Insider Transactions Reported by 23 Insiders of WESTWOOD HOLDINGS GROUP INC

Symbol
WHG on NYSE
Location
Dallas, TX

Insiders trading volume in the past year

WESTWOOD HOLDINGS GROUP INC executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Casey Brian O CEO, Director $9,795,060 -$345,688 -3.4% 23 Feb 2026
JCP Investment Management, LLC Other* $8,271,234 09 Jun 2022
Adrian Helfert CIO, Multi-Asset Inv. $3,004,383 23 Feb 2026
Susan M. Byrne Director, Vice Chairman of the Board $2,723,838 26 Apr 2023
Fabian Gomez President and COO $2,262,697 -$108,500 -4.6% 23 Feb 2026
Matthew Lockridge Head, U.S. Value Inv. $1,438,034 23 Feb 2026
Murray Forbes III Chief Financial Officer $1,215,147 23 Feb 2026
Richard M. Frank Director, Chairman $987,246 20 May 2024
J. Hale Hoak Director $922,182 30 Apr 2025
Geoffrey Norman Director $839,908 30 Apr 2025
Ellen H. Masterson Director $785,406 30 Apr 2025
Raymond E. Wooldridge Director $767,349 01 Nov 2021
John Porter Montgomery Chief Operating Officer $749,737 06 Sep 2023
Julie Kramer Gerron General Counsel & CCO $691,432 02 May 2023
Leah Bennett President-Westwood Wealth Mgmt $672,252 23 Feb 2024
Linton David O Head of Distribution $543,000 23 Feb 2026
Randy A. Bowman Director $532,481 30 Apr 2025
Steve Paddon Head of Distribution $488,690 23 Feb 2022
WESTWOOD HOLDINGS GROUP INC Director $442,392 07 May 2024
John Anthony Ehinger Jr. Head of Legal and Compliance $336,931 23 Feb 2026
Katherine Murray Director $95,421 30 Apr 2025
Matthew Mazzei Controller $62,620 21 Feb 2025
Janice Ryan Director $0 03 Jun 2025

Recent Insider Transactions by Companies or Individuals for WESTWOOD HOLDINGS GROUP INC

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
John Anthony Ehinger Jr. WHG common stock Tax liability -4.39% -838 18,252 23 Feb 2026 Direct
John Anthony Ehinger Jr. WHG common stock Award 41% 5,549 19,090 23 Feb 2026 Direct
Adrian Helfert WHG common stock Tax liability -6.21% -10,772 162,751 23 Feb 2026 Direct
Matthew Lockridge WHG common stock Tax liability -6.46% -5,379 77,900 23 Feb 2026 Direct
Linton David O WHG common stock Tax liability -8.28% -2,654 29,415 23 Feb 2026 Direct
Linton David O WHG common stock Award 110.1% 15,414 29,415 23 Feb 2026 Direct
Murray Forbes III WHG common stock Tax liability -4.16% -2,859 65,826 23 Feb 2026 Direct
Murray Forbes III WHG common stock Award 20.3% 11,098 65,826 23 Feb 2026 Direct
Casey Brian O WHG common stock Tax liability -3.45% -18,943 530,610 23 Feb 2026 Direct
Casey Brian O WHG common stock Award 12.1% 57,194 530,610 23 Feb 2026 Direct
Fabian Gomez WHG common stock Tax liability -4.83% -6,223 122,573 23 Feb 2026 Direct
Fabian Gomez WHG common stock Award 35.8% 32,287 122,573 23 Feb 2026 Direct
Casey Brian O WHG common stock Sale -1.67% $138,039 $16.55 -8,341 492,359 10 Dec 2025 Direct
Casey Brian O WHG common stock Sale -0.35% $28,941 $16.41 -1,764 500,700 09 Dec 2025 Direct
Casey Brian O WHG common stock Sale -0.32% $26,346 $16.45 -1,602 502,464 08 Dec 2025 Direct
Casey Brian O WHG common stock Sale -0.27% $22,210 $16.44 -1,351 504,066 05 Dec 2025 Direct
Casey Brian O WHG common stock Sale -0.02% $1,683 $17.00 -99 505,417 28 Nov 2025 Direct
Casey Brian O WHG common stock Sale -0.01% $680 $17.00 -40 505,516 26 Nov 2025 Direct
Casey Brian O WHG common stock Sale -0.07% $6,290 $17.00 -370 505,556 10 Nov 2025 Direct
Casey Brian O WHG common stock Sale -1.32% $121,500 $18.00 -6,750 505,926 29 Aug 2025 Direct
Fabian Gomez WHG common stock Sale -6.76% $108,500 $15.50 -7,000 96,509 05 Jun 2025 Direct
Katherine Murray WHG common stock Award 5,690 5,690 30 Apr 2025 Direct
Geoffrey Norman WHG common stock Award 12.8% 5,690 50,084 30 Apr 2025 Direct
J. Hale Hoak WHG common stock Award 11.5% 5,690 54,990 30 Apr 2025 Direct
Randy A. Bowman WHG common stock Award 21.8% 5,690 31,752 30 Apr 2025 Direct
Ellen H. Masterson WHG common stock Award 13.8% 5,690 46,834 30 Apr 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.