Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WESTWOOD HOLDINGS GROUP INC
Report date September 06, 2023 · Filed September 12, 2023
Section 16 reporting ended · disclosed 2023-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 76,983 |
Reported balance
After 2023-09-11 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-09-11 · Sale · Disposed 500 · Balance 76,983 |
| common stockSEC Table I · non-derivative | Direct | 76,145 |
Reported balance
After 2023-09-06 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-09-06 · Sale · Disposed 838 · Balance 76,145 |
| common stockSEC Table I · non-derivative | Direct | 76,143 |
Reported balance
After 2023-09-06 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2023-09-06 · Sale · Disposed 2 · Balance 76,143 |
| common stockSEC Table I · non-derivative | Direct | 75,816 |
Reported balance
After 2023-09-11 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2023-09-11 · Sale · Disposed 327 · Balance 75,816 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 11, 2023 Filed Sep 12, 2023 20:50 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 327 | $9.89 | $3,233.67 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 4 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,816 Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:50 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 500 | $9.90 | $4,950.85 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 1 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,983 Read SEC document |
| September 06, 2023 Filed Sep 12, 2023 20:50 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2 | $10.20 | $20.40 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 3 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,143 Read SEC document |
| September 06, 2023 Filed Sep 12, 2023 20:50 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 838 | $9.90 | $8,296.20 |
DisclosureSEC source: 0001933087-23-000004 · wk-form4_1694551833.xml · nonDerivative · entry 2 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,145 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 12,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001933087-23-000002 · wf-form4_167754437207189.xml · nonDerivative · entry 2 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,483 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,761 | $12.34 | $21,730.74 |
DisclosureSEC source: 0001933087-23-000002 · wf-form4_167754437207189.xml · nonDerivative · entry 1 Montgomery John Porter · CIK 0001933087 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,327 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.