In the last 12 months, insiders at WESTWOOD HOLDINGS GROUP INC ($WHG) filed 106 transactions with the SEC: 0 open-market purchases totaling $0 and 26 sales totaling $1,576,426. Net insider sentiment: net selling.
WESTWOOD HOLDINGS GROUP INC operates in the Investment advice industry (Finance sector).
Most Active Insiders
- CASEY BRIAN O (CEO) — 19 transactions totaling $1,263,926
- Helfert Adrian (CIO, Multi-Asset Inv.) — 8 transactions totaling $811,991
- Lockridge Matthew (Head, U.S. Value Inv.) — 12 transactions totaling $712,063
- Gomez Fabian (President) — 9 transactions totaling $385,615
- Forbes Murray III (Chief Financial Officer) — 10 transactions totaling $196,344
View all SEC Filings for WESTWOOD HOLDINGS GROUP INC (WHG).
Set Up your own filters →Recent Insider Transactions
| Transaction Date | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb. 23, 2026 | Ehinger John Anthony Jr | Head of Legal and Compliance | A | common stock | 5549 | $0.00 | 19,090.0000 | 9,408,125 | 40.98% | 0.06% |
| Feb. 23, 2026 | Gomez Fabian | President and COO | F | common stock | 6223 | $16.22 | 122,573.0000 | 9,408,125 | 4.83% | 0.07% |
| Feb. 23, 2026 | Gomez Fabian | President and COO | A | common stock | 32287 | $0.00 | 122,573.0000 | 9,408,125 | 35.76% | 0.34% |
| Feb. 23, 2026 | CASEY BRIAN O | CEO | F | common stock | 18943 | $16.22 | 530,610.0000 | 9,408,125 | 3.45% | 0.20% |
| Feb. 23, 2026 | CASEY BRIAN O | CEO | A | common stock | 57194 | $0.00 | 530,610.0000 | 9,408,125 | 12.08% | 0.61% |
| Feb. 23, 2026 | Forbes Murray III | Chief Financial Officer | F | common stock | 2859 | $16.22 | 65,826.0000 | 9,408,125 | 4.16% | 0.03% |
| Feb. 23, 2026 | Forbes Murray III | Chief Financial Officer | A | common stock | 11098 | $0.00 | 65,826.0000 | 9,408,125 | 20.28% | 0.12% |
| Feb. 23, 2026 | Linton David O | Head of Distribution | F | common stock | 2654 | $16.22 | 29,415.0000 | 9,408,125 | 8.28% | 0.03% |
| Feb. 23, 2026 | Linton David O | Head of Distribution | A | common stock | 15414 | $0.00 | 29,415.0000 | 9,408,125 | 110.09% | 0.16% |
| Feb. 23, 2026 | Lockridge Matthew | Head, U.S. Value Inv. | F | common stock | 5379 | $16.22 | 77,900.0000 | 9,408,125 | 6.46% | 0.06% |
| Feb. 23, 2026 | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 10772 | $16.22 | 162,751.0000 | 9,408,125 | 6.21% | 0.11% |
| Feb. 23, 2026 | Ehinger John Anthony Jr | Head of Legal and Compliance | F | common stock | 838 | $16.22 | 18,252.0000 | 9,408,125 | 4.39% | 0.01% |
| Feb. 23, 2026 | Helfert Adrian | CIO, Multi-Asset Inv. | S | common stock | 10772 | $16.22 | 162,751.0000 | 9,408,125 | 6.21% | 0.11% |
| Feb. 23, 2026 | Gomez Fabian | President | S | common stock | 6223 | $16.22 | 122,573.0000 | 9,408,125 | 4.83% | 0.07% |
| Feb. 23, 2026 | Linton David O | Head of Distribution | S | common stock | 2654 | $16.22 | 29,415.0000 | 9,408,125 | 8.28% | 0.03% |
| Feb. 23, 2026 | Linton David O | Head of Distribution | A | common stock | 15414 | $0.00 | 32,069.0000 | 9,408,125 | 92.55% | 0.16% |
| Feb. 23, 2026 | CASEY BRIAN O | CEO | S | common stock | 18943 | $16.22 | 530,610.0000 | 9,408,125 | 3.45% | 0.20% |
| Feb. 23, 2026 | Forbes Murray III | Chief Financial Officer | A | common stock | 11098 | $0.00 | 68,685.0000 | 9,408,125 | 19.27% | 0.12% |
| Feb. 23, 2026 | Lockridge Matthew | Head, U.S. Value Inv. | S | common stock | 5379 | $16.22 | 77,900.0000 | 9,408,125 | 6.46% | 0.06% |
| Feb. 23, 2026 | Gomez Fabian | President | A | common stock | 32287 | $0.00 | 128,796.0000 | 9,408,125 | 33.45% | 0.34% |
| Feb. 23, 2026 | CASEY BRIAN O | CEO | A | common stock | 57194 | $0.00 | 549,553.0000 | 9,408,125 | 11.62% | 0.61% |
| Feb. 23, 2026 | Forbes Murray III | Chief Financial Officer | S | common stock | 2859 | $16.22 | 65,826.0000 | 9,408,125 | 4.16% | 0.03% |
| Dec. 10, 2025 | CASEY BRIAN O | CEO | S | common stock | 8341 | $16.55 | 492,359.0000 | 9,408,125 | 1.67% | 0.09% |
| Dec. 9, 2025 | CASEY BRIAN O | CEO | S | common stock | 1764 | $16.41 | 500,700.0000 | 9,408,125 | 0.35% | 0.02% |
| Dec. 8, 2025 | CASEY BRIAN O | CEO | S | common stock | 1602 | $16.45 | 502,464.0000 | 9,408,125 | 0.32% | 0.02% |
| Dec. 5, 2025 | CASEY BRIAN O | CEO | S | common stock | 1351 | $16.44 | 504,066.0000 | 9,408,125 | 0.27% | 0.01% |
| Nov. 28, 2025 | CASEY BRIAN O | CEO | S | common stock | 99 | $17.00 | 505,417.0000 | 9,408,125 | 0.02% | 0.00% |
| Nov. 26, 2025 | CASEY BRIAN O | CEO | S | common stock | 40 | $17.00 | 505,516.0000 | 9,408,125 | 0.01% | 0.00% |
| Nov. 10, 2025 | CASEY BRIAN O | CEO | S | common stock | 370 | $17.00 | 505,556.0000 | 9,408,125 | 0.07% | 0.00% |
| Aug. 29, 2025 | CASEY BRIAN O | CEO | S | common stock | 6750 | $18.00 | 505,926.0000 | 9,408,125 | 1.32% | 0.07% |
| June 5, 2025 | Gomez Fabian | President | S | common stock | 7000 | $15.50 | 96,509.0000 | 9,234,575 | 6.76% | 0.08% |
| April 30, 2025 | Bowman Randy A | Director | A | common stock | 5690 | $0.00 | 31,752.0000 | 9,234,575 | 21.83% | 0.06% |
| April 30, 2025 | Norman Geoffrey | Director | A | common stock | 5690 | $0.00 | 50,084.0000 | 9,234,575 | 12.82% | 0.06% |
| April 30, 2025 | Murray Katherine | Director | A | common stock | 5690 | $0.00 | 5,690.0000 | 9,234,575 | 9999.99% | 0.06% |
| April 30, 2025 | Hoak J. Hale | Director | A | common stock | 5690 | $0.00 | 54,990.0000 | 9,234,575 | 11.54% | 0.06% |
| April 30, 2025 | MASTERSON ELLEN H | Director | A | common stock | 5690 | $0.00 | 46,834.0000 | 9,234,575 | 13.83% | 0.06% |
| Feb. 21, 2025 | Gomez Fabian | President | F | common stock | 5265 | $16.44 | 103,509.0000 | 9,234,575 | 4.84% | 0.06% |
| Feb. 21, 2025 | Lockridge Matthew | Head, U.S. Value Inv. | F | common stock | 4939 | $16.44 | 83,279.0000 | 9,234,575 | 5.60% | 0.05% |
| Feb. 21, 2025 | CASEY BRIAN O | CEO | F | common stock | 13159 | $16.44 | 512,676.0000 | 9,234,575 | 2.50% | 0.14% |
| Feb. 21, 2025 | CASEY BRIAN O | CEO | A | common stock | 45621 | $0.00 | 525,835.0000 | 9,234,575 | 9.50% | 0.49% |
