undamentalytics Newsletter

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.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Westwood Holdings Group Inc insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

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%).

$0$10.0k$20.0k$30.0k 2020202120222023202420252026 $28.0k$17.1k$7.2k
Copying Westwood Holdings Group Inc's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Westwood Holdings Group Inc's insiders from March 6, 2020, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 41% of the time.
Westwood Holdings Group Inc: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20266 selling+2.8%−2.8%not yet
November 30, 20213 buying+6.0%+8.5%−13.7%
August 31, 20202 buying+0.7%+44.8%+87.0%
June 30, 20143 selling−4.9%−1.2%−4.7%
October 31, 20133 selling+3.1%+1.2%+13.5%
November 30, 20114 selling−12.9%−12.0%−7.7%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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