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

BYRNE SUSAN M

24 Apr 2026

Director Emerita

Sell

700

$16.14

$11.30K

BYRNE SUSAN M

23 Apr 2026

Director Emerita

Sell

$17.27

$155.39

BYRNE SUSAN M

22 Apr 2026

Director Emerita

Sell

294

$15.85

$4.66K

BYRNE SUSAN M

21 Apr 2026

Director Emerita

Sell

532

$16.17

$8.60K

BYRNE SUSAN M

20 Apr 2026

Director Emerita

Sell

500

$16.64

$8.32K

BYRNE SUSAN M

17 Apr 2026

Director Emerita

Sell

700

$16.36

$11.45K

BYRNE SUSAN M

16 Apr 2026

Director Emerita

Sell

500

$16.14

$8.07K

BYRNE SUSAN M

15 Apr 2026

Director Emerita

Sell

1,500

$16.45

$24.68K

BYRNE SUSAN M

14 Apr 2026

Director Emerita

Sell

301

$16.48

$4.96K

BYRNE SUSAN M

13 Apr 2026

Director Emerita

Sell

1,600

$16.32

$26.11K

BYRNE SUSAN M

10 Apr 2026

Director Emerita

Sell

900

$16.11

$14.49K

BYRNE SUSAN M

9 Apr 2026

Director Emerita

Sell

401

$16.31

$6.54K

BYRNE SUSAN M

8 Apr 2026

Director Emerita

Sell

704

$16.46

$11.58K

BYRNE SUSAN M

6 Apr 2026

Director Emerita

Sell

700

$16.31

$11.42K

BYRNE SUSAN M

2 Apr 2026

Director Emerita

Sell

600

$16.21

$9.73K

BYRNE SUSAN M

1 Apr 2026

Director Emerita

Sell

1,494

$16.83

$25.15K

Lockridge Matthew

23 Feb 2026

Head, U.S. Value Inv.

Sell

5,379

$16.22

$87.25K

Helfert Adrian

23 Feb 2026

CIO, Multi-Asset Inv.

Sell

10,772

$16.22

$174.72K

Gomez Fabian

23 Feb 2026

President

Sell

6,223

$16.22

$100.94K

Linton David O

23 Feb 2026

Head of Distribution

Sell

2,654

$16.22

$43.05K

CASEY BRIAN O

23 Feb 2026

CEO

Sell

18,943

$16.22

$307.26K

Forbes Murray III

23 Feb 2026

Chief Financial Officer

Sell

2,859

$16.22

$46.37K

CASEY BRIAN O

10 Dec 2025

CEO

Sell

8,341

$16.55

$138.04K

CASEY BRIAN O

9 Dec 2025

CEO

Sell

1,764

$16.41

$28.94K

CASEY BRIAN O

8 Dec 2025

CEO

Sell

1,602

$16.45

$26.35K

CASEY BRIAN O

5 Dec 2025

CEO

Sell

1,351

$16.44

$22.21K

CASEY BRIAN O

28 Nov 2025

CEO

Sell

$17.00

$1.68K

CASEY BRIAN O

26 Nov 2025

CEO

Sell

$17.00

$680.00

CASEY BRIAN O

10 Nov 2025

CEO

Sell

370

$17.00

$6.29K

CASEY BRIAN O

29 Aug 2025

CEO

Sell

6,750

$18.00

$121.50K

Gomez Fabian

5 Jun 2025

President

Sell

7,000

$15.50

$108.50K

Lockridge Matthew

6 Mar 2024

Head, U.S. Value Inv.

Sell

14,000

$12.01

$168.09K

Montgomery John Porter

11 Sep 2023

Chief Operating Officer

Sell

327

$9.89

$3.23K

Montgomery John Porter

11 Sep 2023

Chief Operating Officer

Sell

500

$9.90

$4.95K

Montgomery John Porter

6 Sep 2023

Chief Operating Officer

Sell

$10.20

$20.40

Montgomery John Porter

6 Sep 2023

Chief Operating Officer

Sell

838

$9.90

$8.30K

Bennett Leah

9 Aug 2023

President-Westwood Wealth Mgmt

Sell

850

$10.97

$9.33K

Bennett Leah

14 Mar 2023

President-Westwood Wealth Mgmt

Sell

2,000

$12.90

$25.81K

Lockridge Matthew

7 Mar 2023

Head, U.S. Value Inv.

Sell

1,500

$13.42

$20.13K

Lockridge Matthew

6 Mar 2023

Head, U.S. Value Inv.

Sell

3,000

$13.91

$41.72K

Lockridge Matthew

22 Feb 2023

Head, U.S. Value Inv.

