 | 66.8K | +10% | $0 | |
| M | 2021-12-01 | 2021-11-29+ | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | P - Purchase | $16.65 | +984 | 60.9K | +2% | +$16.4K |
| MA | 2021-12-01 | 2021-11-18+ | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | P - Purchase | $17.30 | +6,516 | 58.4K | +13% | +$112.7K |
| MA | 2021-11-23 | 2021-11-18+ | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | P - Purchase | $17.30 | +6,516 | 53.9K | +14% | +$112.7K |
| M | 2021-11-22 | 2021-11-18+ | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | A - Grant | $17.50 | +5,000 | 53.9K | +10% | +$87.5K |
| 2021-11-05 | 2021-11-03 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Dir, COB | P - Purchase | $17.75 | +5,000 | 53.4K | +10% | +$88.8K |
Purchase Sale Sale after option exercise All abbreviations