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 百万$ 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、 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、 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、 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 ByrneTom C DavisInvestors, 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.



Complete history of Mr Casey stock trades at Westwood Inc

インサイダー
取引
取引
合計金額
Brian O Casey
CEO
購入する 50,250$
22 Nov 2021
Brian O Casey
CEO
購入する 52,130$
1 Nov 2021
Brian O Casey
CEO
販売 52,687$
9 Mar 2021
Brian O Casey
CEO
購入する 113,600$
7 Aug 2020
Brian O Casey
CEO
販売 578,800$
25 Jul 2013
Brian O Casey
CEO
販売 593,875$
19 Jul 2013
Brian O Casey
CEO
販売 157,540$
9 Jul 2013
Brian O Casey
CEO
販売 231,453$
17 Jun 2013
Brian O Casey
CEO
販売 151,695$
10 Jun 2013
Brian O Casey
CEO
販売 22,700$
28 May 2013
Brian O Casey
CEO
販売 22,555$
16 May 2013
Brian O Casey
CEO
販売 537,014$
25 Mar 2013
Brian O Casey
CEO
販売 997,533$
31 Jan 2013
Brian O Casey
CEO
販売 54,639$
4 Jan 2013
Brian O Casey
CEO
販売 969,750$
26 Nov 2012
Brian O Casey
CEO
オプション行使 105,857$
5 Jun 2012
Brian O Casey
CEO
オプション行使 48,943$
31 May 2012
Brian O Casey
CEO
販売 12,837$
5 Dec 2011
Brian O Casey
CEO
販売 926,497$
30 Nov 2011


Westwood Inc executives and stock owners

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