Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | President and COO | 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 | 122,573 |
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 32,287 · Balance 122,573 |
| common stockSEC Table I · non-derivative | Direct | 122,573 |
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 6,223 · Balance 122,573 |
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 21:29 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 6,223 | $16.22 | $100,937.06 |
DisclosureSEC source: 0001731249-26-000002 · wk-form4_1773437343.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,573 Read SEC document |
| February 23, 2026 Filed Mar 13, 2026 21:29 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 32,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-26-000002 · wk-form4_1773437343.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,796 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 20:17 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 6,223 | $16.22 | $100,937.06 |
DisclosureSEC source: 0001731249-26-000004 · wk-form4a_1773692259.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,573 Read SEC document |
| February 23, 2026 Filed Mar 16, 2026 20:17 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 32,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-26-000004 · wk-form4a_1773692259.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,573 Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 20:01 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 7,000 | $15.50 | $108,500.00 |
DisclosureSEC source: 0001731249-25-000007 · wk-form4_1749153639.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,509 F1 · shares: The sale was effected pursuant to a limit order established in advance, under which shares would only be sold at prices of $15.50 or higher, with an expiration date of June 13, 2025. The transaction was undertaken to fund a personal real estate acquisition and does not reflect any change in the reporting person's view of the issuer's business or its prospects. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:16 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 5,265 | $16.44 | $86,556.60 |
DisclosureSEC source: 0001731249-25-000002 · wk-form4_1740521752.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,509 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:16 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 24,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-25-000002 · wk-form4_1740521752.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,774 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:37 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 4,185 | $12.00 | $50,220.00 |
DisclosureSEC source: 0001731249-24-000002 · wk-form4_1709069800.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,138 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:37 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 32,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-24-000002 · wk-form4_1709069800.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,323 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 16,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-23-000005 · wf-form4_167754554610460.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,416 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 3,193 | $12.34 | $39,401.62 |
DisclosureSEC source: 0001731249-23-000005 · wf-form4_167754554610460.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,208 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 15,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000022 · wf-form4_164608871188306.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,401 Read SEC document |
| February 23, 2022 Filed Feb 28, 2022 22:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,233 | $16.75 | $37,402.75 |
DisclosureSEC source: 0001165002-22-000022 · wf-form4_164608871188306.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,009 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 21:28 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 885 | $21.59 | $19,104.85 |
DisclosureSEC source: 0001731249-21-000007 · wf-form4_162465649645422.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,242 F1 · shares: The shares were sold pursuant to participation in an SEC Rule 10b5-1 plan adopted by the reporting person on March 8, 2021. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $21.52 to $21.93 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, or a security holder of the issuer upon request. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:23 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 700 | $19.52 | $13,663.51 |
DisclosureSEC source: 0001731249-21-000005 · wf-form4_162033255983715.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,127 F1 · shares: The shares were sold pursuant to participation in an SEC Rule 10b5-1 plan adopted by the reporting person on March 8, 2021. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $19.50 to $19.59 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, or a security holder of the issuer upon request. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:23 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 800 | $19.50 | $15,600.00 |
DisclosureSEC source: 0001731249-21-000005 · wf-form4_162033255983715.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,827 F1 · shares: The shares were sold pursuant to participation in an SEC Rule 10b5-1 plan adopted by the reporting person on March 8, 2021. Read SEC document |
| April 09, 2021 Filed Apr 12, 2021 20:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,817 | $17.31 | $31,448.45 |
DisclosureSEC source: 0001731249-21-000003 · wf-form4_161825802398672.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,627 F1 · shares: The shares were sold pursuant to participation in an SEC Rule 10b5-1 plan adopted by the reporting person on March 8, 2021. F3 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale pries for the transaction reported was $17.2500 to $17.3550 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 |
| April 08, 2021 Filed Apr 12, 2021 20:07 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,412 | $17.26 | $24,371.12 |
DisclosureSEC source: 0001731249-21-000003 · wf-form4_161825802398672.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,444 F1 · shares: The shares were sold pursuant to participation in an SEC Rule 10b5-1 plan adopted by the reporting person on March 8, 2021. F2 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale pries for the transaction reported was $17.25 to $17.39 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 |
| February 23, 2021 Filed Feb 25, 2021 21:45 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,687 | $17.14 | $28,915.18 |
DisclosureSEC source: 0001731249-21-000001 · wf-form4_161428949283908.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,856 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:45 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 13,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001731249-21-000001 · wf-form4_161428949283908.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,543 Read SEC document |
| May 08, 2020 Filed May 11, 2020 20:02 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 5,220 | $21.00 | $109,620.00 |
DisclosureSEC source: 0001165002-20-000102 · wf-form4_158922731083432.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,415 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 9,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000046 · wf-form4_158266489397256.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,635 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:08 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,218 | $27.67 | $33,702.06 |
DisclosureSEC source: 0001165002-20-000046 · wf-form4_158266489397256.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,599 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 23:00 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000017 · wf-form4_155122201229932.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,817 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 23:00 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,366 | $39.06 | $53,355.96 |
DisclosureSEC source: 0001165002-19-000017 · wf-form4_155122201229932.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,696 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001608 · marketforms-41170.xml · nonDerivative · entry 2 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,062 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,268 | $55.92 | $70,906.56 |
DisclosureSEC source: 0001214659-18-001608 · marketforms-41170.xml · nonDerivative · entry 1 Gomez Fabian · CIK 0001731249 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,412 F1 · shares: 1,268 shares were withheld by the Company to satisfy a portion of Mr. Gomez'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.