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WHG

WESTWOOD HOLDINGS GROUP INC

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6385
SEC CIK
0001165002
Parsed reports
229

Last 12 months

Inside the activity.

0 purchase rows · 79 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202504
Jan 202600
Feb 202606
Mar 202600
Apr 2026021
May 2026018
Jun 2026025
Jul 202602
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 04, 2018 Filed Jan 4, 2018 23:56 UTC
Gerron Julie KramerGeneral Counsel & CCO
Salecommon stock 1,353 $67.46 $91,275.82
Disclosure

SEC source: 0001601790-18-000001 · primary_doc.xml · nonDerivative · entry 3

Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,644

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017.

F4 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $67.05 to $67.98 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
January 03, 2018 Filed Jan 4, 2018 23:56 UTC
Gerron Julie KramerGeneral Counsel & CCO
Salecommon stock 634 $67.02 $42,493.53
Disclosure

SEC source: 0001601790-18-000001 · primary_doc.xml · nonDerivative · entry 2

Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,997

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $67.00 to $67.155 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
January 02, 2018 Filed Jan 4, 2018 23:56 UTC
Gerron Julie KramerGeneral Counsel & CCO
Salecommon stock 1,000 $66.32 $66,323.40
Disclosure

SEC source: 0001601790-18-000001 · primary_doc.xml · nonDerivative · entry 1

Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,631

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $66.00 to $66.53 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
December 15, 2017 Filed Dec 18, 2017 21:17 UTC
Freeman MarkChief Investment Officer
Salecommon stock 4,500 $65.06 $292,749.75
Disclosure

SEC source: 0001214659-17-007340 · marketforms-40486.xml · nonDerivative · entry 1

Freeman Mark · CIK 0001518805 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,250

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $64.2801 to $65.9900 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
October 23, 2017 Filed Oct 24, 2017 20:10 UTC
Kice Tiffany B.Chief Financial Officer
Tax withholdingCommon Stock 88 $68.27 $6,007.76
Disclosure

SEC source: 0001214659-17-006150 · marketforms-39992.xml · nonDerivative · entry 1

Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,200

F1 · shares: 88 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock.

Read SEC document
October 10, 2017 Filed Oct 11, 2017 22:35 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Giftcommon stock 3,900 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-006021 · marketforms-39922.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,793

Read SEC document
September 27, 2017 Filed Sep 27, 2017 20:09 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 7,635 $64.01 $488,694.97
Disclosure

SEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 3

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,693

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $64.00 to $64.0800 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
September 26, 2017 Filed Sep 27, 2017 20:09 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 7,265 $64.01 $465,006.50
Disclosure

SEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258,328

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $64.00 to $64.1450 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
September 25, 2017 Filed Sep 27, 2017 20:09 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 100 $64.00 $6,400.00
Disclosure

SEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,593

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

Read SEC document
September 20, 2017 Filed Sep 20, 2017 21:34 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 1,558 $62.01 $96,617.03
Disclosure

SEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 3

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,693

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F4 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.16 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
September 19, 2017 Filed Sep 20, 2017 21:34 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 2,301 $62.01 $142,690.07
Disclosure

SEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,251

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.12 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
September 18, 2017 Filed Sep 20, 2017 21:34 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 6,141 $62.09 $381,317.41
Disclosure

SEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 269,552

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.27 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
August 08, 2017 Filed Aug 9, 2017 22:51 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 6,500 $60.00 $390,011.70
Disclosure

SEC source: 0001214659-17-004917 · marketforms-39411.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 76

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $60.00 to $60.11 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
August 02, 2017 Filed Aug 2, 2017 22:23 UTC
FRANK RICHARD MDirector · Chairman
Salecommon stock 20 $58.54 $1,170.80
Disclosure

SEC source: 0001214659-17-004739 · marketforms-39350.xml · nonDerivative · entry 1

FRANK RICHARD M · CIK 0001204768 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · As UTMA custodian for son

Disclosed balance after: 0

Read SEC document
August 01, 2017 Filed Aug 1, 2017 22:18 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 3,230 $60.01 $193,831.65
Disclosure

SEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 3

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,693

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.20 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
July 31, 2017 Filed Aug 1, 2017 22:18 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 255 $60.00 $15,300.00
Disclosure

SEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,923

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

Read SEC document
July 28, 2017 Filed Aug 1, 2017 22:18 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 3,902 $60.10 $234,501.23
Disclosure

SEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 279,178

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.28 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
July 18, 2017 Filed Jul 20, 2017 21:07 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 2,613 $60.01 $156,798.03
Disclosure

SEC source: 0001214659-17-004520 · marketforms-39260.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,080

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.13 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
July 14, 2017 Filed Jul 17, 2017 20:17 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 14,054 $58.03 $815,536.76
Disclosure

SEC source: 0001214659-17-004468 · marketforms-39223.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,693

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $58.00 to $58.34 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
July 13, 2017 Filed Jul 17, 2017 20:17 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 846 $58.00 $49,068.00
Disclosure

SEC source: 0001214659-17-004468 · marketforms-39223.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,747

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

Read SEC document
June 23, 2017 Filed Jun 27, 2017 21:52 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 100 $58.00 $5,800.00
Disclosure

SEC source: 0001214659-17-004176 · marketforms-39137.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,593

F2 · shares: The sale reported here on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017.

