Bennett Leah
SEC CIK 1933058 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | Pres-Westwood Wealth Mgmt | 56.0K | — | $82.5K | 8 | 2022-06-01 | 2024-02-23 |
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 | — | — |
Bennett Leah 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | F - Tax | $12.00 | -3,608 | 56.0K | -6% | -$43.3K | |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | A - Grant | $0.00 | +21.7K | 59.6K | +57% | $0 | |
| 2023-08-11 | 2023-08-09 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.97 | -850 | 38.0K | -2% | -$9,324 | |
| 2023-03-16 | 2023-03-14 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $12.90 | -2,000 | 38.8K | -5% | -$25.8K | |
| 2023-02-24 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | A - Grant | $0.00 | +16.2K | 40.8K | +66% | $0 | |
| 2023-02-24 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | F - Tax | $12.34 | -2,504 | 24.6K | -9% | -$30.9K | |
| 2023-02-24 | 2022-11-28 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.60 | -240 | 27.1K | -0.9% | -$2,544 | |
| 2022-06-08 | 2022-06-01 | WHG | WESTWOOD HOLDINGS GROUP INC | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $14.95 | -3,000 | 27.3K | -10% | -$44.9K |
Purchase Sale Sale after option exercise All abbreviations