The estimated Net Worth of John Porter Montgomery is at least $974 mil dollars as of 6 September 2023. Mr Montgomery owns over 1,667 units of Westwood Inc stock worth over $957,556 and over the last 2 years he sold WHG stock worth over $16,503.
Mr has made over 1 trades of the Westwood Inc stock since 2023, according to the Form 4 filled with the SEC. Most recently he sold 1,667 units of WHG stock worth $16,503 on 6 September 2023.
The largest trade he's ever made was selling 1,667 units of Westwood Inc stock on 6 September 2023 worth over $16,503. On average, Mr trades about 834 units every 0 days since 2023. As of 6 September 2023 he still owns at least 75,816 units of Westwood Inc stock.
You can see the complete history of Mr Montgomery stock trades at the bottom of the page.
John Porter Montgomery is the Chief Operating Officer at Westwood Inc.
John's mailing address filed with the SEC is 200 CRESCENT COURT, STE 1200, DALLAS, TX, 75201.
Over the last 21 years, insiders at Westwood Inc have traded over $34,869,670 worth of Westwood Inc stock and bought 77,590 units worth $1,242,264 . The most active insiders traders include Susan M Byrne, Tom C Davis y Investors, Inc. Et Algabell.... On average, Westwood Inc executives and independent directors trade stock every 25 days with the average trade being worth of $60,384. The most recent stock trade was executed by Matthew Lockridge on 6 March 2024, trading 14,000 units of WHG stock currently worth $168,140.
westwood holdings group, inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. the firm has $21.6 billion in assets under management, of which $3.4 billion are in values-based and socially responsible investment mandates as of june 30, 2018. westwood offers a range of investment strategies including u.s. equities, multi-asset, global and emerging markets equities, global convertible securities and master limited partnerships (mlps) portfolios. access to these strategies is available through separate accounts, the westwood funds® family of mutual funds, ucits funds and other pooled vehicles. westwood benefits from significant, broad-based employee ownership and trades on the new york stock exchange under the symbol “whg.” based in dallas, westwood also maintains offices in toronto, boston and houston.
Westwood Inc executives and other stock owners filed with the SEC include: