Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Pres., Westwood Trust Dallas | February 23, 2017 | February 27, 2017 |
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 February 23, 2017 · Filed February 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 34,010 |
Reported balance
After 2017-02-23 transaction · row 1
1 source rowRow 1 · 2017-02-23 · Tax withholding · Disposed 1,307 · Balance 34,010 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 23, 2017 Filed Feb 27, 2017 22:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,307 | $61.63 | $80,550.41 |
DisclosureSEC 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 |
| November 18, 2016 Filed Nov 18, 2016 22:45 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,000 | $60.01 | $120,025.60 |
DisclosureSEC 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. 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.