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Westwood Holdings Group Inc (WHG)

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Sector: Investment Advice

Insider Roster

M Susan Byrne, Other, 2026-05-08
Janice Ryan, Director, 2026-05-06
A Randy Bowman, Director, 2026-05-06
Katherine Murray, Director, 2026-05-06
H Ellen Masterson, Director, 2026-05-06
Hale J. Hoak, Director, 2026-05-06
Jr Anthony John Ehinger, Head Of Legal and Compliance, 2026-03-16
Adrian Helfert, Cio, Multi-Asset Inv., 2026-03-16
Matthew Lockridge, Head, U.s. Value Inv., 2026-03-16
O David Linton, Head Of Distribution, 2026-03-16
Iii Murray Forbes, Chief Financial Officer, 2026-03-16
O Brian Casey, Ceo, 2026-03-16
Fabian Gomez, President and Coo, 2026-03-16
Geoffrey Norman, Director, 2025-05-23
Matthew Mazzei, Controller, 2025-02-25
M Richard Frank, Director, Other, 2024-05-20
Westwood Holdings Group Inc, Director, 2024-05-09
Leah Bennett, President-Westwood Wealth Mgmt, 2024-02-27
Porter John Montgomery, Chief Operating Officer, 2023-09-12
Kramer Julie Gerron, General Counsel & Cco, 2023-05-02
C James Pappas, Other, 2022-06-13
Jcp Asset Partnership Vi, Lp, Other, 2022-06-13
Jcp Investment Holdings, Llc, Other, 2022-06-13
Jcp Investment Partners, Lp, Other, 2022-06-13
Jcp Investment Partnership, Lp, Other, 2022-06-13
Jcp Investment Management, Llc, Other, 2022-06-13
Steve Paddon, Head Of Distribution, 2022-06-02
E Raymond Wooldridge, Director, 2021-11-03
Mark Freeman, Chief Investment Officer, 2019-03-11
B. Tiffany Kice, Chief Financial Officer, 2018-10-24
Doyal Robert Mcteer, 2018-04-26
J Martin Weiland, 2018-04-26
L. Randall Root, Pres., Westwood Trust Dallas, 2017-02-27
Jr R William Hardcastle, Chief Financial Officer, 2014-05-02
Francis Peter Pastorelle, Principal Accounting Officer, 2014-02-25
A Mark Wallace, Chief Financial Officer, 2014-02-25
Craig Michael Whitten, Other, 2013-08-02
Ggcp, Inc., Large Shareholder, 2013-02-26
J Mario Gabelli, Large Shareholder, 2013-02-26
Gamco Investors, Inc. Et Al, Large Shareholder, 2013-02-26
C Tom Davis, Director, 2012-08-22
Jr L Jon Mosle, Director, 2011-03-29
Frederick Meyer, Director, 2009-07-24

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Hedge Fund Holdings

Filing Period: Filing is Ongoing

Last updated on May 08, 2026, 3:22pm based on SEC 13F filings Last update: May 08, 2026, 3:22pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Settian Capital Kristofer Segerberg	470,515	$7,749,382		5.43%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Frank Director, Other	$16.65	578	$9,623.70	60,866	2021-11-30	Filing
Frank Director, Other	$16.65	406	$6,759.90	60,288	2021-11-29	Filing
Frank Director, Other	$16.65	1,516	$25,241.40	59,882	2021-11-22	Filing
Frank Director, Other	$17.50	4,498	$78,715.00	58,366	2021-11-19	Filing
Frank Director, Other	$17.50	502	$8,785.00	53,868	2021-11-18	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Byrne Other	$16.17	600	$9,703.98	287,867	2026-05-08	Filing
Byrne Other	$16.06	1,000	$16,062.00	288,467	2026-05-07	Filing
Byrne Other	$16.09	260	$4,184.00	289,467	2026-05-06	Filing
Byrne Other	$16.01	678	$10,852.81	289,727	2026-05-05	Filing
Byrne Other	$16.02	239	$3,827.99	290,405	2026-05-04	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Allspring Global Investments Holdings, Llc	613,114	$9,748,513	0.02%
2.	North Star Investment Management Corp.	380,809	$6,271,924	0.38%
3.	Vanguard Capital Management Llc	320,516	$5,278,899	0%
4.	Dimensional Fund Advisors Lp	279,685	$4,606,608	0%
5.	Garner Asset Management Corp	111,016	$1,828,301	0.72%

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