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Westwood Holdings Group, Inc. (WHG)
USD19.37
+0.03 (+0.13%)
US NYSE Financial Services Financial - Capital Markets
Address
200 Crescent Court 75201
Dallas, TX, US
Dallas, TX, US
CEO
Brian O'Connor Casey
Website
westwoodgroup.com
IPO
2002-06-13
CIK 1165002 ISIN US9617651040
Description
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD19.37
+0.03 (+0.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
20.9K
Beta
0.58
Float Shares
7.21M
Free Float %
76.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.04% | -0.31% | -2.47% | -8.42% | -0.37% | -5.87% | +8.29% | +27.86% | -19.84% | -71.09% | -0.31% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
19.37
DCF (Unlevered)
26.81
+38.4%
DCF (Levered)
90.72
+368.5%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
5.02
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+3.2% Q1'26: +7.4% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+203.9% ★ Q1'26: +65.4% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+4.7% Q1'26: -11.3% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+9.9% Q1'26: -6.0% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+7.9% ★ Q1'26: -5.0% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%+4.3% Q1'26: +3.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×0.72× ★ Q1'26: -4.09× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
55.31M
est: 62.97M (-12.2%)
|
68.91M
est: 73.66M (-6.5%)
|
77.50M
est: 83.69M (-7.4%)
|
91.83M
est: 92.06M (-0.3%)
|
113.24M
est: 101.26M (+11.8%)
|
130.94M
est: 111.39M (+17.5%)
|
123.02M
est: 122.53M (+0.4%)
|
133.79M
est: 134.78M (-0.7%)
|
122.30M
est: 148.26M (-17.5%)
|
84.08M
est: 163.09M (-48.4%)
|
65.11M
est: 179.40M (-63.7%)
|
73.05M
est: 197.34M (-63.0%)
|
68.68M
est: 217.07M (-68.4%)
|
89.78M
est: 238.78M (-62.4%)
|
| EBITDA |
18.15M
est: 19.45M (-6.7%)
|
23.87M
est: 22.85M (+4.5%)
|
20.85M
est: 25.96M (-19.7%)
|
29.04M
est: 28.56M (+1.7%)
|
42.97M
est: 31.42M (+36.8%)
|
44.82M
est: 34.56M (+29.7%)
|
36.58M
est: 38.01M (-3.8%)
|
42.41M
est: 41.81M (+1.4%)
|
35.69M
est: 46.00M (-22.4%)
|
9.12M
est: 50.59M (-82.0%)
|
1.41M
est: 55.65M (-97.5%)
|
8.33M
est: 61.22M (-86.4%)
|
4.80M
est: 67.34M (-92.9%)
|
8.27M
est: 74.08M (-88.8%)
|
| EBIT |
17.72M
est: 19.04M (-6.9%)
|
23.11M
est: 22.38M (+3.3%)
|
20.02M
est: 25.42M (-21.3%)
|
28.19M
est: 27.97M (+0.8%)
|
42.04M
est: 30.76M (+36.6%)
|
42.22M
est: 33.84M (+24.8%)
|
33.65M
est: 37.22M (-9.6%)
|
39.50M
est: 40.95M (-3.5%)
|
33.15M
est: 45.04M (-26.4%)
|
6.50M
est: 49.54M (-86.9%)
|
-1.23M
est: 54.50M (-102.3%)
|
5.96M
est: 59.95M (-90.1%)
|
2.22M
est: 65.94M (-96.6%)
|
3.45M
est: 72.54M (-95.2%)
|
| Net Income |
11.28M
est: 12.11M (-6.9%)
|
14.69M
est: 14.24M (+3.2%)
|
12.09M
est: 16.17M (-25.2%)
|
17.89M
est: 17.79M (+0.6%)
|
27.25M
est: 19.57M (+39.2%)
|
27.11M
est: 21.53M (+25.9%)
|
22.65M
est: 23.68M (-4.4%)
|
19.99M
est: 26.05M (-23.3%)
