Westwood Holdings Group, Inc.
US ˙ NYSE ˙ US9617651040

SecurityWHG / Westwood Holdings Group, Inc.
InsiderBrian O Casey
This page shows the track record and history of CASEY BRIAN O insider trades in Westwood Holdings Group, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Brian O Casey in WHG / Westwood Holdings Group, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2021-11-22 3,000 16.7500 3,000 16.7500 50,250 52 20 9,750 19.40
2021-11-02 522 17.2500 522 17.2500 9,004
2021-11-01 2,500 17.2500 2,500 17.2500 43,125
2020-08-07 10,000 11.3562 10,000 11.3562 113,562

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WHG / Westwood Holdings Group, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Brian O Casey in WHG / Westwood Holdings Group, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2025-08-29 6,750 18.0000 6,750 18.0000 121,500 14 17.0500 -6,412 -5.28
2021-03-09 2,975 17.7100 2,975 17.7100 52,687
2012-06-05 8,206 34.6293 8,206 34.6293 284,168
2012-06-04 571 34.5000 571 34.5000 19,700
2012-05-31 3,223 35.6000 3,223 35.6000 114,739

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WHG / Westwood Holdings Group, Inc. Insider Trades
Insider Transaction History
File
Date		 Trade
Date		 Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price		 Unit
Price		 Units
Changed		 Value
Changed (1K)		 Remaining
Options		 Remaining
Shares
2025-09-03 2025-08-29 4 CASEY BRIAN O WHG common stock S - Sale D 18.0000 -6,750 -122 505,926
2025-02-25 2025-02-21 4 CASEY BRIAN O WHG common stock F - Taxes D 16.4400 -13,159 -216 512,676
2025-02-25 2025-02-21 4 CASEY BRIAN O WHG common stock A - Award D 45,621 525,835
2024-11-14 2024-02-23 4/A CASEY BRIAN O WHG common stock A - Award D 48,230 480,214
2024-02-27 2024-02-23 4 CASEY BRIAN O WHG common stock F - Taxes D 12.0000 -5,694 -68 483,367
2024-02-27 2024-02-23 4 CASEY BRIAN O WHG common stock A - Award D 52,083 489,061
2023-02-27 2023-02-23 4 CASEY BRIAN O WHG common stock A - Award D 50,649 436,978
2023-02-27 2023-02-23 4 CASEY BRIAN O WHG common stock F - Taxes D 12.3400 -1,545 -19 386,329
2022-02-28 2022-02-24 4 CASEY BRIAN O WHG common stock A - Award D 18,657 387,874
2021-11-23 2021-11-22 4 CASEY BRIAN O WHG common stock P - Purchase D 16.7500 3,000 50 369,217
2021-11-03 2021-11-02 4 CASEY BRIAN O WHG common stock P - Purchase D 17.2500 522 9 366,217
2021-11-03 2021-11-01 4 CASEY BRIAN O WHG common stock P - Purchase D 17.2500 2,500 43 365,695
2021-08-30 2021-08-29 4 CASEY BRIAN O As UTMA custodian for oldest son WHG common stock J - Other I -700 0
2021-03-11 2021-03-09 4 CASEY BRIAN O WHG common stock S - Sale D 17.7100 -2,975 -53 363,195
2020-08-07 2020-08-07 4 CASEY BRIAN O WHG common stock P - Purchase D 11.3562 10,000 114 366,170
2020-03-11 2020-03-09 4 CASEY BRIAN O WHG common stock F - Taxes D 20.0900 -6,518 -131 356,170
2019-03-11 2019-03-08 4 CASEY BRIAN O WHG common stock F - Taxes D 36.9600 -11,135 -412 362,688
2019-03-11 2019-03-07 4 CASEY BRIAN O WHG common stock A - Award D 36,686 373,823
2018-09-18 2018-09-18 4 CASEY BRIAN O As UTMA custodian for daughter WHG common stock J - Other I -700 0
2018-03-12 2018-03-09 4 CASEY BRIAN O WHG common stock F - Taxes D 55.4600 -17,300 -959 337,137
2018-03-12 2018-03-09 4 CASEY BRIAN O WHG common stock A - Award D 43,606 354,437
2017-03-13 2017-03-10 4 CASEY BRIAN O WHG common stock F - Taxes D 54.7700 -12,344 -676 310,831
2017-03-13 2017-03-10 4 CASEY BRIAN O WHG common stock A - Award D 70,766 323,175
2016-02-29 2016-02-23 4 CASEY BRIAN O WHG common stock F - Taxes D 47.5200 -11,599 -551 252,409
2015-04-09 2015-04-02 4 CASEY BRIAN O WHG common stock A - Award D 35,000 264,008
