Westwood Holdings WHG Insider Ownership

NYSE WHG
$18.64 +0.13 (+0.68%)
As of: Sep 9, 2026 · 3:59 PM EDT

Insider Holdings by Owner

2.76Mn Shares

Insider Ownership Statistics

as of 31 Dec, 2017
Insider Ownership
9.36%
▼-0.141% pp QoQ
Shares Held by Insiders
800.43K
filed for Dec 2017
■0.00% QoQ
Shares Outstanding
8.94Mn
8,941,347 shares
Direct Holdings
800.43K
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Dec 2017
Insiders Holding Shares
23
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 31 Dec, 2017

Westwood Holdings's three largest insider shareholders as of September 09, 2026 are Investment Management, Llc Jcp (Other, 836.42K shares), Investment Management, Llc Jcp (Other, 836.42K shares), Brian O Casey (Ceo, 530.61K shares).

Form 4 Holdings

Insiders Holding WHG

Insiders 23
Shares held 2.76Mn
Of outstanding 30.85%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Investment Management, Llc Jcp Other 0 836,416 836,416 30.3% 13 Jun, 2022
2 Brian O Casey Ceo 530,610 0 530,610 19.2% 16 Mar, 2026
3 Susan M Byrne Co Chief Investment Officer 238,909 0 238,909 8.7% 01 Jul, 2026
4 Adrian Helfert Cio, Multi Asset Inv. 162,751 0 162,751 5.9% 16 Mar, 2026
5 Fabian Gomez President And Coo 122,573 0 122,573 4.4% 16 Mar, 2026
6 Richard M Frank Director, Other 82,228 0 82,228 3.0% 20 May, 2024
7 Matthew Lockridge Head, U.S. Value Inv. 77,900 0 77,900 2.8% 16 Mar, 2026
8 Raymond E Wooldridge Director 77,597 0 77,597 2.8% 03 Nov, 2021
9 John Porter Montgomery Chief Operating Officer 75,816 0 75,816 2.7% 12 Sep, 2023
10 Julie Kramer Gerron General Counsel Cco 69,920 0 69,920 2.5% 27 Feb, 2023
11 Murray Iii Forbes Chief Financial Officer 65,826 0 65,826 2.4% 16 Mar, 2026
12 J. Hale Hoak Director 60,770 0 60,770 2.2% 06 May, 2026
13 Leah Bennett President Westwood Wealth Mgmt 56,021 0 56,021 2.0% 27 Feb, 2024
14 Ellen H Masterson Director 52,614 0 52,614 1.9% 06 May, 2026
15 Geoffrey Norman Director 50,084 0 50,084 1.8% 14 May, 2025
16 Steve Paddon Head Of Distribution 49,418 0 49,418 1.8% 28 Feb, 2022
17 Randy A Bowman Director 37,532 0 37,532 1.4% 30 Apr, 2026
18 Holdings Group Inc Westwood Director 36,847 0 36,847 1.3% 09 May, 2024
19 David O Linton Head Of Distribution 29,415 0 29,415 1.1% 16 Mar, 2026
20 John Anthony Jr Ehinger Head Of Legal And Compliance 18,252 0 18,252 0.7% 16 Mar, 2026
21 Janice Ryan Director 11,669 0 11,669 0.4% 07 Aug, 2026
22 Katherine Murray Director 11,470 0 11,470 0.4% 06 May, 2026
23 Matthew Mazzei Controller 3,809 0 3,809 0.1% 24 Feb, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

2,401 Insider Transactions

Source SEC Form 4
Latest quarter Dec 2017
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
09 Jun, 2026 Janice Ryan Director Acquired A 5,889 $0.00 $0 11,669 Direct
17 Jun, 2026 Susan M Byrne Other Disposed S 350 $18.10 $6.34K 258,360 Direct
26 Jun, 2026 Susan M Byrne Other Disposed S 4,274 $19.39 $82.86K 247,192 Direct
29 Jun, 2026 Susan M Byrne Other Disposed S 7,192 $20.03 $144.04K 240,000 Direct
18 Jun, 2026 Susan M Byrne Other Disposed S 1,594 $18.35 $29.24K 256,766 Direct
30 Jun, 2026 Susan M Byrne Other Disposed S 1,091 $19.17 $20.91K 238,909 Direct
22 Jun, 2026 Susan M Byrne Other Disposed S 1,000 $18.31 $18.31K 255,766 Direct
26 Jun, 2026 Susan M Byrne Other Disposed S 4,274 $19.39 $82.86K 247,237 Direct
29 Jun, 2026 Susan M Byrne Other Disposed S 7,129 $20.03 $142.78K 240,108 Direct
30 Jun, 2026 Susan M Byrne Other Disposed S 1,091 $19.17 $20.91K 239,017 Direct
23 Jun, 2026 Susan M Byrne Other Disposed S 2,500 $18.45 $46.12K 253,311 Direct
24 Jun, 2026 Susan M Byrne Other Disposed S 1,300 $18.32 $23.82K 252,011 Direct
25 Jun, 2026 Susan M Byrne Other Disposed S 500 $18.21 $9.10K 251,511 Direct
17 Jun, 2026 Susan M Byrne Other Disposed S 350 $18.10 $6.34K 258,360 Direct
18 Jun, 2026 Susan M Byrne Other Disposed S 1,549 $18.35 $28.42K 256,811 Direct
22 Jun, 2026 Susan M Byrne Other Disposed S 1,000 $18.31 $18.31K 255,811 Direct
12 Jun, 2026 Susan M Byrne Other Disposed S 4,367 $17.86 $78.00K 263,254 Direct
15 Jun, 2026 Susan M Byrne Other Disposed S 2,910 $17.96 $52.27K 260,344 Direct
16 Jun, 2026 Susan M Byrne Other Disposed S 1,634 $18.29 $29.89K 258,710 Direct
10 Jun, 2026 Susan M Byrne Other Disposed S 1,800 $17.55 $31.59K 270,921 Direct