Every Form 4 that WESTWOOD HOLDINGS GROUP, INC. (WHG) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WHG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WHG filings page.
Ryan Janice reported acquisition or exercise transactions in this Form 4 filing.
Westwood Holdings Group Inc. granted 5,889 shares of common stock to director Janice Ryan on June 9, 2026, at no cost, pursuant to Board approval recognizing her nearly full year of service as a director. Following the grant, she directly owns 11,669 shares of the company.
Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of 8,465 shares of common stock. The trades occurred on April 7, July 1, and July 2, 2026, at weighted average prices of $16.1273, $19.3530, and $19.8762 per share. After these transactions, she continues to hold 230,444 shares directly. The April 7 sale was made under a Rule 10b5-1 trading plan and was reported late due to an administrative oversight identified during a later reconciliation with the broker.
Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 12,557 shares of common stock in open‑market transactions on June 26, 29, and 30, 2026, at weighted average prices around the high‑teens to low‑$20s per share.
After these sales, she directly owns 238,909 shares. This Form 4 amendment also corrects the previously reported June 29, 2026 sale amount and updates the related beneficial ownership figures.
Westwood Holdings Group Inc. Director Emerita Susan M. Byrne reported an amended Form 4 covering recent open-market sales of company common stock. She sold a total of 2,944 shares in three transactions on June 17, 18, and 22, 2026 at weighted average prices around $18.10–$18.35 per share. Following these sales, she directly owns 255,766 shares of common stock.
The amendment corrects the number of shares reported sold on June 18, 2026 from 1,549 to 1,594 shares, while footnotes state that reported prices on each date reflect weighted average sale prices across multiple trades within specified intraday price ranges.
Westwood Holdings Group director emerita Susan M. Byrne reported selling 12,494 shares of common stock in open-market transactions. The sales occurred on June 26, 29, and 30, 2026 at weighted average prices between about $18.23 and $20.56 per share across multiple trades. After these transactions, she directly holds 239,017 shares of Westwood Holdings Group common stock.
Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 4,300 shares of common stock over three days. She sold 2,500 shares at a weighted average price of about $18.45, 1,300 shares at about $18.32, and 500 shares at about $18.21. After these transactions, she directly holds 251,511 shares, so the sales represent a small portion of her overall position.
Westwood Holdings Group director emerita Susan M. Byrne reported selling a total of 2,899 shares of common stock in open-market transactions. The sales occurred on June 17, 18 and 22, 2026 at weighted average prices of about $18.10 to $18.35 per share.
After these transactions, Byrne directly holds 255,811 shares of Westwood Holdings Group common stock. Footnotes state that each reported price is a weighted average for multiple trades executed within disclosed price ranges, and detailed trade data is available upon request.
Westwood Holdings Group director emerita Susan M. Byrne reported selling common stock in three open-market transactions. She sold 4,367 shares on June 12 at a weighted average price of $17.8612, 2,910 shares on June 15 at $17.9607, and 1,634 shares on June 16 at $18.2942.
After these sales, Byrne directly holds 258,710 shares of Westwood common stock. Each reported price reflects a weighted average for multiple trades within disclosed intraday ranges, and detailed trade breakdowns are available upon request.
Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 5,100 shares of common stock in open-market transactions. She sold 3,300 shares on June 11, 2026 at a weighted average price of $17.4301 per share, in multiple trades priced between $17.385 and $17.74.
Byrne also sold 1,800 shares on June 10, 2026 at a weighted average price of $17.5483 per share, in trades between $17.20 and $17.64. After these sales, she directly holds 267,621 shares of Westwood common stock.
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 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.
Murray Katherine reported acquisition or exercise transactions in this Form 4 filing.
Westwood Holdings Group director Katherine Murray received a grant of 5,780 shares of common stock on April 30, 2026. The shares were awarded at a reported price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, she directly holds a total of 11,470 shares of Westwood common stock.
MASTERSON ELLEN H reported acquisition or exercise transactions in this Form 4 filing.
Westwood Holdings Group Inc. director Ellen H. Masterson received an award of 5,780 shares of common stock on April 30, 2026. The shares were granted at a stated price of $0.00 per share, reflecting equity-based compensation rather than an open-market purchase. Following this grant, she directly holds 52,614 shares of Westwood common stock.
Hoak J. Hale reported acquisition or exercise transactions in this Form 4 filing.
WESTWOOD HOLDINGS GROUP INC director J. Hale Hoak received a grant of 5,780 shares of common stock on April 30, 2026. The shares were awarded at a stated price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. After this award, Hoak directly holds 60,770 shares of Westwood common stock.
Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 1,711 shares of common stock over three days. She sold 994 shares on April 30, 2026 at a weighted average price of $16.2842, 478 shares on May 1, 2026 at $16.2199, and 239 shares on May 4, 2026 at $16.0167. After these transactions, she directly holds 290,405 shares of Westwood Holdings Group common stock.
Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 1,893 shares of common stock over three days. She sold 733 shares at a weighted average price of $16.6571, 660 shares at $16.9732, and 500 shares at $16.5559. After these transactions, she directly holds 292,116 shares. The reported prices reflect weighted averages for multiple trades within ranges disclosed in the footnotes.
Westwood Holdings Group Inc. Director Emerita Susan M. Byrne reported open-market sales of a total of 1,003 shares of common stock over three days. She sold 294 shares on April 22, 2026 at $15.8548, 9 shares on April 23, 2026 at $17.2650, and 700 shares on April 24, 2026 at $16.1381 per share.
After these transactions, Byrne directly holds 294,009 shares of Westwood common stock, so the sales represent a small portion of her disclosed holdings. Footnotes state that some reported prices are weighted averages for multiple trades, with individual sale prices ranging from $15.59 to $16.38 and from $15.645 to $16.37.
Westwood Holdings Group insider Susan M. Byrne reported three open-market sales of common stock. Across the transactions, she sold a total of 1,732 shares at prices in the mid-$16 range. Following these sales, she continues to hold 295,012 shares of Westwood common stock directly.
The reported prices reflect weighted average sale prices for shares sold in multiple trades within stated intraday price ranges, and Byrne has indicated she will provide detailed trade information upon request.
WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported selling common stock in a series of small open-market transactions. She sold 301 shares on April 14 at a weighted average price of $16.4813, 1,500 shares on April 15 at $16.4532, and 500 shares on April 16 at $16.1382. After these sales totaling 2,301 shares, she directly holds 296,744 shares of Westwood common stock. The reported prices reflect weighted averages for trades within disclosed intraday price ranges.
Westwood Holdings Group Director Emerita Susan M. Byrne reported three open-market sales of common stock in April. She sold a total of 2,901 shares across transactions on April 9, April 10, and April 13, 2026 at weighted average prices around $16 per share.
After these sales, Byrne directly holds 299,045 shares of Westwood Holdings Group common stock. The footnotes explain that each reported price is a weighted average for multiple trades executed within stated price ranges, and detailed trade breakdowns are available on request.
Westwood Holdings Group Inc. insider Susan M. Byrne reported open-market sales of common stock over several days. She sold a total of 3,498 shares in four transactions between April 1 and April 8, 2026 at weighted average prices ranging from about $16.21 to $16.83 per share. After these sales, she directly holds 301,946 shares of Westwood Holdings Group Inc. common stock, indicating she retains a large continuing position. The reported prices reflect weighted averages for multiple trades within disclosed intraday price ranges.
Westwood Holdings Group executive John Anthony Ehinger Jr., Head of Legal and Compliance, reported routine equity compensation in the form of common stock. He received a grant of 5,549 shares at no cost, increasing his direct holdings.
On the same day, 838 shares were disposed of at $16.22 per share to satisfy tax obligations, a non‑market transaction commonly used for withholding. After these entries, he directly holds 18,252 shares of common stock. The Form 4 notes the report was filed late due to administrative matters related to EDGAR Next registration.
WESTWOOD HOLDINGS GROUP INC executive Adrian Helfert reported a routine tax-related share disposition. On February 23, 2026, 10,772 shares of common stock were delivered at $16.22 per share to satisfy tax obligations. After this transaction, he directly holds 162,751 shares of common stock.
WESTWOOD HOLDINGS GROUP INC executive Matthew Lockridge, Head of U.S. Value Investing, reported a routine tax-related share disposition. On this Form 4/A, 5,379 shares of common stock were withheld at $16.22 per share to satisfy tax obligations. After this transaction, he directly holds 77,900 common shares.
Westwood Holdings Group Head of Distribution David O. Linton received a grant of 15,414 shares of common stock on February 23, 2026. These shares were awarded at no cost as part of his equity compensation, increasing his direct holdings to 29,415 shares.
On the same date, 2,654 shares were disposed of at $16.22 per share to cover tax obligations associated with this grant. This tax-withholding disposition was not an open-market sale, and Linton’s remaining directly owned stake is reported at 29,415 shares after these transactions.
WESTWOOD HOLDINGS GROUP INC Chief Financial Officer Murray Forbes III reported a compensation-related stock grant. He acquired 11,098 shares of common stock on 2026-02-23 at $0.00 per share as an award. To cover tax obligations, 2,859 shares were disposed of at a price of $16.22 per share through share withholding rather than a market sale. Following these transactions, he directly owns 65,826 shares of common stock. The filing reflects routine equity compensation and related tax withholding, not open-market buying or selling.
Westwood Holdings Group CEO Brian O. Casey reported equity compensation activity involving company common stock. On 2026-02-23, he received a grant of 57,194 shares of common stock at a price of $0.0000 per share as a share award. On the same date, 18,943 shares were disposed of at $16.2200 per share to satisfy tax obligations, resulting in a net increase of 38,251 shares from this award. Following these transactions, Casey directly held 530,610 shares of Westwood Holdings Group common stock.
