The estimated Net Worth of Raymond E Wooldridge is at least $2.79 Milión dollars as of 1 November 2021. Mr. Wooldridge owns over 10,000 units of Westwood Inc stock worth over $980,050 and over the last 21 years he sold WHG stock worth over $1,646,431. In addition, he makes $165,000 as Independent Director at Westwood Inc.
Raymond has made over 9 trades of the Westwood Inc stock since 2012, according to the Form 4 filled with the SEC. Most recently he bought 10,000 units of WHG stock worth $174,900 on 1 November 2021.
The largest trade he's ever made was selling 12,500 units of Westwood Inc stock on 28 October 2013 worth over $667,500. On average, Raymond trades about 1,547 units every 98 days since 2003. As of 1 November 2021 he still owns at least 77,597 units of Westwood Inc stock.
You can see the complete history of Mr. Wooldridge stock trades at the bottom of the page.
Raymond E. Wooldridge serves as Independent Director of the Company. e has served as a director of Westwood Trust since 2000. Mr. Wooldridge is Chairman of the Board of Reeves Bancshares, Inc., a one-bank holding company whose principal subsidiary is Stockmans Bank, which serves southwestern Oklahoma and the Dallas area. He also serves as director and Investment Committee member of the Catholic Diocese Educational Endowment Trust Fund. Until February 2014, Mr. Wooldridge was a director of CEC, a Dallas-based company that develops, operates and franchises family dining entertainment centers. CEC was an NYSE-listed company until February 2014. From 1994 to 2009, he was a director of Davidson Companies, Inc., a large financial services holding company headquartered in Montana. Mr. Wooldridge also served as a director of Davidson Trust Company, a wealth management and trust firm, from 2001 to 2005. From 1986 to 1999, he was a director of SWS Group, Inc. ("SWS"); from 1996 to 1999, he served as the Vice Chairman and Chairman of the Executive Committee of SWS; from 1993 to 1996, he served as Chief Executive Officer of SWS; and from 1986 to 1993, he served as President and Chief Operating Officer of SWS. He is a past Chairman of the National Securities Clearing Corporation, a national clearing agency registered with the SEC, and past Vice Chairman of the Board of Governors of the National Association of Securities Dealers. Mr. Wooldridge brings extensive financial, operational, regulatory and strategy expertise to the Board, having served in senior executive roles with SWS for over 13 years. In addition, as a former senior executive and director of SWS, our former parent company, Mr. Wooldridge developed intimate knowledge of the Company's operations, firm history and competitive landscape. Mr. Wooldridge brings valuable experience in business, governance, compensation and financial matters through his current and prior service as a director for other public and private companies.
As the Independent Director of Westwood Inc, the total compensation of Raymond Wooldridge at Westwood Inc is $165,000. There are 14 executives at Westwood Inc getting paid more, with Brian O'Connor Casey CFP, CFP having the highest compensation of $750,433.
Raymond Wooldridge is 81, he's been the Independent Director of Westwood Inc since . There are no older and 15 younger executives at Westwood Inc.
Raymond'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 a 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: