Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director · Chairman | May 20, 2024 | May 20, 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 20, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 82,228 |
Reported balance
After 2024-05-20 transaction · row 1
1 source rowRow 1 · 2024-05-20 · Grant · Acquired 7,547 · Balance 82,228 |
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 20, 2024 Filed May 20, 2024 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-24-000053 · wk-form4_1716235483.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,228 Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-23-000047 · wf-form4_168262949550774.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,681 Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 21:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-22-000061 · wf-form4_165118245391850.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,764 Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 23:16 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 578 | $16.65 | $9,623.70 |
DisclosureSEC source: 0001165002-21-000103 · wf-form4_163840055541354.xml · nonDerivative · entry 2 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,866 Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 23:16 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 406 | $16.65 | $6,759.90 |
DisclosureSEC source: 0001165002-21-000103 · wf-form4_163840055541354.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,288 Read SEC document |
| November 22, 2021 Filed Dec 1, 2021 23:14 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,516 | $16.65 | $25,241.40 |
DisclosureSEC source: 0001165002-21-000101 · wf-form4a_163840043755938.xml · nonDerivative · entry 3 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,882 Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:51 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,498 | $17.50 | $78,715.00 |
DisclosureSEC source: 0001165002-21-000095 · wf-form4_163762145041922.xml · nonDerivative · entry 2 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,366 Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 22:11 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 4,498 | $17.50 | $78,715.00 |
DisclosureSEC source: 0001165002-21-000097 · wf-form4a_163770544188599.xml · nonDerivative · entry 2 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,366 Read SEC document |
| November 19, 2021 Filed Dec 1, 2021 23:14 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 4,498 | $17.50 | $78,715.00 |
DisclosureSEC source: 0001165002-21-000101 · wf-form4a_163840043755938.xml · nonDerivative · entry 2 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,366 Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 22:51 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 502 | $17.50 | $8,785.00 |
DisclosureSEC source: 0001165002-21-000095 · wf-form4_163762145041922.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,868 Read SEC document |
| November 18, 2021 Filed Nov 23, 2021 22:11 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 1,516 | $16.65 | $25,241.40 |
DisclosureSEC source: 0001165002-21-000097 · wf-form4a_163770544188599.xml · nonDerivative · entry 3 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,882 Read SEC document |
| November 18, 2021 Filed Nov 23, 2021 22:11 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 502 | $17.50 | $8,785.00 |
DisclosureSEC source: 0001165002-21-000097 · wf-form4a_163770544188599.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,868 Read SEC document |
| November 18, 2021 Filed Dec 1, 2021 23:14 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 502 | $17.50 | $8,785.00 |
DisclosureSEC source: 0001165002-21-000101 · wf-form4a_163840043755938.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,868 Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 21:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 5,000 | $17.75 | $88,750.00 |
DisclosureSEC source: 0001165002-21-000091 · wf-form4_163614890727845.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,366 Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 01:49 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-21-000049 · wf-form4_161974736437743.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,366 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 01:34 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 5,584 | $11.20 | $62,527.96 |
DisclosureSEC source: 0001165002-20-000154 · wf-form4_160557687087245.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,757 F1 · price: Price reflected is the weighted-average purchase price for shares bought. The range of purchase prices for the transactions reported was $11.25 to $10.75 per share. Full information regarding the number of shares bought 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 |
| April 29, 2020 Filed Apr 30, 2020 20:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000094 · wf-form4_158827802900409.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,173 Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:33 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000041 · wf-form4_155622799764959.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,446 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003037 · marketforms-41784.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,868 Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 22:23 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 20 | $58.54 | $1,170.80 |
DisclosureSEC source: 0001214659-17-004739 · marketforms-39350.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As UTMA custodian for son Disclosed balance after: 0 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: 0001214659-17-002827 · marketforms-38661.xml · nonDerivative · entry 1 FRANK RICHARD M · CIK 0001204768 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,246 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.