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.
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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.
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Wallmine is a radically better financial terminal.
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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?
Complete history of Mr Casey stock trades at Westwood Inc
Westwood Inc executives and stock owners
Westwood Inc executives and other stock owners filed with the SEC include:
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Brian O'Connor Casey CFP, CFP,
Pres, CEO & Director -
Steven Paddon,
Senior Vice President - Head of Institutional Sales -
Fabian Gomez,
Chief Operating Officer, Senior Vice President -
Brian Casey,
President, Chief Executive Officer, Director -
Julie Gerron,
Senior Vice President, Chief Compliance Officer, General Counsel, Secretary -
Steven William Paddon,
Sr. VP & Head of Distribution -
Murray Forbes,
Chief Financial Officer, Senior Vice President, Chief Accounting Officer, Treasurer, IR Contact Officer -
Fabian Gomez,
Sr. VP & COO -
Julie Kramer Gerron CFA, J.D.,
Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec. -
Murray Forbes III, CPA,
Sr. VP, CFO & Treasurer -
Susan Byrne,
Vice Chairman of the Board, Founder -
Susan Montgomery Byrne,
Founder & Vice Chairman -
Richard Frank,
Independent Chairman of the Board -
Ellen Masterson,
Independent Director -
Raymond Wooldridge,
Independent Director -
Susan Byrne Montgomery,
Founder & Vice Chairman -
Geoffrey Norman,
Independent Director -
Leah Rebecca Bennett C.F.A., CFA,
Pres of Westwood Wealth Management -
Kellie R. Stark CFA, F.R.M.,
Exec. VP of Client Service & Marketing -
John Porter Montgomery,
Chief Operating Officer -
Prashant Inamdar C.F.A., CFA,
Sr. VP, Portfolio Mang. & Sr. Research Analyst -
Kenneth R. Nostro,
Sr. VP of Institutional Sales & Client Service -
Shawn J. Mato CFA,
Sr. VP & Sr. Portfolio Mang. -
Todd L. Williams C.F.A., CFA,
Sr. VP & Director of Equity Research -
Kellie R. Stark CFA,
Exec. VP of Client Service & Marketing -
John Anthony Jr Ehinger,
Head of Legal, CCO -
Patricia Fraze,
EVP - Westwood Management -
Robert Doyal Mc Teer,
-
Tiffany B. Kice,
Chief Financial Officer -
Martin J Weiland,
-
William R Jr Hardcastle,
VP & Treasurer -
Tom C Davis,
Director -
Steve Paddon,
Head of Distribution -
Jon L Jr Mosle,
Director -
Randall L. Root,
Pres., Westwood Trust Dallas -
Frederick Meyer,
Director -
Mark Freeman,
Chief Investment Officer -
Peter Francis Pastorelle,
Principal Accounting Officer -
Mark A Wallace,
Chief Financial Officer -
Michael Craig Whitten,
Controller (Prin Acct Officer) -
Investors, Inc. Et Algabell...,
-
Joyce A Schaer,
Senior Vice President - WMC -
Leonard M Jr Riggs,
Director -
Mario Jgamco Investors, Inc...,
-
Asset Management Inc Et Alg...,
-
Investment Management, Llcj...,
-
Holdings Group Inc Westwood,
Director -
Randy A Bowman,
Director -
Leah Bennett,
President-Westwood Wealth Mgmt -
Adrian Helfert,
CIO, Multi-Asset Inv. -
Matthew Lockridge,
Head, U.S. Value Inv. -
John Porter Montgomery,
Chief Operating Officer