J. Hale Hoak - Mar 5, 2025 Form 3/A - Amendment Insider Report for WESTWOOD HOLDINGS GROUP INC (WHG)

Role
Director
Signature
Jonathan Richard Nahhat, by POA from J. Hale Hoak
Stock symbol
WHG
Transactions as of
Mar 5, 2025
Transactions value $
$0
Form type
3/A - Amendment
Date filed
4/30/2025, 02:31 PM
Date Of Original Report
Apr 24, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding WHG common stock 49.3K Mar 5, 2025 Direct
holding WHG common stock 775K Mar 5, 2025 Hoak Public Equities, LP owns 750,000 shares; Hale Hoak Child's Trust owns 25,000 shares . F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Form 3 is being amended to reflect corrected indirect shares held by Hoak Public Equities, LP (Hoak LP). Hoak LP previously reported WHG shares held of 744,353. Hoak LP shares has been updated to reflect 750,000 shares of WHG common stock.
F2 Shares held indirectly by Hoak Public Equities, LP and Hale Hoak Child's Trust

Remarks:

Date of appointment to the Board of Directors was 3/5/2025. Coordination was required to obtain access codes, which are managed by a third-party. The transition to EDGAR Next caused additional filing delays.