Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Westwood Holdings Group Inc (WHG) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Westwood Holdings Group Inc. Table 2 shows the detailed insider transactions. This company's CIK number is 1165002.
Total stock buying since 2015: $1,192,044.
Total stock sales since 2015: $8,168,320.
Total stock option exercises since 2015: $0.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 13,750 | $230,000 | 0 | $0 |
| 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 |
| Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
|---|---|---|---|---|---|---|
| year-month | Shares | Value | Shares | Value | Shares | Value |
| 2025-08 | 0 | $0 | 6,750 | $121,500 | 0 | $0 |
| 2025-06 | 0 | $0 | 7,000 | $108,500 | 0 | $0 |
| 2024-03 | 0 | $0 | 14,000 | $168,084 | 0 | $0 |
| 2023-09 | 0 | $0 | 1,667 | $16,625 | 0 | $0 |
| 2023-08 | 0 | $0 | 850 | $9,327 | 0 | $0 |
| 2023-03 | 0 | $0 | 6,500 | $87,652 | 0 | $0 |
| 2023-02 | 0 | $0 | 6,713 | $78,542 | 0 | $0 |
| 2022-11 | 0 | $0 | 240 | $2,544 | 0 | $0 |
| 2022-06 | 0 | $0 | 27,000 | $421,482 | 0 | $0 |
| 2021-11 | 19,006 | $332,151 | 0 | $0 | 0 | $0 |
| 2021-06 | 0 | $0 | 885 | $19,104 | 0 | $0 |
| 2021-04 | 25,000 | $447,325 | 0 | $0 | 0 | $0 |
| 2021-03 | 0 | $0 | 2,975 | $52,687 | 0 | $0 |
| 2020-11 | 5,584 | $62,529 | 0 | $0 | 0 | $0 |
| 2020-08 | 20,000 | $236,480 | 0 | $0 | 0 | $0 |
| 2020-05 | 0 | $0 | 5,220 | $109,620 | 0 | $0 |
| 2020-03 | 5,000 | $113,559 | 0 | $0 | 0 | $0 |
| 2018-01 | 0 | $0 | 5,000 | $337,802 | 0 | $0 |
| 2017-12 | 0 | $0 | 4,500 | $292,752 | 0 | $0 |
| 2017-09 | 0 | $0 | 25,000 | $1,580,721 | 0 | $0 |
| 2017-08 | 0 | $0 | 9,750 | $585,015 | 0 | $0 |
| 2017-07 | 0 | $0 | 21,670 | $1,271,207 | 0 | $0 |
| 2017-06 | 0 | $0 | 22,088 | $1,248,664 | 0 | $0 |
| 2017-05 | 0 | $0 | 2,500 | $135,490 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2025-08-29 | Casey Brian O (CEO) | Sale | 6,750 | 18.00 | 121,500 |
| 2025-06-05 | Gomez Fabian (President) | Sale | 7,000 | 15.50 | 108,500 |
| 2024-03-06 | Lockridge Matthew (Head, U.S. Value Inv.) | Sale | 14,000 | 12.01 | 168,084 |
| 2023-09-11 | Montgomery John Porter (Chief Operating Officer) | Sale | 827 | 9.89 | 8,183 |
| 2023-09-06 | Montgomery John Porter (Chief Operating Officer) | Sale | 840 | 10.05 | 8,442 |
| 2023-08-09 | Bennett Leah (President-Westwood Wealth Mgmt) | Sale | 850 | 10.97 | 9,327 |
| 2023-03-14 | Bennett Leah (President-Westwood Wealth Mgmt) | Sale | 2,000 | 12.90 | 25,806 |
| 2023-03-07 | Lockridge Matthew (Head, U.S. Value Inv.) | Sale | 1,500 | 13.42 | 20,128 |
| 2023-03-06 | Lockridge Matthew (Head, U.S. Value Inv.) | Sale | 3,000 | 13.91 | 41,718 |
| 2023-02-22 | Lockridge Matthew (Head, U.S. Value Inv.) | Sale | 6,713 | 11.70 | 78,542 |
| 2022-11-28 | Bennett Leah (President-Westwood Wealth Mgmt) | Sale | 240 | 10.60 | 2,544 |
| 2022-06-09 | Pappas James C | Sale | 24,000 | 15.69 | 376,632 |
| 2022-06-01 | Bennett Leah (President-Westwood Wealth Mgmt) | Sale | 3,000 | 14.95 | 44,850 |
| 2021-11-30 | Frank Richard M | Buy | 578 | 16.65 | 9,623 |
| 2021-11-29 | Frank Richard M | Buy | 406 | 16.65 | 6,759 |
| 2021-11-03 | Frank Richard M | Buy | 5,000 | 17.75 | 88,750 |
| 2021-11-02 | Casey Brian O (President & CEO) | Buy | 522 | 17.25 | 9,004 |
| 2021-11-01 | Wooldridge Raymond E | Buy | 10,000 | 17.49 | 174,890 |
