Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Westwood Holdings Group Inc (WHG) since 2005 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Westwood Holdings Group Inc. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1165002.
Total stock buying since 2005: $7,102,896.
Total stock sales since 2005: $52,932,244.
Total stock option exercises since 2005: $658,373.
▪ Statistics of price movements of WHG
▪ Recent SEC 13D filings for WHG
▪ Recent SEC 13D filings for all companies
▪ Funds & ETFs holding WHG
▪ Recent portfolio reports of all companies
A schedule 13D must be filed with the SEC when a person or group of people acquire beneficial ownership of more than 5% of Westwood Holdings Group Inc (WHG). A schedule 13D/A is an amendment that is filed when there are any material changes in beneficial ownership.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2024 | 0 | $0 | 14,000 | $168,084 | 0 | $0 |
| 2023 | 0 | $0 | 15,730 | $192,146 | 0 | $0 |
| 2022 | 0 | $0 | 27,240 | $424,026 | 0 | $0 |
| 2021 | 44,006 | $779,476 | 3,860 | $71,791 | 0 | $0 |
| 2020 | 30,584 | $412,568 | 5,220 | $109,620 | 0 | $0 |
| 2018 | 0 | $0 | 5,000 | $337,802 | 0 | $0 |
| 2017 | 0 | $0 | 85,508 | $5,113,849 | 0 | $0 |
| 2016 | 0 | $0 | 12,131 | $718,496 | 0 | $0 |
| 2015 | 0 | $0 | 13,000 | $802,506 | 0 | $0 |
| 2014 | 0 | $0 | 32,000 | $1,866,650 | 0 | $0 |
| 2013 | 0 | $0 | 272,160 | $12,713,117 | 0 | $0 |
| 2012 | 0 | $0 | 233,138 | $8,922,234 | 14,500 | $187,048 |
| 2011 | 0 | $0 | 107,825 | $4,210,030 | 10,000 | $129,000 |
| 2010 | 0 | $0 | 34,200 | $1,332,529 | 0 | $0 |
| 2009 | 0 | $0 | 136,900 | $5,605,327 | 0 | $0 |
| 2008 | 1,000 | $35,100 | 162,937 | $7,698,199 | 0 | $0 |
| 2007 | 770 | $18,869 | 71,350 | $2,645,838 | 7,750 | $100,450 |
| 2006 | 201,550 | $3,855,830 | 0 | $0 | 18,750 | $241,875 |
| 2005 | 112,145 | $2,001,053 | 0 | $0 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2011-09-07 | Norman Geoffrey (Director) | Sale | 500 | 34.50 | 17,250 |
| 2011-07-26 | Freeman Mark (Co-Chief Investment Officer) | Sale | 1,000 | 39.40 | 39,400 |
| 2011-07-26 | Norman Geoffrey (Director) | Sale | 500 | 39.50 | 19,750 |
| 2011-07-25 | Freeman Mark (Co-Chief Investment Officer) | Sale | 3,105 | 39.54 | 122,774 |
| 2011-07-25 | Freeman Mark (Co-Chief Investment Officer) | Option Ex | 2,000 | 12.90 | 25,800 |
| 2011-07-22 | Byrne Susan M (co-Chief Investment Officer) | Sale | 500 | 40.20 | 20,100 |
| 2011-07-21 | Byrne Susan M (co-Chief Investment Officer) | Sale | 5,432 | 40.18 | 218,252 |
| 2011-07-20 | Byrne Susan M (co-Chief Investment Officer) | Sale | 5,500 | 40.14 | 220,759 |
| 2011-04-26 | Davis Tom C (Director) | Sale | 3,000 | 37.73 | 113,189 |
| 2011-04-07 | Byrne Susan M (Chief Investment Officer) | Sale | 1,600 | 40.84 | 65,345 |
