Insiders · WHG

WHG insider transactions

Westwood Holdings Group Inc (WHG) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

Recent Form 3, 4, and 5 filings for WHG

• 2d
  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)
• 5d
  SEC Form 4 filed by Byrne Susan M

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 10d
  SEC Form 4 filed by Byrne Susan M

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 13d
  SEC Form 4 filed by Byrne Susan M

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 17d
  SEC Form 4 filed by Byrne Susan M

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 41d
  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)
• 41d
  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)
• 41d
  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)
• 41d
  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)
• 41d
  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)
• 41d
  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)
• 41d
  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)
• 43d
  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)
• 44d
  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)
• 44d
  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)
• 44d
  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)
• 44d
  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)
• 44d
  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)
• 135d
  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)
• 135d
  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)
• 138d
  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)
• 139d
  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)
• 145d
  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)
• 164d
  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)
• 235d
  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)
• 310d
  New insider Ryan Janice claimed no ownership of stock in the company (SEC Form 3)

  3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 325d
  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)
• 338d
  Director Murray Katherine was granted 5,690 shares (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 338d
  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)
• 338d
  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)
• 338d
  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)
• 338d
  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)
• 361d
  Amendment: New insider Hoak J. Hale claimed ownership of 824,300 shares (SEC Form 3)

  3/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 367d
  New insider Linton David O claimed ownership of 16,655 shares (SEC Form 3)

  3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 367d
  New insider Hoak J. Hale claimed ownership of 818,653 shares (SEC Form 3)

  3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 367d
  New insider Murray Katherine claimed no ownership of stock in the company (SEC Form 3)

  3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 424d
  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)
• 424d
  President Gomez Fabian was granted 24,636 shares and covered exercise/tax liability with 5,265 shares, increasing direct ownership by 23% to 103,509 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 424d
  Head, U.S. Value Inv. Lockridge Matthew was granted 31,935 shares and covered exercise/tax liability with 4,939 shares, increasing direct ownership by 48% to 83,279 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 424d
  CIO, Multi-Asset Inv. Helfert Adrian was granted 30,414 shares and covered exercise/tax liability with 13,395 shares, increasing direct ownership by 11% to 173,523 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 425d
  Chief Financial Officer Forbes Murray Iii was granted 10,645 shares and covered exercise/tax liability with 2,815 shares, increasing direct ownership by 16% to 57,587 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 425d
  Head of Legal, CCO Ehinger John Anthony Jr was granted 4,867 shares and covered exercise/tax liability with 448 shares, increasing direct ownership by 48% to 13,541 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 425d
  Controller Mazzei Matthew covered exercise/tax liability with 524 shares and was granted 1,764 shares, increasing direct ownership by 48% to 3,809 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 425d
  Controller Mazzei Matthew was granted 1,797 shares, increasing direct ownership by 233% to 2,569 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 528d
  Amendment: CEO Casey Brian O was granted 48,230 shares, increasing direct ownership by 11% to 480,214 units (SEC Form 4)

  4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 692d
  Bowman Randy A was granted 7,547 shares, increasing direct ownership by 41% to 26,062 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 706d
  Frank Richard M was granted 7,547 shares, increasing direct ownership by 10% to 82,228 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 706d
  Masterson Ellen H was granted 7,547 shares, increasing direct ownership by 22% to 41,144 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 717d
  Norman Geoffrey was granted 7,547 shares, increasing direct ownership by 20% to 44,394 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 717d
  Westwood Holdings Group Inc disposed of 7,547 shares, decreasing direct ownership by 17% to 36,847 units (SEC Form 4) (Amendment)

  4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Reporting)
• 717d
  Westwood Holdings Group Inc was granted 7,547 shares, increasing direct ownership by 20% to 44,394 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Reporting)
• 779d
  Lockridge Matthew sold $168,087 worth of shares (14,000 units at $12.01), decreasing direct ownership by 20% to 56,283 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 789d
  Casey Brian O was granted 52,083 shares and covered exercise/tax liability with 5,694 shares, increasing direct ownership by 11% to 483,367 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 789d
  Lockridge Matthew covered exercise/tax liability with 6,827 shares, decreasing direct ownership by 9% to 70,283 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 789d
  Helfert Adrian was granted 41,667 shares and covered exercise/tax liability with 11,611 shares, increasing direct ownership by 24% to 156,504 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 789d
  Gomez Fabian covered exercise/tax liability with 4,185 shares and was granted 32,907 shares, increasing direct ownership by 52% to 84,138 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 789d
  Bennett Leah was granted 21,667 shares and covered exercise/tax liability with 3,608 shares, increasing direct ownership by 48% to 56,021 units (SEC Form 4)

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 891d
  New insider Mazzei Matthew claimed ownership of 772 shares (SEC Form 3)

  3 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 957d
  SEC Form 4: Montgomery John Porter sold $16,501 worth of shares (1,667 units at $9.90), decreasing direct ownership by 2% to 75,816 units

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
• 989d
  SEC Form 4: Bennett Leah sold $9,327 worth of shares (850 units at $10.97), decreasing direct ownership by 2% to 37,962 units

  4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)