Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | April 30, 2026 | May 06, 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 30, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 37,532 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 5,780 · Balance 37,532 |
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 30, 2026 Filed May 6, 2026 21:55 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-26-000002 · wk-form4_1778104522.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,532 Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:24 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-25-000005 · wk-form4_1748031850.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,752 Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 15:25 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-24-000002 · wk-form4_1717428337.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,062 Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-23-000002 · wf-form4_168263039779030.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,515 Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 22:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-22-000002 · wf-form4_165118356624463.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,598 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001864914-21-000011 · wf-form4_162266519496536.xml · nonDerivative · entry 1 Bowman Randy A · CIK 0001864914 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 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.