Brian  O'Casey net worth and biography

Brian O'Casey Biography and Net Worth

Mr. Casey joined Westwood in 1992 as a Vice President and was appointed President and Chief Executive Officer of Westwood Trust in 1996. In 2001, he was named President and Chief Operating Officer of Westwood Management Corp., and in 2002 he led the spin-off to form Westwood Holdings Group, Inc. In 2005, Mr. Casey was named President and Chief Executive Officer of Westwood Holdings Group, Inc., a company that trades on the NYSE. During his tenure, Mr. Casey led the acquisition of Woodway Financial Advisors in Houston. He also led the creation of Westwood International Advisors in Toronto and the Global Convertible team in our Boston office.

Mr. Casey earned an MBA from the University of Texas at Dallas, a BS in Finance from Trinity University and is a graduate of the Securities Industry Association’s Institute at the Wharton School, University of Pennsylvania.

Mr. Casey volunteered with the Big Brothers Big Sisters Program of Metropolitan Dallas for 16 years. He currently serves on the Tartan Board of Directors, a group devoted to fundraising for the Texas Scottish Rite Hospital for Children, and he is an active supporter of Habitat for Humanity as a volunteer and home sponsor. Mr. Casey is a board member of the Baylor Health Care System Foundation and also serves on the Board of Trustees of the Cooper Institute, an organization that is dedicated to scientific research in the field of preventive medicine.

What is Brian O'Casey's net worth?

The estimated net worth of Brian O'Casey is at least $4.51 million as of August 7th, 2020. Mr. O'Casey owns 366,170 shares of Westwood Holdings Group stock worth more than $4,511,214 as of March 28th. This net worth evaluation does not reflect any other assets that Mr. O'Casey may own. Learn More about Brian O'Casey's net worth.

How do I contact Brian O'Casey?

The corporate mailing address for Mr. O'Casey and other Westwood Holdings Group executives is 200 CRESCENT COURT SUITE 1200, DALLAS TX, 75201. Westwood Holdings Group can also be reached via phone at 214-756-6900 and via email at [email protected]. Learn More on Brian O'Casey's contact information.

Has Brian O'Casey been buying or selling shares of Westwood Holdings Group?

Brian O'Casey has not been actively trading shares of Westwood Holdings Group during the last quarter. Most recently, on Monday, November 22nd, Brian O. Casey bought 3,000 shares of Westwood Holdings Group stock. The stock was acquired at an average cost of $16.75 per share, with a total value of $50,250.00. Learn More on Brian O'Casey's trading history.

Who are Westwood Holdings Group's active insiders?

Westwood Holdings Group's insider roster includes Richard Frank (Chairman), Fabian Gomez (COO), and Brian O'Casey (CEO). Learn More on Westwood Holdings Group's active insiders.

Are insiders buying or selling shares of Westwood Holdings Group?

During the last twelve months, insiders at the asset manager sold shares 3 times. They sold a total of 2,517 shares worth more than $25,827.80. The most recent insider tranaction occured on September, 11th when COO John Porter Montgomery sold 827 shares worth more than $8,187.30. Insiders at Westwood Holdings Group own 10.1% of the company. Learn More about insider trades at Westwood Holdings Group.

Information on this page was last updated on 9/11/2023.

Brian O'Casey Insider Trading History at Westwood Holdings Group

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/22/2021Buy3,000$16.75$50,250.00View SEC Filing Icon  
8/7/2020Buy10,000$11.36$113,600.00366,170View SEC Filing Icon  
7/26/2013Sell11,523$50.23$578,800.29View SEC Filing Icon  
7/19/2013Sell12,500$47.51$593,875.00View SEC Filing Icon  
7/9/2013Sell3,497$45.05$157,539.85View SEC Filing Icon  
6/19/2013Sell5,132$45.10$231,453.20View SEC Filing Icon  
6/11/2013Sell3,371$45.00$151,695.00View SEC Filing Icon  
See Full Table

Brian O'Casey Buying and Selling Activity at Westwood Holdings Group

This chart shows Brian O Casey's buying and selling at Westwood Holdings Group by year and by quarter.

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Westwood Holdings Group Company Overview

Westwood Holdings Group logo
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
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Today's Range

Now: $12.32
Low: $12.11
High: $12.74

50 Day Range

MA: $12.11
Low: $11.16
High: $12.91

2 Week Range

Now: $12.32
Low: $8.91
High: $14.20

Volume

8,314 shs

Average Volume

12,459 shs

Market Capitalization

$114.95 million

P/E Ratio

10.44

Dividend Yield

4.69%

Beta

1.22