| Feb. 21, 2025 | Gomez Fabian | President | A | common stock | 24636 | $0.00 | 108,774.0000 | 9,234,575 | 29.28% | 0.27% |
| Feb. 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 30414 | $0.00 | 186,918.0000 | 9,234,575 | 19.43% | 0.33% |
| Feb. 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 13395 | $16.44 | 173,523.0000 | 9,234,575 | 7.17% | 0.15% |
| Feb. 21, 2025 | Forbes Murray III | Chief Financial Officer | A | common stock | 10645 | $0.00 | 60,402.0000 | 9,234,575 | 21.39% | 0.12% |
| Feb. 21, 2025 | Forbes Murray III | Chief Financial Officer | F | common stock | 2815 | $16.44 | 57,587.0000 | 9,234,575 | 4.66% | 0.03% |
| Feb. 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | A | common stock | 4867 | $0.00 | 13,989.0000 | 9,234,575 | 53.35% | 0.05% |
| Feb. 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | F | common stock | 448 | $16.44 | 13,541.0000 | 9,234,575 | 3.20% | 0.00% |
| Feb. 21, 2025 | Mazzei Matthew | Controller | A | common stock | 1764 | $0.00 | 4,333.0000 | 9,234,575 | 68.66% | 0.02% |
| Feb. 21, 2025 | Mazzei Matthew | Controller | F | common stock | 524 | $16.44 | 3,809.0000 | 9,234,575 | 12.09% | 0.01% |
| Feb. 23, 2024 | Mazzei Matthew | Controller | A | common stock | 1797 | $0.00 | 2,569.0000 | 9,140,760,000 | 232.77% | 0.00% |
| Feb. 21, 2025 | Lockridge Matthew | Head, U.S. Value Inv. | A | common stock | 31935 | $0.00 | 88,218.0000 | 9,234,575 | 56.74% | 0.35% |
| Feb. 23, 2024 | CASEY BRIAN O | CEO | A | common stock | 48230 | $0.00 | 480,214.0000 | 9,140,760,000 | 11.16% | 0.00% |
| May 30, 2024 | Bowman Randy A | Director | A | common stock | 7547 | $0.00 | 26,062.0000 | 9,140,760,000 | 40.76% | 0.00% |
| May 20, 2024 | MASTERSON ELLEN H | Director | A | common stock | 7547 | $0.00 | 41,144.0000 | 9,140,760,000 | 22.46% | 0.00% |
| May 20, 2024 | FRANK RICHARD M | Other | A | common stock | 7547 | $0.00 | 82,228.0000 | 9,140,760,000 | 10.11% | 0.00% |
| May 7, 2024 | WESTWOOD HOLDINGS GROUP INC | Director | J | common stock | 7547 | $0.00 | 36,847.0000 | 9,140,760,000 | 17.00% | 0.00% |
| May 7, 2024 | WESTWOOD HOLDINGS GROUP INC | Director | A | common stock | 7547 | $0.00 | 44,394.0000 | 9,140,760,000 | 20.48% | 0.00% |
| May 7, 2024 | Norman Geoffrey | Director | A | common stock | 7547 | $0.00 | 44,394.0000 | 9,140,760,000 | 20.48% | 0.00% |
| March 6, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | S | common stock | 14000 | $12.01 | 56,283.0000 | 9,140,760,000 | 19.92% | 0.00% |
| Feb. 23, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | F | common stock | 6827 | $12.00 | 70,283.0000 | 9,140,760,000 | 8.85% | 0.00% |
| Feb. 23, 2024 | Forbes Murray III | Chief Financial Officer | A | common stock | 13542 | $0.00 | 52,480.0000 | 9,140,760,000 | 34.78% | 0.00% |
| Feb. 23, 2024 | Forbes Murray III | Chief Financial Officer | F | common stock | 2723 | $12.00 | 49,757.0000 | 9,140,760,000 | 5.19% | 0.00% |
