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
Bought 25.0K · Sold 24.0K
Bought 143.8K · Sold 390.1K
Granted 703.4K · Bought 16.0K · Sold 188.1K
Granted 338.5K · Bought 32.8K · Sold 517.9K
Granted 112.6K
Granted 153.4K · Sold 17.8K
Granted 174.7K · Sold 21.1K
Granted 53.1K · Bought 47.1K · Sold 9.0K
Granted 12.2K · Sold 1.7K
Granted 66.0K · Sold 25.2K
Granted 34.3K · Bought 20.0K · Sold 43.2K
Granted 60.2K · Sold 8.5K
Granted 8.0K
Granted 13.5K
Granted 73.1K
Granted 37.9K · Sold 6.1K
Granted 7.5K
Granted 60.5K
Granted 57.3K · Bought 250 · Sold 7.5K
Granted 54.0K
Granted 48.5K · Sold 10.0K
Granted 37.5K
Granted 9.3K · Sold 12.5K
Granted 8.5K
Granted 15.4K
Granted 16.9K · Bought 1.0K
Granted 15.8K
Granted 18.7K
Granted 16.1K
Granted 27.6K · Sold 15.9K
Granted 11.5K
Granted 12.4K · Sold 1.5K
Granted 5.8K
Granted 3.6K
Granted 12.0K · Bought 10.0K · Sold 23.5K
Granted 2.3K
Granted 1.5K
| 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 · 6 transactions | — | 836.4Kas of Jun 2022 | — | 25.0K | 24.0K |
| Gabelli Mario J +2 co-filers10% owner · 316 transactions | — | 800.4Kas of Feb 2013 | — | 143.8K | 390.1K |
| Casey Brian OCEO, Director · 106 transactions | — | 530.6K | 703.4K | 16.0K | 188.1K |
| Byrne Susan MDirector Emerita · 242 transactions | — | 239.0K | 338.5K | 32.8K | 517.9K |
| Helfert AdrianCIO, Multi-Asset Inv. · 7 transactions | — | 162.8K | 112.6K | — | — |
| Gomez FabianPresident and COO · 25 transactions | — | 122.6K | 153.4K | — | 17.8K |
| Freeman MarkChief Investment Officer · 35 transactions | — | 104.1Kas of Mar 2019 | 174.7K | — | 21.1K |
| Frank Richard MDirector, Chairman · 39 transactions | — | 82.2Kas of May 2024 | 53.1K | 47.1K | 9.0K |
| 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 · 38 transactions | — | 77.6Kas of Nov 2021 | 34.3K | 20.0K | 43.2K |
| Gerron Julie KramerGeneral Counsel & CCO · 26 transactions | — | 69.9Kas of May 2023 | 60.2K | — | 8.5K |
| Schaer Joyce ASenior Vice President · 2 transactions | — | 66.4Kas of Jul 2007 | 8.0K | — | — |
| Fraze PatriciaExecutive Vice President · 2 transactions | — | 66.1Kas of May 2007 | 13.5K | — | — |
| Forbes Murray IIIChief Financial Officer · 16 transactions | — | 65.8K | 73.1K | — | — |
| Bennett LeahPresident-Westwood Wealth Mgmt · 8 transactions | — | 59.6Kas of Feb 2024 | 37.9K | — | 6.1K |
| Mosle Jon L JrDirector · 6 transactions | — | 58.5Kas of Mar 2011 | 7.5K | — | — |
| Masterson Ellen HDirector · 14 transactions | — | 52.6K | 60.5K | — | — |
| Norman GeoffreyDirector · 28 transactions | — | 50.1Kas of Apr 2025 | 57.3K | 250 | 7.5K |
| Paddon SteveHead of Distribution · 6 transactions | — | 49.4Kas of Feb 2022 | 54.0K | — | — |
| Hardcastle William R JrChief Financial Officer · 24 transactions | — | 47.3Kas of May 2014 | 48.5K | — | 10.0K |
| Bowman Randy ADirector · 6 transactions | — | 37.5K | 37.5K | — | — |
| Westwood Holdings Group IncDirector · 1 transaction | — | 36.8Kas of May 2024 | — | — | — |
| Root Randall L.Pres., Westwood Trust Dallas · 9 transactions | +1.6% | 34.0Kas of Feb 2017 | 9.3K | — | 12.5K |
| Meyer FrederickDirector · 5 transactions | — | 31.6Kas of Jul 2009 | 8.5K | — | — |
| Linton David OHead of Distribution · 2 transactions | — | 29.4K | 15.4K | — | — |
| McTeer Robert DoyalDirector · 12 transactions | — | 19.4Kas of Apr 2018 | 16.9K | 1.0K | — |
| Ehinger John Anthony JrHead of Legal and Compliance · 6 transactions | — | 18.3K | 15.8K | — | — |
| Kice Tiffany B.Chief Financial Officer · 10 transactions | — | 16.8Kas of Oct 2018 | 18.7K | — | — |
| Wallace Mark AChief Financial Officer · 3 transactions | — | 16.1Kas of Feb 2014 | 16.1K | — | — |
| Whitten Michael CraigEx Prin. Accounting Officer · 36 transactions | — | 13.9Kas of Aug 2013 | 27.6K | — | 15.9K |
| Murray KatherineDirector · 2 transactions | — | 11.5K | 11.5K | — | — |
| Weiland Martin JDirector · 9 transactions | — | 10.8Kas of Apr 2018 | 12.4K | — | 1.5K |
| Ryan JaniceDirector · 1 transaction | — | 5.8K | 5.8K | — | — |
| Mazzei MatthewController · 3 transactions | — | 3.8Kas of Feb 2025 | 3.6K | — | — |
| Davis Tom CDirector · 16 transactions | — | 2.5Kas of Aug 2012 | 12.0K | 10.0K | 23.5K |
| Pastorelle Peter FrancisPrincipal Accounting Officer · 1 transaction | — | 2.3Kas of Feb 2014 | 2.3K | — | — |
| McTeer Robert Doyle Jr.Director · 1 transaction | — | 1.5Kas of Jul 2007 | 1.5K | — | — |
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 all recorded history: -1.03M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.