List of insiders holdings for WESTWOOD HOLDINGS GROUP INC:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
# | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
1 | GAMCO INVESTORS INC. GABELLI MARIO J GGCP INC. 10% Owner | 2015-10-15 17:04:30 | 577,318 0 | 577,318 | Form 13D |
2 | CASEY BRIAN O CEO | 2025-02-25 17:31:25 | 512,676 0 | 512,676 | Form 4 |
3 | BYRNE SUSAN M Vice Chairman of the Board Director | 2023-04-27 17:13:03 | 275,444 0 | 275,444 | Form 4 |
4 | JCP Investment Management LLC JCP Investment Partnership LP JCP Asset Partnership VI LP JCP Investment Partners LP JCP Investment Holdings LLC Pappas James C See Footnote 1 | 2023-11-29 17:30:09 | 226,490 0 | 226,490 | Form 13D |
5 | Helfert Adrian CIO, Multi-Asset Inv. | 2025-02-25 17:10:17 | 173,523 0 | 173,523 | Form 4 |
6 | Freeman Mark Chief Investment Officer | 2019-03-11 17:04:31 | 104,055 0 | 104,055 | Form 4 |
7 | Gomez Fabian President | 2025-06-05 16:01:11 | 96,509 0 | 96,509 | Form 4 |
8 | FRAZE PATRICIA Executive Vice President | 2007-05-25 12:37:57 | 84,845 0 | 84,845 | Form 4 |
9 | Lockridge Matthew Head, U.S. Value Inv. | 2025-02-25 17:13:42 | 83,279 0 | 83,279 | Form 4 |
10 | FRANK RICHARD M Chairman | 2024-05-20 16:05:07 | 82,228 0 | 82,228 | Form 4 |
11 | WOOLDRIDGE RAYMOND E Director | 2021-11-03 17:58:41 | 77,597 0 | 77,597 | Form 4 |
12 | Montgomery John Porter Chief Operating Officer | 2023-09-12 16:50:46 | 75,816 0 | 75,816 | Form 4 |
13 | Gerron Julie Kramer General Counsel & CCO | 2023-05-02 12:59:13 | 69,920 0 | 69,920 | Form 4 |
14 | SCHAER JOYCE A Senior Vice President | 2007-07-02 18:12:33 | 66,448 0 | 66,448 | Form 4 |
15 | MOSLE JON L JR Director | 2011-03-29 09:21:10 | 35,426 23,074 | 58,500 | Form 4 |
16 | Forbes Murray III Chief Financial Officer | 2025-02-25 17:06:14 | 57,587 0 | 57,587 | Form 4 |
17 | Bennett Leah President-Westwood Wealth Mgmt | 2024-02-27 16:31:15 | 56,021 0 | 56,021 | Form 4 |
18 | Hoak J. Hale Director | 2025-05-23 16:30:13 | 54,990 0 | 54,990 | Form 4 |
19 | Norman Geoffrey Director | 2025-05-23 16:33:38 | 50,084 0 | 50,084 | Form 4 |
20 | HARDCASTLE WILLIAM R JR Chief Financial Officer | 2014-05-02 16:01:16 | 46,880 400 | 47,280 | Form 3 |
21 | MASTERSON ELLEN H Director | 2025-05-23 16:20:31 | 46,834 0 | 46,834 | Form 4 |
22 | WESTWOOD HOLDINGS GROUP INC Director | 2024-05-09 15:12:05 | 44,394 0 | 44,394 | Form 4/A |
23 | Root Randall L. Pres., Westwood Trust Dallas | 2017-02-27 17:49:33 | 34,010 0 | 34,010 | Form 4 |
24 | Bowman Randy A Director | 2025-05-23 16:24:19 | 31,752 0 | 31,752 | Form 4 |
25 | MEYER FREDERICK Director | 2009-07-24 13:09:08 | 31,593 0 | 31,593 | Form 4 |
26 | Whitten Michael Craig Ex Prin. Accounting Officer | 2013-08-02 13:49:21 | 22,251 0 | 22,251 | Form 4 |
27 | McTeer Robert Doyal Director | 2018-04-26 16:10:16 | 19,368 0 | 19,368 | Form 4 |
28 | Kice Tiffany B. Chief Financial Officer | 2018-10-24 17:06:44 | 16,847 0 | 16,847 | Form 4 |
29 | Linton David O Head of Distribution | 2025-04-24 16:29:32 | 16,655 0 | 16,655 | Form 3 |
30 | WALLACE MARK A Chief Financial Officer | 2014-02-25 16:24:24 | 16,116 0 | 16,116 | Form 4 |
31 | Ehinger John Anthony Jr Head of Legal, CCO | 2025-02-25 16:49:05 | 13,541 0 | 13,541 | Form 4 |
32 | RIGGS LEONARD M JR Former director Director | 2006-02-08 18:30:22 | 13,000 0 | 13,000 | Form 4 |
33 | Weiland Martin J Director | 2018-04-26 16:10:12 | 10,837 0 | 10,837 | Form 4 |
34 | Murray Katherine Director | 2025-05-23 16:36:12 | 5,690 0 | 5,690 | Form 4 |
35 | Mazzei Matthew Controller | 2025-02-25 16:46:02 | 3,809 0 | 3,809 | Form 4 |
36 | DAVIS TOM C Director | 2012-08-22 16:45:43 | 2,500 0 | 2,500 | Form 4 |
37 | Pastorelle Peter Francis Principal Accounting Officer | 2014-02-25 16:55:07 | 2,296 0 | 2,296 | Form 4 |
38 | Paddon Steve Head of Distribution | 2022-06-02 17:00:06 | 0 0 | 0 | Form 5 |
39 | Ryan Janice Director | 2025-06-20 12:31:58 | 0 0 | 0 | Form 3 |