WHG · Westwood Holdings Group Inc Common Stock
View on chartInsiders & Stakes
| CASEY BRIAN O President & CEO | ▼ Sell | Open Market | 530,610 Shares held | 2/23/2026 | View profile |
| BYRNE SUSAN M Director | ▼ Sell | Open Market | 230,444 Shares held | 7/2/2026 | View profile |
| Helfert Adrian CIO, Multi-Asset Inv. | ▼ Sell | Open Market | 162,751 Shares held | 2/23/2026 | View profile |
| Gomez Fabian Chief Operating Officer | ▼ Sell | Open Market | 122,573 Shares held | 2/23/2026 | View profile |
| FRANK RICHARD M Director | ▲ Buy | Grant | 82,228 Shares held | 5/20/2024 | View profile |
| Lockridge Matthew Head, U.S. Value Inv. | ▼ Sell | Open Market | 77,900 Shares held | 2/23/2026 | View profile |
| WOOLDRIDGE RAYMOND E Director | ▲ Buy | Open Market | 77,597 Shares held | 11/1/2021 | View profile |
| Montgomery John Porter Chief Operating Officer | ▼ Sell | Open Market | 75,816 Shares held | 9/11/2023 | View profile |
| Gerron Julie Kramer General Counsel & CCO | ▼ Sell | Other | 69,920 Shares held | 5/2/2023 | View profile |
| Forbes Murray III Chief Financial Officer | ▼ Sell | Open Market | 65,826 Shares held | 2/23/2026 | View profile |
| Hoak J. Hale Director | ▲ Buy | Grant | 60,770 Shares held | 4/30/2026 | View profile |
| Bennett Leah President-Westwood Wealth Mgmt | ▼ Sell | Tax Withholding | 56,021 Shares held | 2/23/2024 | View profile |
| MASTERSON ELLEN H Director | ▲ Buy | Grant | 52,614 Shares held | 4/30/2026 | View profile |
| Norman Geoffrey Director | ▲ Buy | Grant | 50,084 Shares held | 4/30/2025 | View profile |
| Paddon Steve Head of Distribution | ▲ Buy | Grant | 49,418 Shares held | 2/24/2022 | View profile |
| WESTWOOD HOLDINGS GROUP INC Director | ▲ Buy | Grant | 44,394 Shares held | 5/7/2024 | View profile |
| Bowman Randy A Director | ▲ Buy | Grant | 37,532 Shares held | 4/30/2026 | View profile |
| Linton David O Head of Distribution | ▼ Sell | Open Market | 29,415 Shares held | 2/23/2026 | View profile |
| Ehinger John Anthony Jr Head of Legal, CCO | ▼ Sell | Tax Withholding | 18,252 Shares held | 2/23/2026 | View profile |
| JCP Investment Management, LLC | ▼ Sell | Open Market | 16,795 Shares held | 6/9/2022 | View profile |
| Ryan Janice Director | ▲ Buy | Grant | 11,669 Shares held | 6/9/2026 | View profile |
| Katherine Murray Director | ▲ Buy | Grant | 11,470 Shares held | 4/30/2026 | View profile |
| Mazzei Matthew Controller | ▼ Sell | Tax Withholding | 3,809 Shares held | 2/21/2025 | View profile |
Transaction History
| BYRNE SUSAN M | ▼ Sell | Open Market | 4,481 | $89K | 7/2/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 3,584 | $69K | 7/1/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,091 | $21K | 6/30/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 7,129 | $143K | 6/29/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 4,274 | $83K | 6/26/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 500 | $9K | 6/25/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,300 | $24K | 6/24/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 2,500 | $46K | 6/23/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,000 | $18K | 6/22/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,549 | $28K | 6/18/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 350 | $6K | 6/17/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,634 | $30K | 6/16/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 2,910 | $52K | 6/15/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 4,367 | $78K | 6/12/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 3,300 | $58K | 6/11/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,800 | $32K | 6/10/2026 |
