Brian O Casey Net Worth
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Brian O Casey has an estimated net worth of at least $10.7 million*, as of July 22, 2026. They own 530,610 shares of WHG stock. They have sold 39,260 shares of WHG stock since 2021, for an estimated $550,563.
Brian O Casey $WHG SEC Form 4 Insider Trading
Brian O Casey has filed a total of 12 insider trades in $WHG since 2021. Their most recent trade was a sale of 18,943 shares, made on Feb 23, 2026. Their largest trade was a sale of 18,943 shares, made on Feb 23, 2026. We estimate that they now own 530,610 shares of $WHG, worth an estimated $10.1 million.
Insider Trading at $WHG
There have been a total of 94 insider trades reported at $WHG since 2021, with 22,006 shares purchased and 204,356 shares sold. The most active insider traders in $WHG stock have been Brian O Casey, Matthew Lockridge, and John Porter Montgomery. The most recent trade was a sale of 3,584 shares reported by SUSAN M BYRNE (None), made on Jul 01, 2026.
History of Insider Stock Trades by Brian O Casey
| Company Ticker | Purchase / Sale | Shares | Date | Disclosed (EST) |
|---|---|---|---|---|
WHG
|
Sale | 18,943 | Feb 23, 2026 | March 13, 2026, 5:31 p.m. |
|
WHG
|
Sale | 8,341 | Dec 10, 2025 | Dec. 11, 2025, 6:54 p.m. |
|
WHG
|
Sale | 1,764 | Dec 09, 2025 | Dec. 11, 2025, 6:48 p.m. |
|
WHG
|
Sale | 1,602 | Dec 08, 2025 | Dec. 9, 2025, 4:59 p.m. |
|
WHG
|
Sale | 1,351 | Dec 05, 2025 | Dec. 8, 2025, 5:39 p.m. |
|
WHG
|
Sale | 99 | Nov 28, 2025 | Dec. 3, 2025, 10:03 p.m. |
|
WHG
|
Sale | 40 | Nov 26, 2025 | Dec. 3, 2025, 10:03 p.m. |
|
WHG
|
Sale | 370 | Nov 10, 2025 | Nov. 12, 2025, 6:53 p.m. |
|
WHG
|
Sale | 6,750 | Aug 29, 2025 | Sept. 3, 2025, 5:31 p.m. |
|
WHG
|
Purchase | 3,000 | Nov 22, 2021 | Nov. 23, 2021, 6:40 p.m. |
|
WHG
|
Purchase | 2,500 | Nov 01, 2021 | Nov. 2, 2021, 8 p.m. |
|
WHG
|
Purchase | 522 | Nov 02, 2021 | Nov. 2, 2021, 8 p.m. |
$WHG Executives and Stock Owners with Insider Trades
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Brian O Casey, CEO
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Matthew Lockridge, Head, U.S. Value Inv.
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John Porter Montgomery, Chief Operating Officer
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Leah Bennett, President-Westwood Wealth Mgmt
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Brian O Casey, President & CEO
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Fabian Gomez, President
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Adrian Helfert, CIO, Multi-Asset Inv.
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David O Linton, Head of Distribution
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Fabian Gomez, Chief Operating Officer
-
Murray Iii Forbes, Chief Financial Officer
*This is only based off of information found in SEC filings, and may not reflect actual net worth. There may also be inaccuracies due to privately holdings filing errors, parsing errors, accidental double-counting of shares, incorrect classification of indirectly owned shares, sales prior to dataset start date, or any other number of issues.