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 5.8K
Sold 66.4K
Granted 5.8K
Granted 5.8K
Granted 5.8K
Granted 5.8K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hoak J. HaleDirector · 1 transaction | +0.7% | 885.1K | 5.8K | — | — |
| Byrne Susan MDirector Emerita · 57 transactions | -13.2% | 239.0K | — | — | 66.4K |
| Masterson Ellen HDirector · 1 transaction | +12.3% | 52.6K | 5.8K | — | — |
| Bowman Randy ADirector · 1 transaction | +18.2% | 37.5K | 5.8K | — | — |
| Murray KatherineDirector · 1 transaction | +101.6% | 11.5K | 5.8K | — | — |
| Ryan JaniceDirector · 1 transaction | — | 5.8K | 5.8K | — | — |
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 6 months: -66.4K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.