Stocks
WHG WESTWOOD HOLDINGS GROUP INC

WHG

WESTWOOD HOLDINGS GROUP INC

Company with tickers: WHG

CIK

1165002

CUSIP

961765104

Shares Outstanding

9,487,973

Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades

Date	Insider	Role	Type	Shares	Price	Value	After
2026-04-08	BYRNE SUSAN M	Insider	Sell	704	$16.46	$11,584	301,946
2026-04-06	BYRNE SUSAN M	Insider	Sell	700	$16.31	$11,418	302,650
2026-04-02	BYRNE SUSAN M	Insider	Sell	600	$16.21	$9,727	303,350
2026-04-01	BYRNE SUSAN M	Insider	Sell	1,494	$16.83	$25,149	303,950
2026-02-23	Forbes Murray III	Chief Financial Officer	Award	11,098	—	—	68,685
2026-02-23	Forbes Murray III	Chief Financial Officer	Sell	2,859	$16.22	$46,373	65,826
2026-02-23	Helfert Adrian	CIO, Multi-Asset Inv.	Sell	10,772	$16.22	$174,722	162,751
2026-02-23	Ehinger John Anthony Jr	Head of Legal and Compliance	Award	5,549	—	—	19,090
2026-02-23	Ehinger John Anthony Jr	Head of Legal and Compliance	Tax	838	$16.22	$13,592	18,252
2026-02-23	Gomez Fabian	President	Award	32,287	—	—	128,796
2026-02-23	Gomez Fabian	President	Sell	6,223	$16.22	$100,937	122,573
2026-02-23	Lockridge Matthew	Head, U.S. Value Inv.	Sell	5,379	$16.22	$87,247	77,900
2026-02-23	CASEY BRIAN O	Director, CEO	Award	57,194	—	—	549,553
2026-02-23	CASEY BRIAN O	Director, CEO	Sell	18,943	$16.22	$307,255	530,610
2026-02-23	Linton David O	Head of Distribution	Award	15,414	—	—	32,069
2026-02-23	Linton David O	Head of Distribution	Sell	2,654	$16.22	$43,048	29,415
2025-12-10	CASEY BRIAN O	Director, CEO	Sell	8,341	$16.55	$138,039	492,359
2025-12-09	CASEY BRIAN O	Director, CEO	Sell	1,764	$16.41	$28,941	500,700
2025-12-08	CASEY BRIAN O	Director, CEO	Sell	1,602	$16.45	$26,346	502,464
2025-12-05	CASEY BRIAN O	Director, CEO	Sell	1,351	$16.44	$22,210	504,066
2025-11-28	CASEY BRIAN O	Director, CEO	Sell	99	$17.00	$1,683	505,417
2025-11-26	CASEY BRIAN O	Director, CEO	Sell	40	$17.00	$680	505,516
2025-11-10	CASEY BRIAN O	Director, CEO	Sell	370	$17.00	$6,290	505,556
2025-08-29	CASEY BRIAN O	Director, CEO	Sell	6,750	$18.00	$121,500	505,926
2025-06-05	Gomez Fabian	President	Sell	7,000	$15.50	$108,500	96,509
2025-06-03	Ryan Janice	Director	Other	0	—	—	0
2025-04-30	Murray Katherine	Director	Award	5,690	—	—	5,690
2025-04-30	Norman Geoffrey	Director	Award	5,690	—	—	50,084
2025-04-30	Hoak J. Hale	Director	Award	5,690	—	—	54,990
2025-04-30	Bowman Randy A	Director	Award	5,690	—	—	31,752
2025-04-30	MASTERSON ELLEN H	Director	Award	5,690	—	—	46,834
2025-03-05	Linton David O	Head of Distribution	Other	16,655	—	—	16,655
2025-03-05	Murray Katherine	Director	Other	0	—	—	0
2025-03-05	Hoak J. Hale	Director	Other	49,300	—	—	49,300
2025-02-21	CASEY BRIAN O	Director, CEO	Tax	13,159	$16.44	$216,334	512,676
2025-02-21	CASEY BRIAN O	Director, CEO	Award	45,621	—	—	525,835
2025-02-21	Helfert Adrian	CIO, Multi-Asset Inv.	Tax	13,395	$16.44	$220,214	173,523
2025-02-21	Helfert Adrian	CIO, Multi-Asset Inv.	Award	30,414	—	—	186,918
2025-02-21	Ehinger John Anthony Jr	Head of Legal and Compliance	Tax	448	$16.44	$7,365	13,541
2025-02-21	Ehinger John Anthony Jr	Head of Legal and Compliance	Award	4,867	—	—	13,989
2025-02-21	Mazzei Matthew	Controller	Tax	524	$16.44	$8,615	3,809
2025-02-21	Mazzei Matthew	Controller	Award	1,764	—	—	4,333
2025-02-21	Lockridge Matthew	Head, U.S. Value Inv.	Award	31,935	—	—	88,218
2025-02-21	Lockridge Matthew	Head, U.S. Value Inv.	Tax	4,939	$16.44	$81,197	83,279
2025-02-21	Forbes Murray III	Chief Financial Officer	Award	10,645	—	—	60,402
2025-02-21	Forbes Murray III	Chief Financial Officer	Tax	2,815	$16.44	$46,279	57,587
2025-02-21	Gomez Fabian	President	Tax	5,265	$16.44	$86,557	103,509
2025-02-21	Gomez Fabian	President	Award	24,636	—	—	108,774
2024-05-30	Bowman Randy A	Director	Award	7,547	—	—	26,062
2024-05-20	FRANK RICHARD M	Director	Award	7,547	—	—	82,228
