Insider holders · CIK 0001165002
WESTWOOD HOLDINGS GROUP INC · WHG
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Brian O CaseyPresident & CEO | 362,688 | 700 | 363,388 | Mar 11, 2019 · 5:03 pm EDT | Form 4 |
| Susan M ByrneDirector | 230,444 | 37,759 | 268,203 | Jul 7, 2026 · 7:32 pm EDT | Form 4/A |
| Mark FreemanChief Investment Officer | 104,055 | — | 104,055 | Mar 11, 2019 · 5:04 pm EDT | Form 4 |
| Raymond E WooldridgeDirector | 50,683 | — | 50,683 | Apr 26, 2018 · 4:05 pm EDT | Form 4 |
| Randall L. RootPres., Westwood Trust Dallas | 34,010 | — | 34,010 | Feb 27, 2017 · 5:49 pm EST | Form 4 |
| Julie Kramer GerronGeneral Counsel & CCO | 33,417 | — | 33,417 | Feb 26, 2019 · 5:56 pm EST | Form 4 |
| Richard M FrankDirector | 30,868 | 0 | 30,868 | Apr 26, 2018 · 4:05 pm EDT | Form 4 |
| Fabian GomezChief Operating Officer | 20,817 | — | 20,817 | Feb 26, 2019 · 6:00 pm EST | Form 4 |
| Robert Doyal McTeerDirector | 19,368 | — | 19,368 | Apr 26, 2018 · 4:10 pm EDT | Form 4 |
| Tiffany B. KiceChief Financial Officer | 16,847 | — | 16,847 | Oct 24, 2018 · 5:06 pm EDT | Form 4 |
| Janice RyanDirector | 11,669 | — | 11,669 | Aug 7, 2026 · 4:47 pm EDT | Form 4 |
| Geoffrey NormanDirector | 11,118 | — | 11,118 | Apr 26, 2018 · 4:10 pm EDT | Form 4 |
| Martin J WeilandDirector | 10,837 | — | 10,837 | Apr 26, 2018 · 4:10 pm EDT | Form 4 |
| Murray Forbes IIIChief Financial Officer | 8,994 | — | 8,994 | Feb 26, 2019 · 5:56 pm EST | Form 4 |
| Ellen H MastersonDirector | 7,868 | — | 7,868 | Apr 26, 2018 · 4:05 pm EDT | Form 4 |
| Steve PaddonHead of Institutional Sales | 5,761 | — | 5,761 | Feb 26, 2019 · 5:54 pm EST | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.