Welcome to our dedicated page for Westwood Hldgs SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Parsing Westwood Holdings Group’s multi-segment financials can be daunting—especially when the annual report stretches past 200 pages and insider trading updates arrive without warning. Whether you’re searching for “Westwood Holdings Group insider trading Form 4 transactions” before rebalancing or need “Westwood Holdings Group quarterly earnings report 10-Q filing” details to model fee income, the raw EDGAR feed offers little context.
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Every document matters for an asset manager. Our dashboard tracks:
- 10-K — “Westwood Holdings Group annual report 10-K simplified” with revenue breakout by Advisory and Trust segments.
- 10-Q — fee-margin movements plus chatbot answers for understanding Westwood Holdings Group SEC documents with AI.
- 8-K — “Westwood Holdings Group 8-K material events explained,” including new ETF launches and mandate wins.
- DEF 14A — “Westwood Holdings Group proxy statement executive compensation” decoded to show incentive alignment.
- Form 4 — “Westwood Holdings Group executive stock transactions Form 4” heat-maps to spot insider sentiment.
Real-time notifications, AI summaries, and expert context let analysts monitor capital allocation, dividend policy, and AUM growth without combing through every footnote. Save hours and make confident decisions with Westwood’s filings, already distilled by Stock Titan’s intelligent platform.
On 07/10/2025, Cambium Networks Corporation (CMBM) Senior VP, Products Vivek Vibhu filed a Form 4 reporting a single insider transaction.
- Transaction type: Code F – shares withheld to cover tax obligations related to equity vesting.
- Volume: 3,579 ordinary shares disposed at $0.4408 per share.
- Remaining ownership: 117,279 shares held directly after the transaction.
No derivative securities were involved and no additional transactions were disclosed. The disposal represents roughly 3 % of the insider’s direct stake, suggesting a routine administrative event with limited market significance.
Westwood Holdings Group, Inc. (WHG) – SEC Form 3 filing
On 20 June 2025 a Form 3 was filed for Janice Ryan, who joined WHG’s Board of Directors on 3 June 2025. The form serves as the initial statement of beneficial ownership required under Section 16(a).
- Securities owned: 0 shares of WHG common stock reported; no derivative securities disclosed.
- Ownership form: Direct (D); no indirect or joint holdings indicated.
- Filing logistics: The report notes a filing delay attributed to enrollment in EDGAR Next.
No financial metrics, compensation data, or additional transactions are included. The filing is administrative, signalling Ryan’s formal board appointment and confirming that, as of the event date, she holds no WHG equity.