2024-05-20	MASTERSON ELLEN H	Director	Award	7,547	—	—	41,144
2024-05-07	Norman Geoffrey	Director	Award	7,547	—	—	44,394
2024-05-07	WESTWOOD HOLDINGS GROUP INC	Director	Award	7,547	—	—	44,394
2024-03-06	Lockridge Matthew	Head, U.S. Value Inv.	Sell	14,000	$12.01	$168,087	56,283
2024-02-23	Mazzei Matthew	Controller	Award	1,797	—	—	2,569
2024-02-23	Lockridge Matthew	Head, U.S. Value Inv.	Tax	6,827	$12.00	$81,924	70,283
2024-02-23	Helfert Adrian	CIO, Multi-Asset Inv.	Award	41,667	—	—	168,115
2024-02-23	Helfert Adrian	CIO, Multi-Asset Inv.	Tax	11,611	$12.00	$139,332	156,504
2024-02-23	Ehinger John Anthony Jr	Head of Legal and Compliance	Tax	117	$12.00	$1,404	9,122
2024-02-23	Ehinger John Anthony Jr	Head of Legal and Compliance	Award	5,415	—	—	9,239
2024-02-23	CASEY BRIAN O	Director, CEO	Award	52,083	—	—	489,061
2024-02-23	CASEY BRIAN O	Director, CEO	Tax	5,694	$12.00	$68,328	483,367
2024-02-23	Forbes Murray III	Chief Financial Officer	Award	13,542	—	—	52,480
2024-02-23	Forbes Murray III	Chief Financial Officer	Tax	2,723	$12.00	$32,676	49,757
2024-02-23	Gomez Fabian	President	Tax	4,185	$12.00	$50,220	84,138
2024-02-23	Gomez Fabian	President	Award	32,907	—	—	88,323
2024-02-23	Bennett Leah	President-Westwood Wealth Mgmt	Award	21,667	—	—	59,629
2024-02-23	Bennett Leah	President-Westwood Wealth Mgmt	Tax	3,608	$12.00	$43,296	56,021
2023-11-17	Mazzei Matthew	Controller	Other	772	—	—	772
2023-09-11	Montgomery John Porter	Chief Operating Officer	Sell	500	$9.90	$4,951	76,983
2023-09-06	Montgomery John Porter	Chief Operating Officer	Sell	838	$9.90	$8,296	76,145
2023-08-09	Bennett Leah	President-Westwood Wealth Mgmt	Sell	850	$10.97	$9,327	37,962
2023-05-02	Gerron Julie Kramer	General Counsel & CCO	Other	0	—	—	69,920
2023-04-26	Bowman Randy A	Director	Award	7,917	—	—	18,515
2023-04-26	BYRNE SUSAN M	Insider	Award	7,917	—	—	275,444
2023-04-26	MASTERSON ELLEN H	Director	Award	7,917	—	—	27,699
2023-04-26	FRANK RICHARD M	Director	Award	7,917	—	—	74,681
2023-04-26	Norman Geoffrey	Director	Award	7,917	—	—	36,847
2023-04-04	Ehinger John Anthony Jr	Head of Legal and Compliance	Other	3,824	—	—	3,824
2023-03-14	Bennett Leah	President-Westwood Wealth Mgmt	Sell	2,000	$12.90	$25,807	38,812
2023-03-09	Lockridge Matthew	Head, U.S. Value Inv.	Tax	794	$13.60	$10,798	77,110
2023-03-07	Lockridge Matthew	Head, U.S. Value Inv.	Sell	1,500	$13.42	$20,129	77,904
2023-03-06	Lockridge Matthew	Head, U.S. Value Inv.	Sell	3,000	$13.91	$41,719	79,404
2023-02-23	CASEY BRIAN O	Director, CEO	Other	700	—	—	700
2023-02-23	CASEY BRIAN O	Director, CEO	Award	50,649	—	—	436,978
2023-02-23	CASEY BRIAN O	Director, CEO	Tax	1,545	$12.34	$19,065	386,329
2023-02-23	Helfert Adrian	CIO, Multi-Asset Inv.	Award	40,519	—	—	126,448
2023-02-23	Helfert Adrian	CIO, Multi-Asset Inv.	Tax	8,347	$12.34	$103,002	85,929
2023-02-23	Bennett Leah	President-Westwood Wealth Mgmt	Tax	2,504	$12.34	$30,899	24,604
2023-02-23	Bennett Leah	President-Westwood Wealth Mgmt	Award	16,208	—	—	40,812
2023-02-23	Gerron Julie Kramer	General Counsel & CCO	Award	13,721	—	—	69,920
2023-02-23	Gerron Julie Kramer	General Counsel & CCO	Tax	2,546	$12.34	$31,418	56,199
2023-02-23	Montgomery John Porter	Chief Operating Officer	Award	12,156	—	—	77,483
2023-02-23	Montgomery John Porter	Chief Operating Officer	Tax	1,761	$12.34	$21,731	65,327
2023-02-23	Montgomery John Porter	Chief Operating Officer	Other	2,294	—	—	2,294
2023-02-23	Lockridge Matthew	Head, U.S. Value Inv.	Tax	4,471	$12.34	$55,172	48,357
2023-02-23	Forbes Murray III	Chief Financial Officer	Award	11,062	—	—	38,938
2023-02-23	Forbes Murray III	Chief Financial Officer	Tax	1,997	$12.34	$24,643	27,876
2023-02-23	Gomez Fabian	President	Tax	3,193	$12.34	$39,402	39,208
2023-02-23	Gomez Fabian	President	Award	16,208	—	—	55,416