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Insider · CIK 0001171437

Brian O Casey

ceoofficerdirector

Files at WHG (WESTWOOD HOLDINGS GROUP INC). First filing Sep 3, 2025, latest Mar 13, 2026.

In brief

Brian O Casey files SEC Form 4 as CEO and director at WHG (WESTWOOD HOLDINGS GROUP INC). Since Sep 3, 2025, Brian O Casey has reported 0 open-market buys worth $0 and 8 open-market sells worth $653k, the latest filed on Mar 13, 2026.

A track record needs three past buys with six months of prices behind them; Brian O Casey has 0, so none is measured yet.

The newest scored trade: sold $307k of WHG on Feb 23, 2026, filed Mar 13, 2026, scored 54 (moderate). In the last 12 months: 0 buys worth $0 and 7 sells worth $531k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 8
$0 bought, $653k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

WHG: WESTWOOD HOLDINGS GROUP INC

WHGOct 9, 2026 · close 18.92

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
54Moderate
WHGsell 6
WESTWOOD HOLDINGS GROUP INC
$307k
18,943 shares
-3%+13% from low-14% from high
36Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$138k
8,341 shares
-2%-
30Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$29k
1,764 shares
-0%-
30Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$26k
1,602 shares
-0%-
25Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$22k
1,351 shares
-0%-
25Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$2,363
139 shares
-0%-
25Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$6,290
370 shares
-0%-
35Weak
WHGsell
WESTWOOD HOLDINGS GROUP INC
$122k
6,750 shares
-1%-

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Dec 2, 2025 WHG
WESTWOOD HOLDINGS GROUP INC
13,058
0.14% of outstanding
$214kDec 2, 2025$8,653
Aug 29, 2025 WHG
WESTWOOD HOLDINGS GROUP INC
20,317
0.22% of outstanding
$366kAug 29, 2025none

Transactions

Every row this insider has filed, 15 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
AGrant or award
common stock
+57,194$0.00$0530,610Mar 16, 2026
Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
FTax withholding
common stock
-18,943$16.22$307k530,610Mar 16, 2026
Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
AGrant or award
common stock
+57,194$0.00$0549,553Mar 13, 2026
Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-18,943$16.22$307k530,610Mar 13, 2026
Dec 10, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-8,341$16.55$138k492,359Dec 11, 2025
Dec 9, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-1,764$16.41$29k500,700Dec 11, 2025
Dec 8, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-1,602$16.45$26k502,464Dec 9, 2025
Dec 5, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-1,351$16.44$22k504,066Dec 8, 2025
Nov 26, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-40$17.00$680505,516Dec 1, 2025
Nov 28, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-99$17.00$1,683505,417Dec 1, 2025
Nov 10, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-370$17.00$6,290505,556Nov 12, 2025
Aug 29, 2025WHG
WESTWOOD HOLDINGS GROUP INC
SOpen-market sale
common stock
-6,750$18.00$122k505,926Sep 3, 2025
Feb 21, 2025WHG
WESTWOOD HOLDINGS GROUP INC
AGrant or award
common stock
+45,621$0.00$0525,835Feb 25, 2025
Feb 21, 2025WHG
WESTWOOD HOLDINGS GROUP INC
FTax withholding
common stock
-13,159$16.44$216k512,676Feb 25, 2025
Feb 23, 2024WHG
WESTWOOD HOLDINGS GROUP INC
AGrant or award
common stock
+48,230--480,214Nov 14, 2024

Questions about Brian O Casey

Answered from the filings on this page, as of the latest one.

Is Brian O Casey buying or selling?

In the last 12 months Brian O Casey reported 0 open-market buys worth $0 and 7 open-market sells worth $531k on SEC Form 4; the latest was sold $307k of WHG on Feb 23, 2026. Grants, option exercises and tax withholding are not counted.

How did Brian O Casey's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Brian O Casey has 0.

Where does Brian O Casey file Form 4?

Brian O Casey has filed Form 4 at WHG (WESTWOOD HOLDINGS GROUP INC) as CEO. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Brian O Casey: insider trades and track record | InsiderTell