CIK 0001165002 · Non-accelerated filer<br>Smaller reporting company
WESTWOOD HOLDINGS GROUP INC
Sign in to watch- 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 |
|---|---|---|---|---|---|---|
| 2025-02-21 | CASEY BRIAN O CEO | Grant or award | +45,621 | 525,835 | ||
| 2025-02-21 | CASEY BRIAN O CEO | Shares withheld for taxes | −13,159 | $16.44 | $216K | 512,676 |
| 2024-05-30 | Bowman Randy A Director | Grant or award | +7,547 | 26,062 | ||
| 2024-05-20 | FRANK RICHARD M Director | Grant or award | +7,547 | 82,228 | ||
| 2024-05-20 | MASTERSON ELLEN H Director | Grant or award | +7,547 | 41,144 | ||
| 2024-05-07 | Norman Geoffrey Director | Grant or award | +7,547 | 44,394 | ||
| 2024-05-07 | WESTWOOD HOLDINGS GROUP INC Director | Other disposition | −7,547 | 36,847 | ||
| 2024-05-07 | WESTWOOD HOLDINGS GROUP INC Director | Grant or award | +7,547 | 44,394 | ||
| 2024-03-06 | Lockridge Matthew Head, U.S. Value Inv. | Sale | −14,000 | $12.01 | $168K | 56,283 |
| 2024-02-23 | Mazzei Matthew Controller | Grant or award | +1,797 | 2,569 | ||
| 2024-02-23 | CASEY BRIAN O CEO | Grant or award | +48,230 | 480,214 | ||
| 2024-02-23 | Ehinger John Anthony Jr Head of Legal, CCO | Grant or award | +5,415 | 9,239 | ||
| 2024-02-23 | Ehinger John Anthony Jr Head of Legal, CCO | Shares withheld for taxes | −117 | $12.00 | $1K | 9,122 |
| 2024-02-23 | Bennett Leah President-Westwood Wealth Mgmt | Grant or award | +21,667 | 59,629 | ||
| 2024-02-23 | Bennett Leah President-Westwood Wealth Mgmt | Shares withheld for taxes | −3,608 | $12.00 | $43K | 56,021 |
| 2024-02-23 | Helfert Adrian CIO, Multi-Asset Inv. | Grant or award | +41,667 | 168,115 | ||
| 2024-02-23 | Helfert Adrian CIO, Multi-Asset Inv. | Shares withheld for taxes | −11,611 | $12.00 | $139K | 156,504 |
| 2024-02-23 | Lockridge Matthew Head, U.S. Value Inv. | Shares withheld for taxes | −6,827 | $12.00 | $82K | 70,283 |
| 2024-02-23 | Forbes Murray III Chief Financial Officer | Grant or award | +13,542 | 52,480 | ||
| 2024-02-23 | Forbes Murray III Chief Financial Officer | Shares withheld for taxes | −2,723 | $12.00 | $33K | 49,757 |
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