Leah Rebecca Bennett C.F.A., CFA Net Worth

The estimated Net Worth of Leah Bennett is at least $562 Tysiąc dollars as of 9 August 2023. Ms Bennett owns over 850 units of Westwood Inc stock worth over $479,460 and over the last 2 years she sold WHG stock worth over $82,519.

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Ms CFA WHG stock SEC Form 4 insiders trading

Ms has made over 4 trades of the Westwood Inc stock since 2022, according to the Form 4 filled with the SEC. Most recently she sold 850 units of WHG stock worth $9,325 on 9 August 2023.

The largest trade she's ever made was selling 3,000 units of Westwood Inc stock on 1 June 2022 worth over $44,850. On average, Ms trades about 1,218 units every 87 days since 2022. As of 9 August 2023 she still owns at least 37,962 units of Westwood Inc stock.

You can see the complete history of Ms Bennett stock trades at the bottom of the page.

Ms. Leah Rebecca Bennett C.F.A., CFA biography

Leah Rebecca Bennett C.F.A., CFA is the Pres of Westwood Wealth Management at Westwood Inc.

What's Ms CFA's mailing address?

Leah's mailing address filed with the SEC is 200 CRESCENT COURT, STE 1200, DALLAS, TX, 75201.

Insiders trading at Westwood Inc

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 oraz 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.

What does Westwood Inc do?

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.

Complete history of Ms Bennett stock trades at Westwood Inc

Westwood Inc executives and stock owners

Westwood Inc executives and other stock owners filed with the SEC include:

• Brian O'Connor Casey CFP, CFP,
  Pres, CEO & Director
• Steven Paddon,
  Senior Vice President - Head of Institutional Sales
• Fabian Gomez,
  Chief Operating Officer, Senior Vice President
• Brian Casey,
  President, Chief Executive Officer, Director
• Julie Gerron,
  Senior Vice President, Chief Compliance Officer, General Counsel, Secretary
• Steven William Paddon,
  Sr. VP & Head of Distribution
• Murray Forbes,
  Chief Financial Officer, Senior Vice President, Chief Accounting Officer, Treasurer, IR Contact Officer
• Fabian Gomez,
  Sr. VP & COO
• Julie Kramer Gerron CFA, J.D.,
  Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec.
• Murray Forbes III, CPA,
  Sr. VP, CFO & Treasurer
• Susan Byrne,
  Vice Chairman of the Board, Founder
• Susan Montgomery Byrne,
  Founder & Vice Chairman
• Richard Frank,
  Independent Chairman of the Board
• Ellen Masterson,
  Independent Director
• Raymond Wooldridge,
  Independent Director
• Susan Byrne Montgomery,
  Founder & Vice Chairman
• Geoffrey Norman,
  Independent Director
• Leah Rebecca Bennett C.F.A., CFA,
  Pres of Westwood Wealth Management
• Kellie R. Stark CFA, F.R.M.,
  Exec. VP of Client Service & Marketing
• John Porter Montgomery,
  Chief Operating Officer
• Prashant Inamdar C.F.A., CFA,
  Sr. VP, Portfolio Mang. & Sr. Research Analyst
• Kenneth R. Nostro,
  Sr. VP of Institutional Sales & Client Service
• Shawn J. Mato CFA,
  Sr. VP & Sr. Portfolio Mang.
• Todd L. Williams C.F.A., CFA,
  Sr. VP & Director of Equity Research
• Kellie R. Stark CFA,
  Exec. VP of Client Service & Marketing
• John Anthony Jr Ehinger,
  Head of Legal, CCO
• Patricia Fraze,
  EVP - Westwood Management
• Robert Doyal Mc Teer,
  
• Tiffany B. Kice,
  Chief Financial Officer
• Martin J Weiland,
  
• William R Jr Hardcastle,
  VP & Treasurer
• Tom C Davis,
  Director
• Steve Paddon,
  Head of Distribution
• Jon L Jr Mosle,
  Director
• Randall L. Root,
  Pres., Westwood Trust Dallas
• Frederick Meyer,
  Director
• Mark Freeman,
  Chief Investment Officer
• Peter Francis Pastorelle,
  Principal Accounting Officer
• Mark A Wallace,
  Chief Financial Officer
• Michael Craig Whitten,
  Controller (Prin Acct Officer)
• Investors, Inc. Et Algabell...,
  
• Joyce A Schaer,
  Senior Vice President - WMC
• Leonard M Jr Riggs,
  Director
• Mario Jgamco Investors, Inc...,
  
• Asset Management Inc Et Alg...,
  
• Investment Management, Llcj...,
  
• Holdings Group Inc Westwood,
  Director
• Randy A Bowman,
  Director
• Leah Bennett,
  President-Westwood Wealth Mgmt
• Adrian Helfert,
  CIO, Multi-Asset Inv.
• Matthew Lockridge,
  Head, U.S. Value Inv.
• John Porter Montgomery,
  Chief Operating Officer