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 May 02, 2023 · Filed May 02, 2023
Section 16 reporting ended · disclosed 2023-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 69,920 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Other · Acquired 0 · Balance 69,920 |
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 |
|---|---|---|---|---|---|---|
| May 02, 2023 Filed May 2, 2023 16:59 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Othercommon stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001601790-23-000004 · wf-form4_168304674065045.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,920 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:14 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 13,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001601790-23-000002 · wf-form4_167754683906226.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,920 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:14 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,546 | $12.34 | $31,417.64 |
DisclosureSEC source: 0001601790-23-000002 · wf-form4_167754683906226.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,199 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 23:26 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 12,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000027 · wf-form4_164609077059846.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,745 Read SEC document |
| February 23, 2022 Filed Feb 28, 2022 23:26 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,770 | $16.75 | $29,647.50 |
DisclosureSEC source: 0001165002-22-000027 · wf-form4_164609077059846.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,431 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 10,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001601790-21-000003 · wf-form4_161428932492698.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,201 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,348 | $17.14 | $23,104.72 |
DisclosureSEC source: 0001601790-21-000003 · wf-form4_161428932492698.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,407 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 6,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000045 · wf-form4_158266483657561.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,755 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 987 | $27.03 | $26,678.61 |
DisclosureSEC source: 0001165002-20-000045 · wf-form4_158266483657561.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,430 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:56 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000014 · wf-form4_155122174890719.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,417 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:56 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 996 | $39.06 | $38,903.76 |
DisclosureSEC source: 0001165002-19-000014 · wf-form4_155122174890719.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,936 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001607 · marketforms-41169.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,941 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,267 | $55.92 | $70,850.64 |
DisclosureSEC source: 0001214659-18-001607 · marketforms-41169.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,364 F1 · shares: 1,267 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 |
| January 16, 2018 Filed Jan 17, 2018 21:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 500 | $68.63 | $34,314.00 |
DisclosureSEC source: 0001601790-18-000002 · primary_doc.xml · nonDerivative · entry 2 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,631 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. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $68.19 to $69.00 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. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 21:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,513 | $68.34 | $103,396.91 |
DisclosureSEC source: 0001601790-18-000002 · primary_doc.xml · nonDerivative · entry 1 Gerron Julie Kramer · CIK 0001601790 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,131 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 $68.00 to $68.64 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 04, 2018 Filed Jan 4, 2018 23:56 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,353 | $67.46 | $91,275.82 |
DisclosureSEC 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 | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 634 | $67.02 | $42,493.53 |
DisclosureSEC 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 | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,000 | $66.32 | $66,323.40 |
DisclosureSEC 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 |
| February 23, 2017 Filed Feb 27, 2017 23:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,246 | $0.00 | $0.00 |
DisclosureSEC 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 | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,256 | $61.63 | $77,407.28 |
DisclosureSEC 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, 2015 Filed Apr 26, 2018 20:05 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,410 | $61.82 | $87,166.20 |
DisclosureSEC 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. 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.