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.
Westwood Holdings Group, Inc. filings document a publicly traded asset management and wealth management company with advisory and trust operations. Form 8-K reports furnish quarterly operating results, Regulation FD disclosures and board-approved cash dividends, while exhibits include earnings press releases and related financial information.
Proxy and annual meeting filings cover director elections, shareholder voting results, executive compensation, equity incentive plan matters and governance procedures. The filing record also frames Westwood’s capital-return practices, common-stock incentive authorization and recurring disclosures around assets under management, ETF platform activity, institutional business and trust services.
WESTWOOD HOLDINGS GROUP INC insider activity: Director Emerita Susan M. Byrne reported open-market sales of common stock on three dates. She sold 616 shares on June 5 at a weighted average price of $17.3444, 607 shares on June 8 at $17.1096, and 1,900 shares on June 9 at $17.4584, for a total of 3,123 shares sold.
After these transactions, Byrne directly held 272,721 shares of Westwood common stock. The reported prices are weighted averages for multiple trades each day, with sale prices ranging from $17.00 to $17.73, and detailed trade data is available from the reporting person upon request.
Westwood Holdings Group director emerita Susan M. Byrne reported open-market sales of a total of 2,830 shares of the company’s common stock. The sales occurred on May 29, June 1, and June 2, 2026 at weighted average prices around the mid‑$16 range.
Individual transactions were 1,124 shares at $16.4045, 1,300 shares at $16.0238, and 406 shares at $16.3334. After these trades, Byrne directly held 275,844 shares of Westwood Holdings Group common stock, indicating she retained the vast majority of her position.
WESTWOOD HOLDINGS GROUP INC insider activity: Director Emerita Susan M. Byrne reported selling a total of 4,756 shares of common stock in three open-market sales on May 26, 27 and 28. Reported weighted average sale prices were about $16.21–$16.37 per share across these trades.
After the transactions, Byrne directly holds 278,674 shares of Westwood common stock. The prices disclosed are weighted averages for multiple trades within each day’s price range, and detailed per-trade information is available from the reporting person upon request.
Westwood Holdings Group director emerita Susan M. Byrne reported selling 1,119 shares of common stock in open-market trades. The sales occurred over three days at prices around $16.00 per share. After these transactions, she directly holds 283,430 shares, indicating these sales represent a small portion of her overall position.
Westwood Holdings Group director emerita Susan M. Byrne sold a total of 1,151 shares of common stock in open-market transactions. She sold 500 shares at a weighted average price of $16.004 on May 14 and 651 shares at a weighted average price of $16.0844 on May 18. After these sales, she directly holds 284,549 shares, indicating these were relatively small trades compared with her remaining position.
Westwood Holdings Group Inc. filed a Form 13F reporting institutional holdings totaling $13,729,574,599 across 461 reported positions. The filing lists 4 other included managers and is signed by John A. Ehinger, Chief Compliance Officer.
Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 2,167 shares of common stock in three open-market transactions on May 11–13, 2026. Reported weighted average sale prices ranged from $16.01 to $16.46 per share. After these sales, she directly holds 285,700 shares of Westwood common stock.
WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported open-market sales of company common stock over four days. She sold a total of 2,538 shares at prices around $16 per share, and now directly holds 287,867 shares of WHG common stock following these transactions.
Westwood Holdings Group Inc. director Janice Ryan received a grant of company stock. On April 30, 2026, Ryan acquired 5,780 shares of Westwood common stock in a grant or award transaction at a stated price of $0.00 per share, bringing her direct holdings to 5,780 shares.
Bowman Randy A reported acquisition or exercise transactions in this Form 4 filing.
WESTWOOD HOLDINGS GROUP INC director Randy A. Bowman received a grant of 5,780 shares of common stock on April 30, 2026 at a stated price of $0.00 per share. After this award, he directly owns 37,532 shares of the company’s common stock.