Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | CIO, Multi-Asset 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 | 162,751 |
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 10,772 · Balance 162,751 |
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 21:28 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 10,772 | $16.22 | $174,721.84 |
DisclosureSEC source: 0001932834-26-000004 · wk-form4_1773437258.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,751 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 20:27 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 10,772 | $16.22 | $174,721.84 |
DisclosureSEC source: 0001932834-26-000007 · wk-form4a_1773692866.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,751 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:10 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 13,395 | $16.44 | $220,213.80 |
DisclosureSEC source: 0001932834-25-000002 · wk-form4_1740521410.xml · nonDerivative · entry 2 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,523 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:10 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 30,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001932834-25-000002 · wk-form4_1740521410.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,918 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 11,611 | $12.00 | $139,332.00 |
DisclosureSEC source: 0001932834-24-000002 · wk-form4_1709069932.xml · nonDerivative · entry 2 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,504 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 41,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001932834-24-000002 · wk-form4_1709069932.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,115 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:35 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 40,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001932834-23-000002 · wf-form4_167754453342524.xml · nonDerivative · entry 2 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,448 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:35 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 8,347 | $12.34 | $103,001.98 |
DisclosureSEC source: 0001932834-23-000002 · wf-form4_167754453342524.xml · nonDerivative · entry 1 Helfert Adrian · CIK 0001932834 · CIO, Multi-Asset Inv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,929 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.