Westwood Holdings Group Inc (WHG) Insider Ownership

Historic Insider Ownership Trends

Westwood Holdings's three largest insider shareholders as of May 14, 2026 are Investment Management, Llc Jcp (Other, 836.42K shares), Investment Management, Llc Jcp (Other, 836.42K shares), Investment Management, Llc Jcp (Other, 836.42K shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Investment Management, Llc Jcp - 0 836,416 13 Jun, 2022
Brian O Casey Ceo 530,610 0 16 Mar, 2026
Susan M Byrne Co Chief Investment Officer 294,009 0 23 Apr, 2026
Adrian Helfert Cio, Multi Asset Inv. 162,751 0 16 Mar, 2026
Fabian Gomez President And Coo 122,573 0 16 Mar, 2026
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
Raymond E Wooldridge - 77,597 0 03 Nov, 2021
Raymond E Wooldridge - 77,597 0 03 Nov, 2021
Raymond E Wooldridge - 77,597 0 03 Nov, 2021
Raymond E Wooldridge - 77,597 0 03 Nov, 2021
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
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 - 44,394 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
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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
22 Apr, 2026 Susan M Byrne common stock D 294 $15.85 294,718 D S
22 Apr, 2026 Susan M Byrne common stock D 294 $15.85 294,718 D S
22 Apr, 2026 Susan M Byrne common stock D 294 $15.85 294,718 D S
22 Apr, 2026 Susan M Byrne common stock D 294 $15.85 294,718 D S
22 Apr, 2026 Susan M Byrne common stock D 294 $15.85 294,718 D S
23 Apr, 2026 Susan M Byrne common stock D 9 $17.27 294,709 D S
23 Apr, 2026 Susan M Byrne common stock D 9 $17.27 294,709 D S
23 Apr, 2026 Susan M Byrne common stock D 9 $17.27 294,709 D S
23 Apr, 2026 Susan M Byrne common stock D 9 $17.27 294,709 D S
23 Apr, 2026 Susan M Byrne common stock D 9 $17.27 294,709 D S
24 Apr, 2026 Susan M Byrne common stock D 700 $16.14 294,009 D S
24 Apr, 2026 Susan M Byrne common stock D 700 $16.14 294,009 D S
24 Apr, 2026 Susan M Byrne common stock D 700 $16.14 294,009 D S
24 Apr, 2026 Susan M Byrne common stock D 700 $16.14 294,009 D S
24 Apr, 2026 Susan M Byrne common stock D 700 $16.14 294,009 D S
17 Apr, 2026 Susan M Byrne common stock D 700 $16.36 296,044 D S
20 Apr, 2026 Susan M Byrne common stock D 500 $16.64 295,544 D S
21 Apr, 2026 Susan M Byrne common stock D 532 $16.17 295,012 D S
14 Apr, 2026 Susan M Byrne common stock D 301 $16.48 298,744 D S
15 Apr, 2026 Susan M Byrne common stock D 1,500 $16.45 297,244 D S