Hoak J. Hale
SEC CIK 1450326 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | Dir | 60.8K | — | — | 2 | 2025-04-30 | 2026-04-30 |
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 | — | — |
| 12 | Hoak J. Hale | Dir | — | — |
Transactions 2
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 17:45 | 2026-04-30 | WHG | WESTWOOD HOLDINGS GROUP INC | Hoak J. Hale | Dir | A - Grant | $0.00 | +5,780 | 60.8K | +11% | $0 | |
| 2025-05-23 | 2025-04-30 | WHG | WESTWOOD HOLDINGS GROUP INC | Hoak J. Hale | Dir | A - Grant | $0.00 | +5,690 | 55.0K | +12% | $0 |
Purchase Sale Sale after option exercise All abbreviations