Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Chief Investment Officer | March 07, 2019 | March 11, 2019 |
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.
WESTWOOD HOLDINGS GROUP INC
Report date March 07, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 104,055 |
Ending reported balance
After 2019-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-07 · Grant · Acquired 18,343 · Balance 111,101 Row 2 · 2019-03-08 · Tax withholding · Disposed 7,046 · Balance 104,055 |
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 |
|---|---|---|---|---|---|---|
| March 08, 2019 Filed Mar 11, 2019 21:04 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 7,046 | $36.96 | $260,420.16 |
DisclosureSEC source: 0001165002-19-000027 · wf-form4_155233825711075.xml · nonDerivative · entry 2 Freeman Mark · CIK 0001518805 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,055 Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 21:04 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 18,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000027 · wf-form4_155233825711075.xml · nonDerivative · entry 1 Freeman Mark · CIK 0001518805 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,101 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 22:22 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-18-000072 · wf-form4_154508531797608.xml · nonDerivative · entry 1 Freeman Mark · CIK 0001518805 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,758 Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 6,796 | $55.46 | $376,906.16 |
DisclosureSEC source: 0001214659-18-002043 · marketforms-41364.xml · nonDerivative · entry 2 Freeman Mark · CIK 0001518805 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,258 F1 · shares: 6,796 shares were withheld by the Company to satisfy a portion of Mr. Freeman's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 41,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-002043 · marketforms-41364.xml · nonDerivative · entry 1 Freeman Mark · CIK 0001518805 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,054 Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:17 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 4,500 | $65.06 | $292,749.75 |
DisclosureSEC 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 |
| June 13, 2017 Filed Jun 13, 2017 20:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 2,860 | $0.00 | $0.00 |
DisclosureSEC 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 | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
| February 23, 2017 Filed Feb 27, 2017 22:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 8,390 | $61.63 | $517,075.70 |
DisclosureSEC 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. 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.