WHG · Westwood Holdings Group Inc · Executive Compensation
$18.77
-0.18 (-0.92%)
At close · Oct 28
Return incl. dividend (before tax)
Q2 2026 earnings call transcript
Market Cap
$180.20M
Shares
9.48M
Volume · Oct 28
1322
Avg daily vol (3M)
17.23K
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 | Total |
|---|---|---|
| Brian O. Casey | Chief Executive Officer of Westwood Holdings Group | $2,634,720 |
| Fabian Gomez | President and Chief Operating Officer | $1,497,904 |
| David O. Linton | Managing Director, Head of Distribution | $978,045 |
Fiscal 2024
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | Chief Executive Officer | $2,101,369 |
| Fabian Gomez | President and Chief Operating Officer | $1,223,208 |
| Leah Bennett | Former President, Westwood Wealth Management | $695,888 |
Fiscal 2023
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | Chief Executive Officer | $2,067,532 |
| Leah Bennett | Former President, Westwood Wealth Management | $867,448 |
| Fabian Gomez | President and Chief Operating Officer | $864,685 |
Fiscal 2022
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | Chief Executive Officer | $1,362,050 |
| Fabian Gomez | President and Chief Operating Officer | $824,029 |
| Leah Bennett | Former President, Westwood Wealth Management | $704,187 |
Fiscal 2021
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | President and Chief Executive Officer | $2,017,400 |
| Steven Paddon | Senior Vice President, Head of Distribution | $1,173,230 |
| Fabian Gomez | Senior Vice President, Chief Operating Officer | $833,026 |
| Julie Gerron | Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | $679,900 |
| Terry Forbes | Senior Vice President, Chief Financial Officer & Treasurer | $602,556 |
Fiscal 2020
| Executive | Role | Total |
|---|---|---|
| Steven Paddon | Senior Vice President, Head of Distribution | $767,100 |
| Brian O. Casey | President and Chief Executive Officer | $750,433 |
| Fabian Gomez | Senior Vice President, Chief Operating Officer | $739,600 |
| Julie Gerron | Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | $637,100 |
| Terry Forbes | Senior Vice President, Chief Financial Officer & Treasurer | $562,933 |
Fiscal 2019
| Executive | Role | Total |
|---|---|---|
| Steven Paddon | Senior Vice President, Head of Distribution | $685,987 |
| Fabian Gomez | Senior Vice President, Chief Operating Officer | $675,341 |
| Brian O. Casey | President and Chief Executive Officer | $666,800 |
| Julie Gerron | Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | $615,528 |
| Terry Forbes | Senior Vice President, Chief Financial Officer & Treasurer | $497,940 |
Fiscal 2018
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | President and Chief Executive Officer | $3,738,314 |
| Fabian Gomez | Senior Vice President, Chief Operating Officer | $742,431 |
| Julie Gerron | Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | $616,810 |
| Terry Forbes | Senior Vice President, Chief Financial Officer & Treasurer | $435,447 |
| Steven Paddon | Senior Vice President, Head of Institutional Sales | $412,842 |
Fiscal 2017
| Executive | Role | Total |
|---|---|---|
| Brian O. Casey | President and Chief Executive Officer | $4,215,068 |
| Julie Gerron | Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | $654,524 |
Executive changes
| Person | Role | Change | Filed |
|---|---|---|---|
| Janice Ryan | director | Appointed | 2026-05-05 |
| Katherine A. Murray | director | Appointed | 2026-05-05 |
| J. Hale Hoak | director | Appointed | 2026-05-05 |
| Ellen H. Masterson | director | Appointed | 2026-05-05 |
| Randy A. Bowman | director | Appointed | 2026-05-05 |
| Brian O. Casey | director | Appointed | 2026-05-05 |
| Jan Ryan | Board of Directors | Appointed | 2025-06-03 |
| Katherine Murray | Board of Directors | Appointed | 2025-03-06 |
| J. Hale Hoak | Board of Directors | Appointed | 2025-03-06 |
| Leah Bennett | President, Westwood Wealth Management | Resigned | 2024-10-08 |
| Julie K. Gerron | Senior Vice President, General Counsel and Chief Compliance Officer | Resigned | 2023-02-16 |
Leadership
- Brian Casey CEO, Board Member
- Brian O. Casey CEO, Board Member
- Randy A. Bowman Chairman
- Terry Forbes CFO
- Fabian Gomez COO
- John Porter Montgomery COO
- David O. Linton Board Member
- Ellen H. Masterson Board Member
- J. Hale Hoak Board Member
- Jan Ryan Board Member
- Janice Ryan Board Member
- Katherine A. Murray Board Member
- PLEASE SIGN Board Member
- Richard M. Frank Board Member
- Susan M. Byrne Board Member