|
26.75M
est: 28.65M (-6.6%)
|
5.91M
est: 31.52M (-81.2%)
|
-8.95M
est: 34.67M (-125.8%)
|
9.76M
est: 38.13M (-74.4%)
|
-4.63M
est: 41.95M (-111.0%)
|
10.57M
est: 46.14M (-77.1%)
|
| SGA |
37.59M
est: 40.23M (-6.6%)
|
45.80M
est: 47.21M (-3.0%)
|
12.62M
est: 53.78M (-76.5%)
|
13.62M
est: 59.16M (-77.0%)
|
15.82M
est: 65.07M (-75.7%)
|
21.72M
est: 71.58M (-69.7%)
|
24.71M
est: 78.74M (-68.6%)
|
25.40M
est: 86.61M (-70.7%)
|
25.39M
est: 95.27M (-73.4%)
|
24.33M
est: 104.80M (-76.8%)
|
14.41M
est: 115.28M (-87.5%)
|
21.91M
est: 126.81M (-82.7%)
|
16.42M
est: 139.49M (-88.2%)
|
20.63M
est: 153.44M (-86.6%)
|
| EPS |
1.62
est: 2.17 (-25.3%)
|
2.11
est: 2.52 (-16.3%)
|
1.69
est: 2.84 (-40.5%)
|
2.44
est: 3.13 (-21.9%)
|
3.63
est: 3.44 (+5.7%)
|
3.49
est: 3.79 (-7.8%)
|
2.84
est: 4.17 (-31.8%)
|
2.45
est: 4.59 (-46.6%)
|
3.20
est: 5.05 (-36.6%)
|
0.70
est: 5.56 (-87.4%)
|
-1.12
est: 6.12 (-118.3%)
|
1.24
est: 6.72 (-81.5%)
|
-0.59
est: 7.39 (-108.0%)
|
1.20
est: 8.13 (-85.2%)
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 2/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
20.34M
OE per share TTM
2.28
Owner's Yield
14.62%
Maintenance CapEx ratio
10.95%
Maint CapEx / Avg PPE
9.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
8
Total invested
8.14M
Insider transactions (90d)
9
Beneficial owners (>5%)
26
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Westwood Management Corp. | 2.09M | 5.92% | — | — | — | — | IA | — | 2024-11-14 | ↗ |
| 2 | JCP Investment Management, LLC | 860.4K | 10.40% | — | — | 860.4K | — | OO | — | 2022-01-05 | ↗ |
| 3 | James C. Pappas | 860.4K | 10.40% | — | — | 860.4K | — | IN | — | 2022-01-05 | ↗ |
| 4 | JCP Investment Holdings, LLC | 843.1K | 10.20% | — | — | 843.1K | — | OO | — | 2022-01-05 | ↗ |
| 5 | JCP Investment Partners, LP | 843.1K | 10.20% | — | — | 843.1K | — | PN | — | 2022-01-05 | ↗ |
| 6 | (1) BlackRock, Inc. | 727.8K | 8.70% | 710.5K | — | 727.8K | — | HC | Delaware | 2021-02-01 | ↗ |
| 7 | J. Hale Hoak | 625.0K | 6.80% | 625.0K | — | 625.0K | 10.00 | IN | United States of America | 2023-12-13 | ↗ |
| 8 | Wells Capital Management Incorporated | 604.0K | 6.81% | — | 559.2K | — | — | IA | Delaware | 2020-02-04 | ↗ |
| 9 | Hoak & Co. | 600.0K | 6.60% | 600.0K | — | 600.0K | 10.00 | CO | Texas | 2023-12-13 | ↗ |
| 10 | Hoak Fund Management, L.P. | 600.0K | 6.60% | 600.0K | — | 600.0K | 10.00 | PN | Texas | 2023-12-13 | ↗ |
| 11 | Hoak Public Equities, L.P. | 600.0K | 6.60% | 600.0K | — | 600.0K | 10.00 | PN | Texas | 2023-12-13 | ↗ |
| 12 | James M. Hoak, Jr. | 600.0K | 6.60% | 600.0K | — | 600.0K | 10.00 | IN | United States of America | 2023-12-13 | ↗ |
| 13 | Allspring Global Investments Holdings, LLC | 586.4K | 7.06% | 552.6K | — | 586.4K | — | HC | Delaware | 2022-01-19 | ↗ |
| 14 | Allspring Global Investments, LLC | 584.6K | 7.04% | 115.9K | — | 584.6K | — | IA | Delaware | 2022-01-19 | ↗ |
