J. Hale Hoak - 05 Mar 2025 Form 3/A - Amendment Insider Report for WESTWOOD HOLDINGS GROUP INC (WHG)

Role
Director
Signature
Jonathan Richard Nahhat, by POA from J. Hale Hoak
Issuer symbol
WHG
Transactions as of
05 Mar 2025
Net transactions value
$0
Form type
3/A - Amendment
Filing time
30 Apr 2025, 14:31:17 UTC
Date Of Original Report
24 Apr 2025
Next filing
23 May 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding WHG common stock 49,300 05 Mar 2025 Direct
holding WHG common stock 775,000 05 Mar 2025 Hoak Public Equities, LP owns 750,000 shares; Hale Hoak Child's Trust owns 25,000 shares . F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Form 3 is being amended to reflect corrected indirect shares held by Hoak Public Equities, LP (Hoak LP). Hoak LP previously reported WHG shares held of 744,353. Hoak LP shares has been updated to reflect 750,000 shares of WHG common stock.
F2 Shares held indirectly by Hoak Public Equities, LP and Hale Hoak Child's Trust

Remarks:

Date of appointment to the Board of Directors was 3/5/2025. Coordination was required to obtain access codes, which are managed by a third-party. The transition to EDGAR Next caused additional filing delays.