WESTWOOD HOLDINGS GROUP INC President and COO Fabian Gomez reported routine equity compensation activity involving the company’s common stock. On February 23, 2026, he received a grant of 32,287 shares at $0.00 per share as a stock award. On the same date, 6,223 shares were automatically disposed of at $16.22 per share to cover tax obligations, a non‑market transaction that does not represent an open‑market sale. After these transactions, Gomez directly owned 122,573 shares of WESTWOOD HOLDINGS GROUP INC common stock.
Westwood Holdings Group Chief Financial Officer Forbes Murray III reported two same-day transactions in company common stock. On February 23, 2026, he received a grant of 11,098 shares at no cost as a stock award, then executed an open-market sale of 2,859 shares at $16.22 per share. After these moves, he directly owned 65,826 shares of Westwood common stock. The filing notes it was submitted after the normal two-business-day deadline due to administrative matters related to the filer’s EDGAR Next registration.
Westwood Holdings Group CEO Brian O. Casey reported a mix of stock grant and sale in Westwood Holdings Group Inc. common stock. On February 23, 2026, he received a grant of 57,194 shares at no cost, then executed an open-market sale of 18,943 shares at $16.22 per share. After these transactions, he directly held 530,610 shares of common stock. The filing notes it was submitted after the two-business-day deadline due to administrative matters related to the filer’s EDGAR Next registration.
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.
Westwood Holdings Group President Fabian Gomez reported both an equity award and a small share sale. On February 23, 2026, he received a grant of 32,287 shares of common stock at $0.00 per share as compensation, then conducted an open-market sale of 6,223 shares at $16.22 per share.
Following these transactions, Gomez directly held 122,573 shares of Westwood common stock. The filing notes it was submitted after the two-business-day deadline due to administrative matters related to the filer’s EDGAR Next registration.
WESTWOOD HOLDINGS GROUP INC executive Adrian Helfert, CIO of Multi-Asset Investments, sold common stock in an open-market transaction. He sold 10,772 shares at an average price of $16.22 per share on February 23, 2026. After this sale, he directly holds 162,751 shares of Westwood common stock. The company notes the Form 4 was filed after the two-business-day deadline due to administrative matters related to the filer's EDGAR Next registration.
Westwood Holdings Group executive Matthew Lockridge reported an open‑market sale of company stock. On February 23, 2026, he sold 5,379 shares of Westwood Holdings Group common stock at an average price of $16.22 per share. After this transaction, he directly holds 77,900 shares of common stock. The filing notes it was submitted after the standard two‑business‑day deadline due to administrative matters related to the filer’s EDGAR Next registration.
Westwood Holdings Group Inc. CEO and director Brian O. Casey reported a sale of company stock. On 12/10/2025, he sold 8,341 shares of Westwood Holdings Group common stock in an open-market transaction reported as a sale code "S" at a weighted average price of $16.5494 per share. The filing states the sale was executed pursuant to Rule 144 under the Securities Act of 1933 and that the shares were sold in multiple trades at prices ranging from $16.45 to $16.6528. Following this transaction, he beneficially owned 492,359 shares of Westwood Holdings Group common stock in direct form.
Westwood Holdings Group CEO Brian O. Casey, who is also a director, reported selling 1,764 shares of Westwood common stock on 12/09/2025. The sale was executed under Rule 144 of the Securities Act of 1933 at a weighted average price of $16.4063 per share, with individual trades occurring between $16.4014 and $16.41. After this transaction, Casey beneficially owns 500,700 shares of Westwood common stock, held in direct ownership.
Westwood Holdings Group CEO and director Brian O. Casey reported a small sale of company stock. On 12/08/2025, he sold 1,602 shares of Westwood Holdings Group common stock in an open-market transaction coded as a sale. The weighted average sale price was $16.4456 per share, with individual trades executed between $16.43 and $16.45 under Rule 144.
After this transaction, he beneficially owned 502,464 shares of Westwood Holdings Group common stock in direct ownership. The filing notes that detailed price breakdowns for each trade are available upon request from the reporting person, the company, or the SEC staff.
Westwood Holdings Group Inc. CEO and director Brian O. Casey reported a small open-market sale of company stock. On 12/05/2025, he sold 1,351 shares of common stock in a transaction coded "S" for sale. The weighted average sale price was $16.4394 per share, with individual trades executed between $16.4145 and $16.51 under Rule 144 of the Securities Act of 1933.
Following this transaction, Casey beneficially owns 504,066 shares of Westwood Holdings Group Inc. common stock in direct form. The filing notes that detailed trade-by-trade pricing information is available upon request from the SEC staff, the issuer, or any security holder.
Westwood Holdings Group (WHG) CEO and director Brian O. Casey reported an open-market sale of company stock. On 11/10/2025, he sold 370 shares of common stock at $17 per share, as disclosed on a Form 4.
Following the transaction, Casey beneficially owns 505,556 shares directly. The filing notes the sale was executed pursuant to Rule 144 under the Securities Act of 1933.