John Porter Montgomery - 06 Sep 2023 Form 4 Insider Report for WESTWOOD HOLDINGS GROUP INC (WHG)

Reporting relationship: Chief Operating Officer
Issuer ticker: WHG
Reported as of: 06 Sep 2023
Net transaction value: -$16,501
SEC form: 4
Accepted by SEC: 12 Sep 2023, 16:50:46 UTC
Prior SEC filing: 27 Feb 2023
Source filing: View source filing
Reporting owner signature: Jonathan R. Nahhat, attorney-in-fact

Key filing fact

John Porter Montgomery filed Form 4 for WESTWOOD HOLDINGS GROUP INC (WHG) on 12 Sep 2023.

Key facts

This page summarizes John Porter Montgomery's Form 4 filing for WESTWOOD HOLDINGS GROUP INC (WHG).
4 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 12 Sep 2023, 16:50.

Change

Previous filing in this sequence was filed on 27 Feb 2023.
Current net transaction value: -$16,501.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WHG transaction

common stock

Sale

Transaction value: $4,951
Shares: -500
Change %: -0.65%
Price: $9.90
Shares after: 76,983
Date: 11 Sep 2023
Ownership: Direct

WHG transaction

common stock

Sale

Transaction value: $8,296
Shares: -838
Change %: -1.1%
Price: $9.90
Shares after: 76,145
Date: 06 Sep 2023
Ownership: Direct

WHG transaction

common stock

Sale

Transaction value: $20.4
Shares: -2
Change %: -0%
Price: $10.20
Shares after: 76,143
Date: 06 Sep 2023
Ownership: Direct

WHG transaction

common stock

Sale

Transaction value: $3,234
Shares: -327
Change %: -0.43%
Price: $9.89
Shares after: 75,816
Date: 11 Sep 2023
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

John Porter Montgomery is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.