Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | President-Westwood Wealth Mgmt | February 23, 2024 | February 27, 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 February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 56,021 |
Ending reported balance
After 2024-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-23 · Grant · Acquired 21,667 · Balance 59,629 Row 2 · 2024-02-23 · Tax withholding · Disposed 3,608 · Balance 56,021 |
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, 2024 Filed Feb 27, 2024 21:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 3,608 | $12.00 | $43,296.00 |
DisclosureSEC source: 0001933058-24-000002 · wk-form4_1709069465.xml · nonDerivative · entry 2 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,021 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:31 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 21,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001933058-24-000002 · wk-form4_1709069465.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,629 Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 20:09 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 850 | $10.97 | $9,327.48 |
DisclosureSEC source: 0001933058-23-000007 · wk-form4_1691784548.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,962 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,000 | $12.90 | $25,806.60 |
DisclosureSEC source: 0001933058-23-000004 · wf-form4_167899969040080.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,812 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $12.5701 to $13.195 per share. Full information regarding the number of shares sold 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 |
| February 23, 2023 Filed Feb 24, 2023 22:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 16,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001933058-23-000002 · wf-form4_167727915187097.xml · nonDerivative · entry 3 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,812 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 22:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 2,504 | $12.34 | $30,899.36 |
DisclosureSEC source: 0001933058-23-000002 · wf-form4_167727915187097.xml · nonDerivative · entry 2 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,604 Read SEC document |
| November 28, 2022 Filed Feb 24, 2023 22:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 240 | $10.60 | $2,544.02 |
DisclosureSEC source: 0001933058-23-000002 · wf-form4_167727915187097.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,108 Read SEC document |
| June 01, 2022 Filed Jun 8, 2022 21:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 3,000 | $14.95 | $44,850.00 |
DisclosureSEC source: 0001933058-22-000004 · wf-form4_165472415411482.xml · nonDerivative · entry 1 Bennett Leah · CIK 0001933058 · President-Westwood Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,348 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.