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Westwood Holdings Group Inc

WHG
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001165002

In the last 90 days, Westwood Holdings Group Inc insiders filed 0 open-market purchases and 3 sales; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Westwood Holdings Group Inc insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
3 filings
1 insider, $466.6K in total
Insiders trading
1
Net value
−$466.6K
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Westwood Holdings Group Inc, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Westwood Holdings Group Inc
NameTitleLast reported holdingLast filingFilings, past year
Ryan JaniceDirector11,669Aug 7, 20262
Byrne Susan MOther: Director Emerita230,444Jul 7, 202620
Masterson Ellen HDirector52,614May 6, 20261
Hoak J. HaleDirector60,770May 6, 20261
Bowman Randy ADirector37,532May 6, 20261
Murray KatherineDirector11,470May 6, 20261
Casey Brian OCEO530,610Mar 16, 20267
Gomez FabianPresident and COO122,573Mar 16, 20261
Forbes Murray IIIChief Financial Officer65,826Mar 16, 20261
Lockridge MatthewHead, U.S. Value Inv.77,900Mar 16, 20261
Helfert AdrianCIO, Multi-Asset Inv.162,751Mar 16, 20261
Ehinger John Anthony JrHead of Legal and Compliance18,252Mar 16, 20261
Linton David OHead of Distribution29,415Mar 16, 20261
Norman GeoffreyDirector50,084May 23, 20250
Mazzei MatthewController3,809Feb 25, 20250
Frank Richard MDirector, Other: Chairman82,228May 20, 20240
Westwood Holdings Group IncDirector36,847May 9, 20240
Bennett LeahPresident-Westwood Wealth Mgmt56,021Feb 27, 20240
Montgomery John PorterChief Operating Officer75,816Sep 12, 20230
Gerron Julie KramerGeneral Counsel & CCO69,920May 2, 20230
JCP Investment Management, LLCOther: See Footnote 116,795IndirectJun 13, 20220
JCP Investment Partnership, LPOther: See Footnote 116,795IndirectJun 13, 20220
JCP Investment Partners, LPOther: See Footnote 116,795IndirectJun 13, 20220
JCP Investment Holdings, LLCOther: See Footnote 116,795IndirectJun 13, 20220
Pappas James COther: See Footnote 116,795IndirectJun 13, 20220
JCP Asset Partnership VI, LPOther: See Footnote 116,795IndirectJun 13, 20220
Paddon SteveHead of Distribution49,418Feb 28, 20220
Wooldridge Raymond EDirector77,597Nov 3, 20210

