Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Controller | February 21, 2025 | February 25, 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 February 21, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 3,809 |
Ending reported balance
After 2025-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-21 · Grant · Acquired 1,764 · Balance 4,333 Row 2 · 2025-02-21 · Tax withholding · Disposed 524 · Balance 3,809 |
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 21, 2025 Filed Feb 25, 2025 21:46 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 524 | $16.44 | $8,614.56 |
DisclosureSEC source: 0002001538-25-000004 · wk-form4_1740519956.xml · nonDerivative · entry 2 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,809 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:46 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,764 | $0.00 | $0.00 |
DisclosureSEC source: 0002001538-25-000004 · wk-form4_1740519956.xml · nonDerivative · entry 1 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,333 Read SEC document |
| February 23, 2024 Filed Feb 25, 2025 21:41 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0002001538-25-000002 · wk-form4_1740519707.xml · nonDerivative · entry 1 Mazzei Matthew · CIK 0002001538 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,569 F1 · date: Mr. Mazzei became a Section 16 Officer in November of 2023. Mr. Mazzei did not receive a share grant in 2024. The shares represented include shares that were awarded but did not vest until February 23, 2024. This filing is required to provide an accurate reflection of Mr. Mazzei's beneficial ownership. 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.