WHG · Westwood Holdings Group Inc

$19.58 -0.16 (-0.81%)

Market Cap

$185.21M

9.49M

Named-executive compensation from the company's DEF 14A proxy statements — salary, bonus, stock and option awards, non-equity incentive, and the company-reported total per executive per fiscal year, exactly as disclosed in the Summary Compensation Table.

Fiscal 2025

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$750,000	—	$750,000	—	$1,110,220	$24,500	$2,634,720
Fabian Gomez	COO	$441,667	—	$405,000	—	$626,737	$24,500	$1,497,904
David O. Linton	Board Member	$320,833	—	$100,000	—	$457,712	$99,500	$978,045

Fiscal 2024

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$750,000	—	$578,750	—	$748,469	$24,150	$2,101,369
Fabian Gomez	COO	$400,000	—	$394,885	—	$404,173	$20,700	$1,223,208
Leah Bennett	Former President, Westwood Wealth Management	$341,667	—	$260,000	—	—	$94,221	$695,888

Fiscal 2023

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$750,000	—	$625,000	—	$672,732	$19,800	$2,067,532
Leah Bennett	Former President, Westwood Wealth Management	$300,000	—	$200,000	—	$260,000	$107,448	$867,448
Fabian Gomez	COO	$400,000	—	$200,000	—	$244,885	$19,800	$864,685

Fiscal 2022

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$750,000	—	$312,500	—	$281,250	$18,300	$1,362,050
Fabian Gomez	COO	$347,916	—	$257,813	—	$200,000	$18,300	$824,029
Leah Bennett	Former President, Westwood Wealth Management	$244,792	—	$235,000	—	$100,000	$124,395	$704,187

Fiscal 2021

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$750,000	$937,500	$312,500	—	—	$17,400	$2,017,400
Steven Paddon	Senior Vice President, Head of Distribution	$275,000	$440,415	$440,415	—	—	$17,400	$1,173,230
Fabian Gomez	COO	$275,000	$282,813	$257,813	—	—	$17,400	$833,026
Julie Gerron	General Counsel	$250,000	$206,250	$206,250	—	—	$17,400	$679,900
Terry Forbes	CFO	$250,000	$167,578	$167,578	—	—	$17,400	$602,556

Fiscal 2020

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Steven Paddon	Senior Vice President, Head of Distribution	$275,000	$237,500	$237,500	—	—	$17,100	$767,100
Brian O. Casey	CEO	$733,333	—	—	—	—	$17,100	$750,433
Fabian Gomez	COO	$272,500	$225,000	$225,000	—	—	$17,100	$739,600
Julie Gerron	General Counsel	$250,000	$185,000	$185,000	—	—	$17,100	$637,100
Terry Forbes	CFO	$245,833	$150,000	$150,000	—	—	$17,100	$562,933

Fiscal 2019

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Steven Paddon	Senior Vice President, Head of Distribution	$270,833	$175,000	$223,354	—	—	$16,800	$685,987
Fabian Gomez	COO	$260,000	$200,000	$198,541	—	—	$16,800	$675,341
Brian O. Casey	CEO	$650,000	—	—	—	—	$16,800	$666,800
Julie Gerron	General Counsel	$250,000	$175,000	$173,728	—	—	$16,800	$615,528
Terry Forbes	CFO	$225,000	$137,000	$119,140	—	—	$16,800	$497,940

Fiscal 2018

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$650,000	—	$1,994,314	—	$1,066,500	$27,500	$3,738,314
Fabian Gomez	COO	$255,833	$200,000	$259,098	—	—	$27,500	$742,431
Julie Gerron	General Counsel	$225,000	$165,000	$199,310	—	—	$27,500	$616,810
Terry Forbes	CFO	$191,633	$110,000	$106,314	—	—	$27,500	$435,447
Steven Paddon	Senior Vice President, Head of Distribution	$158,173	$225,000	—	—	—	$29,669	$412,842

Fiscal 2017

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Brian O. Casey	CEO	$650,000	—	$1,996,368	—	$1,539,000	$29,700	$4,215,068
Julie Gerron	General Counsel	$225,000	—	$199,824	—	$200,000	$29,700	$654,524

Executive changes

Person	Role	Change	Effective	Filed
Janice Ryan	director	Appointed	2026-04-30	2026-05-05
Katherine A. Murray	director	Appointed	2026-04-30	2026-05-05
J. Hale Hoak	director	Appointed	2026-04-30	2026-05-05
Randy A. Bowman	director	Appointed	2026-04-30	2026-05-05
Ellen H. Masterson	director	Appointed	2026-04-30	2026-05-05
Brian O. Casey	director	Appointed	2026-04-30	2026-05-05

Key facts CIK 1165002 CUSIP 961765104 13F (30d) 11 filings 11 filers Visit website