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

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
1CASEY BRIAN O
CEO
2026-03-16 16:19:12530,610
0
530,610Form 4/A
2GAMCO INVESTORS INC.
GABELLI MARIO J
GGCP INC.
10% Owner
2025-07-14 16:00:33443,800
0
443,800Form 13D
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.
2026-03-16 16:27:49162,751
0
162,751Form 4/A
6Gomez Fabian
President and COO
2026-03-16 16:17:43122,573
0
122,573Form 4/A
7Freeman Mark
Chief Investment Officer
2019-03-11 17:04:31104,055
0
104,055Form 4
8FRAZE PATRICIA
Executive Vice President
2007-05-25 12:37:5784,845
0
84,845Form 4
9FRANK RICHARD M
Chairman
2024-05-20 16:05:0782,228
0
82,228Form 4
10Lockridge Matthew
Head, U.S. Value Inv.
2026-03-16 16:26:3477,900
0
77,900Form 4/A
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
15Forbes Murray III
Chief Financial Officer
2026-03-16 16:21:4065,826
0
65,826Form 4/A
16MOSLE JON L JR
Director
2011-03-29 09:21:1035,426
23,074
58,500Form 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
26Linton David O
Head of Distribution
2026-03-16 16:23:2829,415
0
29,415Form 4/A
27Whitten Michael Craig
Ex Prin. Accounting Officer
2013-08-02 13:49:2122,251
0
22,251Form 4
28McTeer Robert Doyal
Director
2018-04-26 16:10:1619,368
0
19,368Form 4
29Ehinger John Anthony Jr
Head of Legal and Compliance
2026-03-16 16:33:0918,252
0
18,252Form 4
30Kice Tiffany B.
Chief Financial Officer
2018-10-24 17:06:4416,847
0
16,847Form 4
31WALLACE MARK A
Chief Financial Officer
2014-02-25 16:24:2416,116
0
16,116Form 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
38Ryan Janice
Director
2025-06-20 12:31:580
0
0Form 3
39Paddon Steve
Head of Distribution
2022-06-02 17:00:060
0
0Form 5