Read SEC document
June 22, 2017 Filed Jun 27, 2017 21:52 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 14,233 $57.18 $813,898.45
Disclosure

SEC source: 0001214659-17-004176 · marketforms-39137.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,693

F1 · shares: The sale reported here on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $57.00 to $57.72 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
June 13, 2017 Filed Jun 13, 2017 20:36 UTC
Freeman MarkChief Investment Officer
Giftcommon stock 2,860 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-003995 · marketforms-39057.xml · nonDerivative · entry 2

Freeman Mark · CIK 0001518805 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,750

Read SEC document
June 12, 2017 Filed Jun 13, 2017 20:36 UTC
Freeman MarkChief Investment Officer
Giftcommon stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-003995 · marketforms-39057.xml · nonDerivative · entry 1

Freeman Mark · CIK 0001518805 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,610

Read SEC document
June 08, 2017 Filed Jun 8, 2017 20:59 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 255 $55.29 $14,098.44
Disclosure

SEC source: 0001214659-17-003918 · marketforms-39047.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 314,926

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.19 to $55.40 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
June 02, 2017 Filed Jun 5, 2017 21:49 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 2,500 $55.59 $138,978.00
Disclosure

SEC source: 0001214659-17-003872 · marketforms-39028.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · Family Foundation

Disclosed balance after: 0

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.00 to $56.47 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
June 01, 2017 Filed Jun 1, 2017 21:06 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 5,000 $55.18 $275,891.00
Disclosure

SEC source: 0001214659-17-003767 · marketforms-38965.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · Family Foundation

Disclosed balance after: 2,500

F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.00 to $55.62 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
May 30, 2017 Filed Jun 1, 2017 21:06 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 2,500 $54.20 $135,489.00
Disclosure

SEC source: 0001214659-17-003767 · marketforms-38965.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · Family Foundation

Disclosed balance after: 7,500

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $54.00 to $54.43 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002823 · marketforms-38655.xml · nonDerivative · entry 1

MASTERSON ELLEN H · CIK 0001045311 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,246

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC
FRANK RICHARD MDirector · Chairman of the Board
Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002827 · marketforms-38661.xml · nonDerivative · entry 1

FRANK RICHARD M · CIK 0001204768 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,246

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002826 · marketforms-38659.xml · nonDerivative · entry 1

WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,061

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002825 · marketforms-38658.xml · nonDerivative · entry 1

Weiland Martin J · CIK 0001507009 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,215

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002824 · marketforms-38656.xml · nonDerivative · entry 1

McTeer Robert Doyal · CIK 0001408180 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,746

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002822 · marketforms-38654.xml · nonDerivative · entry 1

Norman Geoffrey · CIK 0001397840 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,496

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:05 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Grantcommon stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-002821 · marketforms-38653.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315,181

Read SEC document
March 10, 2017 Filed Mar 13, 2017 20:41 UTC
CASEY BRIAN ODirector · President & CEO
Tax withholdingcommon stock 12,344 $54.77 $676,080.88
Disclosure

SEC source: 0001214659-17-001886 · marketforms-38347.xml · nonDerivative · entry 2

CASEY BRIAN O · CIK 0001171437 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 310,831

F1 · shares: 12,344 shares were withheld by the Company to satisfy a portion of Mr. Casey's tax withholding obligation upon the vesting of restricted stock.

Read SEC document
March 10, 2017 Filed Mar 13, 2017 20:41 UTC
CASEY BRIAN ODirector · President & CEO
Grantcommon stock 70,766 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-001886 · marketforms-38347.xml · nonDerivative · entry 1

CASEY BRIAN O · CIK 0001171437 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 323,175

Read SEC document
February 23, 2017 Filed Feb 27, 2017 23:33 UTC
Gerron Julie KramerGeneral Counsel
Grantcommon stock 3,246 $0.00 $0.00
Disclosure

SEC source: 0001601790-17-000001 · primary_doc.xml · nonDerivative · entry 2

Gerron Julie Kramer · CIK 0001601790 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,631

Read SEC document
February 23, 2017 Filed Feb 27, 2017 23:33 UTC
Gerron Julie KramerGeneral Counsel
Tax withholdingcommon stock 1,256 $61.63 $77,407.28
Disclosure

