Based on data from the past 90 days ending February 19, 2026, Westwood Holdings's three largest insider shareholders are Ceo Brian O Casey (492.36K shares), Director Susan M Byrne (275.44K shares), Cio And Multi Asset Inv. Adrian Helfert (173.52K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Brian O Casey | Ceo | 492,359 | 11 Dec, 2025 |
| Susan M Byrne | 275,444 | 27 Apr, 2023 | |
| Adrian Helfert | Cio And Multi Asset Inv. | 173,523 | 25 Feb, 2025 |
| Fabian Gomez | President | 96,509 | 05 Jun, 2025 |
| Matthew Lockridge | Head And U.S. Value Inv. | 83,279 | 25 Feb, 2025 |
| Richard M Frank | 82,228 | 20 May, 2024 | |
| Raymond E Wooldridge | 77,597 | 03 Nov, 2021 | |
| John Porter Montgomery | Chief Operating Officer | 75,816 | 12 Sep, 2023 |
| Julie Kramer Gerron | General Counsel & Cco | 69,920 | 27 Feb, 2023 |
| Murray Iii Forbes | Chief Financial Officer | 57,587 | 25 Feb, 2025 |
| Leah Bennett | President Westwood Wealth Mgmt | 56,021 | 27 Feb, 2024 |
| J. Hale Hoak | 54,990 | 23 May, 2025 | |
| Geoffrey Norman | 50,084 | 23 May, 2025 | |
| Steve Paddon | Head Of Distribution | 49,418 | 28 Feb, 2022 |
| Ellen H Masterson | 46,834 | 23 May, 2025 | |
| Holdings Group Inc Westwood | 44,394 | 09 May, 2024 | |
| Randy A Bowman | 31,752 | 23 May, 2025 | |
| Investment Management, Llc Jcp | 16,795 | 13 Jun, 2022 | |
| John Anthony Jr Ehinger | Head Of Legal And Cco | 13,541 | 25 Feb, 2025 |
| Katherine Murray | 5,690 | 23 May, 2025 | |
| Matthew Mazzei | Controller | 3,809 | 25 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Brian O Casey | common stock | D | 8,341 | $16.55 | 492,359 | D | S |
| 09 Dec, 2025 | Brian O Casey | common stock | D | 1,764 | $16.41 | 500,700 | D | S |
| 08 Dec, 2025 | Brian O Casey | common stock | D | 1,602 | $16.45 | 502,464 | D | S |
| 05 Dec, 2025 | Brian O Casey | common stock | D | 1,351 | $16.44 | 504,066 | D | S |
| 28 Nov, 2025 | Brian O Casey | common stock | D | 99 | $17.00 | 505,417 | D | S |
| 26 Nov, 2025 | Brian O Casey | common stock | D | 40 | $17.00 | 505,516 | D | S |
| 10 Nov, 2025 | Brian O Casey | common stock | D | 370 | $17.00 | 505,556 | D | S |
| 29 Aug, 2025 | Brian O Casey | common stock | D | 6,750 | $18.00 | 505,926 | D | S |
| 05 Jun, 2025 | Fabian Gomez | - | - | 96,509 | D | |||
| 05 Jun, 2025 | Fabian Gomez | common stock | D | 7,000 | $15.50 | 96,509 | D | S |
| 30 Apr, 2025 | Ellen H Masterson | common stock | A | 5,690 | $0.00 | 46,834 | D | A |
| 30 Apr, 2025 | Geoffrey Norman | common stock | A | 5,690 | $0.00 | 50,084 | D | A |
| 30 Apr, 2025 | J. Hale Hoak | common stock | A | 5,690 | $0.00 | 54,990 | D | A |
| 30 Apr, 2025 | Randy A Bowman | common stock | A | 5,690 | $0.00 | 31,752 | D | A |
| 30 Apr, 2025 | Randy A Bowman | - | - | 31,752 | D | |||
| 30 Apr, 2025 | Katherine Murray | common stock | A | 5,690 | $0.00 | 5,690 | D | A |
| 21 Feb, 2025 | Brian O Casey | common stock | D | 13,159 | $16.44 | 512,676 | D | F |
| 21 Feb, 2025 | Brian O Casey | common stock | A | 45,621 | $0.00 | 525,835 | D | A |
| 21 Feb, 2025 | Fabian Gomez | common stock | D | 5,265 | $16.44 | 103,509 | D | F |
| 21 Feb, 2025 | Fabian Gomez | common stock | A | 24,636 | $0.00 | 108,774 | D | A |