Westwood Holdings Group, Inc. filings document a publicly traded asset management and wealth management company with advisory and trust operations. Form 8-K reports furnish quarterly operating results, Regulation FD disclosures and board-approved cash dividends, while exhibits include earnings press releases and related financial information.
Proxy and annual meeting filings cover director elections, shareholder voting results, executive compensation, equity incentive plan matters and governance procedures. The filing record also frames Westwood’s capital-return practices, common-stock incentive authorization and recurring disclosures around assets under management, ETF platform activity, institutional business and trust services.
Westwood Holdings Group director emerita Susan M. Byrne sold a total of 1,151 shares of common stock in open-market transactions. She sold 500 shares at a weighted average price of $16.004 on May 14 and 651 shares at a weighted average price of $16.0844 on May 18. After these sales, she directly holds 284,549 shares, indicating these were relatively small trades compared with her remaining position.
Westwood Holdings Group Inc. filed a Form 13F reporting institutional holdings totaling $13,729,574,599 across 461 reported positions. The filing lists 4 other included managers and is signed by John A. Ehinger, Chief Compliance Officer.
Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 2,167 shares of common stock in three open-market transactions on May 11–13, 2026. Reported weighted average sale prices ranged from $16.01 to $16.46 per share. After these sales, she directly holds 285,700 shares of Westwood common stock.
WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported open-market sales of company common stock over four days. She sold a total of 2,538 shares at prices around $16 per share, and now directly holds 287,867 shares of WHG common stock following these transactions.
Westwood Holdings Group Inc. director Janice Ryan received a grant of company stock. On April 30, 2026, Ryan acquired 5,780 shares of Westwood common stock in a grant or award transaction at a stated price of $0.00 per share, bringing her direct holdings to 5,780 shares.
Bowman Randy A reported acquisition or exercise transactions in this Form 4 filing.
WESTWOOD HOLDINGS GROUP INC director Randy A. Bowman received a grant of 5,780 shares of common stock on April 30, 2026 at a stated price of $0.00 per share. After this award, he directly owns 37,532 shares of the company’s common stock.
Murray Katherine reported acquisition or exercise transactions in this Form 4 filing.
Westwood Holdings Group director Katherine Murray received a grant of 5,780 shares of common stock on April 30, 2026. The shares were awarded at a reported price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, she directly holds a total of 11,470 shares of Westwood common stock.
MASTERSON ELLEN H reported acquisition or exercise transactions in this Form 4 filing.
Westwood Holdings Group Inc. director Ellen H. Masterson received an award of 5,780 shares of common stock on April 30, 2026. The shares were granted at a stated price of $0.00 per share, reflecting equity-based compensation rather than an open-market purchase. Following this grant, she directly holds 52,614 shares of Westwood common stock.
Hoak J. Hale reported acquisition or exercise transactions in this Form 4 filing.
WESTWOOD HOLDINGS GROUP INC director J. Hale Hoak received a grant of 5,780 shares of common stock on April 30, 2026. The shares were awarded at a stated price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. After this award, Hoak directly holds 60,770 shares of Westwood common stock.
Westwood Holdings Group, Inc. reported results from its virtual annual stockholders meeting held on April 30, 2026. Stockholders approved the Twelfth Amended and Restated Stock Incentive Plan, which increases the total number of shares authorized under the plan by 200,000 shares.
All nominated directors were elected, with each receiving more than 6.5 million votes "for" and over 1.3 million broker non-votes recorded. Stockholders also ratified BDO USA, P.C. as independent auditors for the year ending December 31, 2026.
The incentive plan was approved with 5,767,466 votes for, 943,420 against and 18,455 abstentions, alongside 1,301,955 broker non-votes. On a non-binding, advisory basis, stockholders approved the Company’s executive compensation, with 6,548,027 votes for, 155,657 against and 25,657 abstentions, plus 1,301,955 broker non-votes.