SEC source: 0001601790-17-000001 · primary_doc.xml · nonDerivative · entry 1

Gerron Julie Kramer · CIK 0001601790 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,385

F1 · shares: 1,256 shares were withheld by the Company to satisfy a portion of Ms. Gerron's tax withholding obligation upon the vesting of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:49 UTC
Root Randall L.Pres., Westwood Trust Dallas
Tax withholdingcommon stock 1,307 $61.63 $80,550.41
Disclosure

SEC source: 0001214659-17-001466 · marketforms-38089.xml · nonDerivative · entry 1

Root Randall L. · CIK 0001601817 · Pres., Westwood Trust Dallas

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,010

F1 · shares: 1,307 shares were withheld by the Company to satisfy a portion of Mr. Root's tax withholding obligation upon the vesting of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:48 UTC
Kice Tiffany B.Chief Financial Officer
Grantcommon stock 3,854 $0.00 $0.00
Disclosure

SEC source: 0001214659-17-001464 · marketforms-38088.xml · nonDerivative · entry 2

Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,288

Read SEC document
February 23, 2017 Filed Feb 27, 2017 22:48 UTC
Kice Tiffany B.Chief Financial Officer
Tax withholdingcommon stock 571 $61.63 $35,190.73
Disclosure

SEC source: 0001214659-17-001464 · marketforms-38088.xml · nonDerivative · entry 1

Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,434

F1 · shares: 571 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock.

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February 23, 2017 Filed Feb 27, 2017 22:49 UTC
Freeman MarkChief Investment Officer
Tax withholdingcommon stock 8,390 $61.63 $517,075.70
Disclosure

SEC source: 0001214659-17-001465 · marketforms-38081.xml · nonDerivative · entry 1

Freeman Mark · CIK 0001518805 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,610

F1 · shares: 8,390 shares were withheld by the Company to satisfy a portion of Mr. Freeman's tax withholding obligation upon the vesting of restricted stock.

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November 21, 2016 Filed Nov 22, 2016 21:15 UTC
BYRNE SUSAN MDirector · Vice Chairman of the Board
Giftcommon stock 3,200 $0.00 $0.00
Disclosure

SEC source: 0001214659-16-014890 · marketforms-37165.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 313,520

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November 18, 2016 Filed Nov 18, 2016 22:45 UTC
Root Randall L.Pres., Westwood Trust Dallas
Salecommon stock 2,000 $60.01 $120,025.60
Disclosure

SEC source: 0001214659-16-014845 · marketforms-37129.xml · nonDerivative · entry 1

Root Randall L. · CIK 0001601817 · Pres., Westwood Trust Dallas

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,317

F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $60.00 to $60.06 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

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October 21, 2016 Filed Oct 21, 2016 21:25 UTC
Kice Tiffany B.Chief Financial Officer
Tax withholdingCommon Stock 175 $50.26 $8,795.50
Disclosure

SEC source: 0001214659-16-014168 · marketforms-36536.xml · nonDerivative · entry 1

Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,005

F1 · shares: 175 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock.

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February 23, 2015 Filed Apr 26, 2018 20:05 UTC Amendment
Gerron Julie KramerGeneral Counsel & CCO
Tax withholdingcommon stock 1,410 $61.82 $87,166.20
Disclosure

SEC source: 0001214659-18-003039 · marketforms-41750.xml · nonDerivative · entry 1

Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,097

F1 · shares: 1,410 shares were withheld by the Company to satisfy a portion of Ms. Gerron's tax withholding obligation upon the vesting of restricted stock. This amendment is being filed to correct a transposition error on the original filing.

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June 21, 2012 Filed Apr 26, 2018 20:05 UTC Amendment
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 273 $37.00 $10,101.00
Disclosure

SEC source: 0001214659-18-003038 · marketforms-41742.xml · nonDerivative · entry 2

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 37,759

F2 · date: The original Form 4 for this transaction was filed on June 22, 2012.

F3 · shares: The sales reported on this Form 4/A were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on March 9, 2012. The transactions are being amended to correct inaccurate data previously given to the reporting person by the executing broker.

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April 03, 2012 Filed Apr 26, 2018 20:05 UTC Amendment
BYRNE SUSAN MDirector · Vice Chairman of the Board
Salecommon stock 1,440 $38.86 $55,959.98
Disclosure

SEC source: 0001214659-18-003038 · marketforms-41742.xml · nonDerivative · entry 1

BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 43,120

F1 · date: The original Form 4 for this transaction was filed on April 5, 2012.

F3 · shares: The sales reported on this Form 4/A were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on March 9, 2012. The transactions are being amended to correct inaccurate data previously given to the reporting person by the executing broker.

F4 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $38.75 to $39.00 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.