CASEY BRIAN O — SEC Form 4 filings
SEC reporting owner CIK 1171437. 12 Form 4 filings on record with FilingPulse; latest filed 2026-03-16.
Transaction summary — filings shown
Covers all 12 filings on record, filed 2024-02-27 to 2026-03-16. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 9 legs across 8 filings — 39,260 shares, $652,943 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 8.
- Largest priced transaction: sale of 18,943 shares @ $16.22 ($307,255) in WESTWOOD HOLDINGS GROUP INC, filed 2026-03-13.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC (WHG) | CEO, Director | 12 | — | 9 legs · 39,260 sh · $652,943 | 8 |
Form 4 filings — CASEY BRIAN O
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-16 | 4/A | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 57,194 @ $0 · Tax withholding (F): 18,943 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 57,194 @ $0 · Sale (S): 18,943 @ $16.22 | EDGAR |
| 2025-12-11 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 8,341 @ $16.55 | EDGAR |
| 2025-12-11 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 1,764 @ $16.41 | EDGAR |
| 2025-12-09 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 1,602 @ $16.45 | EDGAR |
| 2025-12-08 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 1,351 @ $16.44 | EDGAR |
| 2025-12-01 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 40 @ $17 · Sale (S): 99 @ $17 | EDGAR |
| 2025-11-12 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 370 @ $17 | EDGAR |
| 2025-09-03 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 6,750 @ $18 | EDGAR |
| 2025-02-25 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 45,621 @ $0 · Tax withholding (F): 13,159 @ $16.44 | EDGAR |
| 2024-11-14 | 4/A | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 48,230 | EDGAR |
| 2024-02-27 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 52,083 @ $0 · Tax withholding (F): 5,694 @ $12 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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