| 15 | 13-3127734 | 531.2K | 6.40% | 517.7K | — | 531.2K | — | HC | Delaware | 2022-02-11 | ↗ |
| 16 | 26-0385758 | 531.2K | 6.40% | 517.7K | — | 531.2K | — | IA | Delaware | 2022-02-11 | ↗ |
| 17 | Wells Fargo Funds Management, LLC | 520.0K | 5.77% | — | 519.6K | — | — | IA | Delaware | 2019-01-22 | ↗ |
| 18 | Conestoga Capital Advisors LLC | 508.8K | 5.64% | 461.0K | — | 508.8K | — | IA | Delaware | 2019-01-08 | ↗ |
| 19 | Brian O. Casey | 480.2K | 5.15% | — | — | — | — | IN | — | 2024-11-14 | ↗ |
| 20 | Allspring Funds Management, LLC | 438.5K | 5.28% | 436.7K | — | 1.8K | — | IA | Delaware | 2022-01-19 | ↗ |
| 21 | JCP Asset Partnership VI, LP | 430.2K | 5.20% | — | — | 430.2K | — | PN | — | 2022-01-05 | ↗ |
| 22 | Race & Zollo, Inc. | 426.1K | 5.10% | 426.1K | — | 426.1K | — | IA | in the State of Florida | 2022-02-14 | ↗ |
| 23 | JCP Investment Partnership, LP | 412.9K | 5.00% | — | — | 412.9K | — | PN | — | 2022-01-05 | ↗ |
| 24 | The Vanguard Group - 23-1945930 | 355.6K | 4.28% | — | 1.7K | — | — | IA | Pennsylvania | 2022-02-10 | ↗ |
| 25 | (1)Names of reporting persons. BlackRock, Inc. | 206.6K | 2.50% | 205.7K | — | 206.6K | — | HC | Delaware | 2021-07-12 | ↗ |
| 26 | Wells Fargo & Company | 7.0K | 0.08% | 4.5K | 1.7K | 4.5K | 2.5K | HC | Delaware | 2022-01-27 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
8
-52 vs prev Q
New positions
2
Closed positions
54
Increased
4
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 606.8K +13.1K (+2.2%) | 10.70M +901.2K (+9.2%) | 7.21% +0.143 pp | 0.02% +0.002 pp | USD16.87 +2.0% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 512.7K +23.6K (+4.8%) | 8.82M +758.3K (+9.4%) | 6.09% +0.271 pp | 0.00% +0.000 pp | USD15.19 +13.3% | 6 qtrs — |
| 3 | SETTIAN CAPITAL LP | 470.5K +— (+0.0%) | 8.10M +338.8K (+4.4%) | 5.59% -0.009 pp | 5.40% +0.126 pp | USD15.68 +9.8% | 3 qtrs — |
| 4 | GAMCO INVESTORS, INC. ET AL | 443.8K +443.8K (+100.0%) | 7.64M +7.6M (+100.0%) | 5.27% +5.272 pp | 0.07% +0.073 pp | USD17.21 +0.0% | 64 qtrs — |
| 5 | VANGUARD GROUP INC | 398.4K +1.1K (+0.3%) | 6.86M +304.8K (+4.7%) | 4.73% +0.005 pp | 0.00% +0.000 pp | USD35.24 -51.2% | 84 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 373.5K -15.2K (-3.9%) | 6.43M +18.2K (+0.3%) | 4.44% -0.188 pp | 0.01% +0.002 pp | USD40.50 -57.5% | 78 qtrs — |
| 7 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 372.0K +4.5K (+1.2%) | 6.40M +342.3K (+5.6%) | 4.42% +0.047 pp | 0.40% +0.012 pp | USD13.39 +28.5% | 64 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 274.5K +1.4K (+0.5%) | 4.72M +221.1K (+4.9%) | 3.26% +0.012 pp | 0.00% +0.000 pp | USD43.13 -60.1% | 51 qtrs — |
| 9 | KING LUTHER CAPITAL MANAGEMENT CORP | 185.0K +— (+0.0%) | 3.18M +133.2K (+4.4%) | 2.20% -0.004 pp | 0.01% +0.000 pp | USD25.65 -32.9% | 64 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 163.2K +896.0 (+0.6%) | 2.81M +132.3K (+4.9%) | 1.94% +0.007 pp | 0.00% +0.000 pp | USD25.42 -32.3% | 70 qtrs — |
