WHG insider transactions
Westwood Holdings Group Inc (WHG) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.
WHG insiders
Everyone who has filed a Form 3, 4, 5 or 144 at Westwood Holdings Group Inc, latest first. Follow anyone to get their next filing.
- Janice RyanDirector, since June 2025
- Susan M ByrneDirector Emerita-$1.63M
- Randy A BowmanDirector, since May 2021
- Katherine MurrayDirector, since March 2025
- Ellen H MastersonDirector
- J. Hale HoakDirector, since March 2025
- John Anthony Ehinger JrHead of Legal and Compliance, since April 2023
- Adrian HelfertCIO, Multi-Asset Inv., since May 2022-$175K
- Matthew LockridgeHead, U.S. Value Inv., since May 2022-$396K
- David O LintonHead of Distribution, since March 2025-$43K
- Murray Forbes IIIChief Financial Officer-$46.4K
- Brian O CaseyCEO, Director+$102K-$706K
- Fabian GomezPresident and COO-$314K
- Geoffrey NormanDirector
- Matthew MazzeiController, since November 2023
- Richard M FrankChairman, Director+$331K
- Westwood Holdings Group IncDirector
- Leah BennettPresident-Westwood Wealth Mgmt, since May 2022-$82.5K
- John Porter MontgomeryOfficer, since May 2022-$16.5K
- Julie Kramer GerronOfficer
- JCP Investment Management, LLCInsider, since April 2021+$447K-$377K
- Steve PaddonOfficer
- Raymond E WooldridgeDirector+$175K
Recent Form 3, 4, and 5 filings for WHG
- Director Ryan Janice was granted 5,889 shares, increasing direct ownership by 102% to 11,669 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $164,877 worth of shares (8,465 units at $19.48) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 230,444 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: Director Emerita Byrne Susan M sold $247,812 worth of shares (12,557 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 238,909 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: Director Emerita Byrne Susan M sold $53,883 worth of shares (2,944 units at $18.30) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 255,766 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $246,551 worth of shares (12,494 units at $19.73) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 239,017 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $79,041 worth of shares (4,300 units at $18.38) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 251,511 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $53,057 worth of shares (2,899 units at $18.30) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 255,811 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $160,158 worth of shares (8,911 units at $17.97) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 258,710 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $89,106 worth of shares (5,100 units at $17.47) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 267,621 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $54,241 worth of shares (3,123 units at $17.37) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 272,721 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $45,901 worth of shares (2,830 units at $16.22) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 275,844 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $77,395 worth of shares (4,756 units at $16.27) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 278,674 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $17,924 worth of shares (1,119 units at $16.02) as part of a pre-agreed trading plan, decreasing direct ownership by 0.39% to 283,430 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $18,473 worth of shares (1,151 units at $16.05) as part of a pre-agreed trading plan, decreasing direct ownership by 0.40% to 284,549 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $35,341 worth of shares (2,167 units at $16.31) as part of a pre-agreed trading plan, decreasing direct ownership by 0.75% to 285,700 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $40,803 worth of shares (2,538 units at $16.08) as part of a pre-agreed trading plan, decreasing direct ownership by 0.87% to 287,867 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Ryan Janice was granted 5,780 shares (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Bowman Randy A was granted 5,780 shares, increasing direct ownership by 18% to 37,532 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Murray Katherine was granted 5,780 shares, increasing direct ownership by 102% to 11,470 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Masterson Ellen H was granted 5,780 shares, increasing direct ownership by 12% to 52,614 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Hoak J. Hale was granted 5,780 shares, increasing direct ownership by 11% to 60,770 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $27,768 worth of shares (1,711 units at $16.23) as part of a pre-agreed trading plan, decreasing direct ownership by 0.59% to 290,405 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $31,690 worth of shares (1,893 units at $16.74) as part of a pre-agreed trading plan, decreasing direct ownership by 0.64% to 292,116 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Emerita Byrne Susan M sold $16,113 worth of shares (1,003 units at $16.07) as part of a pre-agreed trading plan, decreasing direct ownership by 0.34% to 294,009 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- SEC Form 4 filed by Byrne Susan M4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- SEC Form 4 filed by Byrne Susan M4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- SEC Form 4 filed by Byrne Susan M4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- SEC