WHG
STRONGWESTWOOD HOLDINGS GROUP INC
CIK: 0001165002
Last activity: Feb 23, 2026
Financial Metrics
As of Dec 31, 2025 (10-K)
Insider Roster (6 total, 6 active)
| Insider | Buys | Sells | Net Value | Holdings |
|---|---|---|---|---|
|
CASEY BRIAN O
CEO
|
0 | 7 | -$525K |
530,610 shares
$8.61M
|
|
Helfert Adrian
CIO, Multi-Asset Inv.
|
0 | 1 | -$175K |
162,751 shares
$2.64M
|
|
Gomez Fabian
President
|
0 | 1 | -$101K |
122,573 shares
$1.99M
|
|
Lockridge Matthew
Head, U.S. Value Inv.
|
0 | 1 | -$87K |
77,900 shares
$1.26M
|
|
Forbes Murray III
Chief Financial Officer
|
0 | 1 | -$46K |
65,826 shares
$1.07M
|
|
Linton David O
Head of Distribution
|
0 | 1 | -$43K |
29,415 shares
$477K
|
Recent Transactions
18,943 shares @ $16.22
$307K
Feb 23, 2026
10,772 shares @ $16.22
$175K
Feb 23, 2026
6,223 shares @ $16.22
$101K
Feb 23, 2026
5,379 shares @ $16.22
$87K
Feb 23, 2026
2,859 shares @ $16.22
$46K
Feb 23, 2026
2,654 shares @ $16.22
$43K
Feb 23, 2026
8,341 shares @ $16.55
$138K
Dec 10, 2025
1,764 shares @ $16.41
$29K
Dec 9, 2025
1,602 shares @ $16.45
$26K
Dec 8, 2025
1,351 shares @ $16.44
$22K
Dec 5, 2025
99 shares @ $17.00
$2K
Nov 28, 2025
40 shares @ $17.00
$680
Nov 26, 2025
⚠️ Important Disclaimer
• This is AI-generated analysis for educational purposes only, not financial advice.
• Insider trading data is derived from SEC Form 4 filings and may contain errors.
• Always conduct your own research and consult qualified financial advisors before making investment decisions.