Westwood Holdings's three largest insider shareholders as of March 23, 2026 are Brian O Casey (Ceo, 492.36K shares), Susan M Byrne (Director, 275.44K shares), Adrian Helfert (Cio, Multi Asset Inv., 173.52K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Brian O Casey | Ceo | 530,610 | 0 | 16 Mar, 2026 |
| Brian O Casey | Ceo | 492,359 | 0 | 11 Dec, 2025 |
| Susan M Byrne | 275,444 | 0 | 27 Apr, 2023 | |
| Adrian Helfert | Cio, Multi Asset Inv. | 173,523 | 0 | 25 Feb, 2025 |
| Adrian Helfert | Cio, Multi Asset Inv. | 162,751 | 0 | 16 Mar, 2026 |
| Fabian Gomez | President And Coo | 122,573 | 0 | 16 Mar, 2026 |
| Fabian Gomez | President | 96,509 | 0 | 05 May, 2025 |
| Matthew Lockridge | Head, U.S. Value Inv. | 83,279 | 0 | 25 Feb, 2025 |
| Richard M Frank | 82,228 | 0 | 20 May, 2024 | |
| Matthew Lockridge | Head, U.S. Value Inv. | 77,900 | 0 | 16 Mar, 2026 |
| Raymond E Wooldridge | 77,597 | 0 | 03 Nov, 2021 | |
| John Porter Montgomery | Chief Operating Officer | 75,816 | 0 | 12 Sep, 2023 |
| Julie Kramer Gerron | General Counsel Cco | 69,920 | 0 | 27 Feb, 2023 |
| Murray Iii Forbes | Chief Financial Officer | 65,826 | 0 | 16 Mar, 2026 |
| Murray Iii Forbes | Chief Financial Officer | 57,587 | 0 | 25 Feb, 2025 |
| Leah Bennett | President Westwood Wealth Mgmt | 56,021 | 0 | 27 Feb, 2024 |
| J. Hale Hoak | 54,990 | 0 | 14 May, 2025 | |
| Geoffrey Norman | 50,084 | 0 | 14 May, 2025 | |
| Steve Paddon | Head Of Distribution | 49,418 | 0 | 28 Feb, 2022 |
| Ellen H Masterson | 46,834 | 0 | 23 May, 2025 | |
| Holdings Group Inc Westwood | 36,847 | 0 | 09 May, 2024 | |
| Randy A Bowman | 31,752 | 0 | 14 May, 2025 | |
| David O Linton | Head Of Distribution | 29,415 | 0 | 16 Mar, 2026 |
| John Anthony Jr Ehinger | Head Of Legal And Compliance | 18,252 | 0 | 16 Mar, 2026 |
| Investment Management, Llc Jcp | 0 | 16,795 | 13 Jun, 2022 | |
| John Anthony Jr Ehinger | Head Of Legal, Cco | 13,541 | 0 | 25 Feb, 2025 |
| Katherine Murray | 5,690 | 0 | 14 May, 2025 | |
| Matthew Mazzei | Controller | 3,809 | 0 | 24 Feb, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 23 Feb, 2026 | Matthew Lockridge | common stock | D | 5,379 | $16.22 | 77,900 | D | F |
| 23 Feb, 2026 | Adrian Helfert | common stock | D | 10,772 | $16.22 | 162,751 | D | F |
| 23 Feb, 2026 | Murray Iii Forbes | common stock | A | 11,098 | $0.00 | 65,826 | D | A |
| 23 Feb, 2026 | Brian O Casey | common stock | A | 57,194 | $0.00 | 530,610 | D | A |
| 23 Feb, 2026 | Fabian Gomez | common stock | A | 32,287 | $0.00 | 122,573 | D | A |
| 23 Feb, 2026 | David O Linton | common stock | A | 15,414 | $0.00 | 29,415 | D | A |
| 23 Feb, 2026 | John Anthony Jr Ehinger | common stock | A | 5,549 | $0.00 | 19,090 | D | A |
| 23 Feb, 2026 | John Anthony Jr Ehinger | common stock | D | 838 | $16.22 | 18,252 | D | F |
| 23 Feb, 2026 | David O Linton | common stock | D | 2,654 | $16.22 | 29,415 | D | F |
| 23 Feb, 2026 | Fabian Gomez | common stock | D | 6,223 | $16.22 | 122,573 | D | F |
| 23 Feb, 2026 | Murray Iii Forbes | common stock | D | 2,859 | $16.22 | 65,826 | D | F |
| 23 Feb, 2026 | Brian O Casey | common stock | D | 18,943 | $16.22 | 530,610 | D | F |
| 23 Feb, 2026 | Murray Iii Forbes | common stock | A | 11,098 | $0.00 | 68,685 | D | A |
| 23 Feb, 2026 | Murray Iii Forbes | common stock | D | 2,859 | $16.22 | 65,826 | D | S |
| 23 Feb, 2026 | Brian O Casey | common stock | A | 57,194 | $0.00 | 549,553 | D | A |
| 23 Feb, 2026 | Adrian Helfert | common stock | D | 10,772 | $16.22 | 162,751 | D | S |
| 23 Feb, 2026 | David O Linton | common stock | A | 15,414 | $0.00 | 32,069 | D | A |
| 23 Feb, 2026 | Matthew Lockridge | common stock | D | 5,379 | $16.22 | 77,900 | D | S |
| 23 Feb, 2026 | Fabian Gomez | common stock | A | 32,287 | $0.00 | 128,796 | D | A |
| 23 Feb, 2026 | Fabian Gomez | common stock | D | 6,223 | $16.22 | 122,573 | D | S |