| 2011-04-06 | Byrne Susan M (Chief Investment Officer) | Sale | 1,986 | 40.55 | 80,528 |
| 2011-04-04 | Byrne Susan M (Chief Investment Officer) | Sale | 9,828 | 40.59 | 398,889 |
| 2011-04-01 | Byrne Susan M (Chief Investment Officer) | Sale | 3,607 | 40.46 | 145,942 |
| 2011-03-31 | Byrne Susan M (Chief Investment Officer) | Sale | 11,962 | 40.15 | 480,322 |
| 2011-03-29 | Byrne Susan M (Chief Investment Officer) | Sale | 3,600 | 40.19 | 144,680 |
| 2011-03-28 | Byrne Susan M (Chief Investment Officer) | Sale | 5,109 | 40.24 | 205,606 |
| 2011-03-25 | Byrne Susan M (Chief Investment Officer) | Sale | 5,296 | 40.47 | 214,329 |
| 2010-12-17 | Casey Brian O (President & CEO) | Sale | 232 | 39.00 | 9,048 |
| 2010-12-16 | Casey Brian O (President & CEO) | Sale | 5,133 | 39.09 | 200,664 |
| 2010-12-15 | Casey Brian O (President & CEO) | Sale | 5,101 | 39.02 | 199,051 |
| 2010-12-10 | Casey Brian O (President & CEO) | Sale | 5,511 | 39.12 | 215,573 |
| 2010-12-09 | Casey Brian O (President & CEO) | Sale | 9,023 | 39.29 | 354,549 |
| 2010-12-02 | Casey Brian O (President & CEO) | Sale | 3,900 | 36.36 | 141,811 |
| 2010-05-12 | Norman Geoffrey (Director) | Sale | 1,500 | 40.11 | 60,163 |
| 2010-03-10 | Whitten Michael Craig (Controller (Prin Acct Officer)) | Sale | 1,000 | 39.95 | 39,950 |
| 2010-03-09 | Whitten Michael Craig (Controller (Prin Acct Officer)) | Sale | 2,600 | 39.90 | 103,740 |
| 2010-03-08 | Whitten Michael Craig (Controller (Prin Acct Officer)) | Sale | 200 | 39.90 | 7,980 |
| 2009-08-04 | Davis Tom C (Director) | Sale | 2,000 | 38.77 | 77,550 |
| 2009-07-23 | Ggcp, Inc. (10% Owner) | Sale | 2,500 | 41.21 | 103,030 |
| 2009-07-21 | Ggcp, Inc. (10% Owner) | Sale | 600 | 40.30 | 24,180 |
| 2009-07-16 | Byrne Susan M (Chief Investment Officer) | Sale | 2,400 | 40.41 | 96,974 |
| 2009-07-15 | Ggcp, Inc. (10% Owner) | Sale | 400 | 40.15 | 16,059 |
| 2009-07-09 | Ggcp, Inc. (10% Owner) | Sale | 600 | 37.66 | 22,594 |
| 2009-07-07 | Ggcp, Inc. (10% Owner) | Sale | 1,100 | 37.55 | 41,300 |
| 2009-07-01 | Ggcp, Inc. (10% Owner) | Sale | 800 | 42.08 | 33,662 |
| 2009-07-01 | Byrne Susan M (Chief Investment Officer) | Sale | 3,500 | 41.83 | 146,391 |
| 2009-06-29 | Ggcp, Inc. (10% Owner) | Sale | 800 | 41.86 | 33,487 |
| 2009-06-29 | Byrne Susan M (Chief Investment Officer) | Sale | 7,000 | 41.95 | 293,650 |
| 2009-06-26 | Ggcp, Inc. (10% Owner) | Sale | 1,800 | 41.70 | 75,058 |
| 2009-06-26 | Byrne Susan M (Chief Investment Officer) | Sale | 14,100 | 41.69 | 587,786 |
| 2009-06-25 | Ggcp, Inc. (10% Owner) | Sale | 1,900 | 41.40 | 78,658 |
| 2009-06-25 | Byrne Susan M (Chief Investment Officer) | Sale | 3,000 | 41.35 | 124,059 |
| 2009-06-24 | Ggcp, Inc. (10% Owner) | Sale | 1,700 | 41.14 | 69,943 |
