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 JS
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Detailed Insider History for:
WESTWOOD HOLDINGS GROUP INC: WHG
Price: 11/15/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$15.84 $18.03 $10.73 $147 9 15 3.8% 0.1% 60.36% 16.94%
Exch Sector Industry Sub-Industry
NYSE Finance, Insurance, And Real Estate Non-depository Credit Institutions Finance Services
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
BOWMAN RANDY A
DIR
JB
---
7,547
---
5/30/24
---
---
26,062
40.8
D
---
6/3/24 - 11:25:46 am
2
    
 
FRANK RICHARD M
CB,DIR
JB
---
7,547
---
5/20/24
---
---
82,228
10.1
D
---
5/20/24 - 4:05:07 pm
3
    
 
MASTERSON ELLEN H
DIR
JB
---
7,547
---
5/20/24
---
---
41,144
22.5
D
---
5/20/24 - 3:52:15 pm
4
    
 
NORMAN GEOFFREY
DIR
JB
---
7,547
---
5/7/24
---
---
44,394
20.5
D
---
5/9/24 - 3:19:35 pm
5
    
 
WESTWOOD HOLDINGS GROUP INC
DIR
JS
---
7,547
---
5/7/24
---
---
36,847
-17.0
D
A
5/9/24 - 3:12:05 pm
6
    
 
WESTWOOD HOLDINGS GROUP INC
DIR
JB
---
7,547
---
5/7/24
---
---
44,394
20.5
D
---
5/9/24 - 2:26:35 pm
7
    
 
LOCKRIDGE MATTHEW
O
S
$168,087
14,000
---
3/6/24
---
$12.01
56,283
-19.9
D
---
3/8/24 - 4:36:37 pm
8
    
 
CASEY BRIAN O
CEO,DIR
JB
---
48,230
---
2/23/24
---
---
480,214
11.2
D
A
11/14/24 - 4:29:23 pm
9
    
 
CASEY BRIAN O
CEO,DIR
JS
$68,328
5,694
---
2/23/24
---
$12.00
483,367
-1.2
D
---
2/27/24 - 4:51:13 pm
10
    
 
CASEY BRIAN O
CEO,DIR
JB
---
52,083
---
2/23/24
---
---
489,061
11.9
D
---
2/27/24 - 4:51:13 pm
11
    
 
LOCKRIDGE MATTHEW
O
JS
$81,924
6,827
---
2/23/24
---
$12.00
70,283
-8.9
D
---
2/27/24 - 4:46:33 pm
12
    
 
FORBES MURRAY III
CFO
JS
$32,676
2,723
---
2/23/24
---
$12.00
49,757
-5.2
D
---
2/27/24 - 4:44:13 pm
13
    
 
FORBES MURRAY III
CFO
JB
---
13,542
---
2/23/24
---
---
52,480
34.8
D
---
2/27/24 - 4:44:13 pm
14
    
 
HELFERT ADRIAN
CIO
JS
$139,332
11,611
---
2/23/24
---
$12.00
156,504
-6.9
D
---
2/27/24 - 4:39:09 pm
15
    
 
HELFERT ADRIAN
CIO
JB
---
41,667
---
2/23/24
---
---
168,115
33.0
D
---
2/27/24 - 4:39:09 pm
16
    
 
GOMEZ FABIAN
PR
JS
$50,220
4,185
---
2/23/24
---
$12.00
84,138
-4.7
D
---
2/27/24 - 4:37:05 pm
17
    
 
GOMEZ FABIAN
PR
JB
---
32,907
---
2/23/24
---
---
88,323
59.4
D
---
2/27/24 - 4:37:05 pm
18
    
 
BENNETT LEAH
PR
JS
$43,296
3,608
---
2/23/24
---
$12.00
56,021
-6.1
D
---
2/27/24 - 4:31:15 pm
19
    
 
BENNETT LEAH
PR
JB
---
21,667
---
2/23/24
---
---
59,629
57.1
D
---
2/27/24 - 4:31:15 pm
20
    
 
EHINGER JOHN ANTHONY JR
LO,CCO
JS
$1,404
117
---
2/23/24
---
$12.00
9,122
-1.3
D
---
2/27/24 - 4:26:16 pm
21
    
 
EHINGER JOHN ANTHONY JR
LO,CCO
JB
---
5,415
---
2/23/24
---
---
9,239
141.6
D
---
2/27/24 - 4:26:16 pm
22
    
 
MAZZEI MATTHEW
CT
3
---
---
---
11/17/23
---
---
772
---
D
---
11/17/23 - 12:18:53 pm
23
    
 
MONTGOMERY JOHN PORTER
COO
S
$16,501
1,667
9/6/23
9/11/23
---
$9.89
75,816
-2.2
D
---
9/12/23 - 4:50:46 pm
