Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Head, U.S. Value Inv. | 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 | 77,900 |
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 · Tax withholding · Disposed 5,379 · Balance 77,900 |
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 21:27 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 5,379 | $16.22 | $87,247.38 |
DisclosureSEC source: 0001932782-26-000005 · wk-form4_1773437230.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,900 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 20:26 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 5,379 | $16.22 | $87,247.38 |
DisclosureSEC source: 0001932782-26-000008 · wk-form4a_1773692791.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,900 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:13 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 4,939 | $16.44 | $81,197.16 |
DisclosureSEC source: 0001932782-25-000002 · wk-form4_1740521611.xml · nonDerivative · entry 2 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,279 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:13 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 31,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001932782-25-000002 · wk-form4_1740521611.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,218 Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 14,000 | $12.01 | $168,086.80 |
DisclosureSEC source: 0001932782-24-000004 · wk-form4_1709933783.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,283 F1 · price: The price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $12.0000 to $12.1450. 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, 2024 Filed Feb 27, 2024 21:46 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 6,827 | $12.00 | $81,924.00 |
DisclosureSEC source: 0001932782-24-000002 · wk-form4_1709070375.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,283 Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 22:02 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 794 | $13.60 | $10,798.40 |
DisclosureSEC source: 0001932782-23-000006 · wf-form4_167848572255668.xml · nonDerivative · entry 2 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,110 Read SEC document |
| March 07, 2023 Filed Mar 10, 2023 22:02 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,500 | $13.42 | $20,128.95 |
DisclosureSEC source: 0001932782-23-000006 · wf-form4_167848572255668.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,904 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $13.19 to $13.66 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 06, 2023 Filed Mar 8, 2023 23:18 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 3,000 | $13.91 | $41,718.90 |
DisclosureSEC source: 0001932782-23-000004 · wf-form4_167831747982949.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,404 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $13.8501 to $14.0150 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, 2023 Filed Feb 24, 2023 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 4,471 | $12.34 | $55,172.14 |
DisclosureSEC source: 0001932782-23-000002 · wf-form4_167727889546720.xml · nonDerivative · entry 2 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,357 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 34,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001932782-23-000002 · wf-form4_167727889546720.xml · nonDerivative · entry 3 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,404 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 6,713 | $11.70 | $78,542.10 |
DisclosureSEC source: 0001932782-23-000002 · wf-form4_167727889546720.xml · nonDerivative · entry 1 Lockridge Matthew · CIK 0001932782 · Head, U.S. Value Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,828 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $11.13 to $11.80 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.