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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
WESTWOOD HOLDINGS GROUP INC: WHG
Price: 11/7/25 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$16.71 $18.97 $13.49 $157 9 10 3.6% 1.4% 62.23% 10.15%
Exch Sector Industry Sub-Industry
NYSE Finance, Insurance, And Real Estate Security And Commodity Brokers, Dealers, Exchanges, And Services Investment Advice
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
EHINGER JOHN ANTHONY JR
LO,CO
JS
$13,592
838
---
2/23/26
---
$16.22
18,252
-4.4
D
---
3/16/26 - 4:33:09 pm
2
    
 
EHINGER JOHN ANTHONY JR
LO,CO
JB
---
5,549
---
2/23/26
---
---
19,090
41.0
D
---
3/16/26 - 4:33:09 pm
3
    
 
HELFERT ADRIAN
CIO
JS
$174,722
10,772
---
2/23/26
---
$16.22
162,751
-6.2
D
A
3/16/26 - 4:27:49 pm
4
    
 
LOCKRIDGE MATTHEW
O
JS
$87,247
5,379
---
2/23/26
---
$16.22
77,900
-6.5
D
A
3/16/26 - 4:26:34 pm
5
    
 
LINTON DAVID O
O
JS
$43,048
2,654
---
2/23/26
---
$16.22
29,415
-8.3
D
A
3/16/26 - 4:23:28 pm
6
    
 
LINTON DAVID O
O
JB
---
15,414
---
2/23/26
---
---
29,415
110.1
D
A
3/16/26 - 4:23:28 pm
7
    
 
FORBES MURRAY III
CFO
JS
$46,373
2,859
---
2/23/26
---
$16.22
65,826
-4.2
D
A
3/16/26 - 4:21:40 pm
8
    
 
FORBES MURRAY III
CFO
JB
---
11,098
---
2/23/26
---
---
65,826
20.3
D
A
3/16/26 - 4:21:40 pm
9
    
 
CASEY BRIAN O
CEO,DIR
JS
$307,255
18,943
---
2/23/26
---
$16.22
530,610
-3.4
D
A
3/16/26 - 4:19:12 pm
10
    
 
CASEY BRIAN O
CEO,DIR
JB
---
57,194
---
2/23/26
---
---
530,610
12.1
D
A
3/16/26 - 4:19:12 pm
11
    
 
GOMEZ FABIAN
PR,COO
JS
$100,937
6,223
---
2/23/26
---
$16.22
122,573
-4.8
D
A
3/16/26 - 4:17:43 pm
12
    
 
GOMEZ FABIAN
PR,COO
JB
---
32,287
---
2/23/26
---
---
122,573
35.8
D
A
3/16/26 - 4:17:43 pm
13
    
 
FORBES MURRAY III
CFO
S
$46,373
2,859
---
2/23/26
---
$16.22
65,826
-4.2
D
---
3/13/26 - 6:19:42 pm
14
    
 
FORBES MURRAY III
CFO
JB
---
11,098
---
2/23/26
---
---
68,685
19.3
D
---
3/13/26 - 6:19:42 pm
15
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
JS*
$307,255
18,943
---
2/23/26
---
$16.22
530,610
-3.4
D
---
3/13/26 - 5:31:16 pm
16
    
