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WHGNYSE
WESTWOOD HOLDINGS GROUP INC
Investment Advice · DE · CIK 1165002
Offers global multi-asset securities products to international and domestic clients
red 8-K · 90d
$165M
Market cap
$20.15
Last close
+1.1%
1D
+10.8%
5D
67K
Volume
Price · last 39 sessions+29.4%
May 4L $15.57 · H $20.15Jun 29
256
Total filings
May 5, 2026
Last filing
12/31
Fiscal year end
8-KExecutive Change · Shareholder VoteMay 5, 202610-Q10-QApr 30, 20268-KResults of Operations · Reg FD DisclosureApr 30, 2026DEF 14ADEF 14AMar 13, 202610-K10-KMar 4, 20268-KResults of Operations · Reg FD DisclosureFeb 13, 202610-Q10-QOct 30, 20258-KResults of Operations · Reg FD DisclosureOct 30, 202510-Q10-QAug 8, 20258-KResults of Operations · Reg FD DisclosureAug 8, 20258-KExecutive ChangeJun 3, 20258-KExecutive Change · Shareholder VoteMay 5, 202510-Q10-QApr 30, 20258-KResults of Operations · Reg FD DisclosureApr 30, 2025DEF 14ADEF 14AMar 12, 20258-KExecutive ChangeMar 6, 202510-K10-KMar 5, 20258-KResults of Operations · Reg FD DisclosureFeb 12, 20258-KBylaw AmendmentDec 5, 2024SC 13GSC 13GNov 14, 2024SC 13GSC 13GNov 14, 2024SC 13GSC 13GNov 14, 202410-Q10-QOct 30, 20248-KResults of Operations · Reg FD DisclosureOct 30, 20248-KExecutive ChangeOct 8, 202410-Q10-QJul 31, 20248-KResults of Operations · Reg FD DisclosureJul 31, 20248-KExecutive Change · Shareholder VoteMay 6, 202410-Q10-QMay 1, 20248-KResults of Operations · Reg FD DisclosureMay 1, 2024DEF 14ADEF 14AMar 26, 202410-K10-KMar 7, 20248-KResults of Operations · Reg FD DisclosureFeb 14, 2024SC 13DSCHEDULE FILED TO REPORT ACQUISITION OF BENEFICIAL OWNERSHIPDec 13, 202310-Q10-QOct 31, 20238-KResults of Operations · Reg FD DisclosureOct 31, 202310-Q10-QAug 2, 20238-KResults of Operations · Reg FD DisclosureAug 2, 202310-Q10-QMay 4, 20238-KExecutive Change · Shareholder VoteMay 2, 20238-KResults of Operations · Reg FD DisclosureApr 26, 2023DEFA14ADEFA14AMar 24, 2023DEF 14ADEF 14AMar 17, 202310-K10-KMar 13, 20238-KExecutive ChangeFeb 16, 20238-KResults of Operations · Reg FD DisclosureFeb 15, 20238-K/ACompany UpdateFeb 1, 20238-KAcquisition / Disposition · Reg FD DisclosureNov 21, 202210-Q10-QOct 26, 20228-KResults of Operations · Reg FD DisclosureOct 26, 202210-Q10-QJul 27, 20228-KResults of Operations · Reg FD DisclosureJul 27, 20228-KExecutive Change · Material AgreementMay 26, 20228-KExecutive Change · Bylaw AmendmentMay 3, 20228-KAuditor ChangeMay 2, 202210-Q10-QApr 27, 20228-KResults of Operations · Reg FD DisclosureApr 27, 2022DEF 14ADEF 14AMar 22, 202210-K10-KMar 4, 2022SC 13GSC 13GFeb 25, 2022SC 13GSC 13GFeb 25, 2022SC 13GSC 13GFeb 25, 2022SC 13GSC 13GFeb 25, 2022SC 13GSC 13GFeb 14, 20228-KResults of Operations · Reg FD DisclosureFeb 9, 2022SC 13GSC 13GJan 19, 20228-KDelisting NoticeNov 2, 202110-Q10-QOct 27, 20218-KReg FD DisclosureOct 27, 202110-Q10-QJul 27, 20218-KResults of Operations · Reg FD DisclosureJul 27, 20218-KReg FD DisclosureJul 14, 2021SC 13GSC 13GJul 12, 20218-KCompany UpdateMay 12, 20218-KMaterial Agreement · Security-Holder RightsMay 3, 20218-K/AExecutive Change · Shareholder VoteApr 30, 20218-KExecutive Change · Shareholder VoteApr 29, 202110-Q10-QApr 28, 20218-KResults of Operations · Reg FD DisclosureApr 28, 2021SC 13DSCHEDULE 13DApr 15, 2021
Insider Activity
In the 90 days to Feb 23, 2026: 6 sold $977K.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Feb 23, 2026 | Casey Brian OCEO | Sell | 18,943 | $16.22 | $307K |
| Feb 23, 2026 | Helfert AdrianCIO, Multi-Asset Inv. | Sell | 10,772 | $16.22 | $175K |
| Feb 23, 2026 | Gomez FabianPresident | Sell | 6,223 | $16.22 | $101K |
| Feb 23, 2026 | Lockridge MatthewHead, U.S. Value Inv. | Sell | 5,379 | $16.22 | $87K |
| Feb 23, 2026 | Forbes Murray IiiChief Financial Officer | Sell | 2,859 | $16.22 | $46K |
| Feb 23, 2026 | Linton David OHead of Distribution | Sell | 2,654 | $16.22 | $43K |
| Dec 10, 2025 | Casey Brian OCEO | Sell | 8,341 | $16.55 | $138K |
| Dec 9, 2025 | Casey Brian OCEO | Sell | 1,764 | $16.41 | $29K |
| Dec 8, 2025 | Casey Brian OCEO | Sell | 1,602 | $16.45 | $26K |
| Dec 5, 2025 | Casey Brian OCEO | Sell | 1,351 | $16.44 | $22K |
| Nov 28, 2025 | Casey Brian OCEO | Sell | 99 | $17.00 | $2K |
| Nov 26, 2025 | Casey Brian OCEO | Sell | 40 | $17.00 | $680 |
| Nov 10, 2025 | Casey Brian OCEO | Sell | 370 | $17.00 | $6K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
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