WESTWOOD HOLDINGS GROUP INC (WHG)

Latest Insider Confidence Score

2025Q4

48.8
Bearish

Company insider confidence (by quarter)

2009Q1 2025Q4

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Gabelli Mario J 10% Owner 800,430 Feb 26, 2013
Gamco Investors, Inc. Et Al 10% Owner 800,430 Feb 26, 2013
Ggcp, Inc. 10% Owner 800,430 Feb 26, 2013
Casey Brian O CEO 505,417 Dec 1, 2025
Byrne Susan M Director 275,444 Apr 27, 2023

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Dec 10, 2025 Dec 11, 2025 CASEY BRIAN O CEO Sell 22.5 -8,341 -1.67% ✗ $138K
Dec 9, 2025 Dec 11, 2025 CASEY BRIAN O CEO Sell 43.8 -1,764 -0.35% ✗ $28.9K
Dec 8, 2025 Dec 9, 2025 CASEY BRIAN O CEO Sell 43.8 -1,602 -0.32% ✗ $26.3K
Dec 5, 2025 Dec 8, 2025 CASEY BRIAN O CEO Sell 43.8 -1,351 -0.27% ✗ $22.2K
Nov 26, 2025 Dec 1, 2025 CASEY BRIAN O CEO Sell 52.5 -139 -0.03% ✗ $2.4K
Nov 10, 2025 Nov 12, 2025 CASEY BRIAN O CEO Sell 52.5 -370 -0.07% ✗ $6.3K
Aug 29, 2025 Sep 3, 2025 CASEY BRIAN O CEO Sell 22.5 -6,750 -1.32% ✗ $121.5K
Jun 20, 2025 Ryan Janice Director Neutral 52.5 - 0.00% ✗ -
Jun 5, 2025 Jun 5, 2025 Gomez Fabian President Sell 22.5 -7,000 -6.76% ✗ $108.5K
Apr 30, 2025 May 23, 2025 Murray Katherine Director Neutral 90.0 +5,690 100.00% ✗ -
Apr 30, 2025 May 23, 2025 Norman Geoffrey Director Neutral 90.0 +5,690 12.82% ✗ -
Apr 30, 2025 May 23, 2025 Hoak J. Hale Director Neutral 90.0 +5,690 11.54% ✗ -
Apr 30, 2025 May 23, 2025 Bowman Randy A Director Neutral 90.0 +5,690 21.83% ✗ -
Apr 30, 2025 May 23, 2025 MASTERSON ELLEN H Director Neutral 90.0 +5,690 13.83% ✗ -
Apr 30, 2025 Hoak J. Hale Director Neutral 52.5 - 0.00% ✗ -
Apr 24, 2025 Linton David O Head of Distribution Neutral 52.5 - 0.00% ✗ -
Apr 24, 2025 Hoak J. Hale Director Neutral 52.5 - 0.00% ✗ -
Apr 24, 2025 Murray Katherine Director Neutral 52.5 - 0.00% ✗ -
Feb 21, 2025 Feb 25, 2025 CASEY BRIAN O CEO Sell 90.0 +32,462 6.76% ✗ $216.3K
Feb 21, 2025 Feb 25, 2025 Gomez Fabian President Sell 95.0 +19,371 23.02% ✗ $86.6K
Feb 21, 2025 Feb 25, 2025 Lockridge Matthew Head, U.S. Value Inv. Sell 95.0 +26,996 47.96% ✗ $81.2K
Feb 21, 2025 Feb 25, 2025 Helfert Adrian CIO, Multi-Asset Inv. Sell 95.0 +17,019 10.87% ✗ $220.2K
Feb 21, 2025 Feb 25, 2025 Forbes Murray III CFO Sell 91.3 +7,830 15.74% ✗ $46.3K
Feb 21, 2025 Feb 25, 2025 Ehinger John Anthony Jr Head of Legal, CCO Sell 90.0 +4,419 48.44% ✗ $7.4K
Feb 21, 2025 Feb 25, 2025 Mazzei Matthew Controller Sell 90.0 +1,240 48.27% ✗ $8.6K
Feb 23, 2024 Feb 25, 2025 Mazzei Matthew Controller Neutral 90.0 +1,797 232.77% ✗ -
Feb 23, 2024 Nov 14, 2024 CASEY BRIAN O CEO Neutral 90.0 +48,230 11.16% ✗ -
May 30, 2024 Jun 3, 2024 Bowman Randy A Director Neutral 90.0 +7,547 40.76% ✗ -
May 20, 2024 May 20, 2024 FRANK RICHARD M Director Neutral 90.0 +7,547 10.11% ✗ -
May 20, 2024 May 20, 2024 MASTERSON ELLEN H Director Neutral 90.0 +7,547 22.46% ✗ -
May 7, 2024 May 9, 2024 Norman Geoffrey Director Neutral 90.0 +7,547 20.48% ✗ -
