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
JCP Investment Management, LLC Other* $8,271,234 09 Jun 2022
Casey Brian O CEO, Director $8,148,246 -$345,688 -4.1% 10 Dec 2025
Adrian Helfert CIO, Multi-Asset Inv. $2,852,718 21 Feb 2025
Susan M. Byrne Director, Vice Chairman of the Board $2,723,838 26 Apr 2023
Fabian Gomez President $1,495,889 -$108,500 -6.8% 05 Jun 2025
Matthew Lockridge Head, U.S. Value Inv. $1,369,107 21 Feb 2025
Richard M. Frank Director, Chairman $987,246 20 May 2024
Murray Forbes III Chief Financial Officer $946,730 21 Feb 2025
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
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
Linton David O Head of Distribution $269,811 05 Mar 2025
John Anthony Ehinger Jr. Head of Legal, CCO $222,614 21 Feb 2025
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

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
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
Casey Brian O WHG common stock Tax liability -2.5% -13,159 512,676 21 Feb 2025 Direct
Casey Brian O WHG common stock Award 9.5% 45,621 525,835 21 Feb 2025 Direct
Fabian Gomez WHG common stock Tax liability -4.84% -5,265 103,509 21 Feb 2025 Direct
Fabian Gomez WHG common stock Award 29.3% 24,636 108,774 21 Feb 2025 Direct
Matthew Lockridge WHG common stock Tax liability -5.6% -4,939 83,279 21 Feb 2025 Direct
Matthew Lockridge WHG common stock Award 56.7% 31,935 88,218 21 Feb 2025 Direct
Adrian Helfert WHG common stock Tax liability -7.17% -13,395 173,523 21 Feb 2025 Direct
Adrian Helfert WHG common stock Award 19.4% 30,414 186,918 21 Feb 2025 Direct
Murray Forbes III WHG common stock Tax liability -4.66% -2,815 57,587 21 Feb 2025 Direct
Murray Forbes III WHG common stock Award 21.4% 10,645 60,402 21 Feb 2025 Direct
John Anthony Ehinger Jr. WHG common stock Tax liability -3.2% -448 13,541 21 Feb 2025 Direct
John Anthony Ehinger Jr. WHG common stock Award 53.4% 4,867 13,989 21 Feb 2025 Direct
Matthew Mazzei WHG common stock Tax liability -12.1% -524 3,809 21 Feb 2025 Direct
Matthew Mazzei WHG common stock Award 68.7% 1,764 4,333 21 Feb 2025 Direct
Randy A. Bowman WHG common stock Award 40.8% 7,547 26,062 30 May 2024 Direct
Richard M. Frank WHG common stock Award 10.1% 7,547 82,228 20 May 2024 Direct
Ellen H. Masterson WHG common stock Award 22.5% 7,547 41,144 20 May 2024 Direct
Geoffrey Norman WHG common stock Award 20.5% 7,547 44,394 07 May 2024 Direct
Westwood Holdings Group Inc WHG common stock Other -17% -7,547 36,847 07 May 2024 Direct
Westwood Holdings Group Inc WHG common stock Award 20.5% 7,547 44,394 07 May 2024 Direct
Matthew Lockridge WHG common stock Sale -19.9% $168,087 $12.01 -14,000 56,283 06 Mar 2024 Direct
Matthew Mazzei WHG common stock Award 232.8% 1,797 2,569 23 Feb 2024 Direct
Casey Brian O WHG common stock Award 11.2% 48,230 480,214 23 Feb 2024 Direct
Matthew Lockridge WHG common stock Tax liability -8.85% -6,827 70,283 23 Feb 2024 Direct
Murray Forbes III WHG common stock Tax liability -5.19% -2,723 49,757 23 Feb 2024 Direct
Murray Forbes III WHG common stock Award 34.8% 13,542 52,480 23 Feb 2024 Direct
Adrian Helfert WHG common stock Tax liability -6.91% -11,611 156,504 23 Feb 2024 Direct
Adrian Helfert WHG common stock Award 33% 41,667 168,115 23 Feb 2024 Direct
Fabian Gomez WHG common stock Tax liability -4.74% -4,185 84,138 23 Feb 2024 Direct
Fabian Gomez WHG common stock Award 59.4% 32,907 88,323 23 Feb 2024 Direct
Leah Bennett WHG common stock Tax liability -6.05% -3,608 56,021 23 Feb 2024 Direct
Leah Bennett WHG common stock Award 57.1% 21,667 59,629 23 Feb 2024 Direct
John Anthony Ehinger Jr. WHG common stock Tax liability -1.27% -117 9,122 23 Feb 2024 Direct
John Anthony Ehinger Jr. WHG common stock Award 141.6% 5,415 9,239 23 Feb 2024 Direct
John Porter Montgomery WHG common stock Sale -1.08% $8,185 $9.90 -827 75,816 11 Sep 2023 Direct
John Porter Montgomery WHG common stock Sale -1.09% $8,317 $9.90 -840 76,143 06 Sep 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.