organization · Reporting owner
WESTWOOD HOLDINGS GROUP INC
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | May 07, 2024 | May 09, 2024 |
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 May 07, 2024 · Filed May 09, 2024 · 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 | 36,847 |
Reported balance
After 2024-05-07 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-05-07 · Other · Disposed 7,547 · Balance 36,847 F1: The transaction type is listed as "other disposition" as the initial filing reported shares acquired and was erroneously filed under the issuer, WHG's name. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction type is listed as "other disposition" as the initial filing reported shares acquired and was erroneously filed under the issuer, WHG's name.
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 |
|---|---|---|---|---|---|---|
| May 07, 2024 Filed May 9, 2024 19:12 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Othercommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000047 · wk-form4a_1715281914.xml · nonDerivative · entry 1 WESTWOOD HOLDINGS GROUP INC · CIK 0001165002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,847 F1 · kind: The transaction type is listed as "other disposition" as the initial filing reported shares acquired and was erroneously filed under the issuer, WHG's name. Read SEC document |
| May 07, 2024 Filed May 9, 2024 18:26 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000045 · wk-form4_1715279185.xml · nonDerivative · entry 1 WESTWOOD HOLDINGS GROUP INC · CIK 0001165002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,394 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.