Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | April 30, 2025 | May 23, 2025 |
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 April 30, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 50,084 |
Reported balance
After 2025-04-30 transaction · row 1
1 source rowRow 1 · 2025-04-30 · Grant · Acquired 5,690 · Balance 50,084 |
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 |
|---|---|---|---|---|---|---|
| April 30, 2025 Filed May 23, 2025 20:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-25-000004 · wk-form4_1748032403.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,084 Read SEC document |
| May 07, 2024 Filed May 9, 2024 19:19 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-24-000002 · wk-form4_1715282360.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,394 Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:11 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-23-000002 · wf-form4_168262986373378.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,847 Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 21:24 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-22-000003 · wf-form4_165118098726575.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,930 Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 01:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001397840-21-000004 · wf-form4_161974673603471.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,032 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:24 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000098 · wf-form4_158827824905484.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,423 Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:40 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000045 · wf-form4_155622839451907.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,696 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:10 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003041 · marketforms-41789.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,118 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002822 · marketforms-38654.xml · nonDerivative · entry 1 Norman Geoffrey · CIK 0001397840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,496 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.