Brian O Casey - Net Worth and Insider Trading
Brian O Casey Net Worth
The estimated net worth of Brian O Casey is at least $5 Million dollars as of 2024-04-19. Brian O Casey is the President & CEO of Westwood Holdings Group Inc and owns about 369,217 shares of Westwood Holdings Group Inc (WHG) stock worth over $5 Million. Details can be seen in Brian O Casey's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian O Casey has not made any transactions after 2021-11-22 and currently still holds the listed stock(s).
Transaction Summary of Brian O Casey
Brian O Casey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian O Casey owns 1 companies in total, including Westwood Holdings Group Inc (WHG) .
Click here to see the complete history of Brian O Casey’s form 4 insider trades.
Insider Ownership Summary of Brian O Casey
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WHG | Westwood Holdings Group Inc | 2021-11-22 | director & President & CEO |
Brian O Casey Latest Holdings Summary
Brian O Casey currently owns a total of 1 stock. Brian O Casey owns 369,217 shares of Westwood Holdings Group Inc (WHG) as of November 22, 2021, with a value of $5 Million.
Latest Holdings of Brian O Casey
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WHG | Westwood Holdings Group Inc | 2021-11-22 | 369,217 | 12.80 | 4,725,978 |
Holding Weightings of Brian O Casey
Brian O Casey Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian O Casey has made a total of 4 transactions in Westwood Holdings Group Inc (WHG) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Westwood Holdings Group Inc is the acquisition of 3,000 shares on November 22, 2021, which cost Brian O Casey around $50,250.
Insider Trading History of Brian O Casey
- 1
Brian O Casey Trading Performance
GuruFocus tracks the stock performance after each of Brian O Casey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian O Casey is -5%. GuruFocus also compares Brian O Casey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian O Casey within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brian O Casey's insider trading performs compared to the benchmark.
Performance of Brian O Casey
Average Return
5.38%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.75 | -5 | -0.86 | 5.38 | -13.1 | -0.17 |
| Relative Return to S&P 500(%) | -4.21 | -3.58 | 2.79 | 5.69 | -15.25 | -10.64 |
Brian O Casey Ownership Network
Ownership Network List of Brian O Casey
Ownership Network Relation of Brian O Casey
Brian O Casey Owned Company Details
What does Westwood Holdings Group Inc do?
Who are the key executives at Westwood Holdings Group Inc?
Brian O Casey is the director & President & CEO of Westwood Holdings Group Inc. Other key executives at Westwood Holdings Group Inc include Head & U.S. Value Inv. Matthew Lockridge , COO John Porter Montgomery , and President-Westwood Wealth Mgmt Leah Bennett .
Westwood Holdings Group Inc (WHG) Insider Trades Summary
Over the past 18 months, Brian O Casey made no insider transaction in Westwood Holdings Group Inc (WHG). Other recent insider transactions involving Westwood Holdings Group Inc (WHG) include a net sale of 25,213 shares made by Matthew Lockridge , a net sale of 3,090 shares made by Leah Bennett , and a net sale of 1,667 shares made by John Porter Montgomery .
In summary, during the past 3 months, insiders sold 14,000 shares of Westwood Holdings Group Inc (WHG) in total and bought 0 shares, with a net sale of 14,000 shares. During the past 18 months, 29,970 shares of Westwood Holdings Group Inc (WHG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 29,970 shares.
Westwood Holdings Group Inc (WHG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Westwood Holdings Group Inc Insider Transactions
Brian O Casey Mailing Address
Above is the net worth, insider trading, and ownership report for Brian O Casey. You might contact Brian O Casey via mailing address: 200 Crescent Court, Suite 1200, Dallas Tx 75201.
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