| 2009-06-22 | Ggcp, Inc. (10% Owner) | Sale | 400 | 40.72 | 16,288 |
| 2009-06-19 | Ggcp, Inc. (10% Owner) | Sale | 2,600 | 41.05 | 106,737 |
| 2009-06-18 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 40.78 | 61,171 |
| 2009-06-17 | Ggcp, Inc. (10% Owner) | Sale | 700 | 39.54 | 27,679 |
| 2009-06-12 | Ggcp, Inc. (10% Owner) | Sale | 800 | 42.77 | 34,220 |
| 2009-06-05 | Ggcp, Inc. (10% Owner) | Sale | 3,000 | 44.09 | 132,270 |
| 2009-06-04 | Ggcp, Inc. (10% Owner) | Sale | 5,500 | 43.72 | 240,460 |
| 2009-06-03 | Ggcp, Inc. (10% Owner) | Sale | 2,200 | 43.09 | 94,791 |
| 2009-06-02 | Ggcp, Inc. (10% Owner) | Sale | 9,700 | 42.75 | 414,694 |
| 2009-06-01 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 41.71 | 83,428 |
| 2009-05-27 | Ggcp, Inc. (10% Owner) | Sale | 800 | 40.84 | 32,672 |
| 2009-05-26 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 40.92 | 81,834 |
| 2009-05-22 | Ggcp, Inc. (10% Owner) | Sale | 200 | 40.29 | 8,058 |
| 2009-05-21 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 39.57 | 39,567 |
| 2009-05-20 | Ggcp, Inc. (10% Owner) | Sale | 600 | 39.43 | 23,656 |
| 2009-05-19 | Ggcp, Inc. (10% Owner) | Sale | 900 | 39.83 | 35,846 |
| 2009-05-11 | Hardcastle William R Jr (Chief Financial Officer) | Sale | 1,200 | 39.93 | 47,914 |
| 2009-05-08 | Norman Geoffrey (Director) | Sale | 1,000 | 40.00 | 40,000 |
| 2009-05-08 | Ggcp, Inc. (10% Owner) | Sale | 2,200 | 44.20 | 97,231 |
| 2009-05-08 | Hardcastle William R Jr (Chief Financial Officer) | Sale | 3,800 | 39.85 | 151,414 |
| 2009-05-07 | Norman Geoffrey (Director) | Sale | 500 | 40.00 | 20,000 |
| 2009-04-17 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 43.21 | 43,211 |
| 2009-04-16 | Ggcp, Inc. (10% Owner) | Sale | 600 | 41.45 | 24,871 |
| 2009-04-09 | Ggcp, Inc. (10% Owner) | Sale | 2,400 | 43.16 | 103,572 |
| 2009-04-02 | Ggcp, Inc. (10% Owner) | Sale | 2,600 | 42.50 | 110,497 |
| 2009-04-01 | Ggcp, Inc. (10% Owner) | Sale | 300 | 40.26 | 12,078 |
| 2009-03-31 | Ggcp, Inc. (10% Owner) | Sale | 300 | 39.08 | 11,724 |
| 2009-03-26 | Ggcp, Inc. (10% Owner) | Sale | 5,000 | 42.36 | 211,780 |
| 2009-03-25 | Ggcp, Inc. (10% Owner) | Sale | 3,400 | 40.85 | 138,907 |
| 2009-03-24 | Ggcp, Inc. (10% Owner) | Sale | 1,600 | 40.59 | 64,937 |
| 2009-03-23 | Ggcp, Inc. (10% Owner) | Sale | 5,500 | 40.29 | 221,616 |
| 2009-03-20 | Ggcp, Inc. (10% Owner) | Sale | 3,100 | 39.85 | 123,550 |
| 2009-03-19 | Ggcp, Inc. (10% Owner) | Sale | 600 | 39.46 | 23,676 |
| 2009-03-18 | Ggcp, Inc. (10% Owner) | Sale | 4,400 | 39.33 | 173,069 |
| 2009-03-17 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 38.46 | 57,696 |
| 2009-03-13 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 38.35 | 76,710 |