| Ryan Janice | ▲ Buy | Grant | 5,889 | $0 | 6/9/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,900 | $33K | 6/9/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 607 | $10K | 6/8/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 616 | $11K | 6/5/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 406 | $7K | 6/2/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,300 | $21K | 6/1/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,124 | $18K | 5/29/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 2,028 | $33K | 5/28/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,062 | $17K | 5/27/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,666 | $27K | 5/26/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 613 | $10K | 5/22/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 300 | $5K | 5/21/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 206 | $3K | 5/20/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 651 | $10K | 5/18/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 500 | $8K | 5/14/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 300 | $5K | 5/13/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 991 | $16K | 5/12/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 876 | $14K | 5/11/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 600 | $10K | 5/8/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,000 | $16K | 5/7/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 260 | $4K | 5/6/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 678 | $11K | 5/5/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 239 | $4K | 5/4/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 478 | $8K | 5/1/2026 |
| Ryan Janice | ▲ Buy | Grant | 5,780 | $0 | 4/30/2026 |
| Bowman Randy A | ▲ Buy | Grant | 5,780 | $0 | 4/30/2026 |
| Katherine Murray | ▲ Buy | Grant | 5,780 | $0 | 4/30/2026 |
| MASTERSON ELLEN H | ▲ Buy | Grant | 5,780 | $0 | 4/30/2026 |
| Hoak J. Hale | ▲ Buy | Grant | 5,780 | $0 | 4/30/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 994 | $16K | 4/30/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 500 | $8K | 4/29/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 660 | $11K | 4/28/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 733 | $12K | 4/27/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 700 | $11K | 4/24/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 9 | $155 | 4/23/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 294 | $5K | 4/22/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 532 | $9K | 4/21/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 500 | $8K | 4/20/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 700 | $11K | 4/17/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 