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jul 7, 2026 (view filing)7:32 PM ETApr 7-Jul 291 daysLateByrne Susan MOther: Director EmeritaSSale−8.46K$19.48−$164.9K−3.5%230.4K after3 lots10b5-1
Jul 1, 2026 (view filing)7:26 PM ETJun 26-305 daysByrne Susan MOther: Director EmeritaSSale−12.6K$19.73−$247.8K−5.0%238.9K afterAmended3 lots10b5-1
Jul 1, 2026 (view filing)7:07 PM ETJun 17-2214 daysByrne Susan MOther: Director EmeritaSSale−2.94K$18.30−$53.9K−1.1%255.8K afterAmended3 lots10b5-1
Jun 25, 2026 (view filing)Jun 23-252 daysByrne Susan MOther: Director EmeritaSSale−4.30K$18.38−$79.0K−1.7%251.5K after3 lots10b5-1
Jun 16, 2026 (view filing)Jun 12-164 daysByrne Susan MOther: Director EmeritaSSale−8.91K$17.97−$160.1K−3.3%258.7K after3 lots10b5-1
Jun 12, 2026 (view filing)Jun 10-112 daysByrne Susan MOther: Director EmeritaSSale−5.10K$17.47−$89.1K−1.9%267.6K after2 lots10b5-1
Jun 9, 2026 (view filing)Jun 5-94 daysByrne Susan MOther: Director EmeritaSSale−3.12K$17.37−$54.2K−1.1%272.7K after3 lots10b5-1
Jun 2, 2026 (view filing)May 29-Jun 24 daysByrne Susan MOther: Director EmeritaSSale−2.83K$16.22−$45.9K−1.0%275.8K after3 lots10b5-1
May 28, 2026 (view filing)May 26-282 daysByrne Susan MOther: Director EmeritaSSale−4.76K$16.28−$77.4K−1.7%278.7K after3 lots10b5-1
May 22, 2026 (view filing)May 20-222 daysByrne Susan MOther: Director EmeritaSSale−1.12K$16.02−$17.9K−0.4%283.4K after3 lots10b5-1
May 18, 2026 (view filing)May 14-184 daysByrne Susan MOther: Director EmeritaSSale−1.15K$16.05−$18.5K−0.4%284.5K after2 lots10b5-1
May 13, 2026 (view filing)May 11-132 daysByrne Susan MOther: Director EmeritaSSale−2.17K$16.31−$35.3K−0.8%285.7K after3 lots10b5-1
May 8, 2026 (view filing)May 5-83 daysLateByrne Susan MOther: Director EmeritaSSale−2.54K$16.08−$40.8K−0.9%287.9K after4 lots10b5-1
May 4, 2026 (view filing)Apr 30-May 44 daysByrne Susan MOther: Director EmeritaSSale−1.71K$16.23−$27.8K−0.6%290.4K after3 lots10b5-1
Apr 29, 2026 (view filing)Apr 27-292 daysByrne Susan MOther: Director EmeritaSSale−1.89K$16.74−$31.7K−0.6%292.1K after3 lots10b5-1
Apr 24, 2026 (view filing)Apr 22-242 daysByrne Susan MOther: Director EmeritaSSale−1.00K$16.07−$16.1K−0.3%294.0K after3 lots
Apr 21, 2026 (view filing)Apr 17-214 daysByrne Susan MOther: Director EmeritaSSale−1.73K$16.38−$28.4K−0.6%295.0K after3 lots
Apr 16, 2026 (view filing)Apr 14-162 daysByrne Susan MOther: Director EmeritaSSale−2.30K$16.39−$37.7K−0.8%296.7K after3 lots
Apr 13, 2026 (view filing)Apr 9-134 daysByrne Susan MOther: Director EmeritaSSale−2.90K$16.25−$47.2K−1.0%299.0K after3 lots
Apr 8, 2026 (view filing)Apr 1-87 daysLateByrne Susan MOther: Director EmeritaSSale−3.50K$16.55−$57.9K−1.1%301.9K after4 lots
Dec 11, 2025 (view filing)Dec 92 daysCasey Brian OCEOSSale−1.76K$16.41−$28.9K−0.4%500.7K after
Dec 11, 2025 (view filing)Dec 101 dayCasey Brian OCEOSSale−8.34K$16.55−$138.0K−1.7%492.4K after
Dec 9, 2025 (view filing)Dec 81 dayCasey Brian OCEOSSale−1.60K$16.45−$26.4K−0.3%502.5K after
Dec 8, 2025 (view filing)Dec 53 daysCasey Brian OCEOSSale−1.35K$16.44−$22.2K−0.3%504.1K after
Dec 1, 2025 (view filing)Nov 26-285 daysCasey Brian OCEOSSale−139$17.00−$2.36K0.0%505.4K after2 lots
Nov 12, 2025 (view filing)Nov 102 daysCasey Brian OCEOSSale−370$17.00−$6.29K−0.1%505.6K after
Sep 3, 2025 (view filing)Aug 295 daysCasey Brian OCEOSSale−6.75K$18.00−$121.5K−1.3%505.9K after
Jun 5, 2025 (view filing)Jun 5Same dayGomez FabianPresidentSSale−7.00K$15.50−$108.5K−6.8%96.5K after
Mar 8, 2024 (view filing)Mar 62 daysLockridge MatthewHead, U.S. Value Inv.SSale−14.0K$12.01−$168.1K−19.9%56.3K after
Sep 12, 2023 (view filing)Sep 6-116 daysLateMontgomery John PorterChief Operating OfficerSSale−1.67K$9.90−$16.5K−2.2%75.8K after4 lots
Aug 11, 2023 (view filing)Aug 92 daysBennett LeahPresident-Westwood Wealth MgmtSSale−850$10.97−$9.32K−2.2%38.0K after
Mar 16, 2023 (view filing)Mar 142 daysBennett LeahPresident-Westwood Wealth MgmtSSale−2.00K$12.90−$25.8K−4.9%38.8K after
Mar 10, 2023 (view filing)Mar 73 daysLateLockridge MatthewHead, U.S. Value Inv.SSale−1.50K$13.42−$20.1K−1.9%77.9K after
Mar 8, 2023 (view filing)Mar 62 daysLockridge MatthewHead, U.S. Value Inv.SSale−3.00K$13.91−$41.7K−3.6%79.4K after
Feb 24, 2023 (view filing)Nov 28, 202288 daysLateBennett LeahPresident-Westwood Wealth MgmtSSale−240$10.60−$2.54K−0.9%27.1K after
Feb 24, 2023 (view filing)Feb 222 daysLockridge MatthewHead, U.S. Value Inv.SSale−6.71K$11.70−$78.5K−11.3%52.8K after
Jun 13, 2022 (view filing)6:13 PM ETJun 94 daysJCP Investment Management, LLC and 5 othersOther: See Footnote 1SSaleCommon Stock, $0.01 par value−24.0K$15.69−$376.6K−58.8%16.8K after3 lots
Jun 8, 2022 (view filing)Jun 17 daysLateBennett LeahPresident-Westwood Wealth MgmtSSale−3.00K$14.95−$44.9K−9.9%27.3K after
Dec 1, 2021 (view filing)Nov 29-302 daysFrank Richard MDirector, Other: ChairmanPPurchase+984$16.65+$16.4K+1.6%60.9K after2 lots
Dec 1, 2021 (view filing)Nov 18-2213 daysFrank Richard MDirector, Other: ChairmanPPurchase+6.52K$17.30+$112.7K+12.2%59.9K afterAmended3 lots
Nov 23, 2021 (view filing)Nov 221 dayCasey Brian OPresident & CEOPPurchase+3.00K$16.75+$50.3K+0.8%369.2K after
Nov 5, 2021 (view filing)Nov 32 daysFrank Richard MDirector, Other: ChairmanPPurchase+5.00K$17.75+$88.8K+10.3%53.4K after
Nov 3, 2021 (view filing)Nov 12 daysWooldridge Raymond EDirectorPPurchase+10.0K$17.49+$174.9K+14.8%77.6K after
Nov 3, 2021 (view filing)Nov 1-22 daysCasey Brian OPresident & CEOPPurchase+3.02K$17.25+$52.1K+0.8%366.2K after2 lots