May 7, 2024 May 9, 2024 WESTWOOD HOLDINGS GROUP INC Director Neutral 27.5 -7,547 -17.00% ✗ -
May 7, 2024 May 9, 2024 WESTWOOD HOLDINGS GROUP INC Director Neutral 90.0 +7,547 20.48% ✗ -
Mar 6, 2024 Mar 8, 2024 Lockridge Matthew Head, U.S. Value Inv. Sell 22.5 -14,000 -19.92% ✗ $168.1K
Feb 23, 2024 Feb 27, 2024 CASEY BRIAN O CEO Sell 95.0 +46,389 10.62% ✗ $68.3K
Feb 23, 2024 Feb 27, 2024 Lockridge Matthew Head, U.S. Value Inv. Sell 22.5 -6,827 -8.85% ✗ $81.9K
Feb 23, 2024 Feb 27, 2024 Forbes Murray III CFO Sell 91.3 +10,819 27.79% ✗ $32.7K
Feb 23, 2024 Feb 27, 2024 Helfert Adrian CIO, Multi-Asset Inv. Sell 95.0 +30,056 23.77% ✗ $139.3K
Feb 23, 2024 Feb 27, 2024 Gomez Fabian President Sell 95.0 +28,722 51.83% ✗ $50.2K
Feb 23, 2024 Feb 27, 2024 Bennett Leah President Sell 91.3 +18,059 47.57% ✗ $43.3K
Feb 23, 2024 Feb 27, 2024 Ehinger John Anthony Jr Head of Legal, CCO Sell 90.0 +5,298 138.55% ✗ $1.4K
Nov 17, 2023 Mazzei Matthew Controller Neutral 52.5 - 0.00% ✗ -
Sep 11, 2023 Sep 12, 2023 Montgomery John Porter COO Sell 36.3 -1,667 -0.54% ✗ $16.5K
Aug 9, 2023 Aug 11, 2023 Bennett Leah President Sell 27.5 -850 -2.19% ✗ $9.3K
May 2, 2023 May 2, 2023 Gerron Julie Kramer General Counsel & CCO Neutral 52.5 - 0.00% ✗ -
Apr 26, 2023 May 1, 2023 MASTERSON ELLEN H Director Neutral 90.0 +7,917 30.83% ✗ -
Apr 26, 2023 Apr 27, 2023 Bowman Randy A Director Neutral 90.0 +7,917 74.70% ✗ -
Apr 26, 2023 Apr 27, 2023 BYRNE SUSAN M Director Neutral 82.5 +7,917 2.96% ✗ -
Apr 26, 2023 Apr 27, 2023 Norman Geoffrey Director Neutral 90.0 +7,917 27.37% ✗ -
Apr 26, 2023 Apr 27, 2023 MASTERSON ELLEN H Director Neutral 90.0 +7,917 40.02% ✗ -
Apr 26, 2023 Apr 27, 2023 FRANK RICHARD M Director Neutral 90.0 +7,917 11.86% ✗ -
Apr 5, 2023 Ehinger John Anthony Jr Head of Legal, CCO Neutral 52.5 - 0.00% ✗ -
Mar 14, 2023 Mar 16, 2023 Bennett Leah President Sell 26.3 -2,000 -4.90% ✗ $25.8K
Mar 7, 2023 Mar 10, 2023 Lockridge Matthew Head, U.S. Value Inv. Sell 26.3 -2,294 -2.89% ✗ $30.9K
Mar 6, 2023 Mar 8, 2023 Lockridge Matthew Head, U.S. Value Inv. Sell 26.3 -3,000 -3.64% ✗ $41.7K
Feb 23, 2023 Feb 27, 2023 Gerron Julie Kramer General Counsel & CCO Sell 91.3 +11,175 19.02% ✗ $31.4K
Feb 23, 2023 Feb 27, 2023 Forbes Murray III CFO Sell 91.3 +9,065 30.35% ✗ $24.6K
Feb 23, 2023 Feb 27, 2023 CASEY BRIAN O CEO Sell 91.3 +49,104 12.64% ✗ $19.1K
Feb 23, 2023 Feb 27, 2023 Gomez Fabian President Sell 91.3 +13,015 30.70% ✗ $39.4K
Feb 23, 2023 Feb 27, 2023 Helfert Adrian CIO, Multi-Asset Inv. Sell 95.0 +32,172 34.13% ✗ $103K
Feb 23, 2023 Feb 27, 2023 Montgomery John Porter COO Sell 91.3 +10,395 14.60% ✗ $21.7K
Nov 28, 2022 Feb 24, 2023 Bennett Leah President Sell 91.3 +13,464 49.23% ✗ $33.4K
Feb 22, 2023 Feb 24, 2023 Lockridge Matthew Head, U.S. Value Inv. Sell 95.0 +22,863 14.22% ✗ $133.7K
Jun 9, 2022 Jun 13, 2022 JCP Investment Management, LLC Other Sell 20.0 -24,000 -2.79% ✗ $376.6K