500 | $8K | 4/16/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,500 | $25K | 4/15/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 301 | $5K | 4/14/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,600 | $26K | 4/13/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 900 | $14K | 4/10/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 401 | $7K | 4/9/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 704 | $12K | 4/8/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 400 | $6K | 4/7/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 700 | $11K | 4/6/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 600 | $10K | 4/2/2026 |
| BYRNE SUSAN M | ▼ Sell | Open Market | 1,494 | $25K | 4/1/2026 |
| Ehinger John Anthony Jr | ▲ Buy | Grant | 5,549 | $0 | 2/23/2026 |
| Ehinger John Anthony Jr | ▼ Sell | Tax Withholding | 838 | $14K | 2/23/2026 |
| Forbes Murray III | ▲ Buy | Grant | 11,098 | $0 | 2/23/2026 |
| Helfert Adrian | ▼ Sell | Open Market | 10,772 | $175K | 2/23/2026 |
| Lockridge Matthew | ▼ Sell | Open Market | 5,379 | $87K | 2/23/2026 |
| Forbes Murray III | ▼ Sell | Open Market | 2,859 | $46K | 2/23/2026 |
| CASEY BRIAN O | ▲ Buy | Grant | 57,194 | $0 | 2/23/2026 |
| CASEY BRIAN O | ▼ Sell | Open Market | 18,943 | $307K | 2/23/2026 |
| Linton David O | ▲ Buy | Grant | 15,414 | $0 | 2/23/2026 |
| Linton David O | ▼ Sell | Open Market | 2,654 | $43K | 2/23/2026 |
| Gomez Fabian | ▲ Buy | Grant | 32,287 | $0 | 2/23/2026 |
| Gomez Fabian | ▼ Sell | Open Market | 6,223 | $101K | 2/23/2026 |
| CASEY BRIAN O | ▼ Sell | Open Market | 8,341 | $138K | 12/10/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 1,764 | $29K | 12/9/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 1,602 | $26K | 12/8/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 1,351 | $22K | 12/5/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 99 | $2K | 11/28/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 40 | $680 | 11/26/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 370 | $6K | 11/10/2025 |
| CASEY BRIAN O | ▼ Sell | Open Market | 6,750 | $122K | 8/29/2025 |
| Gomez Fabian | ▼ Sell | Open Market | 7,000 | $109K | 6/5/2025 |
| Katherine Murray | ▲ Buy | Grant | 5,690 | $0 | 4/30/2025 |
| Norman Geoffrey | ▲ Buy | Grant | 5,690 | $0 | 4/30/2025 |
| Hoak J. Hale | ▲ Buy | Grant | 5,690 | $0 | 4/30/2025 |
| Bowman Randy A | ▲ Buy | Grant | 5,690 | $0 | 4/30/2025 |
| MASTERSON ELLEN H | ▲ Buy | Grant | 5,690 | $0 | 4/30/2025 |
| Lockridge Matthew | ▼ Sell | Tax Withholding | 4,939 | $81K | 2/21/2025 |
| Helfert Adrian | ▲ Buy | Grant | 30,414 | $0 | 2/21/2025 |
| CASEY BRIAN O | ▲ Buy | Grant | 45,621 | $0 | 2/21/2025 |
| CASEY BRIAN O | ▼ Sell | Tax Withholding | 13,159 | $216K | 2/21/2025 |
| Gomez Fabian | ▲ Buy | Grant | 24,636 | $0 | 2/21/2025 |
| Gomez Fabian | ▼ Sell | Tax Withholding | 5,265 | $87K | 2/21/2025 |
| Lockridge Matthew | ▲ Buy | Grant | 31,935 | $0 | 2/21/2025 |
| Helfert Adrian | ▼ Sell | Tax Withholding | 13,395 | $220K | 2/21/2025 |
| Forbes Murray III | ▲ Buy | Grant | 10,645 | $0 | 2/21/2025 |
| Forbes Murray III | ▼ Sell | Tax Withholding | 2,815 | $46K | 2/21/2025 |
| Ehinger John Anthony Jr | ▲ Buy | Grant | 4,867 | $0 | 2/21/2025 |