2015-02-25 2015-02-23 4 CASEY BRIAN O WHG common stock F - Taxes D 61.8200 -14,683 -908 229,008
2014-02-25 2014-02-21 4 CASEY BRIAN O WHG common stock F - Taxes D 58.8800 -14,682 -864 243,691
2013-07-29 2013-07-26 4 CASEY BRIAN O WHG common stock S - Sale D 50.1978 -5,023 -252 258,373
2013-07-29 2013-07-25 4 CASEY BRIAN O WHG common stock S - Sale D 50.2535 -6,500 -327 263,396
2013-07-23 2013-07-19 4 CASEY BRIAN O WHG common stock S - Sale D 47.5118 -12,500 -594 269,896
2013-07-11 2013-07-09 4 CASEY BRIAN O WHG common stock S - Sale D 45.0492 -3,497 -158 282,396
2013-06-19 2013-06-19 4 CASEY BRIAN O WHG common stock S - Sale D 45.0000 -526 -24 285,893
2013-06-19 2013-06-18 4 CASEY BRIAN O WHG common stock S - Sale D 45.0000 -1,106 -50 286,419
2013-06-19 2013-06-17 4 CASEY BRIAN O WHG common stock S - Sale D 45.1512 -3,500 -158 287,525
2013-06-12 2013-06-11 4 CASEY BRIAN O WHG common stock S - Sale D 45.0000 -571 -26 291,025
2013-06-12 2013-06-10 4 CASEY BRIAN O WHG common stock S - Sale D 45.0000 -2,800 -126 291,596
2013-05-30 2013-05-28 4 CASEY BRIAN O WHG common stock S - Sale D 45.4000 -500 -23 294,396
2013-05-20 2013-05-16 4 CASEY BRIAN O WHG common stock S - Sale D 45.1060 -500 -23 294,896
2013-03-27 2013-03-26 4 CASEY BRIAN O WHG common stock S - Sale D 45.1778 -7,527 -340 295,396
2013-03-27 2013-03-25 4 CASEY BRIAN O WHG common stock S - Sale D 45.1129 -4,367 -197 302,923
2013-02-26 2013-02-22 4 CASEY BRIAN O WHG common stock F - Taxes D 43.8300 -13,072 -573 307,290
2013-02-04 2013-02-04 4 CASEY BRIAN O WHG common stock S - Sale D 42.0682 -9,289 -391 320,362
2013-02-04 2013-02-01 4 CASEY BRIAN O WHG common stock S - Sale D 42.0454 -8,347 -351 329,651
2013-02-04 2013-01-31 4 CASEY BRIAN O WHG common stock S - Sale D 42.1669 -6,064 -256 337,998
2013-01-08 2013-01-04 4 CASEY BRIAN O WHG common stock S - Sale D 42.0308 -1,300 -55 344,062
2012-11-28 2012-11-27 4 CASEY BRIAN O WHG common stock S - Sale D 38.7560 -10,204 -395 345,362
2012-11-28 2012-11-27 4 CASEY BRIAN O WHG common stock G - Gift D -7,000 355,566
2012-11-28 2012-11-26 4 CASEY BRIAN O WHG common stock S - Sale D 38.8091 -14,796 -574 362,566
2012-06-06 2012-06-05 4 CASEY BRIAN O WHG stock option M - Exercise D 12.90 -8,206 0
2012-06-06 2012-06-05 4 CASEY BRIAN O WHG common stock S - Sale D 34.6293 -8,206 -284 377,362
2012-06-06 2012-06-05 4 CASEY BRIAN O WHG common stock M - Exercise D 12.9000 8,206 106 385,568
2012-06-04 2012-06-04 4 CASEY BRIAN O WHG stock option M - Exercise D 12.90 -571 8,206
2012-06-04 2012-06-04 4 CASEY BRIAN O WHG common stock S - Sale D 34.5000 -571 -20 377,362
2012-06-04 2012-06-04 4 CASEY BRIAN O WHG common stock M - Exercise D 12.9000 571 7 377,933
2012-06-04 2012-05-31 4 CASEY BRIAN O WHG stock option M - Exercise D 12.90 -3,223 8,777
2012-06-04 2012-05-31 4 CASEY BRIAN O As UTMA custodian for daughter. WHG common stock G - Gift I 350 700
2012-06-04 2012-05-31 4 CASEY BRIAN O As UTMA custodian for son. WHG common stock G - Gift I 350 700
2012-06-04 2012-05-31 4 CASEY BRIAN O As UTMA custodian for son. WHG common stock G - Gift I 350 700
2012-06-04 2012-05-31 4 CASEY BRIAN O WHG common stock G - Gift D -1,050 377,362
2012-06-04 2012-05-31 4 CASEY BRIAN O WHG common stock G - Gift D -3,000 378,412
2012-06-04 2012-05-31 4 CASEY BRIAN O WHG common stock S - Sale D 35.6000 -3,223 -115 381,412
2012-06-04 2012-05-31 4 CASEY BRIAN O WHG common stock M - Exercise D 12.9000 3,223 42 384,635
2012-02-24 2012-02-23 4 CASEY BRIAN O WHG common stock F - Taxes D 39.3800 -12,757 -502 381,412
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)