Jun 1, 2022 Jun 8, 2022 Bennett Leah President Sell 26.3 -3,000 -9.89% ✗ $44.9K
Jun 8, 2022 Bennett Leah President Neutral 52.5 - 0.00% ✗ -
Jun 8, 2022 Montgomery John Porter COO Neutral 52.5 - 0.00% ✗ -
Jun 8, 2022 Lockridge Matthew Head, U.S. Value Inv. Neutral 52.5 - 0.00% ✗ -
Jun 8, 2022 Helfert Adrian CIO, Multi-Asset Inv. Neutral 52.5 - 0.00% ✗ -
Jun 2, 2022 Paddon Steve Head of Distribution Neutral 52.5 - 0.00% ✗ -
Apr 27, 2022 Apr 28, 2022 Bowman Randy A Director Neutral 90.0 +5,898 125.49% ✗ -
Apr 27, 2022 Apr 28, 2022 MASTERSON ELLEN H Director Neutral 90.0 +5,898 29.81% ✗ -
Apr 27, 2022 Apr 28, 2022 FRANK RICHARD M Director Neutral 85.0 +5,898 9.69% ✗ -
Apr 27, 2022 Apr 28, 2022 BYRNE SUSAN M Director Neutral 77.5 +5,898 2.25% ✗ -
Apr 27, 2022 Apr 28, 2022 Norman Geoffrey Director Neutral 90.0 +5,898 25.61% ✗ -
Feb 23, 2022 Feb 28, 2022 Paddon Steve Head of Distribution Sell 91.3 +23,342 89.52% ✗ $49.4K
Feb 23, 2022 Feb 28, 2022 Gerron Julie Kramer General Counsel & CCO Sell 91.3 +10,544 21.88% ✗ $29.6K
Feb 23, 2022 Feb 28, 2022 Forbes Murray III CFO Sell 91.3 +8,677 40.94% ✗ $22.2K
Feb 23, 2022 Feb 28, 2022 Gomez Fabian COO Sell 91.3 +13,159 45.00% ✗ $37.4K
Feb 24, 2022 Feb 28, 2022 CASEY BRIAN O CEO Neutral 85.0 +18,657 5.04% ✗ -
Nov 29, 2021 Dec 1, 2021 FRANK RICHARD M Director Buy 78.8 +984 1.64% ✗ $16.4K
Nov 18, 2021 Dec 1, 2021 FRANK RICHARD M Director Buy 95.0 +6,516 12.21% ✗ $112.7K
Nov 22, 2021 Nov 23, 2021 CASEY BRIAN O CEO Buy 72.5 +3,000 0.82% ✗ $50.3K
Nov 18, 2021 Nov 23, 2021 FRANK RICHARD M Director Buy 87.5 +6,516 3.93% ✗ $112.7K
Nov 18, 2021 Nov 22, 2021 FRANK RICHARD M Director Neutral 85.0 +5,000 9.37% ✗ -
Nov 3, 2021 Nov 5, 2021 FRANK RICHARD M Director Buy 95.0 +5,000 10.34% ✗ $88.8K
Nov 1, 2021 Nov 3, 2021 WOOLDRIDGE RAYMOND E Director Buy 95.0 +10,000 14.79% ✗ $174.9K
Nov 1, 2021 Nov 3, 2021 CASEY BRIAN O CEO Buy 72.5 +3,022 0.83% ✗ $52.1K
Aug 29, 2021 Aug 30, 2021 CASEY BRIAN O CEO Neutral 52.5 -700 -0.19% ✗ -
Jun 25, 2021 Jun 25, 2021 Gomez Fabian COO Sell 45.0 -885 -2.94% ✓ $19.1K
Jun 1, 2021 Jun 2, 2021 Bowman Randy A Director Neutral 90.0 +4,700 100.00% ✗ -
May 28, 2021 Bowman Randy A Director Neutral 52.5 - 0.00% ✗ -
May 4, 2021 May 6, 2021 Gomez Fabian COO Sell 41.3 -1,500 -4.74% ✓ $29.3K
Apr 29, 2021 May 3, 2021 JCP Investment Management, LLC 10% Owner Buy 90.0 +25,000 2.99% ✗ $447.3K
May 3, 2021 JCP Investment Management, LLC 10% Owner Neutral 52.5 - 0.00% ✗ -
Apr 28, 2021 Apr 29, 2021 FRANK RICHARD M Director Neutral 90.0 +5,609 13.12% ✗ -
Apr 28, 2021 Apr 29, 2021 WOOLDRIDGE RAYMOND E Director Neutral 85.0 +5,609 9.05% ✗ -
Apr 28, 2021 Apr 29, 2021 Norman Geoffrey Director Neutral 90.0 +5,609 32.19% ✗ -
Apr 28, 2021 Apr 29, 2021 MASTERSON ELLEN H Director Neutral 90.0 +5,609 39.58% ✗ -
Apr 28, 2021 Apr 29, 2021 BYRNE SUSAN M Director Neutral 77.5 +5,609 2.19% ✗ -