Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Chief Financial Officer | 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 | 65,826 |
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 11,098 · Balance 65,826 |
| common stockSEC Table I · non-derivative | Direct | 65,826 |
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 2,859 · Balance 65,826 |
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 22:19 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,859 | $16.22 | $46,372.98 |
DisclosureSEC source: 0001755464-26-000005 · wk-form4_1773440379.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,826 Read SEC document |
| February 23, 2026 Filed Mar 13, 2026 22:19 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 11,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-26-000005 · wk-form4_1773440379.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,685 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 20:21 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,859 | $16.22 | $46,372.98 |
DisclosureSEC source: 0001755464-26-000008 · wk-form4a_1773692497.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,826 Read SEC document |
| February 23, 2026 Filed Mar 16, 2026 20:21 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 11,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-26-000008 · wk-form4a_1773692497.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,826 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,815 | $16.44 | $46,278.60 |
DisclosureSEC source: 0001755464-25-000002 · wk-form4_1740521167.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,587 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 10,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-25-000002 · wk-form4_1740521167.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,402 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:44 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,723 | $12.00 | $32,676.00 |
DisclosureSEC source: 0001755464-24-000002 · wk-form4_1709070110.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,757 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:44 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 13,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-24-000002 · wk-form4_1709070110.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,480 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:04 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 11,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-23-000003 · wf-form4_167754626344548.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,938 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:04 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,997 | $12.34 | $24,642.98 |
DisclosureSEC source: 0001755464-23-000003 · wf-form4_167754626344548.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,876 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:57 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 10,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000024 · wf-form4_164608899769884.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,873 Read SEC document |
| February 23, 2022 Filed Feb 28, 2022 22:57 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 1,328 | $16.75 | $22,244.00 |
DisclosureSEC source: 0001165002-22-000024 · wf-form4_164608899769884.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,868 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 871 | $17.41 | $15,164.11 |
DisclosureSEC source: 0001755464-21-000003 · wf-form4_161429056163400.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,196 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:03 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 8,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001755464-21-000003 · wf-form4_161429056163400.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,067 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000043 · wf-form4_158266470987772.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,315 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 558 | $27.67 | $15,439.86 |
DisclosureSEC source: 0001165002-20-000043 · wf-form4_158266470987772.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,436 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:56 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000015 · wf-form4_155122180379319.xml · nonDerivative · entry 2 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,994 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:56 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 407 | $39.06 | $15,897.42 |
DisclosureSEC source: 0001165002-19-000015 · wf-form4_155122180379319.xml · nonDerivative · entry 1 Forbes Murray III · CIK 0001755464 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,921 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.