Randall L. Root
CIK 1601817 · Pres., Westwood Trust Dallas · last filed 2017-02-27
Randall L. Root is a Pres., Westwood Trust Dallas who has filed 5 SEC Form 4 insider transactions across 1 company since 2015. The most recent filing shows the insider had shares withheld for taxes covering $80.6K of WHG on Feb 27, 2017. Across all open-market trades the lifetime net is −$550.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $632.4K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$632.4K
1
5
-$550.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | Pres., Westwood Trust Dallas | 34,010 | $18.59 | $632.4K | -$550.5K | 5 | 2017-02-27 |
Recent Filings
5 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-02-27 | WHG | Tax (F) | −1,307 | -$80.6K | EDGAR |
| 2016-11-18 | WHG | Sell (S) | −2,000 | -$120.0K | EDGAR |
| 2016-02-29 | WHG | Mixed | +3,857 | -$66.9K | EDGAR |
| 2015-06-22 | WHG | Gift (G) | −50 | $0 | EDGAR |
| 2015-02-25 | WHG | Mixed | −4,503 | -$526.1K | EDGAR |