24
    
 
BENNETT LEAH
PR
S
$9,327
850
---
8/9/23
---
$10.97
37,962
-2.2
D
---
8/11/23 - 4:09:19 pm
25
    
 
GERRON JULIE KRAMER
GC,CCO
JB
---
---
---
5/2/23
---
---
69,920
---
D
---
5/2/23 - 12:59:13 pm
26
    
 
MASTERSON ELLEN H
DIR
JB
---
7,917
---
4/26/23
---
---
33,597
30.8
D
A
5/1/23 - 4:45:12 pm
27
    
 
BOWMAN RANDY A
DIR
JB
---
7,917
---
4/26/23
---
---
18,515
74.7
D
---
4/27/23 - 5:20:14 pm
28
    
 
BYRNE SUSAN M
VCB,DIR
JB
---
7,917
---
4/26/23
---
---
275,444
3.0
D
---
4/27/23 - 5:13:03 pm
29
    
 
NORMAN GEOFFREY
DIR
JB
---
7,917
---
4/26/23
---
---
36,847
27.4
D
---
4/27/23 - 5:11:18 pm
30
    
 
MASTERSON ELLEN H
DIR
JB
---
7,917
---
4/26/23
---
---
27,699
40.0
D
---
4/27/23 - 5:06:22 pm
31
    
 
FRANK RICHARD M
CB,DIR
JB
---
7,917
---
4/26/23
---
---
74,681
11.9
D
---
4/27/23 - 5:05:07 pm
32
    
 
EHINGER JOHN ANTHONY JR
LO,CCO
3
---
---
---
4/4/23
---
---
3,824
---
D
---
4/5/23 - 8:28:29 am
33
    
 
BENNETT LEAH
PR
S
$25,807
2,000
---
3/14/23
---
$12.90
38,812
-4.9
D
---
3/16/23 - 4:48:24 pm
34
    
 
LOCKRIDGE MATTHEW
O
JS
$10,798
794
---
3/9/23
---
$13.60
77,110
-1.0
D
---
3/10/23 - 5:02:15 pm
35
    
 
LOCKRIDGE MATTHEW
O
S
$20,129
1,500
---
3/7/23
---
$13.42
77,904
-1.9
D
---
3/10/23 - 5:02:15 pm
36
    
 
LOCKRIDGE MATTHEW
O
S
$41,719
3,000
---
3/6/23
---
$13.91
79,404
-3.6
D
---
3/8/23 - 6:18:11 pm
37
    
 
GERRON JULIE KRAMER
GC,CCO
JS
$31,418
2,546
---
2/23/23
---
$12.34
56,199
-4.3
D
---
2/27/23 - 8:14:30 pm
38
    
 
GERRON JULIE KRAMER
GC,CCO
JB
---
13,721
---
2/23/23
---
---
69,920
24.4
D
---
2/27/23 - 8:14:30 pm
39
    
 
FORBES MURRAY III
CFO
JS
$24,643
1,997
---
2/23/23
---
$12.34
27,876
-6.7
D
---
2/27/23 - 8:04:43 pm
40
    
 
FORBES MURRAY III
CFO
JB
---
11,062
---
2/23/23
---
---
38,938
39.7
D
---
2/27/23 - 8:04:43 pm
41
    
 
CASEY BRIAN O
CEO,DIR
JS
$19,065
1,545
---
2/23/23
---
$12.34
386,329
-0.4
D
---
2/27/23 - 7:55:42 pm
42
    
 
CASEY BRIAN O
CEO,DIR
JB
---
50,649
---
2/23/23
---
---
436,978
13.1
D
---
2/27/23 - 7:55:42 pm
43
    
 
GOMEZ FABIAN
PR
JS
$39,402
3,193
---
2/23/23
---
$12.34
39,208
-7.5
D
---
2/27/23 - 7:52:51 pm
44
    
 
GOMEZ FABIAN
PR
JB
---
16,208
---
2/23/23
---
---
55,416
41.3
D
---
2/27/23 - 7:52:51 pm
45
    
 
HELFERT ADRIAN
CIO
JS
$103,002
8,347
---
2/23/23
---
$12.34
85,929
-8.9
D
---
2/27/23 - 7:35:55 pm
46
    
 
HELFERT ADRIAN
CIO
JB
---
40,519
---
2/23/23
---
---
126,448
47.2
D
---
2/27/23 - 7:35:55 pm
47
    
 
MONTGOMERY JOHN PORTER
COO
JS
$21,731
1,761
---
2/23/23
---
$12.34
65,327
-2.6
D
---
2/27/23 - 7:33:07 pm
48
    
 
MONTGOMERY JOHN PORTER
COO
JB
---
12,156
---
2/23/23
---
---
77,483
18.6
D
---
2/27/23 - 7:33:07 pm
49
    
 
BENNETT LEAH
PR
JS
$30,899
2,504
---
2/23/23
---
$12.34
24,604
-9.2
D
---
2/24/23 - 5:52:48 pm
50
    
 
BENNETT LEAH
PR
JB
---
16,208
---
2/23/23
---
---
40,812
65.9
D
---
2/24/23 - 5:52:48 pm
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