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CIK 0001165002 · Non-accelerated filer<br>Smaller reporting company

WESTWOOD HOLDINGS GROUP INC

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Ticker
WHG
Exchange
NYSE
Industry
Investment Advice
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
752969997
Phone
2147566900
Business address
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$0
in 0 filings

Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2025-11-10 CASEY BRIAN O CEO Sale −370 $17.00 $6K 505,556
2025-08-29 CASEY BRIAN O CEO Sale −6,750 $18.00 $122K 505,926
2025-06-05 Gomez Fabian President Sale −7,000 $15.50 $109K 96,509
2025-04-30 Murray Katherine Director Grant or award +5,690 5,690
2025-04-30 Bowman Randy A Director Grant or award +5,690 31,752
2025-04-30 Hoak J. Hale Director Grant or award +5,690 54,990
2025-04-30 Norman Geoffrey Director Grant or award +5,690 50,084
2025-04-30 MASTERSON ELLEN H Director Grant or award +5,690 46,834
2025-02-21 Mazzei Matthew Controller Grant or award +1,764 4,333
2025-02-21 Mazzei Matthew Controller Shares withheld for taxes −524 $16.44 $9K 3,809
2025-02-21 Ehinger John Anthony Jr Head of Legal, CCO Grant or award +4,867 13,989
2025-02-21 Ehinger John Anthony Jr Head of Legal, CCO Shares withheld for taxes −448 $16.44 $7K 13,541
2025-02-21 Helfert Adrian CIO, Multi-Asset Inv. Grant or award +30,414 186,918
2025-02-21 Helfert Adrian CIO, Multi-Asset Inv. Shares withheld for taxes −13,395 $16.44 $220K 173,523
2025-02-21 Lockridge Matthew Head, U.S. Value Inv. Grant or award +31,935 88,218
2025-02-21 Lockridge Matthew Head, U.S. Value Inv. Shares withheld for taxes −4,939 $16.44 $81K 83,279
2025-02-21 Forbes Murray III Chief Financial Officer Grant or award +10,645 60,402
2025-02-21 Forbes Murray III Chief Financial Officer Shares withheld for taxes −2,815 $16.44 $46K 57,587
2025-02-21 Gomez Fabian President Grant or award +24,636 108,774
2025-02-21 Gomez Fabian President Shares withheld for taxes −5,265 $16.44 $87K 103,509

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