Westwood Holdings Group Inc

Ownership Transactions Reported by 23 Insiders

Symbol
WHG on NYSE
Industry
Investment Advice
Location
200 Crescent Court, Suite 1200, Dallas, TX

Insiders trading volume in the past year

Westwood Holdings Group Inc executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Brian O. Casey CEO, Director $8.59M -$128K -1.47% Nov 10, 2025
JCP Investment Management, LLC Other* $8.27M Jun 9, 2022
Adrian Helfert CIO, Multi-Asset Inv. $2.85M Feb 21, 2025
Susan M. Byrne Director, Vice Chairman of the Board $2.72M Apr 26, 2023
Fabian Gomez President $1.5M -$109K -6.76% Jun 5, 2025
Matthew Lockridge Head, U.S. Value Inv. $1.37M Feb 21, 2025
Richard M. Frank Director, Chairman $987K May 20, 2024
Murray Forbes III Chief Financial Officer $947K Feb 21, 2025
J. Hale Hoak Director $922K Apr 30, 2025
Geoffrey Norman Director $840K Apr 30, 2025
Ellen H. Masterson Director $785K Apr 30, 2025
Raymond E. Wooldridge Director $767K Nov 1, 2021
John Porter Montgomery Chief Operating Officer $750K Sep 6, 2023
Julie Kramer Gerron General Counsel & CCO $691K May 2, 2023
Leah Bennett President-Westwood Wealth Mgmt $672K Feb 23, 2024
Randy A. Bowman Director $532K Apr 30, 2025
Steve Paddon Head of Distribution $489K Feb 23, 2022
Westwood Holdings Group Inc Director $442K May 7, 2024
David O. Linton Head of Distribution $270K Mar 5, 2025
John Anthony Ehinger Jr Head of Legal, CCO $223K Feb 21, 2025
Katherine Murray Director $95.4K Apr 30, 2025
Matthew Mazzei Controller $62.6K Feb 21, 2025
Janice Ryan Director $0 Jun 3, 2025

Recent Insider Transactions by Companies or Individuals for Westwood Holdings Group Inc

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.