InsiderTrades

Forbes Murray III

SEC CIK 1755464 · EDGAR

Buying vs selling by month open-market trades, last 24 months, WHG
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
WHGWESTWOOD HOLDINGS GROUP INCCFO 65.8K — $46.4K 122022-02-232026-02-23

Most active insiders at WHG, 12 months

#InsiderTitleBoughtSold
1 BYRNE SUSAN MDir Emerita —$1.63M
2 CASEY BRIAN OCEO, Dir —$531.5K
3 Helfert AdrianCIO, Multi-Asset Inv —$174.7K
4 Gomez FabianPres, COO —$100.9K
5 Lockridge MatthewHead, U.S. Value Inv —$87.2K
6 Forbes Murray IIICFO —$46.4K
7 Linton David OHead of Distribution —$43.0K
8 Ryan JaniceDir ——
9 Ehinger John Anthony JrHead of Legal, Compliance ——
10 Murray KatherineDir ——

Transactions 12

Type
Reset
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 Forbes Murray III CFO A - Grant $0.00 +11.1K 65.8K +20% $0
A 2026-03-16 2026-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO F - Tax $16.22 -2,859 65.8K -4% -$46.4K
2026-03-13 2026-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO A - Grant $0.00 +11.1K 68.7K +19% $0
2026-03-13 2026-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO S - Sale $16.22 -2,859 65.8K -4% -$46.4K
2025-02-25 2025-02-21 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO A - Grant $0.00 +10.6K 60.4K +21% $0
2025-02-25 2025-02-21 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO F - Tax $16.44 -2,815 57.6K -5% -$46.3K
2024-02-27 2024-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO F - Tax $12.00 -2,723 49.8K -5% -$32.7K
2024-02-27 2024-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO A - Grant $0.00 +13.5K 52.5K +35% $0
2023-02-27 2023-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO F - Tax $12.34 -1,997 27.9K -7% -$24.6K
2023-02-27 2023-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO A - Grant $0.00 +11.1K 38.9K +40% $0
2022-02-28 2022-02-24 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO A - Grant $0.00 +10.0K 29.9K +50% $0
2022-02-28 2022-02-23 WHG WESTWOOD HOLDINGS GROUP INC Forbes Murray III CFO F - Tax $16.75 -1,328 19.9K -6% -$22.2K

Purchase Sale Sale after option exercise All abbreviations