| Feb. 23, 2024 | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 41667 | $0.00 | 168,115.0000 | 9,140,760,000 | 32.95% | 0.00% |
| Feb. 23, 2024 | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 11611 | $12.00 | 156,504.0000 | 9,140,760,000 | 6.91% | 0.00% |
| Feb. 23, 2024 | Gomez Fabian | President | A | common stock | 32907 | $0.00 | 88,323.0000 | 9,140,760,000 | 59.38% | 0.00% |
| Feb. 23, 2024 | Gomez Fabian | President | F | common stock | 4185 | $12.00 | 84,138.0000 | 9,140,760,000 | 4.74% | 0.00% |
| Feb. 23, 2024 | Bennett Leah | President-Westwood Wealth Mgmt | A | common stock | 21667 | $0.00 | 59,629.0000 | 9,140,760,000 | 57.08% | 0.00% |
| Feb. 23, 2024 | Bennett Leah | President-Westwood Wealth Mgmt | F | common stock | 3608 | $12.00 | 56,021.0000 | 9,140,760,000 | 6.05% | 0.00% |
| Feb. 23, 2024 | Ehinger John Anthony Jr | Head of Legal, CCO | A | common stock | 5415 | $0.00 | 9,239.0000 | 9,140,760,000 | 141.61% | 0.00% |
| Feb. 23, 2024 | Ehinger John Anthony Jr | Head of Legal, CCO | F | common stock | 117 | $12.00 | 9,122.0000 | 9,140,760,000 | 1.27% | 0.00% |
| Feb. 23, 2024 | CASEY BRIAN O | CEO | A | common stock | 52083 | $0.00 | 489,061.0000 | 9,140,760,000 | 11.92% | 0.00% |
| Feb. 23, 2024 | CASEY BRIAN O | CEO | F | common stock | 5694 | $12.00 | 483,367.0000 | 9,140,760,000 | 1.16% | 0.00% |
| Sept. 11, 2023 | Montgomery John Porter | Chief Operating Officer | S | common stock | 327 | $9.89 | 75,816.0000 | 8,881,831 | 0.43% | 0.00% |
| Sept. 11, 2023 | Montgomery John Porter | Chief Operating Officer | S | common stock | 500 | $9.90 | 76,983.0000 | 8,881,831 | 0.65% | 0.01% |
| Sept. 6, 2023 | Montgomery John Porter | Chief Operating Officer | S | common stock | 838 | $9.90 | 76,145.0000 | 8,881,831 | 1.09% | 0.01% |
| Sept. 6, 2023 | Montgomery John Porter | Chief Operating Officer | S | common stock | 2 | $10.20 | 76,143.0000 | 8,881,831 | 0.00% | 0.00% |
| Aug. 9, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | S | common stock | 850 | $10.97 | 37,962.0000 | 8,881,831 | 2.19% | 0.01% |
| May 2, 2023 | Gerron Julie Kramer | General Counsel & CCO | J | common stock | 0 | $0.00 | 69,920.0000 | 8,881,831 | 0.00% | 0.00% |
| April 26, 2023 | MASTERSON ELLEN H | Director | A | common stock | 7917 | $0.00 | 33,597.0000 | 8,881,831 | 30.83% | 0.09% |
| April 26, 2023 | MASTERSON ELLEN H | Director | A | common stock | 7917 | $0.00 | 27,699.0000 | 8,881,831 | 40.02% | 0.09% |
| April 26, 2023 | FRANK RICHARD M | Other | A | common stock | 7917 | $0.00 | 74,681.0000 | 8,881,831 | 11.86% | 0.09% |
| April 26, 2023 | Bowman Randy A | Director | A | common stock | 7917 | $0.00 | 18,515.0000 | 8,881,831 | 74.70% | 0.09% |
| April 26, 2023 | BYRNE SUSAN M | Other | A | common stock | 7917 | $0.00 | 275,444.0000 | 8,881,831 | 2.96% | 0.09% |
| April 26, 2023 | Norman Geoffrey | Director | A | common stock | 7917 | $0.00 | 36,847.0000 | 8,881,831 | 27.37% | 0.09% |
