The estimated Net Worth of Julie Kramer Gerron is at least $1.51 Million dollars as of 12 January 2018. Ms. Gerron owns over 2,013 units of Westwood Inc stock worth over $348,980 and over the last 11 years she sold WHG stock worth over $543,438. In addition, she makes $615,528 as Senior Vice President, Chief Compliance Officer, General Counsel, and Secretary at Westwood Inc.
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Ms. Gerron WHG stock SEC Form 4 insiders trading
Julie has made over 4 trades of the Westwood Inc stock since 2014, according to the Form 4 filled with the SEC. Most recently she sold 2,013 units of WHG stock worth $137,709 on 12 January 2018.
The largest trade she's ever made was selling 2,987 units of Westwood Inc stock on 2 January 2018 worth over $200,099. On average, Julie trades about 607 units every 101 days since 2014. As of 12 January 2018 she still owns at least 27,631 units of Westwood Inc stock.
You can see the complete history of Ms. Gerron stock trades at the bottom of the page.
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Julie Gerron biography
Julie K. Gerron serves as Senior Vice President, Chief Compliance Officer, General Counsel, Secretary of the Company. She has served as Senior Vice President, General Counsel of Westwood since March 2013, Chief Compliance Officer since March 2017 and Corporate Secretary since March 2014. Prior to that, she served as Vice President, General Counsel from July 2007 to March 2013, and as Vice President, Assistant General Counsel from July 2005 to July 2007. Ms. Gerron previously served as Vice President, Research Analyst from January 2004 to July 2005. From 1998 to 2004, Ms. Gerron worked at Smith & Summers LLC where she served as portfolio manager for various funds. From 1992 to 1998, she worked for various branches of the State of Oklahoma government, including as Assistant Attorney General, Deputy General Counsel of the Insurance Department, and as Special Counsel to the Executive Director of the House of Representatives. Ms. Gerron is a member of the State Bar of Texas, the State Bar of Oklahoma and the CFA Institute.
What is the salary of Julie Gerron?
As the Senior Vice President, Chief Compliance Officer, General Counsel, and Secretary of Westwood Inc, the total compensation of Julie Gerron at Westwood Inc is $615,528. There are 4 executives at Westwood Inc getting paid more, with Brian O'Connor Casey CFP, CFP having the highest compensation of $750,433.
How old is Julie Gerron?
Julie Gerron is 52, she's been the Senior Vice President, Chief Compliance Officer, General Counsel, and Secretary of Westwood Inc since 2017. There are 13 older and 2 younger executives at Westwood Inc. The oldest executive at Westwood Holdings Group Inc is Raymond Wooldridge, 81, who is the Independent Director.
What's Julie Gerron's mailing address?
Julie's mailing address filed with the SEC is 200 CRESCENT COURT, SUITE 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, and 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.
What does Westwood Inc's logo look like?
Complete history of Ms. Gerron stock trades at Westwood Inc
Westwood Inc executives and stock owners
Westwood Inc executives and other stock owners filed with the SEC include:
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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,
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Tiffany B. Kice,
Chief Financial Officer -
Martin J Weiland,
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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...,
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Joyce A Schaer,
Senior Vice President - WMC -
Leonard M Jr Riggs,
Director -
Mario Jgamco Investors, Inc...,
-
Asset Management Inc Et Alg...,
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Investment Management, Llcj...,
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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