WESTWOOD HOLDINGS GROUP INC (WHG)
$19.78-$0.05 (-0.25%) Today
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 26 | 51,066 | $947K |
| Grant or award | 1 | 5,889 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
49 Form 4 filings on record, the earliest from Apr 30, 2025, newest first. Filing history page 2 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| David O. Linton - Officer | Grant or award | common stock | 15,414 | $0.00 | - | |
| David O. Linton - Officer | Tax withholding / forfeiture | common stock | 2,654 | $16.22 | $43K | |
| Murray Forbes III - Officer | Grant or award | common stock | 11,098 | $0.00 | - | |
| Murray Forbes III - Officer | Tax withholding / forfeiture | common stock | 2,859 | $16.22 | $46K | |
| Brian O. Casey - Officer | Grant or award | common stock | 57,194 | $0.00 | - | |
| Brian O. Casey - Officer | Tax withholding / forfeiture | common stock | 18,943 | $16.22 | $307K | |
| Fabian Gomez - Officer | Grant or award | common stock | 32,287 | $0.00 | - | |
| Fabian Gomez - Officer | Tax withholding / forfeiture | common stock | 6,223 | $16.22 | $101K | |
| Murray Forbes III - Officer | Open-market sale | common stock | 2,859 | $16.22 | $46K | |
| Murray Forbes III - Officer | Grant or award | common stock | 11,098 | $0.00 | - | |
| Brian O. Casey - Officer | Open-market sale | common stock | 18,943 | $16.22 | $307K | |
| Brian O. Casey - Officer | Grant or award | common stock | 57,194 | $0.00 | - | |
| David O. Linton - Officer | Open-market sale | common stock | 2,654 | $16.22 | $43K | |
| David O. Linton - Officer | Grant or award | common stock | 15,414 | $0.00 | - | |
| Fabian Gomez - Officer | Open-market sale | common stock | 6,223 | $16.22 | $101K | |
| Fabian Gomez - Officer | Grant or award | common stock | 32,287 | $0.00 | - | |
| Adrian Helfert - Officer | Open-market sale | common stock | 10,772 | $16.22 | $175K | |
| Matthew Lockridge - Officer | Open-market sale | common stock | 5,379 | $16.22 | $87K | |
| Brian O. Casey - Officer | Open-market sale | common stock | 40 | $17.00 | $680 | |
| Brian O. Casey - Officer | Open-market sale | common stock | 99 | $17.00 | $2K | |
| Brian O. Casey - Officer | Open-market sale | common stock | 370 | $17.00 | $6K | |
| Brian O. Casey - Officer | Open-market sale | common stock | 6,750 | $18.00 | $122K | |
| Fabian Gomez - Officer | Open-market sale | common stock | 7,000 | $15.50 | $109K | |
| Katherine Murray - Director | Grant or award | common stock | 5,690 | $0.00 | - | |
| J. Hale Hoak - Director | Grant or award | common stock | 5,690 | $0.00 | - | |
| Randy A. Bowman - Director | Grant or award | common stock | 5,690 | $0.00 | - | |
| Geoffrey Norman - Director | Grant or award | common stock | 5,690 | $0.00 | - | |
| Ellen H. Masterson - Director | Grant or award | common stock | 5,690 | $0.00 | - |
This is as far as the anonymous view goes. Create a free account for all 49 WHG filings on record.
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR |
WESTWOOD HOLDINGS GROUP INC (WHG) had 10 insider filings in the last 90 days, with the most recent on 2026-08-07. The full record for WHG runs to 49 Form 4 filings, the earliest from 2025-04-30. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of WHG were filed in the last 90 days.
26 insider sales of WHG were filed in the last 90 days, totaling $947K.
This page tracks WHG Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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