Brian O Casey - Net Worth and Insider Trading

Brian O Casey Net Worth

The estimated net worth of Brian O Casey is at least $6 Million dollars as of 2024-11-13. Brian O Casey is the President & CEO of Westwood Holdings Group Inc and owns about 369,217 shares of Westwood Holdings Group Inc (WHG) stock worth over $6 Million. Details can be seen in Brian O Casey's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Brian O Casey has not made any transactions after 2021-11-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Brian O Casey

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Brian O Casey Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brian O Casey owns 1 companies in total, including Westwood Holdings Group Inc (WHG) .

Click here to see the complete history of Brian O Casey’s form 4 insider trades.

Insider Ownership Summary of Brian O Casey

Ticker Comapny Transaction Date Type of Owner
WHG Westwood Holdings Group Inc 2021-11-22 director & President & CEO

Brian O Casey Latest Holdings Summary

Brian O Casey currently owns a total of 1 stock. Brian O Casey owns 369,217 shares of Westwood Holdings Group Inc (WHG) as of November 22, 2021, with a value of $6 Million.

Latest Holdings of Brian O Casey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WHG Westwood Holdings Group Inc 2021-11-22 369,217 15.62 5,767,170

Holding Weightings of Brian O Casey


Brian O Casey Form 4 Trading Tracker

According to the SEC Form 4 filings, Brian O Casey has made a total of 4 transactions in Westwood Holdings Group Inc (WHG) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Westwood Holdings Group Inc is the acquisition of 3,000 shares on November 22, 2021, which cost Brian O Casey around $50,250.

Insider Trading History of Brian O Casey

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Brian O Casey Trading Performance

GuruFocus tracks the stock performance after each of Brian O Casey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian O Casey is -5%. GuruFocus also compares Brian O Casey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian O Casey within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Brian O Casey's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Brian O Casey

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -3.75 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -4.21 LIMIT LIMIT LIMIT LIMIT LIMIT

Brian O Casey Ownership Network

Ownership Network List of Brian O Casey

No Data

Ownership Network Relation of Brian O Casey

Insider Network Chart

Brian O Casey Owned Company Details

What does Westwood Holdings Group Inc do?

Who are the key executives at Westwood Holdings Group Inc?

Brian O Casey is the director & President & CEO of Westwood Holdings Group Inc. Other key executives at Westwood Holdings Group Inc include Head & U.S. Value Inv. Matthew Lockridge , COO John Porter Montgomery , and President-Westwood Wealth Mgmt Leah Bennett .

Westwood Holdings Group Inc (WHG) Insider Trades Summary

Over the past 18 months, Brian O Casey made no insider transaction in Westwood Holdings Group Inc (WHG). Other recent insider transactions involving Westwood Holdings Group Inc (WHG) include a net sale of 14,000 shares made by Matthew Lockridge , a net sale of 1,667 shares made by John Porter Montgomery , and a net sale of 850 shares made by Leah Bennett .

In summary, during the past 3 months, insiders sold 0 shares of Westwood Holdings Group Inc (WHG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 16,517 shares of Westwood Holdings Group Inc (WHG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 16,517 shares.

Westwood Holdings Group Inc (WHG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Westwood Holdings Group Inc Insider Transactions

No Available Data

Brian O Casey Mailing Address

Above is the net worth, insider trading, and ownership report for Brian O Casey. You might contact Brian O Casey via mailing address: 200 Crescent Court, Suite 1200, Dallas Tx 75201.