Westwood exec granted shares, sells small portion

Westwood Holdings Group executive David O. Linton, Head of Distribution, reported both a share grant and a small sale of company common stock.

Rhea-AI Filing Summary

Westwood Holdings Group executive David O. Linton, Head of Distribution, reported both a share grant and a small sale of company common stock. On February 23, he received a grant of 15,414 shares at no cost, then sold 2,654 shares in an open-market transaction at $16.22 per share. After these transactions, he directly holds 29,415 shares of Westwood common stock. The filing notes it was submitted after the usual deadline due to administrative matters related to the filer’s EDGAR Next registration.

Insider Trade Summary

Net Seller: 2,654 shares

Net Sell 2 txns

Insider Linton David O

Role Head of Distribution

Sold 2,654 shs ($43K)

Type	Security	Shares	Price	Value
Grant/Award	common stock	15,414	$0.00	$0.00
Sale	common stock	2,654	$16.22	$43K

Holdings After Transaction: common stock — 29,415 shares (Direct)

Footnotes (1)

1. F1. This Form 4 is being filed later than the two-business-day reporting deadline due to administrative matters related to the filer EDGAR Next registration.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did WHG executive David O. Linton report?

David O. Linton reported a grant of 15,414 shares of Westwood common stock and an open-market sale of 2,654 shares at $16.22 per share. Both transactions occurred on February 23 and were reported together in the same Form 4 filing.

How many WHG shares does David O. Linton hold after these transactions?

Following the reported transactions, David O. Linton directly holds 29,415 shares of Westwood common stock. This figure reflects the impact of both the 15,414-share grant and the 2,654-share open-market sale disclosed for February 23 in the Form 4.

Was the WHG Form 4 for David O. Linton filed late?

Yes. The Form 4 explicitly states it was filed later than the two-business-day reporting deadline. The reason given is administrative matters related to the filer’s EDGAR Next registration, indicating a process issue rather than a change in the reported transactions.

What type of WHG transaction was the 15,414-share entry for David O. Linton?

The 15,414-share entry is coded as an “A” transaction, described as a grant, award, or other acquisition of common stock. It was recorded at a price of $0.00 per share, indicating a compensation-related award rather than a market purchase.

What kind of sale did David O. Linton make in WHG stock?

David O. Linton reported selling 2,654 shares of Westwood common stock in an open-market transaction. The sale is coded as “S” and was executed at a price of $16.22 per share, reflecting a standard market sale rather than a private or derivative transaction.

Does the WHG Form 4 mention any derivative securities for David O. Linton?

The Form 4 summary indicates no derivative transactions or remaining derivative positions for David O. Linton. All reported activity involves non-derivative common stock, with one grant of 15,414 shares and one open-market sale of 2,654 shares on February 23.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/13/2026 - 05:30 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Linton David O

(Last) (First) (Middle)

200 CRESCENT COURT

SUITE 1200

(Street)

DALLAS TX 75201

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
WESTWOOD HOLDINGS GROUP INC [ WHG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Head of Distribution

3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
common stock	02/23/2026(1)		A		15,414	A	$0	32,069	D
common stock	02/23/2026		S		2,654	D	$16.22	29,415	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This Form 4 is being filed later than the two-business-day reporting deadline due to administrative matters related to the filer EDGAR Next registration.

Remarks:

	Jonathan Richard Nahhat, by POA from David O. Linton	03/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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