| 2009-03-12 | Ggcp, Inc. (10% Owner) | Sale | 1,200 | 38.48 | 46,182 |
| 2009-02-25 | Ggcp, Inc. (10% Owner) | Sale | 600 | 38.29 | 22,975 |
| 2009-02-24 | Ggcp, Inc. (10% Owner) | Sale | 1,700 | 37.80 | 64,254 |
| 2009-02-20 | Ggcp, Inc. (10% Owner) | Sale | 200 | 37.54 | 7,508 |
| 2009-02-19 | Ggcp, Inc. (10% Owner) | Sale | 800 | 38.43 | 30,740 |
| 2009-02-13 | Ggcp, Inc. (10% Owner) | Sale | 500 | 39.27 | 19,635 |
| 2009-02-11 | Davis Tom C (Director) | Sale | 6,500 | 36.90 | 239,850 |
| 2009-02-09 | Ggcp, Inc. (10% Owner) | Sale | 2,800 | 38.74 | 108,463 |
| 2009-02-06 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 35.68 | 53,515 |
| 2008-10-23 | Ggcp, Inc. (10% Owner) | Sale | 500 | 39.60 | 19,800 |
| 2008-10-21 | Ggcp, Inc. (10% Owner) | Sale | 1,200 | 42.26 | 50,706 |
| 2008-10-20 | Ggcp, Inc. (10% Owner) | Sale | 600 | 42.73 | 25,636 |
| 2008-10-17 | Ggcp, Inc. (10% Owner) | Sale | 2,800 | 43.07 | 120,593 |
| 2008-10-16 | Ggcp, Inc. (10% Owner) | Sale | 5,800 | 42.61 | 247,149 |
| 2008-10-15 | Ggcp, Inc. (10% Owner) | Sale | 200 | 41.78 | 8,356 |
| 2008-10-14 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 44.73 | 44,732 |
| 2008-10-13 | Ggcp, Inc. (10% Owner) | Sale | 2,400 | 44.76 | 107,416 |
| 2008-10-07 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 46.18 | 92,368 |
| 2008-10-06 | Ggcp, Inc. (10% Owner) | Sale | 500 | 47.33 | 23,665 |
| 2008-10-03 | Ggcp, Inc. (10% Owner) | Sale | 700 | 47.71 | 33,397 |
| 2008-10-02 | Ggcp, Inc. (10% Owner) | Sale | 2,800 | 46.32 | 129,700 |
| 2008-09-30 | Ggcp, Inc. (10% Owner) | Sale | 300 | 47.46 | 14,237 |
| 2008-09-29 | Ggcp, Inc. (10% Owner) | Sale | 4,400 | 50.30 | 221,337 |
| 2008-09-26 | Ggcp, Inc. (10% Owner) | Sale | 3,500 | 48.42 | 169,463 |
| 2008-09-25 | Ggcp, Inc. (10% Owner) | Sale | 3,800 | 48.93 | 185,930 |
| 2008-09-24 | Ggcp, Inc. (10% Owner) | Sale | 1,700 | 47.96 | 81,537 |
| 2008-09-23 | Ggcp, Inc. (10% Owner) | Sale | 3,600 | 49.86 | 179,496 |
| 2008-09-22 | Ggcp, Inc. (10% Owner) | Sale | 6,000 | 49.96 | 299,766 |
| 2008-09-19 | Ggcp, Inc. (10% Owner) | Sale | 12,500 | 50.10 | 626,225 |
| 2008-09-18 | Ggcp, Inc. (10% Owner) | Sale | 1,300 | 46.45 | 60,387 |
| 2008-09-16 | Ggcp, Inc. (10% Owner) | Sale | 400 | 45.89 | 18,356 |
| 2008-09-15 | Ggcp, Inc. (10% Owner) | Sale | 2,500 | 45.41 | 113,535 |
| 2008-09-02 | Ggcp, Inc. (10% Owner) | Sale | 1,400 | 49.44 | 69,210 |
| 2008-08-28 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 49.15 | 49,148 |
| 2008-08-27 | Ggcp, Inc. (10% Owner) | Sale | 1,200 | 49.08 | 58,890 |
| 2008-08-25 | Ggcp, Inc. (10% Owner) | Sale | 2,300 | 49.11 | 112,955 |
| 2008-08-22 | Ggcp, Inc. (10% Owner) | Sale | 100 | 48.31 | 4,831 |
| 2008-08-21 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 49.00 | 49,000 |
