Brian Casey

Track

Insider profile

Currently holds a position at Westwood Holdings Group Inc

Performance

Overall performance
3.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -1% 8.2% 15.1%
Success rate 53% 68% 82%
Transactions
14 29% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 56%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
President, Chief Executive Officer, Director Westwood Holdings Group Inc Jan. 1, 2014 -
President, Chief Executive Officer, Secretary, Director Westwood Holdings Group Inc Jan. 1, 2006 - Jan. 1, 2014
Brian Casey's trades of Westwood Holdings Group Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
497.03
Quantity 36,853 -43.0%
Value US$3,911,285
Transaction date
Proposed sale
Price
16.36
Quantity 13,058
Value US$213,629
Transaction date
Proposed sale
Price
17.99
Quantity 20,317
Value US$365,502
Transaction date
Purchase
Price
16.75
Quantity 3,000 +0.8%
Value US$50,250
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-13 2026-02-23
S Sale
36,853 -43.0%
497.03
US$3,911,285 		36,853 -43.0% 497.03 US$3,911,285
2025-12-11 2025-12-10
S Sale
35,188 -8.4%
178.33
US$4,978,406 		35,188 -8.4% 178.33 US$4,978,406
2025-12-11 2025-12-09
S Sale
50,026 +37.0%
310.23
US$1,262,235 		50,026 +37.0% 310.23 US$1,262,235
2025-12-09 2025-12-08
S Sale
1,602 -0.3%
16.45
US$26,346 		1,602 -0.3% 16.45 US$26,346
2025-12-08 2025-12-05
S Sale
1,351 -0.3%
16.44
US$22,210 		1,351 -0.3% 16.44 US$22,210
2025-12-02 2025-12-02
PrS Proposed sale
13,058
16.36
US$213,629 		13,058 16.36 US$213,629
2025-12-01 2025-11-28
S Sale
99 -0.0%
17.00
US$1,683 		99 -0.0% 17.00 US$1,683
2025-12-01 2025-11-26
S Sale
40 -0.0%
17.00
US$680 		40 -0.0% 17.00 US$680
2025-11-12 2025-11-10
S Sale
370 -0.1%
17.00
US$6,290 		370 -0.1% 17.00 US$6,290
2025-09-03 2025-08-29
S Sale
6,750 -1.3%
18.00
US$121,500 		6,750 -1.3% 18.00 US$121,500
2025-08-29 2025-08-29
PrS Proposed sale
20,317
17.99
US$365,502 		20,317 17.99 US$365,502
2021-11-23 2021-11-22
B Purchase
3,000 +0.8%
16.75
US$50,250 		3,000 +0.8% 16.75 US$50,250
2021-11-03 2021-11-02
B Purchase
522 +0.1%
17.25
US$9,004 		522 +0.1% 17.25 US$9,004
2021-11-03 2021-11-01
B Purchase
2,500 +0.7%
17.25
US$43,125 		2,500 +0.7% 17.25 US$43,125
2021-03-11 2021-03-09
S Sale
2,975 -0.8%
17.71
US$52,687 		2,975 -0.8% 17.71 US$52,687
2020-08-07 2020-08-07
B Purchase
10,000 +2.8%
11.36
US$113,562 		10,000 +2.8% 11.36 US$113,562