| 2021-11-01 | Casey Brian O (President & CEO) | Buy | 2,500 | 17.25 | 43,125 |
| 2021-06-25 | Gomez Fabian (Chief Operating Officer) | Sale | 885 | 21.59 | 19,104 |
| 2021-04-29 | Pappas James C | Buy | 25,000 | 17.89 | 447,325 |
| 2021-03-09 | Casey Brian O (President & CEO) | Sale | 2,975 | 17.71 | 52,687 |
| 2020-11-16 | Frank Richard M | Buy | 5,584 | 11.20 | 62,529 |
| 2020-08-10 | Wooldridge Raymond E | Buy | 10,000 | 12.29 | 122,920 |
| 2020-08-07 | Casey Brian O (President & CEO) | Buy | 10,000 | 11.36 | 113,560 |
| 2020-05-08 | Gomez Fabian (Chief Operating Officer) | Sale | 5,220 | 21.00 | 109,620 |
| 2020-03-09 | Byrne Susan M | Buy | 1,000 | 20.27 | 20,275 |
| 2020-03-05 | Byrne Susan M | Buy | 1,500 | 22.43 | 33,637 |
| 2020-03-04 | Byrne Susan M | Buy | 1,350 | 23.78 | 32,103 |
| 2020-03-03 | Byrne Susan M | Buy | 1,150 | 23.95 | 27,544 |
| 2018-01-16 | Gerron Julie Kramer (General Counsel & CCO) | Sale | 500 | 68.63 | 34,314 |
| 2018-01-12 | Gerron Julie Kramer (General Counsel & CCO) | Sale | 1,513 | 68.34 | 103,396 |
| 2018-01-04 | Gerron Julie Kramer (General Counsel & CCO) | Sale | 1,353 | 67.46 | 91,276 |
| 2018-01-03 | Gerron Julie Kramer (General Counsel & CCO) | Sale | 634 | 67.03 | 42,493 |
| 2018-01-02 | Gerron Julie Kramer (General Counsel & CCO) | Sale | 1,000 | 66.32 | 66,323 |
| 2017-12-15 | Freeman Mark (Chief Investment Officer) | Sale | 4,500 | 65.06 | 292,752 |
| 2017-09-27 | Byrne Susan M | Sale | 7,635 | 64.01 | 488,693 |
| 2017-09-26 | Byrne Susan M | Sale | 7,265 | 64.01 | 465,003 |
| 2017-09-25 | Byrne Susan M | Sale | 100 | 64.00 | 6,400 |
| 2017-09-20 | Byrne Susan M | Sale | 1,558 | 62.01 | 96,617 |
| 2017-09-19 | Byrne Susan M | Sale | 2,301 | 62.01 | 142,689 |
| 2017-09-18 | Byrne Susan M | Sale | 6,141 | 62.09 | 381,319 |
| 2017-08-08 | Byrne Susan M | Sale | 6,500 | 60.00 | 390,013 |
| 2017-08-02 | Frank Richard M | Sale | 20 | 58.54 | 1,170 |
| 2017-08-01 | Byrne Susan M | Sale | 3,230 | 60.01 | 193,832 |
| 2017-07-31 | Byrne Susan M | Sale | 255 | 60.00 | 15,300 |
| 2017-07-28 | Byrne Susan M | Sale | 3,902 | 60.10 | 234,502 |
| 2017-07-18 | Byrne Susan M | Sale | 2,613 | 60.01 | 156,798 |
| 2017-07-14 | Byrne Susan M | Sale | 14,054 | 58.03 | 815,539 |
| 2017-07-13 | Byrne Susan M | Sale | 846 | 58.00 | 49,068 |
| 2017-06-23 | Byrne Susan M | Sale | 100 | 58.00 | 5,800 |
| 2017-06-22 | Byrne Susan M | Sale | 14,233 | 57.18 | 813,899 |
| 2017-06-08 | Byrne Susan M | Sale | 255 | 55.29 | 14,098 |
| 2017-06-02 | Byrne Susan M | Sale | 2,500 | 55.59 | 138,977 |
| 2017-06-01 | Byrne Susan M | Sale | 5,000 | 55.18 | 275,890 |
| 2017-05-30 | Byrne Susan M | Sale | 2,500 | 54.20 | 135,490 |
| 2016-11-18 | Root Randall L. (Pres., Westwood Trust Dallas) | Sale | 2,000 | 60.01 | 120,026 |
| 2016-05-06 | Weiland Martin J | Sale | 1,531 | 57.68 | 88,301 |
| 2016-03-14 | Wooldridge Raymond E | Sale | 8,600 | 59.32 | 510,169 |
| 2015-02-25 | Root Randall L. (Pres., Westwood Trust Dallas) | Sale | 7,000 | 61.49 | 430,465 |
| 2015-02-20 | Byrne Susan M | Sale | 4,187 | 62.01 | 259,635 |
| 2015-02-19 | Byrne Susan M | Sale | 1,409 | 62.00 | 87,358 |
| 2015-02-18 | Byrne Susan M | Sale | 204 | 62.00 | 12,648 |
| 2015-02-11 | Byrne Susan M | Sale | 200 | 62.00 | 12,400 |
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.