Welcome to our dedicated page for Westwood Hldgs SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Westwood Holdings Group, Inc. (NYSE: WHG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded investment management boutique and wealth management firm, Westwood uses SEC reports to present information about its advisory and trust operations, financial condition, dividend decisions and other material events.
Investors can review Westwood’s current and historical periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, to understand how advisory fees, trust fees and other revenues contribute to total revenues, as well as how expenses, net income, cash and liquid investments and stockholders’ equity evolve over time. These filings also describe the composition of assets under management and advisement, the role of the Advisory and Trust segments and the firm’s use of mutual funds, ETFs, private funds and other pooled vehicles.
Current reports on Form 8-K are particularly relevant for WHG, as they disclose material events such as the release of quarterly earnings and the declaration of cash dividends. For example, recent 8-K filings have reported quarterly financial results and board approvals of quarterly cash dividends per common share, along with the associated record and payment dates. These documents help investors track how Westwood’s board approaches capital returns to shareholders.
On this page, users can also monitor any proxy statements on Schedule 14A that discuss governance matters and executive and board compensation, as well as registration statements and other specialized forms that may relate to Westwood’s mutual funds, ETFs and other investment products. For a firm active in advisory, trust, mutual fund, ETF and private fund businesses, these filings provide a structured view of risk factors, segment performance and key accounting policies.
Stock Titan enhances access to WHG filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight the main points in dense documents such as 10-Ks, 10-Qs and 8-Ks, and to make it easier to locate information on topics like segment revenues, dividend declarations, assets under management and non-GAAP measures such as Economic Earnings. Users can also review insider transaction reports on Form 4, when available, to see how Westwood insiders transact in WHG shares.
Westwood Holdings Group insider Susan M. Byrne reported three open-market sales of common stock. Across the transactions, she sold a total of 1,732 shares at prices in the mid-$16 range. Following these sales, she continues to hold 295,012 shares of Westwood common stock directly.
The reported prices reflect weighted average sale prices for shares sold in multiple trades within stated intraday price ranges, and Byrne has indicated she will provide detailed trade information upon request.
WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported selling common stock in a series of small open-market transactions. She sold 301 shares on April 14 at a weighted average price of $16.4813, 1,500 shares on April 15 at $16.4532, and 500 shares on April 16 at $16.1382. After these sales totaling 2,301 shares, she directly holds 296,744 shares of Westwood common stock. The reported prices reflect weighted averages for trades within disclosed intraday price ranges.
Westwood Holdings Group Director Emerita Susan M. Byrne reported three open-market sales of common stock in April. She sold a total of 2,901 shares across transactions on April 9, April 10, and April 13, 2026 at weighted average prices around $16 per share.
After these sales, Byrne directly holds 299,045 shares of Westwood Holdings Group common stock. The footnotes explain that each reported price is a weighted average for multiple trades executed within stated price ranges, and detailed trade breakdowns are available on request.
Westwood Holdings Group Inc. insider Susan M. Byrne reported open-market sales of common stock over several days. She sold a total of 3,498 shares in four transactions between April 1 and April 8, 2026 at weighted average prices ranging from about $16.21 to $16.83 per share. After these sales, she directly holds 301,946 shares of Westwood Holdings Group Inc. common stock, indicating she retains a large continuing position. The reported prices reflect weighted averages for multiple trades within disclosed intraday price ranges.
Westwood Holdings Group executive John Anthony Ehinger Jr., Head of Legal and Compliance, reported routine equity compensation in the form of common stock. He received a grant of 5,549 shares at no cost, increasing his direct holdings.
On the same day, 838 shares were disposed of at $16.22 per share to satisfy tax obligations, a non‑market transaction commonly used for withholding. After these entries, he directly holds 18,252 shares of common stock. The Form 4 notes the report was filed late due to administrative matters related to EDGAR Next registration.
WESTWOOD HOLDINGS GROUP INC executive Adrian Helfert reported a routine tax-related share disposition. On February 23, 2026, 10,772 shares of common stock were delivered at $16.22 per share to satisfy tax obligations. After this transaction, he directly holds 162,751 shares of common stock.
WESTWOOD HOLDINGS GROUP INC executive Matthew Lockridge, Head of U.S. Value Investing, reported a routine tax-related share disposition. On this Form 4/A, 5,379 shares of common stock were withheld at $16.22 per share to satisfy tax obligations. After this transaction, he directly holds 77,900 common shares.
Westwood Holdings Group Head of Distribution David O. Linton received a grant of 15,414 shares of common stock on February 23, 2026. These shares were awarded at no cost as part of his equity compensation, increasing his direct holdings to 29,415 shares.
On the same date, 2,654 shares were disposed of at $16.22 per share to cover tax obligations associated with this grant. This tax-withholding disposition was not an open-market sale, and Linton’s remaining directly owned stake is reported at 29,415 shares after these transactions.
WESTWOOD HOLDINGS GROUP INC Chief Financial Officer Murray Forbes III reported a compensation-related stock grant. He acquired 11,098 shares of common stock on 2026-02-23 at $0.00 per share as an award. To cover tax obligations, 2,859 shares were disposed of at a price of $16.22 per share through share withholding rather than a market sale. Following these transactions, he directly owns 65,826 shares of common stock. The filing reflects routine equity compensation and related tax withholding, not open-market buying or selling.