Westwood Holdings Group Inc.
A Dallas-based investment firm that runs portfolios — value equity, multi-asset, and energy strategies — for institutions, pension funds, and wealthy private clients through mutual funds, separately managed accounts, and ETFs. Founder Susan Byrne started it in 1983 after breaking into finance as a Wall Street secretary, teaching herself investment analysis by editing analysts' research reports. The firm went public in 2002 and trades on the New York Stock Exchange.
Granted 11.5K
Sold 24.0K
Granted 220.4K · Bought 6.0K · Sold 20.3K
Granted 13.8K · Sold 66.4K
Granted 112.6K
Granted 121.4K · Sold 7.0K
Granted 21.4K · Bought 19.0K
Granted 12.2K · Sold 1.7K
Granted 66.0K · Sold 25.2K
Bought 10.0K
Granted 26.0K
Granted 56.4K
Granted 37.9K · Sold 6.1K
Granted 40.7K
Granted 27.1K
Granted 26.3K
Granted 32.8K
Granted 15.4K
Granted 15.8K
Granted 11.5K
Granted 5.8K
Granted 3.6K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hoak J. HaleDirector · 2 transactions | — | 885.1K | 11.5K | — | — |
| Pappas James C +5 co-filersSee Footnote 1 · 3 transactions | +0.1% | 836.4Kas of Jun 2022 | — | — | 24.0K |
| Casey Brian OCEO, Director · 20 transactions | +46.1% | 530.6K | 220.4K | 6.0K | 20.3K |
| Byrne Susan MDirector Emerita · 59 transactions | -8.6% | 239.0K | 13.8K | — | 66.4K |
| Helfert AdrianCIO, Multi-Asset Inv. · 7 transactions | — | 162.8K | 112.6K | — | — |
| Gomez FabianPresident and COO · 11 transactions | +319.2% | 122.6K | 121.4K | — | 7.0K |
| Frank Richard MDirector, Chairman · 12 transactions | +70% | 82.2Kas of May 2024 | 21.4K | 19.0K | — |
| Montgomery John PorterChief Operating Officer · 6 transactions | — | 79.9Kas of Sep 2023 | 12.2K | — | 1.7K |
| Lockridge MatthewHead, U.S. Value Inv. · 11 transactions | — | 77.9K | 66.0K | — | 25.2K |
| Wooldridge Raymond EDirector · 1 transaction | +14.8% | 77.6Kas of Nov 2021 | — | 10.0K | — |
| Gerron Julie KramerGeneral Counsel & CCO · 5 transactions | +45.1% | 69.9Kas of May 2023 | 26.0K | — | — |
| Forbes Murray IIIChief Financial Officer · 10 transactions | +210.6% | 65.8K | 56.4K | — | — |
| Bennett LeahPresident-Westwood Wealth Mgmt · 8 transactions | — | 59.6Kas of Feb 2024 | 37.9K | — | 6.1K |
| Masterson Ellen HDirector · 6 transactions | +166% | 52.6K | 40.7K | — | — |
| Norman GeoffreyDirector · 4 transactions | +117.5% | 50.1Kas of Apr 2025 | 27.1K | — | — |
| Paddon SteveHead of Distribution · 2 transactions | +89.5% | 49.4Kas of Feb 2022 | 26.3K | — | — |
| Bowman Randy ADirector · 5 transactions | +698.6% | 37.5K | 32.8K | — | — |
| Westwood Holdings Group IncDirector · 1 transaction | — | 36.8Kas of May 2024 | — | — | — |
| Linton David OHead of Distribution · 2 transactions | — | 29.4K | 15.4K | — | — |
| Ehinger John Anthony JrHead of Legal and Compliance · 6 transactions | — | 18.3K | 15.8K | — | — |
| Murray KatherineDirector · 2 transactions | — | 11.5K | 11.5K | — | — |
| Ryan JaniceDirector · 1 transaction | — | 5.8K | 5.8K | — | — |
| Mazzei MatthewController · 3 transactions | — | 3.8Kas of Feb 2025 | 3.6K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 5 years: -115.7K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.