Insider Shareholders with Direct Ownership of Westwood Holdings Group Inc (WHG)
This section provides a comprehensive overview of the insiders with direct ownership of Westwood Holdings Group Inc (WHG). You can find detailed information about the size and nature of each insider's ownership stake, as well as the latest updates on their holdings.
WESTWOOD HOLDINGS GROUP INC Insider List
| Insider | Adquired | Disposed | Held | # of Trades | Last Transaction |
|---|---|---|---|---|---|
|
Brian O Casey
CEO |
263,324 | 58,326 | 512,676 $8.1 Million | 17 |
Feb 21, 2025
Reduced 2.5%
|
|
Susan M Byrne
Director |
32,351 | 32,600 | 275,444 $4.35 Million | 18 |
Apr 26, 2023
Added 2.79%
|
|
Adrian Helfert
CIO, Multi-Asset Inv. |
112,600 | 33,353 | 173,523 $2.74 Million | 6 |
Feb 21, 2025
Reduced 7.17%
|
|
Mark Freeman
Chief Investment Officer |
60,147 | 24,842 | 104,055 $1.64 Million | 6 |
Mar 08, 2019
Reduced 6.34%
|
|
Fabian Gomez
President |
121,078 | 31,249 | 103,509 $1.64 Million | 22 |
Feb 21, 2025
Reduced 4.84%
|
|
Matthew Lockridge
Head, U.S. Value Inv. |
65,982 | 42,244 | 83,279 $1.32 Million | 10 |
Feb 21, 2025
Reduced 5.6%
|
|
Richard M Frank
Director |
51,466 | 0 | 82,228 $1.3 Million | 13 |
May 20, 2024
Added 8.41%
|
|
Raymond E Wooldridge
Director |
28,536 | 0 | 77,597 $1.23 Million | 6 |
Nov 01, 2021
Added 11.42%
|
|
John Porter Montgomery
Chief Operating Officer |
12,156 | 3,428 | 75,816 $1.2 Million | 4 |
Sep 11, 2023
Reduced 0.43%
|
|
Julie Kramer Gerron
General Counsel & CCO |
51,212 | 13,914 | 69,920 $1.1 Million | 18 |
May 02, 2023
Added %
|
|
Murray Forbes Iii
Chief Financial Officer |
61,958 | 10,699 | 57,587 $909,874 | 14 |
Feb 21, 2025
Reduced 4.66%
|
|
Leah Bennett
President-Westwood Wealth Mgmt |
37,875 | 12,202 | 56,021 $885,131 | 8 |
Feb 23, 2024
Reduced 6.05%
|
|
Steve Paddon
Head of Distribution |
54,044 | 4,626 | 49,418 $780,804 | 6 |
Feb 24, 2022
Added 34.73%
|
|
Westwood Holdings Group Inc
Director |
7,547 | 0 | 44,394 $701,425 | 1 |
May 07, 2024
Added 14.53%
|
|
Geoffrey Norman
Director |
34,898 | 0 | 44,394 $701,425 | 7 |
May 07, 2024
Added 14.53%
|
|
Ellen H Masterson
Director |
34,898 | 0 | 41,144 $650,075 | 7 |
May 20, 2024
Added 15.5%
|
|
Randy A Bowman
Director |
26,062 | 0 | 26,062 $411,779 | 4 |
May 30, 2024
Added 22.46%
|
| 1,622 | 0 | 19,368 $306,014 | 1 |
Apr 25, 2018
Added 7.73%
|
|
|
Tiffany B. Kice
Chief Financial Officer |
4,650 | 1,091 | 16,847 $266,182 | 4 |
Oct 23, 2018
Reduced 0.46%
|
|
John Anthony Ehinger Jr
Head of Legal, CCO |
10,282 | 565 | 13,541 $213,947 | 4 |
Feb 21, 2025
Reduced 3.2%
|
| 1,622 | 0 | 10,837 $171,224 | 1 |
Apr 25, 2018
Added 13.02%
|
|
|
Matthew Mazzei
Controller |
3,561 | 524 | 3,809 $60,182 | 3 |
Feb 21, 2025
Reduced 12.09%
|