Last updated: 27 February 2024 at 5:57pm EST

Brian O'Connor Casey CFP, CFP Net Worth




The estimated Net Worth of Brian O Casey is at least $10.7 Million dollars as of 22 November 2021. Mr Casey owns over 3,000 units of Westwood Inc stock worth over $4,663,211 and over the last 21 years he sold WHG stock worth over $5,309,576. In addition, he makes $750,433 as Pres and CEO & Director at Westwood Inc.

Mr CFP WHG stock SEC Form 4 insiders trading

Mr has made over 19 trades of the Westwood Inc stock since 2011, according to the Form 4 filled with the SEC. Most recently he bought 3,000 units of WHG stock worth $50,250 on 22 November 2021.

The largest trade he's ever made was selling 25,000 units of Westwood Inc stock on 26 November 2012 worth over $969,750. On average, Mr trades about 2,869 units every 68 days since 2003. As of 22 November 2021 he still owns at least 369,217 units of Westwood Inc stock.

You can see the complete history of Mr Casey stock trades at the bottom of the page.





Mr. Brian O'Connor Casey CFP, CFP biography

Brian O'Connor Casey CFP, CFP is the Pres, CEO & Director at Westwood Inc.

What is the salary of Mr CFP?

As the Pres and CEO & Director of Westwood Inc, the total compensation of Mr CFP at Westwood Inc is $750,433. There are no executives at Westwood Inc getting paid more.



How old is Mr CFP?

Mr CFP is 58, he's been the Pres and CEO & Director of Westwood Inc since . There are 9 older and 6 younger executives at Westwood Inc. The oldest executive at Westwood Holdings Group Inc is Raymond Wooldridge, 81, who is the Independent Director.

What's Mr CFP's mailing address?

Brian's mailing address filed with the SEC is 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201.

Insiders trading at Westwood Inc

Over the last 21 years, insiders at Westwood Inc have traded over $34,869,670 worth of Westwood Inc stock and bought 77,590 units worth $1,242,264 . The most active insiders traders include Susan M Byrne, Tom C Davis, and Investors, Inc. Et Algabell.... On average, Westwood Inc executives and independent directors trade stock every 25 days with the average trade being worth of $60,384. The most recent stock trade was executed by Matthew Lockridge on 6 March 2024, trading 14,000 units of WHG stock currently worth $168,140.



What does Westwood Inc do?

westwood holdings group, inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. the firm has $21.6 billion in assets under management, of which $3.4 billion are in values-based and socially responsible investment mandates as of june 30, 2018. westwood offers a range of investment strategies including u.s. equities, multi-asset, global and emerging markets equities, global convertible securities and master limited partnerships (mlps) portfolios. access to these strategies is available through separate accounts, the westwood funds® family of mutual funds, ucits funds and other pooled vehicles. westwood benefits from significant, broad-based employee ownership and trades on the new york stock exchange under the symbol “whg.” based in dallas, westwood also maintains offices in toronto, boston and houston.



What does Westwood Inc's logo look like?

Westwood Holdings Group Inc logo

Complete history of Mr Casey stock trades at Westwood Inc

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
22 Nov 2021 Brian O Casey
CEO
Buy 3,000 $16.75 $50,250
22 Nov 2021
369,217
1 Nov 2021 Brian O Casey
CEO
Buy 3,022 $17.25 $52,130
1 Nov 2021
366,217
9 Mar 2021 Brian O Casey
CEO
Sale 2,975 $17.71 $52,687
9 Mar 2021
363,195
7 Aug 2020 Brian O Casey
CEO
Buy 10,000 $11.36 $113,600
7 Aug 2020
366,170
25 Jul 2013 Brian O Casey
CEO
Sale 11,523 $50.23 $578,800
25 Jul 2013
258,373
19 Jul 2013 Brian O Casey
CEO
Sale 12,500 $47.51 $593,875
19 Jul 2013
269,896
9 Jul 2013 Brian O Casey
CEO
Sale 3,497 $45.05 $157,540
9 Jul 2013
282,396
17 Jun 2013 Brian O Casey
CEO
Sale 5,132 $45.10 $231,453
17 Jun 2013
285,893
10 Jun 2013 Brian O Casey
CEO
Sale 3,371 $45.00 $151,695
10 Jun 2013
291,025
28 May 2013 Brian O Casey
CEO
Sale 500 $45.40 $22,700
28 May 2013
294,396
16 May 2013 Brian O Casey
CEO
Sale 500 $45.11 $22,555
16 May 2013
294,896
25 Mar 2013 Brian O Casey
CEO
Sale 11,894 $45.15 $537,014
25 Mar 2013
295,396
31 Jan 2013 Brian O Casey
CEO
Sale 23,700 $42.09 $997,533
31 Jan 2013
320,362
4 Jan 2013 Brian O Casey
CEO
Sale 1,300 $42.03 $54,639
4 Jan 2013
344,062
26 Nov 2012 Brian O Casey
CEO
Sale 25,000 $38.79 $969,750
26 Nov 2012
345,362
5 Jun 2012 Brian O Casey
CEO
Option 8,206 $12.90 $105,857
5 Jun 2012
385,568
31 May 2012 Brian O Casey
CEO
Option 3,794 $12.90 $48,943
31 May 2012
377,933
5 Dec 2011 Brian O Casey
CEO
Sale 346 $37.10 $12,837
5 Dec 2011
394,169
30 Nov 2011 Brian O Casey
CEO
Sale 24,654 $37.58 $926,497
30 Nov 2011
394,515


Westwood Inc executives and stock owners

Westwood Inc executives and other stock owners filed with the SEC include: