Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director · CEO | February 23, 2026 | March 16, 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 February 23, 2026 · Filed March 16, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 530,610 |
Reported balance
After 2026-02-23 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 57,194 · Balance 530,610 |
| common stockSEC Table I · non-derivative | Direct | 530,610 |
Reported balance
After 2026-02-23 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-02-23 · Tax withholding · Disposed 18,943 · Balance 530,610 |
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, 2026 Filed Mar 13, 2026 21:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 18,943 | $16.22 | $307,255.46 |
DisclosureSEC source: 0001171437-26-000002 · wk-form4_1773437473.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,610 Read SEC document |
| February 23, 2026 Filed Mar 13, 2026 21:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 57,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-26-000002 · wk-form4_1773437473.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,553 F1 · date: This Form 4 is being filed later than the two-business-day reporting deadline due to administrative matters related to the filer EDGAR Next registration. Read SEC document |
| February 23, 2026 Filed Mar 16, 2026 20:19 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 18,943 | $16.22 | $307,255.46 |
DisclosureSEC source: 0001171437-26-000004 · wk-form4a_1773692349.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,610 Read SEC document |
| February 23, 2026 Filed Mar 16, 2026 20:19 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 57,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-26-000004 · wk-form4a_1773692349.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,610 Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 22:54 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 8,341 | $16.55 | $138,038.55 |
DisclosureSEC source: 0001171437-25-000014 · wk-form4_1765493684.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,359 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. F2 · balance_after: The reported price represents a weighted average price per share. The shares were sold in multiple transactions at prices ranging from $16.45 to $16.6528. The reporting person undertakes to provide, upon request by the Staff of the SEC, the issuer, or a security holder, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,764 | $16.41 | $28,940.71 |
DisclosureSEC source: 0001628280-25-056609 · wk-form4_1765493283.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,700 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. F2 · price: 2. The reported price represents a weighted average price per share. The shares were sold in multiple transactions at prices ranging from $16.4014 to $16.41. The reporting person undertakes to provide, upon request by the Staff of the SEC, the issuer, or a security holder, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 08, 2025 Filed Dec 9, 2025 20:59 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,602 | $16.45 | $26,345.85 |
DisclosureSEC source: 0001171437-25-000011 · wk-form4_1765313963.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 502,464 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. F2 · price: The reported price represents a weighted average price per share. The shares were sold in multiple transactions at prices ranging from $16.43 to $16.45. The reporting person undertakes to provide, upon request by the Staff of the SEC, the issuer, or a security holder, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 21:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,351 | $16.44 | $22,209.63 |
DisclosureSEC source: 0001628280-25-055857 · wk-form4_1765229941.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,066 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. F2 · price: The reported price represents a weighted average price per share. The shares were sold in multiple transactions at prices ranging from $16.4145 to $16.51. The reporting person undertakes to provide, upon request by the Staff of the SEC, the issuer, or a security holder, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 23:00 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 99 | $17.00 | $1,683.00 |
DisclosureSEC source: 0001628280-25-054546 · wk-form4_1764630007.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,417 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 23:00 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 40 | $17.00 | $680.00 |
DisclosureSEC source: 0001628280-25-054546 · wk-form4_1764630007.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,516 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 22:53 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 370 | $17.00 | $6,290.00 |
DisclosureSEC source: 0001171437-25-000009 · wk-form4_1762988030.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,556 F1 · shares: The reported sale was executed pursuant to Rule 144 under the Securities Act of 1933. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 21:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 6,750 | $18.00 | $121,500.00 |
DisclosureSEC source: 0001171437-25-000007 · wk-form4_1756935097.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,926 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 13,159 | $16.44 | $216,333.96 |
DisclosureSEC source: 0001171437-25-000003 · wk-form4_1740522679.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512,676 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 45,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-25-000003 · wk-form4_1740522679.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,835 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:51 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 5,694 | $12.00 | $68,328.00 |
DisclosureSEC source: 0001171437-24-000002 · wk-form4_1709070629.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,367 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:51 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 52,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-24-000002 · wk-form4_1709070629.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,061 Read SEC document |
| February 23, 2024 Filed Nov 14, 2024 21:29 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 48,230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001171437-24-000007 · wk-form4a_1731619756.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,214 F1 · shares: This amendment is intended to correct the original filing dated February 27, 2024, which reflected a grant/acquisition of 52,083 shares. The correct amount of shares granted was 48,230 of WHG stock, which was properly reflected on WHG's proxy statement. F2 · price: The closing price of WHG stock on February 23, 2024, was $12.00. F3 · balance_after: The total amount of securities beneficially owned following this amendment is 480,214, inclusive of 700 shares held indirectly for children, which reflects a reduction of 3,153 shares from the previously reported 483,367 shares. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:55 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 50,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-23-000005 · wf-form4_167754570739266.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,978 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:55 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,545 | $12.34 | $19,065.30 |
DisclosureSEC source: 0001171437-23-000005 · wf-form4_167754570739266.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,329 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 18,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000020 · wf-form4_164608845809423.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,874 Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 22:40 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 3,000 | $16.75 | $50,250.00 |
DisclosureSEC source: 0001165002-21-000099 · wf-form4_163770718765455.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,217 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 21:55 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 522 | $17.25 | $9,004.50 |
DisclosureSEC source: 0001171437-21-000006 · wf-form4_163597652823915.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,217 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:55 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 2,500 | $17.25 | $43,125.00 |
DisclosureSEC source: 0001171437-21-000006 · wf-form4_163597652823915.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,695 Read SEC document |
| August 29, 2021 Filed Aug 30, 2021 20:09 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Othercommon stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001171437-21-000004 · wf-form4_163035415820834.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As UTMA custodian for oldest son Disclosed balance after: 0 F1 · kind: Reporting person is no longer custodian of UTMA account for the oldest son. The son for whom account was being held reached age of majority on August 29, 2021. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:26 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,975 | $17.71 | $52,687.25 |
DisclosureSEC source: 0001171437-21-000002 · wf-form4_161549799809052.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,195 F1 · shares: 2,975 shares were withheld by the Company to satisfy a portion of Mr. Casey's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| August 07, 2020 Filed Aug 7, 2020 22:16 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 10,000 | $11.36 | $113,562.00 |
DisclosureSEC source: 0001171437-20-000005 · wf-form4_159683782944354.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,170 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $11.34 to $11.36 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 Mar 11, 2020 21:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 6,518 | $20.09 | $130,946.62 |
DisclosureSEC source: 0001165002-20-000061 · wf-form4_158396351569359.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,170 Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 21:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 11,135 | $36.96 | $411,549.60 |
DisclosureSEC source: 0001165002-19-000026 · wf-form4_155233819904022.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,688 Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 21:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 36,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000026 · wf-form4_155233819904022.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,823 Read SEC document |
| September 18, 2018 Filed Sep 18, 2018 20:41 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Othercommon stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006076 · marketforms-42870.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As UTMA custodian for daughter Disclosed balance after: 0 F1 · kind: Reporting person no longer custodian of UTMA account for daughter; daughter for whom account was held reached age of majority on September 18, 2018. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 17,300 | $55.46 | $959,458.00 |
DisclosureSEC source: 0001214659-18-002044 · marketforms-41362.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,137 F1 · shares: 17,300 shares were withheld by the Company to satisfy a portion of Mr. Casey'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 | 43,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-002044 · marketforms-41362.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,437 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:41 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 12,344 | $54.77 | $676,080.88 |
DisclosureSEC source: 0001214659-17-001886 · marketforms-38347.xml · nonDerivative · entry 2 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,831 F1 · shares: 12,344 shares were withheld by the Company to satisfy a portion of Mr. Casey's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:41 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 70,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001886 · marketforms-38347.xml · nonDerivative · entry 1 CASEY BRIAN O · CIK 0001171437 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,175 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.