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WESTWOOD HOLDINGS GROUP INC

WHG Net selling
CIK 0001165002 #3984 in the set updated 17 Sep 2026
Bought (120 mo)
$1.24M
out of their own pocket, the only kind of buying there is
Sold (120 mo)
$9.17M
$1.14M on a plan · $0.00 straight out of an exercise
Sold at will
$8.02M
80 of 124 sales
Net
−$7.92M
−$6.78M against sales at will

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%

Nothing of that kind in this period.

What was left out

Form 4 filings counted 195
Amendments (4/A) skipped 17
Filings about a different issuer 0
Unreadable filings 0
Joint filings 2
Sales on a Rule 10b5-1 plan 44
Sales straight out of an exercise 0
Sales at will 80
Transactions with no price 0
Shares from compensation/vesting 1,529,280
Sales filed before the plan box existed 43
History held since 21 Oct 2016