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 December 31, 2021 · Filed June 02, 2022
Section 16 reporting ended · disclosed 2022-06-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| February 24, 2022 Filed Mar 1, 2022 00:38 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 26,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000032 · primary_doc.xml · nonDerivative · entry 2 Paddon Steve · CIK 0001755479 · Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,418 Read SEC document |
| February 23, 2022 Filed Mar 1, 2022 00:38 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,952 | $16.75 | $49,446.00 |
DisclosureSEC source: 0001165002-22-000032 · primary_doc.xml · nonDerivative · entry 1 Paddon Steve · CIK 0001755479 · Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,124 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:47 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,674 | $17.14 | $28,692.36 |
DisclosureSEC source: 0001755479-21-000001 · wf-form4_161428960637915.xml · nonDerivative · entry 2 Paddon Steve · CIK 0001755479 · Head of Institutional Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,076 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:47 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 13,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001755479-21-000001 · wf-form4_161428960637915.xml · nonDerivative · entry 1 Paddon Steve · CIK 0001755479 · Head of Institutional Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,750 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 8,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000044 · wf-form4_158266476944680.xml · nonDerivative · entry 1 Paddon Steve · CIK 0001755479 · Head of Institutional Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,893 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:54 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000012 · wf-form4_155122167913147.xml · nonDerivative · entry 1 Paddon Steve · CIK 0001755479 · Head of Institutional Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,761 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.