WESTWOOD HOLDINGS GROUP INC

By person

28 insiders · 142 transactions

14.1×

Brian O. Casey holds 14.1 times base salary in stock. $10.59M of shares against $750.00K in salary for 2025.

Salary from the company's own proxy. The shares are what Brian O. Casey last reported holding, valued at $19.88, the price common stock was last bought or sold at on the open market here, on 2 Jul 2026.

Insider

Role

Bought

Sold

Net

Holding

Of company

Worth

Change

BYRNE SUSAN M

Director Emerita

$113.56K (4)

$6.15M (79)

−$6.04M

230,520

2.43%

$4.58M

−36.5%

CASEY BRIAN O

CEO

$215.94K (4)

$705.63K (10)

−$489.69K

532,710

5.62%

$10.59M

+110.8%

Gomez Fabian

President

—

$423.24K (8)

−$423.24K

122,573

1.29%

$2.44M

+796.0%

Lockridge Matthew

Head, U.S. Value Inv.

—

$395.72K (5)

−$395.72K

77,900

0.8213%

$1.55M

+30.8%

Gerron Julie Kramer

General Counsel & CCO

—

$337.80K (5)

−$337.80K

69,920

0.7372%

$1.39M

+128.3%

WOOLDRIDGE RAYMOND E

Director

$297.81K (3)

—

+$297.81K

82,597

0.8709%

$1.64M

+74.3%

Freeman Mark

Chief Investment Officer

—

$292.75K (1)

−$292.75K

104,055

1.10%

$2.07M

+23.9%

Helfert Adrian

CIO, Multi-Asset Inv.

—

$174.72K (1)

−$174.72K

162,751

1.72%

$3.23M

+72.6%

FRANK RICHARD M

Director

$167.66K (4)

$1.17K (1)

+$166.49K

82,228

0.8670%

$1.63M

+182.4%

Root Randall L.

Pres., Westwood Trust Dallas

—

$120.03K (1)

−$120.03K

34,010

0.3586%

$675.99K

−8.9%

Bennett Leah

President-Westwood Wealth Mgmt

—

$82.53K (4)

−$82.53K

56,021

0.5907%

$1.11M

+84.6%

JCP Investment Management, LLC entity

See Footnote 1

$447.32K (3)

$376.64K (3)

+$70.68K

877,211

9.25%

$17.44M

+0.1%

Forbes Murray III

Chief Financial Officer

—

$46.37K (1)

−$46.37K

65,826

0.6940%

$1.31M

+940.2%

Linton David O

Head of Distribution

—

$43.05K (1)

−$43.05K

29,415

0.3101%

$584.66K

+76.6%

Montgomery John Porter

Chief Operating Officer

—

$16.50K (4)

−$16.50K

75,816

0.7994%

$1.51M

+13.0%

Hoak J. Hale

Director

—

60,770

0.6407%

$1.21M

+23.3%

MASTERSON ELLEN H

Director

—

52,614

0.5547%

$1.05M

+1,048%

Norman Geoffrey

Director

—

50,084

0.5281%

$995.48K

+539.2%

Paddon Steve

Head of Distribution

—

49,418

0.5210%

$982.24K

—

WESTWOOD HOLDINGS GROUP INC entity

Director

—

44,394

0.4681%

$882.38K

+20.5%

Bowman Randy A

Director

—

37,532

0.3957%

$745.99K

—

McTeer Robert Doyal

Director

—

19,368

0.2042%

$384.96K

+20.4%

Ehinger John Anthony Jr

Head of Legal and Compliance

—

18,252

0.1924%

$362.78K

+377.3%

Kice Tiffany B.

Chief Financial Officer

—

16,847

0.1776%

$334.85K

+65.5%

Ryan Janice

Director

—

11,669

0.1230%

$231.94K

—

Murray Katherine

Director

—

11,470

0.1209%

$227.98K

—

Weiland Martin J

Director

—

10,837

0.1143%

$215.40K

+43.5%

Mazzei Matthew

Controller

—

3,809

0.0402%

$75.71K

+393.4%

Individual transactions

Insider

Date

Role

Action

Price

Amount

FRANK RICHARD M

30 Nov 2021

Director

Buy

578

$16.65

$9.62K

FRANK RICHARD M

29 Nov 2021

Director

Buy

406

$16.65

$6.76K

CASEY BRIAN O

22 Nov 2021

President & CEO

Buy

3,000

$16.75

$50.25K

FRANK RICHARD M

3 Nov 2021

Director

Buy

5,000

$17.75

$88.75K

CASEY BRIAN O

2 Nov 2021

President & CEO

Buy

522

$17.25

$9.00K

CASEY BRIAN O

1 Nov 2021

President & CEO

Buy

2,500

$17.25

$43.13K

WOOLDRIDGE RAYMOND E

1 Nov 2021

Director

Buy

10,000

$17.49

$174.89K

JCP Investment Management, LLC

29 Apr 2021

10% owner

Buy indirect

505

$17.89

$9.04K

JCP Investment Management, LLC

29 Apr 2021

10% owner

Buy indirect

12,500

$17.89

$223.66K

JCP Investment Management, LLC

29 Apr 2021

10% owner

Buy indirect

11,995

$17.89

$214.62K

FRANK RICHARD M

16 Nov 2020

Director

Buy

5,584

$11.20

$62.53K

WOOLDRIDGE RAYMOND E

10 Aug 2020

Director

Buy indirect

5,000

$12.29

$61.46K

WOOLDRIDGE RAYMOND E

10 Aug 2020

Director

Buy

5,000

$12.29

$61.46K

CASEY BRIAN O

7 Aug 2020

President & CEO

Buy

10,000

$11.36

$113.56K

BYRNE SUSAN M

9 Mar 2020

Director

Buy

1,000

$20.28

$20.28K

BYRNE SUSAN M

5 Mar 2020

Director

Buy

1,500

$22.43

$33.64K

BYRNE SUSAN M

4 Mar 2020

Director

Buy

1,350

$23.78

$32.10K

BYRNE SUSAN M

3 Mar 2020

Director

Buy

1,150

$23.95

$27.55K

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