| Ehinger John Anthony Jr | ▼ Sell | Tax Withholding | 448 | $7K | 2/21/2025 |
| Mazzei Matthew | ▲ Buy | Grant | 1,764 | $0 | 2/21/2025 |
| Mazzei Matthew | ▼ Sell | Tax Withholding | 524 | $9K | 2/21/2025 |
| Bowman Randy A | ▲ Buy | Grant | 7,547 | $0 | 5/30/2024 |
| FRANK RICHARD M | ▲ Buy | Grant | 7,547 | $0 | 5/20/2024 |
| MASTERSON ELLEN H | ▲ Buy | Grant | 7,547 | $0 | 5/20/2024 |
| Norman Geoffrey | ▲ Buy | Grant | 7,547 | $0 | 5/7/2024 |
| WESTWOOD HOLDINGS GROUP INC | ▲ Buy | Grant | 7,547 | $0 | 5/7/2024 |
| Lockridge Matthew | ▼ Sell | Open Market | 14,000 | $168K | 3/6/2024 |
| Mazzei Matthew | ▲ Buy | Grant | 1,797 | $0 | 2/23/2024 |
| CASEY BRIAN O | ▲ Buy | Grant | 52,083 | $0 | 2/23/2024 |
| CASEY BRIAN O | ▼ Sell | Tax Withholding | 5,694 | $68K | 2/23/2024 |
| Lockridge Matthew | ▼ Sell | Tax Withholding | 6,827 | $82K | 2/23/2024 |
| Forbes Murray III | ▲ Buy | Grant | 13,542 | $0 | 2/23/2024 |
| Forbes Murray III | ▼ Sell | Tax Withholding | 2,723 | $33K | 2/23/2024 |
| Helfert Adrian | ▲ Buy | Grant | 41,667 | $0 | 2/23/2024 |
| Helfert Adrian | ▼ Sell | Tax Withholding | 11,611 | $139K | 2/23/2024 |
| Gomez Fabian | ▲ Buy | Grant | 32,907 | $0 | 2/23/2024 |
| Gomez Fabian | ▼ Sell | Tax Withholding | 4,185 | $50K | 2/23/2024 |
| Bennett Leah | ▲ Buy | Grant | 21,667 | $0 | 2/23/2024 |
| Bennett Leah | ▼ Sell | Tax Withholding | 3,608 | $43K | 2/23/2024 |
| Ehinger John Anthony Jr | ▲ Buy | Grant | 5,415 | $0 | 2/23/2024 |
| Ehinger John Anthony Jr | ▼ Sell | Tax Withholding | 117 | $1K | 2/23/2024 |
| Montgomery John Porter | ▼ Sell | Open Market | 500 | $5K | 9/11/2023 |
| Montgomery John Porter | ▼ Sell | Open Market | 327 | $3K | 9/11/2023 |
| Montgomery John Porter | ▼ Sell | Open Market | 838 | $8K | 9/6/2023 |
| Montgomery John Porter | ▼ Sell | Open Market | 2 | $20 | 9/6/2023 |
| Bennett Leah | ▼ Sell | Open Market | 850 | $9K | 8/9/2023 |
| Gerron Julie Kramer | ▼ Sell | Other | 0 | $0 | 5/2/2023 |
| FRANK RICHARD M | ▲ Buy | Grant | 7,917 | $0 | 4/26/2023 |
| Bowman Randy A | ▲ Buy | Grant | 7,917 | $0 | 4/26/2023 |
| BYRNE SUSAN M | ▲ Buy | Grant | 7,917 | $0 | 4/26/2023 |
| Norman Geoffrey | ▲ Buy | Grant | 7,917 | $0 | 4/26/2023 |
| MASTERSON ELLEN H | ▲ Buy | Grant | 7,917 | $0 | 4/26/2023 |
| Bennett Leah | ▼ Sell | Open Market | 2,000 | $26K | 3/14/2023 |
| Lockridge Matthew | ▼ Sell | Tax Withholding | 794 | $11K | 3/9/2023 |
| Lockridge Matthew | ▼ Sell | Open Market | 1,500 | $20K | 3/7/2023 |
| Lockridge Matthew | ▼ Sell | Open Market | 3,000 | $42K | 3/6/2023 |
| Lockridge Matthew | ▼ Sell | Tax Withholding | 4,471 | $55K | 2/23/2023 |
| Gerron Julie Kramer | ▼ Sell | Tax Withholding | 2,546 | $31K | 2/23/2023 |
| Gerron Julie Kramer | ▲ Buy | Grant | 13,721 | $0 | 2/23/2023 |
| Forbes Murray III | ▼ Sell | Tax Withholding | 1,997 | $25K | 2/23/2023 |
| Forbes Murray III | ▲ Buy | Grant | 11,062 | $0 | 2/23/2023 |
| CASEY BRIAN O | ▼ Sell | Tax Withholding | 1,545 | $19K | 2/23/2023 |
| CASEY BRIAN O | ▲ Buy | Grant | 50,649 | $0 | 2/23/2023 |
| Gomez Fabian | ▼ Sell | Tax Withholding | 3,193 | $39K | 2/23/2023 |
| Gomez Fabian | ▲ Buy | Grant | 16,208 | $0 | 2/23/2023 |
