Welcome to our dedicated page for WESTWOOD HOLDINGS GROUP 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 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.