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James C. Pappas

WHG
10% OWNER · WESTWOOD HOLDINGS GROUP INC · CIK 0001462171
FILING MIX · LIFETIME85%/15%
BUYS
23
SELLS
4
TOTAL VALUE
$6.24M
COMPANIES
4
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
706,572
AVG SELL PX
$15.69
TRADE KIND
SHOWING 27 / 27
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
18 backtested trades · 8 horizons · 14 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by James C. Pappas, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d18+61.11%-0.44%-1.02%+0.58%+3.58%—
14d18+66.67%-1.14%-1.08%-0.07%+0.49%—
30d18+66.67%-1.64%+0.44%-2.08%-2.17%—
60d18+66.67%+1.50%+2.06%-0.56%+1.51%—
90d18+55.56%+4.68%+0.68%+4.00%-3.58%—
180d18+55.56%-20.31%-0.07%-20.24%-23.50%—
1y18(2 pending)+43.75%-4.89%+10.96%-15.85%-18.04%—
2y18(12 pending)+50.00%-19.04%+19.63%-38.68%-38.68%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
WHG · 418,214 shares · as of Jun 9, 2022
0107,554215,107322,661430,2142022SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 23 buys / 4 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASEGRANT
Stock grant
31,662——83,608May 14, 2026May 15, 2026 ↗View →
UNFI
UNITED NATURAL FOODS INC
PURCHASE
2,000$33.30$66.6K194,178Jan 5, 2026Jan 6, 2026 ↗View →
UNFI
UNITED NATURAL FOODS INC
PURCHASE
15,000$33.76$506.4K192,178Jan 2, 2026Jan 6, 2026 ↗View →
UNFI
UNITED NATURAL FOODS INC
PURCHASEGRANT
Stock grant
5,307——24,685Dec 18, 2025Dec 19, 2025 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASEGRANT
Stock grant
41,379——51,946May 22, 2025May 23, 2025 ↗View →
UNFI
UNITED NATURAL FOODS INC
PURCHASEGRANT
Stock grant
6,486——19,378Dec 19, 2024Dec 20, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASEGRANT
Stock grant
10,567——10,567Dec 10, 2024Dec 12, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
592,906$5.19$3.08M1,084,104Dec 3, 2024Dec 4, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
207,549$5.19$1.08M776,564Dec 3, 2024Dec 4, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
26,477$5.18$137.2K569,015Nov 7, 2024Nov 7, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
18,523$5.18$96.0K491,198Nov 7, 2024Nov 7, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
153$5.99$916542,538Nov 5, 2024Nov 7, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
97$5.99$581472,675Nov 5, 2024Nov 7, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
21,988$5.79$127.4K542,385Oct 16, 2024Oct 17, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
54,880$5.79$318.0K472,578Oct 16, 2024Oct 17, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
369$5.59$2.1K417,698Oct 15, 2024Oct 17, 2024 ↗View →
RRGB
RED ROBIN GOURMET BURGERS INC
PURCHASE
524$5.59$2.9K520,397Oct 15, 2024Oct 17, 2024 ↗View →
UNFI
UNITED NATURAL FOODS INC
PURCHASEGRANT
Stock grant
12,892——12,892Dec 21, 2023Dec 22, 2023 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
482$15.69$7.6K16,795Jun 9, 2022Jun 13, 2022 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
11,518$15.69$180.8K401,407Jun 9, 2022Jun 13, 2022 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
12,000$15.69$188.3K418,214Jun 9, 2022Jun 13, 2022 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
11,995$17.89$214.6K412,925Apr 29, 2021May 3, 2021 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
12,500$17.89$223.7K430,214Apr 29, 2021May 3, 2021 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
505$17.89$9.0K17,277Apr 29, 2021May 3, 2021 ↗View →
TLF
TANDY LEATHER FACTORY INC
PURCHASEGRANT
Stock grant
4,802——10,572Feb 25, 2020Feb 26, 2020 ↗View →
TLF
TANDY LEATHER FACTORY INC
SALE
450——5,770Feb 24, 2020Mar 1, 2019 ↗View →
TLF
TANDY LEATHER FACTORY INC
PURCHASE
450——860,097Feb 24, 2020Mar 1, 2019 ↗View →
Other insiders · WHG
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About this filer
CIK 0001462171
ROLE
10% Owner
PRIMARY
WHG
COMPANIES
4
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001462171DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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