 
CASEY BRIAN O
CEO,DIR
JB
---
57,194
---
2/23/26
---
---
549,553
11.6
D
---
3/13/26 - 5:31:16 pm
17
    
 
LINTON DAVID O
O
S
$43,048
2,654
---
2/23/26
---
$16.22
29,415
-8.3
D
---
3/13/26 - 5:30:07 pm
18
    
 
LINTON DAVID O
O
JB
---
15,414
---
2/23/26
---
---
32,069
92.5
D
---
3/13/26 - 5:30:07 pm
19
    
 
GOMEZ FABIAN
PR
S
$100,937
6,223
---
2/23/26
---
$16.22
122,573
-4.8
D
---
3/13/26 - 5:29:06 pm
20
    
 
GOMEZ FABIAN
PR
JB
---
32,287
---
2/23/26
---
---
128,796
33.5
D
---
3/13/26 - 5:29:06 pm
21
    
 
HELFERT ADRIAN
CIO
S
$174,722
10,772
---
2/23/26
---
$16.22
162,751
-6.2
D
---
3/13/26 - 5:28:28 pm
22
    
 
LOCKRIDGE MATTHEW
O
S
$87,247
5,379
---
2/23/26
---
$16.22
77,900
-6.5
D
---
3/13/26 - 5:27:13 pm
23
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$138,039
8,341
---
12/10/25
---
$16.55
492,359
-1.7
D
---
12/11/25 - 5:54:48 pm
24
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$28,941
1,764
---
12/9/25
---
$16.41
500,700
-0.4
D
---
12/11/25 - 5:48:09 pm
25
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$26,346
1,602
---
12/8/25
---
$16.45
502,464
-0.3
D
---
12/9/25 - 3:59:26 pm
26
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$22,210
1,351
---
12/5/25
---
$16.44
504,066
-0.3
D
---
12/8/25 - 4:39:05 pm
27
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$2,363
139
11/26/25
11/28/25
---
$17.00
505,417
-0.0
D
---
12/1/25 - 6:00:11 pm
28
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$6,290
370
---
11/10/25
---
$17.00
505,556
-0.1
D
---
11/12/25 - 5:53:53 pm
29
1y
20
20%
17%
1
CASEY BRIAN O
CEO,DIR
S
$121,500
6,750
---
8/29/25
---
$18.00
505,926
-1.3
D
---
9/3/25 - 5:31:41 pm
30
    
 
GOMEZ FABIAN
PR
S
$108,500
7,000
---
6/5/25
---
$15.50
96,509
-6.8
D
---
6/5/25 - 4:01:11 pm
31
    
 
RYAN JANICE
DIR
3
---
---
---
6/3/25
---
---
---
---
D
---
6/20/25 - 12:31:58 pm
32
    
 
MURRAY KATHERINE
DIR
JB
---
5,690
---
4/30/25
---
---
5,690
New
D
---
5/23/25 - 4:36:12 pm
33
    
 
NORMAN GEOFFREY
DIR
JB
---
5,690
---
4/30/25
---
---
50,084
12.8
D
---
5/23/25 - 4:33:38 pm
34
    
 
HOAK J HALE
DIR
JB
---
5,690
---
4/30/25
---
---
54,990
11.5
D
---
5/23/25 - 4:30:13 pm
35
    
 
BOWMAN RANDY A
DIR
JB
---
5,690
---
4/30/25
---
---
31,752
21.8
D
---
5/23/25 - 4:24:19 pm
36
    
 
MASTERSON ELLEN H
DIR
JB
---
5,690
---
4/30/25
---
---
46,834
13.8
D
---
5/23/25 - 4:20:31 pm
37
    
 
HOAK J HALE
DIR
3
---
---
---
3/5/25
---
---
49,300
---
D
A
4/30/25 - 2:31:17 pm
38
    
 
HOAK J HALE
DIR
3
---
---
---
3/5/25
---
---
775,000
---
I
A
4/30/25 - 2:31:17 pm
39
    
 
LINTON DAVID O
O
3
---
---
---
3/5/25
---
---
16,655
---
D
---
4/24/25 - 4:29:32 pm
40
    
 
HOAK J HALE
DIR
3
---
---
---
3/5/25
---
---
769,353
---
I
---
4/24/25 - 4:28:01 pm
41
    
 
HOAK J HALE
DIR
3
---
---
---
3/5/25
---
---
49,300
---
D
---
4/24/25 - 4:28:01 pm
42
    
 
MURRAY KATHERINE
DIR
3
---
---
---
3/5/25
---
---
---
---
D
---
4/24/25 - 4:26:22 pm
43
    
 
CASEY BRIAN O
CEO,DIR
JS
$216,334
13,159
---
2/21/25
---
$16.44
512,676
-2.5
D
---
2/25/25 - 5:31:25 pm
44
    
 
CASEY BRIAN O
CEO,DIR
JB
---
45,621
---
2/21/25
---
---
525,835
9.5
D
---
2/25/25 - 5:31:25 pm
45
    
 
GOMEZ FABIAN
PR
JS
$86,557
5,265
---
2/21/25
---
$16.44
103,509
-4.8
D
---
2/25/25 - 5:16:00 pm
46
    
 
GOMEZ FABIAN
PR
JB
---
24,636
---
2/21/25
---
---
108,774
29.3
D
---
2/25/25 - 5:16:00 pm
47
    
 
LOCKRIDGE MATTHEW
O
JS
$81,197
4,939
---
2/21/25
---
$16.44
83,279
-5.6
D
---
2/25/25 - 5:13:42 pm
48
    
 
LOCKRIDGE MATTHEW
O
JB
---
31,935
---
2/21/25
---
---
88,218
56.7
D
---
2/25/25 - 5:13:42 pm
49
    
 
HELFERT ADRIAN
CIO
JS
$220,214
13,395
---
2/21/25
---
$16.44
173,523
-7.2
D
---
2/25/25 - 5:10:17 pm
50
    
 
HELFERT ADRIAN
CIO
JB
---
30,414
---
2/21/25
---
---
186,918
19.4
D
---
2/25/25 - 5:10:17 pm
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