| Helfert Adrian | ▼ Sell | Tax Withholding | 8,347 | $103K | 2/23/2023 |
| Helfert Adrian | ▲ Buy | Grant | 40,519 | $0 | 2/23/2023 |
| Montgomery John Porter | ▼ Sell | Tax Withholding | 1,761 | $22K | 2/23/2023 |
| Montgomery John Porter | ▲ Buy | Grant | 12,156 | $0 | 2/23/2023 |
| Bennett Leah | ▼ Sell | Tax Withholding | 2,504 | $31K | 2/23/2023 |
| Bennett Leah | ▲ Buy | Grant | 16,208 | $0 | 2/23/2023 |
| Lockridge Matthew | ▲ Buy | Grant | 34,047 | $0 | 2/22/2023 |
| Lockridge Matthew | ▼ Sell | Open Market | 6,713 | $79K | 2/22/2023 |
| Bennett Leah | ▼ Sell | Open Market | 240 | $3K | 11/28/2022 |
| JCP Investment Management, LLC | ▼ Sell | Open Market | 11,518 | $181K | 6/9/2022 |
| JCP Investment Management, LLC | ▼ Sell | Open Market | 12,000 | $188K | 6/9/2022 |
| JCP Investment Management, LLC | ▼ Sell | Open Market | 482 | $8K | 6/9/2022 |
| Bennett Leah | ▼ Sell | Open Market | 3,000 | $45K | 6/1/2022 |
| BYRNE SUSAN M | ▲ Buy | Grant | 5,898 | $0 | 4/27/2022 |
| Norman Geoffrey | ▲ Buy | Grant | 5,898 | $0 | 4/27/2022 |
| Bowman Randy A | ▲ Buy | Grant | 5,898 | $0 | 4/27/2022 |
| MASTERSON ELLEN H | ▲ Buy | Grant | 5,898 | $0 | 4/27/2022 |
| FRANK RICHARD M | ▲ Buy | Grant | 5,898 | $0 | 4/27/2022 |
| Paddon Steve | ▲ Buy | Grant | 26,294 | $0 | 2/24/2022 |
| Gerron Julie Kramer | ▲ Buy | Grant | 12,314 | $0 | 2/24/2022 |
| Forbes Murray III | ▲ Buy | Grant | 10,005 | $0 | 2/24/2022 |
| Gomez Fabian | ▲ Buy | Grant | 15,392 | $0 | 2/24/2022 |
| CASEY BRIAN O | ▲ Buy | Grant | 18,657 | $0 | 2/24/2022 |
| Paddon Steve | ▼ Sell | Tax Withholding | 2,952 | $49K | 2/23/2022 |
| Gerron Julie Kramer | ▼ Sell | Tax Withholding | 1,770 | $30K | 2/23/2022 |
| Forbes Murray III | ▼ Sell | Tax Withholding | 1,328 | $22K | 2/23/2022 |
| Gomez Fabian | ▼ Sell | Tax Withholding | 2,233 | $37K | 2/23/2022 |
| FRANK RICHARD M | ▲ Buy | Open Market | 578 | $10K | 11/30/2021 |
| FRANK RICHARD M | ▲ Buy | Open Market | 406 | $7K | 11/29/2021 |
| CASEY BRIAN O | ▲ Buy | Open Market | 3,000 | $50K | 11/22/2021 |
| FRANK RICHARD M | ▲ Buy | Grant | 4,498 | $79K | 11/19/2021 |
| FRANK RICHARD M | ▲ Buy | Grant | 502 | $9K | 11/18/2021 |
| FRANK RICHARD M | ▲ Buy | Open Market | 5,000 | $89K | 11/3/2021 |
| CASEY BRIAN O | ▲ Buy | Open Market | 522 | $9K | 11/2/2021 |
| WOOLDRIDGE RAYMOND E | ▲ Buy | Open Market | 10,000 | $175K | 11/1/2021 |
| CASEY BRIAN O | ▲ Buy | Open Market | 2,500 | $43K | 11/1/2021 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 27, 2026
Westwood CEO Comments on Texas ETF Listing
The CEO of Westwood Holdings Group stated that a recent ETF listing in Texas aligns with the company's business strategy. This comment highlights the firm's focus on expanding its presence in the Texas market. The stock currently trades within a 52-week range of $14.70 to $20.97, with a dividend yield of 3.85%.
Westwood CEO Comments on Texas ETF Listing. The CEO of Westwood Holdings Group stated that a recent ETF listing in Texas aligns with the company's business strategy. This comment highlights the firm's focus on expanding its presence in the Texas market. The stock currently trades within a 52-week range of $14.70 to $20.97, with a dividend yield of 3.85%.