Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director Emerita | April 07, 2026 | July 07, 2026 |
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 April 07, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 230,444 |
Ending reported balance
After 2026-07-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-07 · Sale · Disposed 400 · Balance 238,509 F1: This transaction was effected on April 7, 2026 pursuant to a 10b5-1 trading plan and was identified during a subsequent reconciliation with the broker. Due to an administrative oversight, the transaction was not reported within the required time period. F2: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.04 to $16.36. The reporting person will provide detailed information regarding such transactions upon request. Row 2 · 2026-07-01 · Sale · Disposed 3,584 · Balance 234,925 F3: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.07 to $19.72. The reporting person will provide detailed information regarding such transactions upon request. Row 3 · 2026-07-02 · Sale · Disposed 4,481 · Balance 230,444 F4: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.00 to $20.19. The reporting person will provide detailed information regarding such transactions upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected on April 7, 2026 pursuant to a 10b5-1 trading plan and was identified during a subsequent reconciliation with the broker. Due to an administrative oversight, the transaction was not reported within the required time period.
F2: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.04 to $16.36. The reporting person will provide detailed information regarding such transactions upon request.
F3: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.07 to $19.72. The reporting person will provide detailed information regarding such transactions upon request.
F4: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.00 to $20.19. The reporting person will provide detailed information regarding such transactions upon request.
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 |
|---|---|---|---|---|---|---|
| April 23, 2026 Filed Apr 24, 2026 20:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 9 | $17.27 | $155.39 |
DisclosureSEC source: 0001171441-26-000010 · wk-form4_1777062810.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,709 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 294 | $15.85 | $4,661.31 |
DisclosureSEC source: 0001171441-26-000010 · wk-form4_1777062810.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,718 F1 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $15.59 to $16.38. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 21, 2026 Filed Apr 21, 2026 21:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 532 | $16.17 | $8,600.79 |
DisclosureSEC source: 0001171441-26-000008 · wk-form4_1776805412.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,012 F3 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.03 to $16.61. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 20, 2026 Filed Apr 21, 2026 21:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 500 | $16.64 | $8,318.05 |
DisclosureSEC source: 0001171441-26-000008 · wk-form4_1776805412.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,544 F2 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.55 to $16.93. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 17, 2026 Filed Apr 21, 2026 21:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 700 | $16.36 | $11,450.32 |
DisclosureSEC source: 0001171441-26-000008 · wk-form4_1776805412.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,044 F1 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.08 to $16.65. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 16, 2026 Filed Apr 16, 2026 21:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 500 | $16.14 | $8,069.10 |
DisclosureSEC source: 0001171441-26-000006 · wk-form4_1776376185.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,744 F3 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $15.93 to $16.33. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 21:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,500 | $16.45 | $24,679.80 |
DisclosureSEC source: 0001171441-26-000006 · wk-form4_1776376185.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,244 F2 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.17 to $16.90. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 21:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 301 | $16.48 | $4,960.87 |
DisclosureSEC source: 0001171441-26-000006 · wk-form4_1776376185.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,744 F1 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.06 to $17.08. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 13, 2026 Filed Apr 13, 2026 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,600 | $16.32 | $26,113.92 |
DisclosureSEC source: 0001171441-26-000004 · wk-form4_1776116582.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,045 F3 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.00 to $16.61. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 900 | $16.11 | $14,494.77 |
DisclosureSEC source: 0001171441-26-000004 · wk-form4_1776116582.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,645 F2 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $15.90 to $16.56. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 09, 2026 Filed Apr 13, 2026 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 401 | $16.31 | $6,539.47 |
DisclosureSEC source: 0001171441-26-000004 · wk-form4_1776116582.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,545 F1 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.07 to $17.325. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 00:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 704 | $16.46 | $11,584.32 |
DisclosureSEC source: 0001171441-26-000002 · wk-form4_1775693300.xml · nonDerivative · entry 4 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,946 F4 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.27 to $17.10. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 07, 2026 Filed Jul 7, 2026 23:32 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 400 | $16.13 | $6,450.92 |
DisclosureSEC source: 0001171441-26-000045 · wk-form4_1783467165.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 238,509 F1 · date: This transaction was effected on April 7, 2026 pursuant to a 10b5-1 trading plan and was identified during a subsequent reconciliation with the broker. Due to an administrative oversight, the transaction was not reported within the required time period. F2 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.04 to $16.36. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 06, 2026 Filed Apr 9, 2026 00:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 700 | $16.31 | $11,417.77 |