| 2008-08-20 | Ggcp, Inc. (10% Owner) | Sale | 1,200 | 48.70 | 58,434 |
| 2008-08-19 | Ggcp, Inc. (10% Owner) | Sale | 600 | 48.23 | 28,938 |
| 2008-08-18 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 50.10 | 75,153 |
| 2008-08-14 | Ggcp, Inc. (10% Owner) | Sale | 2,100 | 49.44 | 103,830 |
| 2008-08-13 | Ggcp, Inc. (10% Owner) | Sale | 2,300 | 48.23 | 110,940 |
| 2008-08-11 | Ggcp, Inc. (10% Owner) | Sale | 400 | 47.98 | 19,190 |
| 2008-08-11 | Davis Tom C (Director) | Sale | 4,000 | 46.98 | 187,932 |
| 2008-08-08 | Davis Tom C (Director) | Sale | 6,000 | 46.76 | 280,554 |
| 2008-08-07 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 47.79 | 95,586 |
| 2008-08-06 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 47.75 | 47,751 |
| 2008-08-06 | Wooldridge Raymond E (Director) | Sale | 5,000 | 48.37 | 241,850 |
| 2008-08-05 | Ggcp, Inc. (10% Owner) | Sale | 1,000 | 47.64 | 47,636 |
| 2008-07-30 | Wooldridge Raymond E (Director) | Sale | 663 | 49.71 | 32,957 |
| 2008-07-29 | Wooldridge Raymond E (Director) | Sale | 2,700 | 49.04 | 132,410 |
| 2008-07-28 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 49.90 | 74,842 |
| 2008-07-28 | Wooldridge Raymond E (Director) | Sale | 1,637 | 50.00 | 81,850 |
| 2008-07-25 | Ggcp, Inc. (10% Owner) | Sale | 6,800 | 50.93 | 346,330 |
| 2008-07-23 | Ggcp, Inc. (10% Owner) | Sale | 6,000 | 52.52 | 315,108 |
| 2008-07-22 | Ggcp, Inc. (10% Owner) | Sale | 9,400 | 50.49 | 474,643 |
| 2008-07-21 | Ggcp, Inc. (10% Owner) | Sale | 1,500 | 48.70 | 73,054 |
| 2008-07-18 | Ggcp, Inc. (10% Owner) | Sale | 600 | 48.91 | 29,346 |
| 2008-07-17 | Ggcp, Inc. (10% Owner) | Sale | 6,100 | 48.59 | 296,411 |
| 2008-07-16 | Ggcp, Inc. (10% Owner) | Sale | 2,000 | 47.16 | 94,310 |
| 2008-07-15 | Ggcp, Inc. (10% Owner) | Sale | 4,000 | 46.60 | 186,396 |
| 2008-07-14 | Ggcp, Inc. (10% Owner) | Sale | 1,100 | 45.21 | 49,732 |
| 2008-07-11 | Ggcp, Inc. (10% Owner) | Sale | 3,600 | 43.76 | 157,521 |
| 2008-07-09 | Ggcp, Inc. (10% Owner) | Sale | 200 | 42.88 | 8,576 |
| 2008-07-07 | Ggcp, Inc. (10% Owner) | Sale | 500 | 42.32 | 21,161 |
| 2008-07-03 | Ggcp, Inc. (10% Owner) | Sale | 100 | 41.98 | 4,198 |
| 2008-07-02 | Ggcp, Inc. (10% Owner) | Sale | 300 | 40.92 | 12,274 |
| 2008-07-01 | Ggcp, Inc. (10% Owner) | Sale | 500 | 41.58 | 20,792 |
| 2008-06-30 | Ggcp, Inc. (10% Owner) | Sale | 100 | 41.34 | 4,134 |
| 2008-06-17 | Ggcp, Inc. (10% Owner) | Sale | 900 | 42.88 | 38,589 |
Insider trading activities including stock purchases, stock sales, and option exercises of WHG listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Westwood Holdings Group Inc (symbol WHG, CIK number 1165002) see the Securities and Exchange Commission (SEC) website.