Form 4 filed by Byrne Susan M4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Head of Legal and Compliance Ehinger John Anthony Jr covered exercise/tax liability with 838 shares and was granted 5,549 shares, increasing direct ownership by 35% to 18,252 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: CIO, Multi-Asset Inv. Helfert Adrian covered exercise/tax liability with 10,772 shares, decreasing direct ownership by 6% to 162,751 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: Head, U.S. Value Inv. Lockridge Matthew covered exercise/tax liability with 5,379 shares, decreasing direct ownership by 6% to 77,900 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: Head of Distribution Linton David O was granted 15,414 shares and covered exercise/tax liability with 2,654 shares, increasing direct ownership by 110% to 29,415 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: Chief Financial Officer Forbes Murray Iii was granted 11,098 shares and covered exercise/tax liability with 2,859 shares, increasing direct ownership by 20% to 65,826 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: CEO Casey Brian O covered exercise/tax liability with 18,943 shares and was granted 57,194 shares, increasing direct ownership by 12% to 530,610 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: President and COO Gomez Fabian was granted 32,287 shares and covered exercise/tax liability with 6,223 shares, increasing direct ownership by 36% to 122,573 units (SEC Form 4)4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Chief Financial Officer Forbes Murray Iii was granted 11,098 shares and sold $46,373 worth of shares (2,859 units at $16.22), increasing direct ownership by 14% to 65,826 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O was granted 57,194 shares and sold $307,255 worth of shares (18,943 units at $16.22), increasing direct ownership by 8% to 530,610 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Head of Distribution Linton David O was granted 15,414 shares and sold $43,048 worth of shares (2,654 units at $16.22), increasing direct ownership by 77% to 29,415 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- President Gomez Fabian was granted 32,287 shares and sold $100,937 worth of shares (6,223 units at $16.22), increasing direct ownership by 27% to 122,573 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CIO, Multi-Asset Inv. Helfert Adrian sold $174,722 worth of shares (10,772 units at $16.22), decreasing direct ownership by 6% to 162,751 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Head, U.S. Value Inv. Lockridge Matthew sold $87,247 worth of shares (5,379 units at $16.22), decreasing direct ownership by 6% to 77,900 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $138,039 worth of shares (8,341 units at $16.55), decreasing direct ownership by 2% to 492,359 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $28,941 worth of shares (1,764 units at $16.41), decreasing direct ownership by 0.35% to 500,700 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $26,346 worth of shares (1,602 units at $16.45), decreasing direct ownership by 0.32% to 502,464 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $22,210 worth of shares (1,351 units at $16.44), decreasing direct ownership by 0.27% to 504,066 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $2,363 worth of shares (139 units at $17.00), decreasing direct ownership by 0.03% to 505,417 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $6,290 worth of shares (370 units at $17.00), decreasing direct ownership by 0.07% to 505,556 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O sold $121,500 worth of shares (6,750 units at $18.00), decreasing direct ownership by 1% to 505,926 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- New insider Ryan Janice claimed no ownership of stock in the company (SEC Form 3)3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- President Gomez Fabian sold $108,500 worth of shares (7,000 units at $15.50), decreasing direct ownership by 7% to 96,509 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Murray Katherine was granted 5,690 shares (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Norman Geoffrey was granted 5,690 shares, increasing direct ownership by 13% to 50,084 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Hoak J. Hale was granted 5,690 shares, increasing direct ownership by 12% to 54,990 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Bowman Randy A was granted 5,690 shares, increasing direct ownership by 22% to 31,752 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Director Masterson Ellen H was granted 5,690 shares, increasing direct ownership by 14% to 46,834 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- Amendment: New insider Hoak J. Hale claimed ownership of 824,300 shares (SEC Form 3)3/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- New insider Linton David O claimed ownership of 16,655 shares (SEC Form 3)3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- New insider Hoak J. Hale claimed ownership of 818,653 shares (SEC Form 3)3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- New insider Murray Katherine claimed no ownership of stock in the company (SEC Form 3)3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
- CEO Casey Brian O was granted 45,621 shares and covered exercise/tax liability with 13,159 shares, increasing direct ownership by 7% to 512,676 units (SEC Form 4)4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)