DisclosureSEC source: 0001171441-26-000002 · wk-form4_1775693300.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,650 F3 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.16 to $16.57. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 02, 2026 Filed Apr 9, 2026 00:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 600 | $16.21 | $9,727.02 |
DisclosureSEC source: 0001171441-26-000002 · wk-form4_1775693300.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,350 F2 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.20 to $16.24. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 01, 2026 Filed Apr 9, 2026 00:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,494 | $16.83 | $25,148.95 |
DisclosureSEC source: 0001171441-26-000002 · wk-form4_1775693300.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director Emerita 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,950 F1 · price: The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.18 to $17.18. The reporting person will provide detailed information regarding such transactions upon request. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:13 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001171441-23-000002 · wf-form4_168262995580039.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,444 Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 21:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001171441-22-000002 · wf-form4_165118168932395.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,527 Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 01:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001171441-21-000003 · wf-form4_161974639611923.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,629 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:18 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000092 · wf-form4_158827788955437.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,020 Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:29 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,000 | $20.28 | $20,275.00 |
DisclosureSEC source: 0001165002-20-000056 · wf-form4_158395856105377.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,293 F1 · security: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $20.05 to $20.50 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 |
| March 09, 2020 Filed Apr 30, 2020 20:17 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,000 | $20.28 | $20,275.00 |
DisclosureSEC source: 0001165002-20-000090 · wf-form4a_158827780435735.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,293 F1 · security: Amended footnote to reflect purchase. Price reflected is the weighted-average purchase price for shares purchased. The range of purchase prices for the transactions reported was $20.05 to $20.50 per share. Full information regarding the number of shares purchased 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 |
| March 05, 2020 Filed Mar 5, 2020 22:42 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,500 | $22.43 | $33,637.50 |
DisclosureSEC source: 0001165002-20-000052 · wf-form4_158344812970749.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,293 F3 · security: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $22.30 to $22.65 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 |
| March 05, 2020 Filed Apr 30, 2020 20:16 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,500 | $22.43 | $33,637.50 |
DisclosureSEC source: 0001165002-20-000089 · wf-form4a_158827774766257.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,293 F3 · security: Amended to correct footnote to reflect purchase. Price reflected is the weighted-average purchase price for shares purchased. The range of purchase prices for the transactions reported was $22.30 to $22.65 per share. Full information regarding the number of shares purchased 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 |
| March 04, 2020 Filed Mar 5, 2020 22:42 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,350 | $23.78 | $32,102.46 |
DisclosureSEC source: 0001165002-20-000052 · wf-form4_158344812970749.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,793 F2 · security: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $23.25 to $24.25 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 |
| March 04, 2020 Filed Apr 30, 2020 20:16 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,350 | $23.78 | $32,102.46 |
DisclosureSEC source: 0001165002-20-000089 · wf-form4a_158827774766257.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,793 F2 · security: Amended to correct footnote to reflect purchase. Price reflected is the weighted-average purchase price for shares purchased. The range of purchase prices for the transactions reported was $23.25 to $24.25 per share. Full information regarding the number of shares purchased 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 |
| March 03, 2020 Filed Mar 5, 2020 22:42 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,150 | $23.95 | $27,545.03 |
DisclosureSEC source: 0001165002-20-000052 · wf-form4_158344812970749.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,443 F1 · security: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $23.80 to $24.10 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 |
| March 03, 2020 Filed Apr 30, 2020 20:16 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,150 | $23.95 | $27,545.03 |
DisclosureSEC source: 0001165002-20-000089 · wf-form4a_158827774766257.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,443 F1 · security: Amended to correct footnote to reflect purchase. Price reflected is the weighted-average purchase price for shares purchased. The range of purchase prices for the transactions reported was $23.80 to $24.10 per share. Full information regarding the number of shares purchased 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 |
| April 24, 2019 Filed Apr 25, 2019 21:29 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000039 · wf-form4_155622774705653.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,293 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:10 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003043 · marketforms-41783.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,715 Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:27 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-000755 · marketforms-40864.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,093 Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 22:35 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-006021 · marketforms-39922.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,793 Read SEC document |
| September 27, 2017 Filed Sep 27, 2017 20:09 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 7,635 | $64.01 | $488,694.97 |
DisclosureSEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,693 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $64.00 to $64.0800 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 |
| September 26, 2017 Filed Sep 27, 2017 20:09 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 7,265 | $64.01 | $465,006.50 |
DisclosureSEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,328 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $64.00 to $64.1450 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 |
| September 25, 2017 Filed Sep 27, 2017 20:09 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 100 | $64.00 | $6,400.00 |
DisclosureSEC source: 0001214659-17-005747 · marketforms-39789.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,593 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. Read SEC document |
| September 20, 2017 Filed Sep 20, 2017 21:34 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,558 | $62.01 | $96,617.03 |
DisclosureSEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,693 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F4 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.16 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 |
| September 19, 2017 Filed Sep 20, 2017 21:34 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,301 | $62.01 | $142,690.07 |
DisclosureSEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,251 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.12 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 |
| September 18, 2017 Filed Sep 20, 2017 21:34 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 6,141 | $62.09 | $381,317.41 |
DisclosureSEC source: 0001214659-17-005692 · marketforms-39751.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,552 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $62.00 to $62.27 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 |
| August 08, 2017 Filed Aug 9, 2017 22:51 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 6,500 | $60.00 | $390,011.70 |
DisclosureSEC source: 0001214659-17-004917 · marketforms-39411.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 76 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 $60.11 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 |
| August 01, 2017 Filed Aug 1, 2017 22:18 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 3,230 | $60.01 | $193,831.65 |
DisclosureSEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 3 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,693 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.20 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 |
| July 31, 2017 Filed Aug 1, 2017 22:18 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 255 | $60.00 | $15,300.00 |
DisclosureSEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,923 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 22:18 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 3,902 | $60.10 | $234,501.23 |
DisclosureSEC source: 0001214659-17-004694 · marketforms-39328.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,178 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.28 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 |
| July 18, 2017 Filed Jul 20, 2017 21:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,613 | $60.01 | $156,798.03 |
DisclosureSEC source: 0001214659-17-004520 · marketforms-39260.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,080 F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $60.00 to $60.13 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 |
| July 14, 2017 Filed Jul 17, 2017 20:17 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 14,054 | $58.03 | $815,536.76 |
DisclosureSEC source: 0001214659-17-004468 · marketforms-39223.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,693 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $58.00 to $58.34 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 |
| July 13, 2017 Filed Jul 17, 2017 20:17 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 846 | $58.00 | $49,068.00 |
DisclosureSEC source: 0001214659-17-004468 · marketforms-39223.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,747 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 21:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 100 | $58.00 | $5,800.00 |
DisclosureSEC source: 0001214659-17-004176 · marketforms-39137.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,593 F2 · shares: The sale reported here on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and her spouse on June 7, 2017. Read SEC document |
| June 22, 2017 Filed Jun 27, 2017 21:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 14,233 | $57.18 | $813,898.45 |
DisclosureSEC source: 0001214659-17-004176 · marketforms-39137.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,693 F1 · shares: The sale reported here on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2017. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $57.00 to $57.72 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 08, 2017 Filed Jun 8, 2017 20:59 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 255 | $55.29 | $14,098.44 |
DisclosureSEC source: 0001214659-17-003918 · marketforms-39047.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,926 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.19 to $55.40 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 02, 2017 Filed Jun 5, 2017 21:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,500 | $55.59 | $138,978.00 |
DisclosureSEC source: 0001214659-17-003872 · marketforms-39028.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · Family Foundation Disclosed balance after: 0 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.00 to $56.47 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 01, 2017 Filed Jun 1, 2017 21:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 5,000 | $55.18 | $275,891.00 |
DisclosureSEC source: 0001214659-17-003767 · marketforms-38965.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · Family Foundation Disclosed balance after: 2,500 F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $55.00 to $55.62 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.