MONTGOMERY JOHN PORTER (COO) sold 2.2% of their position (1.67K shares) of WESTWOOD HOLDINGS GROUP INC on the open market
Open‑market sale worth $16.5K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 4 sales
Filed: 9/12/2023ACC: 0001933087-23-000004
Officer· COO
Since May 2022
-1.67K
Net shares
Net seller
$16.5K
Total sold
4
Open market trades
0B · 4S
4
Total transactions
1.67K disposed
Non-Derivative Transactions4
common stock
Direct
Shares
−838.00
Price / share
$9.90
Trade value
$8.30K
% of position
1.1%
9/6/2023
76.98K→76.14K
common stock
Direct
Shares
−2.00
Price / share
$10.20
Trade value
$20.40
% of position
0.0%
9/6/2023
76.14K→76.14K
common stock
Direct
Shares
−500.00
Price / share
$9.90
Trade value
$4.95K
% of position
0.6%
9/11/2023
77.48K→76.98K
common stock
Direct
Shares
−327.00
Price / share
$9.89
Trade value
$3.23K
% of position
0.4%
9/11/2023
76.14K→75.82K
Total
Net shares
−1.67K
Net value
-$16.50K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| common stock Direct | 9/6/2023 | S · Sale | −838.00 | $9.90 | $8.30K | 1.1% | 76.98K | 76.14K |
| common stock Direct | 9/6/2023 | S · Sale | −2.00 | $10.20 | $20.40 | 0.0% | 76.14K | 76.14K |
| common stock Direct | 9/11/2023 | S · Sale | −500.00 | $9.90 | $4.95K | 0.6% | 77.48K | 76.98K |
| common stock Direct | 9/11/2023 | S · Sale | −327.00 | $9.89 | $3.23K | 0.4% | 76.14K | 75.82K |
| Total | −1.67K | -$16.50K | ||||||
Derivative Transactions0
No derivative transactions reported