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
10-K	Document	Annual report pursuant to section 13 and 15(d) Acc-no: 0001165002-26-000020 (34 Act) Size: KB	Mar-04-2026	001-31234 26721641
S-8	Document	Initial registration statement for securities to be offered to employees pursuant to employee benefit plans Acc-no: 0001165002-26-000012 (33 Act) Size: KB	Feb-19-2026	333-293588 26654463
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001165002-26-000006 (34 Act) Size: KB	Feb-17-2026	028-15581 26641604
8-K	Document	Current report filing Acc-no: 0001165002-26-000005 (34 Act) Size: KB	Feb-13-2026	001-31234 26632941
SCHEDULE 13G/A	Document	Acc-no: 0001214659-26-000493 (34 Act) Size: KB	Jan-15-2026	005-78424 26535182
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001171437-25-000014 ( Act) Size: 0 KB	Dec-11-2025
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001628280-25-056609 ( Act) Size: 0 KB	Dec-11-2025
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001171437-25-000011 ( Act) Size: 0 KB	Dec-09-2025
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001628280-25-055857 ( Act) Size: 0 KB	Dec-08-2025
144	Document	Filing for proposed sale of securities under Rule 144 Acc-no: 0001949846-25-000653 (33 Act) Size: 0 KB	Dec-02-2025	001-31234 251542953
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001628280-25-054546 ( Act) Size: 0 KB	Dec-01-2025
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001165002-25-000061 (34 Act) Size: KB	Nov-14-2025	028-15581 251486489
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001171437-25-000009 ( Act) Size: 0 KB	Nov-12-2025
10-Q	Document	Quarterly report pursuant to sections 13 or 15(d) Acc-no: 0001165002-25-000059 (34 Act) Size: KB	Oct-30-2025	001-31234 251435824
8-K	Document	Current report filing Acc-no: 0001165002-25-000057 (34 Act) Size: KB	Oct-30-2025	001-31234 251435691
SCHEDULE 13G	Document	Acc-no: 0002012383-25-002919 (34 Act) Size: KB	Oct-17-2025	005-78424 251402037
13F-HR/A	Document	Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001085146-25-005822 (34 Act) Size: KB	Oct-08-2025	028-15581 251381106
144	Document	Filing for proposed sale of securities under Rule 144 Acc-no: 0001968582-25-000887 (33 Act) Size: 0 KB	Sep-11-2025	001-31234 251308536
4	Document	Statement of changes in beneficial ownership of securities Acc-no: 0001171437-25-000007 ( Act) Size: 0 KB	Sep-03-2025
144	Document	Filing for proposed sale of securities under Rule 144 Acc-no: 0001949846-25-000433 (33 Act) Size: 0 KB	Aug-29-2025	001-31234 251277112

Recent 20 filings. View all WESTWOOD HOLDINGS GROUP INC filings

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