Montgomery John Porter
SEC CIK 1933087 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | COO | 75.8K | — | $16.5K | 3 | 2023-02-23 | 2023-09-06 |
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 | — | — |
Montgomery John Porter made no open-market trades at WHG in the last 12 months.
Transactions 3
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-09-12 | 2023-09-06+ | WHG | WESTWOOD HOLDINGS GROUP INC | Montgomery John Porter | COO | S - Sale | $9.90 | -1,667 | 75.8K | -2% | -$16.5K |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Montgomery John Porter | COO | F - Tax | $12.34 | -1,761 | 65.3K | -3% | -$21.7K | |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Montgomery John Porter | COO | A - Grant | $0.00 | +12.2K | 77.5K | +19% | $0 |
Purchase Sale Sale after option exercise All abbreviations