WESTWOOD HOLDINGS GROUP INC (CIK: 0001165002) EDGAR, Information, Filings... CompaniesBIO.Com

WESTWOOD HOLDINGS GROUP INC

Mailing address
200 CRESCENT COURT, SUITE 1200, DALLAS, Delaware, 75201
Phone
2147566900
State location
Texas
State of incorporation
Delaware
Fiscal year end
December 31
SIC
6282 - (CF Office: Office of Finance) INVESTMENT ADVICE
Filings
N/A

WESTWOOD HOLDINGS GROUP INC (CIK: 0001165002) is an American company incorporated in the state of Texas. Head office is located at 200 CRESCENT COURT, SUITE 1200, DALLAS, Texas, 75201. Work in the industry 6282 - (CF Office: Office of Finance) INVESTMENT ADVICE. WESTWOOD HOLDINGS GROUP INC is a public company and trade via Over-The-Counter (OTC).

Owner	Filings	Transaction Date	Type of Owner
Ehinger John Anthony Jr	0001972317	Apr-04-2023	officer: Head of Legal, CCO
Lockridge Matthew	0001932782	May-27-2022	officer: Head, U.S. Value Inv.
Helfert Adrian	0001932834	May-27-2022	officer: CIO, Multi-Asset Inv.
Bennett Leah	0001933058	May-27-2022	officer: President-Westwood Wealth Mgmt
Montgomery John Porter	0001933087	May-27-2022	officer: COO
Bowman Randy A	0001864914	May-02-2021	director
JCP Investment Management, LLC	0001461945	Apr-28-2021	10 percent owner
JCP Investment Partnership, LP	0001461946	Apr-28-2021	10 percent owner, other: See Footnote 1
JCP Investment Partners, LP	0001461947	Apr-28-2021	10 percent owner, other: See Footnote 1
JCP Investment Holdings, LLC	0001461948	Apr-28-2021	10 percent owner, other: See Footnote 1
Pappas James C	0001462171	Apr-28-2021	10 percent owner
JCP Asset Partnership VI, LP	0001845388	Apr-28-2021	10 percent owner, other: See Footnote 1
Gerron Julie Kramer	0001601790	Feb-22-2019	officer: General Counsel & CCO
Gomez Fabian	0001731249	Feb-22-2019	officer: Chief Operating Officer
Forbes Murray III	0001755464	Oct-04-2018	officer: Chief Financial Officer
Paddon Steve	0001755479	Oct-04-2018	officer: Head of Institutional Sales
Kice Tiffany B.	0001503767	Aug-18-2014	officer: Chief Financial Officer
Root Randall L.	0001601817	Jun-03-2014	officer: Pres, Westwood Trust Dallas
MASTERSON ELLEN H	0001045311	Apr-17-2014	director
Pastorelle Peter Francis	0001372257	Oct-17-2013	officer: Principal Accounting Officer
WALLACE MARK A	0001041222	Nov-06-2012	officer: Chief Financial Officer
CASEY BRIAN O	0001171437	Feb-23-2012	director, officer: President & CEO
BYRNE SUSAN M	0001171441	Feb-23-2012	director, other: Chairman, Board of Directors
Whitten Michael Craig	0001390860	Feb-23-2012	officer: Principal Accounting Officer
Freeman Mark	0001518805	Jul-25-2011	officer: Co-Chief Investment Officer
WOOLDRIDGE RAYMOND E	0001171439	Apr-20-2011	director
Weiland Martin J	0001507009	Apr-20-2011	director
HARDCASTLE WILLIAM R JR	0001171458	Jul-26-2007	officer: Chief Financial Officer
Norman Geoffrey	0001397840	Jul-26-2007	director
McTeer Robert Doyle Jr.	0001408180	Jul-26-2007	director
DAVIS TOM C	0001179317	Jul-27-2006	director
MEYER FREDERICK	0001171442	Feb-23-2006	director
FRANK RICHARD M	0001204768	Feb-07-2006	director
RIGGS LEONARD M JR	0000939109	Apr-22-2004	director
GABELLI ASSET MANAGEMENT INC ET AL	0000807249	Dec-03-2003	10 percent owner
GABELLI MARIO J	0001185533	Dec-03-2003	10 percent owner
GABELLI GROUP CAPITAL PARTNERS INC	0001238894	Dec-03-2003	10 percent owner
MOSLE JON L JR	0001171440	Jul-29-2003	director
FRAZE PATRICIA	0001171449	Jul-29-2003	officer: EVP - Westwood Management
SCHAER JOYCE A	0001171460	Jul-29-2003	officer: Senior Vice President - WMC

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by WESTWOOD HOLDINGS GROUP INC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001085146-24-005966 (34 Act) Size: KB	Nov-14-2024	028-15581 241463553
4/A	Document	Amendment to Statement of changes in beneficial ownership of securities Acc-no: 0001171437-24-000007 ( Act) Size: KB	Nov-14-2024
SC 13G	Document	Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions Acc-no: 0001171437-24-000006 (34 Act) Size: KB	Nov-14-2024	005-78424 241462229
SC 13G	Document	Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions Acc-no: 0001165002-24-000080 ( Act) Size: KB	Nov-14-2024
SC 13G	Document	Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions Acc-no: 0001165002-24-000078 ( Act) Size: KB	Nov-14-2024
SCHEDULE 13G/A	Document	Acc-no: 0001037389-24-000118 (34 Act) Size: KB	Nov-13-2024	005-78424 241453787
SC 13D/A	Document	Amendment to Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities Acc-no: 0001999371-24-014366 (34 Act) Size: KB	Nov-07-2024	005-78424 241437424
10-Q	Document	Quarterly report pursuant to sections 13 or 15(d) Acc-no: 0001165002-24-000076 (34 Act) Size: KB	Oct-30-2024	001-31234 241410492
8-K	Document	Current report filing Acc-no: 0001165002-24-000075 (34 Act) Size: KB	Oct-30-2024	001-31234 241410465
SC 13G/A	Document	Amendment to Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions Acc-no: 0001214659-24-017512 (34 Act) Size: KB	Oct-15-2024	005-78424 241369053
8-K	Document	Current report filing Acc-no: 0001165002-24-000070 (34 Act) Size: KB	Oct-08-2024	001-31234 241359205
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0001085146-24-004271 (34 Act) Size: KB	Aug-27-2024	028-15581 241250184
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001085146-24-003802 (34 Act) Size: KB	Aug-13-2024	028-15581 241202094
10-Q	Document	Quarterly report pursuant to sections 13 or 15(d) Acc-no: 0001165002-24-000065 (34 Act) Size: KB	Jul-31-2024	001-31234 241162206
8-K	Document	Current report filing Acc-no: 0001165002-24-000063 (34 Act) Size: KB	Jul-31-2024	001-31234 241162121
13F-HR/A	Document	Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001165002-24-000056 (34 Act) Size: KB	Jun-06-2024	028-15581 241025075
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001864914-24-000002 ( Act) Size: 0 KB	Jun-03-2024
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001165002-24-000053 ( Act) Size: 0 KB	May-20-2024
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001045311-24-000002 ( Act) Size: 0 KB	May-20-2024
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001165002-24-000051 (34 Act) Size: KB	May-14-2024	028-15581 24944737

Recent 20 filings. View all WESTWOOD HOLDINGS GROUP INC filings

Overall rating 5.0

Aug 22, 2022

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Aug 22, 2022

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.