Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Investment Advice · Dallas, TX · filing with the SEC since 2002
Grade4.1
◀ Past 2.8● Present 4.1▶ Future 5.4
Who runs Westwood Holdings Group, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Casey Brian O
CEO. First filing May 2006, latest Mar 16, 2026, 12 filings in all.
Officers reporting now
8
of 13 people with a filing in the last fifteen months
Directors reporting now
5
27 people on the record since 2006
Officerssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Byrne Susan M | Co-Chief Investment Officer | May 2006 | Jul 7, 2026 | 66 · $1.6M |
| Casey Brian O | CEO | May 2006 | Mar 16, 2026 | 8 · $500,000 |
| Gomez Fabian | President and COO | Feb 2018 | Mar 16, 2026 | 1 · $100,000 |
| Forbes Murray III | Chief Financial Officer | Oct 2018 | Mar 16, 2026 | 1 · $0.00 |
| Ehinger John Anthony Jr | Head of Legal and Compliance | Apr 2023 | Mar 16, 2026 | none |
| Helfert Adrian | CIO, Multi-Asset Inv. | Jun 2022 | Mar 16, 2026 | 1 · $200,000 |
| Linton David O | Head of Distribution | Apr 2025 | Mar 16, 2026 | 1 · $0.00 |
| Lockridge Matthew | Head, U.S. Value Inv. | Jun 2022 | Mar 16, 2026 | 1 · $100,000 |
Directorssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Ryan Janice | director | Jun 2025 | Aug 7, 2026 | none |
| Bowman Randy A | director | May 2021 | May 6, 2026 | none |
| Hoak J. Hale | director | Apr 2025 | May 6, 2026 | none |
| Masterson Ellen H | director | Apr 2014 | May 6, 2026 | none |
| Murray Katherine | director | Apr 2025 | May 6, 2026 | none |
Earlier names on the record20, newest filing first
Norman Geoffrey · director · last filing May 2025Mazzei Matthew · officer · last filing Feb 2025Frank Richard M · director · last filing May 2024Westwood Holdings Group Inc · director · last filing May 2024Bennett Leah · officer · last filing Feb 2024Montgomery John Porter · officer · last filing Sep 2023Gerron Julie Kramer · officer · last filing May 2023Jcp Asset Partnership Vi, LP · 10% owner · last filing Jun 2022Jcp Investment Holdings, LLC · 10% owner · last filing Jun 2022Jcp Investment Management, LLC · 10% owner · last filing Jun 2022Jcp Investment Partners, LP · 10% owner · last filing Jun 2022Jcp Investment Partnership, LP · 10% owner · last filing Jun 2022Pappas James C · 10% owner · last filing Jun 2022Paddon Steve · officer · last filing Jun 2022Wooldridge Raymond E · director · last filing Nov 2021Freeman Mark · officer · last filing Mar 2019Kice Tiffany B. · officer · last filing Oct 2018Mcteer Robert Doyal · director · last filing Apr 2018Weiland Martin J · director · last filing Apr 2018Root Randall L. · officer · last filing Feb 2017
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.