| March 14, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | S | common stock | 2000 | $12.90 | 38,812.0000 | 8,881,831 | 4.90% | 0.02% |
| March 7, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | S | common stock | 1500 | $13.42 | 77,904.0000 | 8,881,831 | 1.89% | 0.02% |
| March 9, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | F | common stock | 794 | $13.60 | 77,110.0000 | 8,881,831 | 1.02% | 0.01% |
| March 6, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | S | common stock | 3000 | $13.91 | 79,404.0000 | 8,881,831 | 3.64% | 0.03% |
| Feb. 23, 2023 | Montgomery John Porter | Chief Operating Officer | F | common stock | 1761 | $12.34 | 69,433.0000 | 8,881,831 | 2.47% | 0.02% |
| Feb. 23, 2023 | Montgomery John Porter | Chief Operating Officer | A | common stock | 12156 | $0.00 | 81,589.0000 | 8,881,831 | 17.51% | 0.14% |
| Feb. 23, 2023 | Gomez Fabian | President | F | common stock | 3193 | $12.34 | 39,208.0000 | 8,881,831 | 7.53% | 0.04% |
| Feb. 23, 2023 | Gomez Fabian | President | A | common stock | 16208 | $0.00 | 55,416.0000 | 8,881,831 | 41.34% | 0.18% |
| Feb. 23, 2023 | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 8347 | $12.34 | 85,929.0000 | 8,881,831 | 8.85% | 0.09% |
| Feb. 23, 2023 | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 40519 | $0.00 | 126,448.0000 | 8,881,831 | 47.15% | 0.46% |
| Feb. 23, 2023 | Forbes Murray III | Chief Financial Officer | F | common stock | 1997 | $12.34 | 27,876.0000 | 8,881,831 | 6.68% | 0.02% |
| Feb. 23, 2023 | Gerron Julie Kramer | General Counsel & CCO | A | common stock | 13721 | $0.00 | 69,920.0000 | 8,881,831 | 24.42% | 0.15% |
| Feb. 23, 2023 | Gerron Julie Kramer | General Counsel & CCO | F | common stock | 2546 | $12.34 | 56,199.0000 | 8,881,831 | 4.33% | 0.03% |
| Feb. 23, 2023 | Forbes Murray III | Chief Financial Officer | A | common stock | 11062 | $0.00 | 38,938.0000 | 8,881,831 | 39.68% | 0.12% |
| Feb. 23, 2023 | CASEY BRIAN O | CEO | F | common stock | 1545 | $12.34 | 387,029.0000 | 8,881,831 | 0.40% | 0.02% |
| Feb. 23, 2023 | CASEY BRIAN O | CEO | A | common stock | 50649 | $0.00 | 437,678.0000 | 8,881,831 | 13.09% | 0.57% |
| Feb. 23, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | F | common stock | 4471 | $12.34 | 48,357.0000 | 8,881,831 | 8.46% | 0.05% |
| Feb. 22, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | A | common stock | 34047 | $0.00 | 82,404.0000 | 8,881,831 | 70.41% | 0.38% |
| Feb. 22, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | S | common stock | 6713 | $11.70 | 52,828.0000 | 8,881,831 | 11.27% | 0.08% |
| Feb. 23, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | A | common stock | 16208 | $0.00 | 40,812.0000 | 8,881,831 | 65.88% | 0.18% |
| Feb. 23, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | F | common stock | 2504 | $12.34 | 24,604.0000 | 8,881,831 | 9.24% | 0.03% |
| Nov. 28, 2022 | Bennett Leah | President-Westwood Wealth Mgmt | S | common stock | 240 | $10.60 | 27,108.0000 | 8,253,491 | 0.88% | 0.00% |