WESTWOOD HOLDINGS GROUP INC — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| CASEY BRIAN O | CEO | Sale | 8,341 | $16.55 | $138,044 | 492,359 | Dec 10, 2025 |
| CASEY BRIAN O | CEO | Sale | 1,764 | $16.41 | $28,947 | 500,700 | Dec 9, 2025 |
| CASEY BRIAN O | CEO | Sale | 1,602 | $16.45 | $26,353 | 502,464 | Dec 8, 2025 |
| CASEY BRIAN O | CEO | Sale | 1,351 | $16.44 | $22,210 | 504,066 | Dec 5, 2025 |
| CASEY BRIAN O | CEO | Sale | 99 | $17.00 | $1,683 | 505,417 | Nov 26, 2025 |
| CASEY BRIAN O | CEO | Sale | 370 | $17.00 | $6,290 | 505,556 | Nov 10, 2025 |
| CASEY BRIAN O | CEO | Sale | 6,750 | $18.00 | $121,500 | 505,926 | Aug 29, 2025 |
| Gomez Fabian | President | Sale | 7,000 | $15.50 | $108,500 | 96,509 | Jun 5, 2025 |
| Murray Katherine | — | Award / Grant | 5,690 | — | — | 5,690 | Apr 30, 2025 |
| Norman Geoffrey | — | Award / Grant | 5,690 | — | — | 50,084 | Apr 30, 2025 |
| Hoak J. Hale | — | Award / Grant | 5,690 | — | — | 54,990 | Apr 30, 2025 |
| Bowman Randy A | — | Award / Grant | 5,690 | — | — | 31,752 | Apr 30, 2025 |
| MASTERSON ELLEN H | — | Award / Grant | 5,690 | — | — | 46,834 | Apr 30, 2025 |
| CASEY BRIAN O | CEO | Award / Grant | 45,621 | — | — | 525,835 | Feb 21, 2025 |
| Gomez Fabian | President | Tax Withholding | 5,265 | $16.44 | $86,557 | 103,509 | Feb 21, 2025 |
| Lockridge Matthew | Head, U.S. Value Inv. | Award / Grant | 31,935 | — | — | 88,218 | Feb 21, 2025 |
| Helfert Adrian | CIO, Multi-Asset Inv. | Award / Grant | 30,414 | — | — | 186,918 | Feb 21, 2025 |
| Forbes Murray III | Chief Financial Officer | Tax Withholding | 2,815 | $16.44 | $46,279 | 57,587 | Feb 21, 2025 |
| Ehinger John Anthony Jr | Head of Legal, CCO | Tax Withholding | 448 | $16.44 | $7,365 | 13,541 | Feb 21, 2025 |
| Mazzei Matthew | Controller | Tax Withholding | 524 | $16.44 | $8,615 | 3,809 | Feb 21, 2025 |
| Bowman Randy A | — | Award / Grant | 7,547 | — | — | 26,062 | May 30, 2024 |
| FRANK RICHARD M | — | Award / Grant | 7,547 | — | — | 82,228 | May 20, 2024 |
| MASTERSON ELLEN H | — | Award / Grant | 7,547 | — | — | 41,144 | May 20, 2024 |
| Norman Geoffrey | — | Award / Grant | 7,547 | — | — | 44,394 | May 7, 2024 |
| WESTWOOD HOLDINGS GROUP INC | — | Other | 7,547 | — | — | 36,847 | May 7, 2024 |
| WESTWOOD HOLDINGS GROUP INC | — | Award / Grant | 7,547 | — | — | 44,394 | May 7, 2024 |
| Lockridge Matthew | Head, U.S. Value Inv. | Sale | 14,000 | $12.01 | $168,140 | 56,283 | Mar 6, 2024 |
| Mazzei Matthew | Controller | Award / Grant | 1,797 | — | — | 2,569 | Feb 23, 2024 |
| CASEY BRIAN O | CEO | Award / Grant | 52,083 | — | — | 489,061 | Feb 23, 2024 |
| Lockridge Matthew | Head, U.S. Value Inv. | Tax Withholding | 6,827 | $12.00 | $81,924 | 70,283 | Feb 23, 2024 |
| Forbes Murray III | Chief Financial Officer | Award / Grant | 13,542 | — | — | 52,480 | Feb 23, 2024 |
| Helfert Adrian | CIO, Multi-Asset Inv. | Tax Withholding | 11,611 | $12.00 | $139,332 | 156,504 | Feb 23, 2024 |
| Gomez Fabian | President | Award / Grant | 32,907 | — | — | 88,323 | Feb 23, 2024 |
| Bennett Leah | President-Westwood Wealth Mgmt | Award / Grant | 21,667 | — | — | 59,629 | Feb 23, 2024 |
| Ehinger John Anthony Jr | Head of Legal, CCO | Award / Grant | 5,415 | — | — | 9,239 | Feb 23, 2024 |
| CASEY BRIAN O | CEO | Award / Grant | 48,230 | — | — | 480,214 | Feb 23, 2024 |
| Montgomery John Porter | Chief Operating Officer | Sale | 327 | $9.89 | $3,234 | 75,816 | Sep 11, 2023 |
| Bennett Leah | President-Westwood Wealth Mgmt | Sale | 850 | $10.97 | $9,325 | 37,962 | Aug 9, 2023 |
| Gerron Julie Kramer | General Counsel & CCO | Other | — | — | — | 69,920 | May 2, 2023 |
| MASTERSON ELLEN H | — | Award / Grant | 7,917 | — | — | 33,597 | Apr 26, 2023 |
| Bowman Randy A | — | Award / Grant | 7,917 | — | — | 18,515 | Apr 26, 2023 |
| BYRNE SUSAN M | — | Award / Grant | 7,917 | — | — | 275,444 | Apr 26, 2023 |
| Norman Geoffrey | — | Award / Grant | 7,917 | — | — | 36,847 | Apr 26, 2023 |
| MASTERSON ELLEN H | — | Award / Grant | 7,917 | — | — | 27,699 | Apr 26, 2023 |
| FRANK RICHARD M | — | Award / Grant | 7,917 | — | — | 74,681 | Apr 26, 2023 |
| Bennett Leah | President-Westwood Wealth Mgmt | Sale | 2,000 | $12.90 | $25,800 | 38,812 | Mar 14, 2023 |
| Lockridge Matthew | Head, U.S. Value Inv. | Tax Withholding | 794 | $13.60 | $10,798 | 77,110 | Mar 7, 2023 |
| Lockridge Matthew | Head, U.S. Value Inv. | Sale | 3,000 | $13.91 | $41,730 | 79,404 | Mar 6, 2023 |
| Gomez Fabian | President | Tax Withholding | 3,193 | $12.34 | $39,402 | 39,208 | Feb 23, 2023 |
| Gerron Julie Kramer | General Counsel & CCO | Award / Grant | 13,721 | — | — | 69,920 | Feb 23, 2023 |