Insider Holders & Insider Ownership - WESTWOOD HOLDINGS GROUP INC (WHG)

List of insiders holdings for WESTWOOD HOLDINGS GROUP INC:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. 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
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#Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1GAMCO INVESTORS INC.
GABELLI MARIO J
GGCP INC.
10% Owner
2015-10-15 17:04:30577,318
0
577,318Form 13D
2CASEY BRIAN O
CEO
2025-02-25 17:31:25512,676
0
512,676Form 4
3BYRNE SUSAN M
Vice Chairman of the Board
Director
2023-04-27 17:13:03275,444
0
275,444Form 4
4JCP 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 17:30:09226,490
0
226,490Form 13D
5Helfert Adrian
CIO, Multi-Asset Inv.
2025-02-25 17:10:17173,523
0
173,523Form 4
6Freeman Mark
Chief Investment Officer
2019-03-11 17:04:31104,055
0
104,055Form 4
7Gomez Fabian
President
2025-06-05 16:01:1196,509
0
96,509Form 4
8FRAZE PATRICIA
Executive Vice President
2007-05-25 12:37:5784,845
0
84,845Form 4
9Lockridge Matthew
Head, U.S. Value Inv.
2025-02-25 17:13:4283,279
0
83,279Form 4
10FRANK RICHARD M
Chairman
2024-05-20 16:05:0782,228
0
82,228Form 4
11WOOLDRIDGE RAYMOND E
Director
2021-11-03 17:58:4177,597
0
77,597Form 4
12Montgomery John Porter
Chief Operating Officer
2023-09-12 16:50:4675,816
0
75,816Form 4
13Gerron Julie Kramer
General Counsel & CCO
2023-05-02 12:59:1369,920
0
69,920Form 4
14SCHAER JOYCE A
Senior Vice President
2007-07-02 18:12:3366,448
0
66,448Form 4
15MOSLE JON L JR
Director
2011-03-29 09:21:1035,426
23,074
58,500Form 4
16Forbes Murray III
Chief Financial Officer
2025-02-25 17:06:1457,587
0
57,587Form 4
17Bennett Leah
President-Westwood Wealth Mgmt
2024-02-27 16:31:1556,021
0
56,021Form 4
18Hoak J. Hale
Director
2025-05-23 16:30:1354,990
0
54,990Form 4
19Norman Geoffrey
Director
2025-05-23 16:33:3850,084
0
50,084Form 4
20HARDCASTLE WILLIAM R JR
Chief Financial Officer
2014-05-02 16:01:1646,880
400
47,280Form 3
21MASTERSON ELLEN H
Director
2025-05-23 16:20:3146,834
0
46,834Form 4
22WESTWOOD HOLDINGS GROUP INC
Director
2024-05-09 15:12:0544,394
0
44,394Form 4/A
23Root Randall L.
Pres., Westwood Trust Dallas
2017-02-27 17:49:3334,010
0
34,010Form 4
24Bowman Randy A
Director
2025-05-23 16:24:1931,752
0
31,752Form 4
25MEYER FREDERICK
Director
2009-07-24 13:09:0831,593
0
31,593Form 4
26Whitten Michael Craig
Ex Prin. Accounting Officer
2013-08-02 13:49:2122,251
0
22,251Form 4
27McTeer Robert Doyal
Director
2018-04-26 16:10:1619,368
0
19,368Form 4
28Kice Tiffany B.
Chief Financial Officer
2018-10-24 17:06:4416,847
0
16,847Form 4
29Linton David O
Head of Distribution
2025-04-24 16:29:3216,655
0
16,655Form 3
30WALLACE MARK A
Chief Financial Officer
2014-02-25 16:24:2416,116
0
16,116Form 4
31Ehinger John Anthony Jr
Head of Legal, CCO
2025-02-25 16:49:0513,541
0
13,541Form 4
32RIGGS LEONARD M JR
Former director
Director
2006-02-08 18:30:2213,000
0
13,000Form 4
33Weiland Martin J
Director
2018-04-26 16:10:1210,837
0
10,837Form 4
34Murray Katherine
Director
2025-05-23 16:36:125,690
0
5,690Form 4
35Mazzei Matthew
Controller
2025-02-25 16:46:023,809
0
3,809Form 4
36DAVIS TOM C
Director
2012-08-22 16:45:432,500
0
2,500Form 4
37Pastorelle Peter Francis
Principal Accounting Officer
2014-02-25 16:55:072,296
0
2,296Form 4
38Paddon Steve
Head of Distribution
2022-06-02 17:00:060
0
0Form 5
39Ryan Janice
Director
2025-06-20 12:31:580
0
0Form 3