Sell

6,713

$11.70

$78.54K

Bennett Leah

28 Nov 2022

President-Westwood Wealth Mgmt

Sell

240

$10.60

$2.54K

JCP Investment Management, LLC

9 Jun 2022

See Footnote 1

Sell indirect

482

$15.69

$7.56K

JCP Investment Management, LLC

9 Jun 2022

See Footnote 1

Sell indirect

12,000

$15.69

$188.32K

JCP Investment Management, LLC

9 Jun 2022

See Footnote 1

Sell indirect

11,518

$15.69

$180.76K

Bennett Leah

1 Jun 2022

President-Westwood Wealth Mgmt

Sell

3,000

$14.95

$44.85K

Gomez Fabian

25 Jun 2021

Chief Operating Officer

Sell

885

$21.59

$19.10K

Gomez Fabian

5 May 2021

Chief Operating Officer

Sell

700

$19.52

$13.66K

Gomez Fabian

4 May 2021

Chief Operating Officer

Sell

800

$19.50

$15.60K

Gomez Fabian

9 Apr 2021

Chief Operating Officer

Sell

1,817

$17.31

$31.45K

Gomez Fabian

8 Apr 2021

Chief Operating Officer

Sell

1,412

$17.26

$24.37K

CASEY BRIAN O

9 Mar 2021

President & CEO

Sell

2,975

$17.71

$52.69K

Gomez Fabian

8 May 2020

Chief Operating Officer

Sell

5,220

$21.00

$109.62K

Gerron Julie Kramer

16 Jan 2018

General Counsel & CCO

Sell

500

$68.63

$34.31K

Gerron Julie Kramer

12 Jan 2018

General Counsel & CCO

Sell

1,513

$68.34

$103.40K

Gerron Julie Kramer

4 Jan 2018

General Counsel & CCO

Sell

1,353

$67.46

$91.28K

Gerron Julie Kramer

3 Jan 2018

General Counsel & CCO

Sell

634

$67.02

$42.49K

Gerron Julie Kramer

2 Jan 2018

General Counsel & CCO

Sell

1,000

$66.32

$66.32K

Freeman Mark

15 Dec 2017

Chief Investment Officer

Sell

4,500

$65.06

$292.75K

BYRNE SUSAN M

27 Sep 2017

Director

Sell

7,635

$64.01

$488.69K

BYRNE SUSAN M

26 Sep 2017

Director

Sell

7,265

$64.01

$465.01K

BYRNE SUSAN M

25 Sep 2017

Director

Sell

100

$64.00

$6.40K

BYRNE SUSAN M

20 Sep 2017

Director

Sell

1,558

$62.01

$96.62K

BYRNE SUSAN M

19 Sep 2017

Director

Sell

2,301

$62.01

$142.69K

BYRNE SUSAN M

18 Sep 2017

Director

Sell

6,141

$62.09

$381.32K

BYRNE SUSAN M

8 Aug 2017

Director

Sell indirect

6,500

$60.00

$390.01K

FRANK RICHARD M

2 Aug 2017

Director

Sell indirect

$58.54

$1.17K

BYRNE SUSAN M

1 Aug 2017

Director

Sell

3,230

$60.01

$193.83K

BYRNE SUSAN M

31 Jul 2017

Director

Sell

255

$60.00

$15.30K

BYRNE SUSAN M

28 Jul 2017

Director

Sell

3,902

$60.10

$234.50K

BYRNE SUSAN M

18 Jul 2017

Director

Sell

2,613

$60.01

$156.80K

BYRNE SUSAN M

14 Jul 2017

Director

Sell

14,054

$58.03

$815.54K

BYRNE SUSAN M

13 Jul 2017

Director

Sell

846

$58.00

$49.07K

BYRNE SUSAN M

23 Jun 2017

Director

Sell

100

$58.00

$5.80K

BYRNE SUSAN M

22 Jun 2017

Director

Sell

14,233

$57.18

$813.90K

BYRNE SUSAN M

8 Jun 2017

Director

Sell

255

$55.29

$14.10K

BYRNE SUSAN M

2 Jun 2017

Director

Sell indirect

2,500

$55.59

$138.98K

BYRNE SUSAN M

1 Jun 2017

Director

Sell indirect

5,000

$55.18

$275.89K

BYRNE SUSAN M

30 May 2017

Director

Sell indirect

2,500

$54.20

$135.49K

Root Randall L.

18 Nov 2016

Pres., Westwood Trust Dallas

Sell

2,000

$60.01

$120.03K

Show all 142 transactions →

WESTWOOD HOLDINGS GROUP INC

By person

Individual transactions

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