Westwood Holdings Group Inc insider trading
Every open-market purchase and sale by Westwood Holdings Group Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Westwood Holdings Group Inc’s insiders pay?
From March 10, 2010 to April 24, 2026, 24 insiders reported 11 open-market purchases and 128 sales not made under a pre-set plan in Westwood Holdings Group Inc. Twelve months after each purchase was reported, the shares were −5.7% against the S&P 500 on average (median −21.0%), over 11 purchases with a full year of prices; 27% beat the index. After sales, the shares moved +1.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 6, 2020 into $7,193 by November 2, 2026, −4.8% a year. It held shares 41% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $17,121 (+8.4% a year), and held throughout $27,969 (+16.8%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Byrne Susan M | Other | 2 | −52.1% (2) | 0% | 22 | +0.9% (17) | April 24, 2026 |
| Ggcp, Inc. | 10% owner | 0 | — | — | 23 | +5.9% (23) | February 25, 2013 |
| Gabelli Mario J | 10% owner | 0 | — | — | 17 | +8.3% (17) | February 14, 2013 |
| Casey Brian O | CEO | 3 | +11.0% (3) | 33% | 11 | −3.2% (6) | March 13, 2026 |
| Wooldridge Raymond E | Director | 2 | +16.7% (2) | 50% | 6 | +5.4% (6) | November 3, 2021 |
| Gamco Investors, Inc. Et Al | 10% owner | 0 | — | — | 7 | +11.3% (7) | December 21, 2012 |
| Freeman Mark | Chief Investment Officer | 0 | — | — | 6 | −8.3% (6) | December 18, 2017 |
| Norman Geoffrey | Director | 0 | — | — | 6 | −0.6% (6) | May 20, 2013 |
| Frank Richard M | Director | 3 | −6.0% (3) | 33% | 2 | +4.9% (2) | December 1, 2021 |
| Lockridge Matthew | Head, U.S. Value Inv. | 0 | — | — | 5 | −20.0% (4) | March 13, 2026 |
| Whitten Michael Craig | Principal Accounting Officer | 0 | — | — | 4 | +9.3% (4) | April 26, 2013 |
| Gomez Fabian | President | 0 | — | — | 3 | −16.7% (2) | March 13, 2026 |
| Root Randall L. | Pres., Westwood Trust Dallas | 0 | — | — | 3 | −8.0% (3) | November 18, 2016 |
| Bennett Leah | President-Westwood Wealth Mgmt | 0 | — | — | 2 | −18.6% (2) | March 16, 2023 |
| Davis Tom C | Director | 0 | — | — | 2 | +6.3% (2) | August 22, 2012 |
| Gerron Julie Kramer | General Counsel | 0 | — | — | 2 | −5.7% (2) | June 9, 2014 |
| Forbes Murray III | Chief Financial Officer | 0 | — | — | 1 | — | March 13, 2026 |
| Hardcastle William R Jr | Chief Financial Officer | 0 | — | — | 1 | −5.1% (1) | October 28, 2011 |
| Helfert Adrian | CIO, Multi-Asset Inv. | 0 | — | — | 1 | — | March 13, 2026 |
| Jcp Investment Partners, LP | 10% owner | 1 | −7.3% (1) | 0% | 0 | — | May 3, 2021 |
| Jcp Investment Partnership, LP | Other | 0 | — | — | 1 | −26.0% (1) | June 13, 2022 |
| Linton David O | Head of Distribution | 0 | — | — | 1 | — | March 13, 2026 |
| Montgomery John Porter | Chief Operating Officer | 0 | — | — | 1 | +11.6% (1) | September 12, 2023 |
| Weiland Martin J | Director | 0 | — | — | 1 | −19.8% (1) | May 9, 2016 |
When several insiders traded Westwood Holdings Group Inc
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Westwood Holdings Group Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +26.6% against the index. After 4 selling crowds, −3.7%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| March 31, 2026 | 6 selling | +2.8% | −2.8% | not yet |
| November 30, 2021 | 3 buying | +6.0% | +8.5% | −13.7% |
| August 31, 2020 | 2 buying | +0.7% | +44.8% | +87.0% |
| June 30, 2014 | 3 selling | −4.9% | −1.2% | −4.7% |
| October 31, 2013 | 3 selling | +3.1% | +1.2% | +13.5% |
| November 30, 2011 | 4 selling | −12.9% | −12.0% | −7.7% |