| 11 | GARNER ASSET MANAGEMENT CORP | 124.3K -10.9K (-8.1%) | 2.14M -90.3K (-4.1%) | 1.48% -0.132 pp | 0.82% -0.078 pp | USD12.68 +35.7% | 10 qtrs — |
| 12 | AEGIS FINANCIAL CORP | 99.9K +— (+0.0%) | 1.72M +71.9K (+4.4%) | 1.19% -0.002 pp | 0.41% -0.220 pp | USD11.13 +54.6% | 13 qtrs — |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93.8K +3.4K (+3.7%) | 1.61M +123.1K (+8.3%) | 1.11% +0.038 pp | 0.03% +0.002 pp | USD12.38 +39.0% | 22 qtrs — |
| 14 | PEAPOD LANE CAPITAL LLC | 88.7K +642.0 (+0.7%) | 1.53M +74.4K (+5.1%) | 1.05% +0.006 pp | 1.30% +0.000 pp | USD14.55 +18.3% | 5 qtrs — |
| 15 | STATE STREET CORP | 86.7K +5.4K (+6.7%) | 1.50M +152.6K (+11.3%) | 1.03% +0.063 pp | 0.00% +0.000 pp | USD25.29 -31.9% | 51 qtrs — |
| 16 | GABELLI FUNDS LLC | 77.2K +— (+0.0%) | 1.33M +55.6K (+4.4%) | 0.92% -0.002 pp | 0.01% +0.000 pp | USD13.89 +23.9% | 22 qtrs — |
| 17 | NORTHERN TRUST CORP | 65.7K -4.9K (-7.0%) | 1.13M -34.3K (-2.9%) | 0.78% -0.060 pp | 0.00% +0.000 pp | USD21.22 -18.9% | 51 qtrs — |
| 18 | DE LISLE PARTNERS LLP | 58.9K -14.0K (-19.2%) | 1.02M -185.0K (-15.3%) | 0.70% -0.168 pp | 0.13% -0.017 pp | USD13.76 +25.1% | 8 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 54.8K -3.2K (-5.5%) | 943.8K -13.1K (-1.4%) | 0.65% -0.039 pp | 0.00% +0.000 pp | USD26.94 -36.1% | 52 qtrs — |
| 20 | EMPOWERED FUNDS, LLC | 38.3K +3.4K (+9.6%) | 659.8K +83.1K (+14.4%) | 0.46% +0.039 pp | 0.01% -0.001 pp | USD13.73 +25.3% | 11 qtrs — |
| 21 | LEVIN CAPITAL STRATEGIES, L.P. | 25.5K +— (+0.0%) | 439.0K +18.4K (+4.4%) | 0.30% -0.001 pp | 0.04% 0.000 pp | USD11.66 +47.6% | 12 qtrs — |
| 22 | SEI INVESTMENTS CO | 24.1K +6.6K (+37.8%) | 415.0K +126.5K (+43.9%) | 0.29% +0.078 pp | 0.00% +0.000 pp | USD15.44 +11.5% | 6 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 21.2K -154.0 (-0.7%) | 365.1K +12.7K (+3.6%) | 0.25% -0.002 pp | 0.00% +0.000 pp | USD15.70 +9.6% | 3 qtrs — |
| 24 | ARETE WEALTH ADVISORS, LLC | 20.2K +— (+0.0%) | 348.0K +15.0K (+4.5%) | 0.24% 0.000 pp | 0.02% +0.000 pp | USD11.12 +54.8% | 10 qtrs — |
| 25 | MORGAN STANLEY | 19.6K +2.0K (+11.0%) | 337.5K +46.3K (+15.9%) | 0.23% +0.023 pp | 0.00% +0.000 pp | USD15.20 +13.2% | 49 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18.3K +— (+0.0%) | 315.7K +13.2K (+4.4%) | 0.22% 0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 27 | PRICE T ROWE ASSOCIATES INC /MD/ | 16.6K +— (+0.0%) | 287.0K +12.0K (+4.4%) | 0.20% 0.000 pp | 0.00% +0.000 pp | USD13.19 +30.5% | 9 qtrs — |
| 28 | PROSPERITY CONSULTING GROUP, LLC | 15.3K -1.2K (-7.5%) | 262.9K -9.3K (-3.4%) | 0.18% -0.015 pp | 0.01% -0.002 pp | USD13.08 +31.6% | 8 qtrs — |
| 29 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 13.8K +159.0 (+1.2%) | 236.8K +12.5K (+5.6%) | 0.16% +0.002 pp | 0.00% 0.000 pp | USD13.35 +28.9% | 9 qtrs — |
| 30 | BARCLAYS PLC | 12.4K +11.3K (+1,039.3%) | 213.3K +197.9K (+1,280.8%) | 0.15% +0.134 pp | 0.00% +0.000 pp | USD17.06 +0.9% | 6 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 11.5K +11.5K (+100.0%) | 198.7K +198.7K (+100.0%) | 0.14% +0.137 pp | 0.00% +0.000 pp | USD17.21 +0.0% | 1 qtrs NEW |
| 32 | GABELLI & CO INVESTMENT ADVISERS, INC. | 10.5K +— (+0.0%) | 180.7K +7.6K (+4.4%) | 0.12% 0.000 pp | 0.03% -0.001 pp | USD14.51 +18.6% | 11 qtrs — |
| 33 | CERITY PARTNERS LLC | 10.4K -2.0 (0.0%) | 178.8K +7.4K (+4.3%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD14.20 +21.2% | 6 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 10.0K +2.9K (+39.9%) | 172.7K +54.4K (+46.0%) | 0.12% +0.034 pp | 0.00% +0.000 pp | USD19.42 -11.4% | 57 qtrs — |
| 35 | JPMORGAN CHASE & CO | 8.6K -1.6K (-15.6%) | 148.0K -20.0K (-11.9%) | 0.10% -0.019 pp | 0.00% +0.000 pp | USD15.66 +9.9% | 11 qtrs — |
| 36 | RHUMBLINE ADVISERS | 5.8K -1.6K (-21.9%) | 99.2K -22.5K (-18.5%) | 0.07% -0.019 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 37 | UBS GROUP AG | 3.8K -1.3K (-25.7%) | 66.1K -19.2K (-22.5%) | 0.05% -0.016 pp | 0.00% +0.000 pp | USD15.14 +13.7% | 45 qtrs — |
| 38 | NEW YORK STATE COMMON RETIREMENT FUND | 3.6K +— (+0.0%) | 62.0K +2.6K (+4.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.5K -39.0 (-1.1%) | 60.1K +1.9K (+3.2%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 40 | BNP PARIBAS ARBITRAGE, SNC | 1.9K +93.0 (+5.0%) | 33.3K +2.9K (+9.6%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD15.89 +8.3% | 3 qtrs — |
| 41 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.9K +— (+0.0%) | 32.7K +1.4K (+4.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD16.49 +4.4% | 2 qtrs — |
| 42 | RUSSELL INVESTMENTS GROUP, LTD. | 1.0K +184.0 (+22.2%) | 17.4K +3.8K (+27.5%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD15.82 +8.8% | 19 qtrs — |
| 43 | AMERITAS INVESTMENT PARTNERS, INC. | 761.00 +— (+0.0%) | 13.1K +548.0 (+4.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 44 | LEGAL & GENERAL GROUP PLC | 675.00 +— (+0.0%) | 11.6K +486.0 (+4.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 45 | ADVISOR GROUP HOLDINGS, INC. | 671.00 +1.0 (+0.1%) | 11.6K -156.0 (-1.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD12.09 +42.3% | 21 qtrs — |
| 46 | ROYAL BANK OF CANADA | 649.00 +76.0 (+13.3%) | 11.0K +1.0K (+10.0%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD14.40 +19.5% | 51 qtrs — |
| 47 | TOWER RESEARCH CAPITAL LLC (TRC) | 604.00 -63.0 (-9.4%) | 10.4K -604.0 (-5.5%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD16.46 +4.6% | 5 qtrs — |
| 48 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 457.00 -9.0 (-1.9%) | 7.9K +181.0 (+2.4%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 49 | STERLING CAPITAL MANAGEMENT LLC | 429.00 -85.0 (-16.5%) | 7.4K -1.1K (-12.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD16.14 +6.6% | 3 qtrs — |
| 50 | NEWEDGE ADVISORS, LLC | 309.00 +96.0 (+45.1%) | 5.3K +1.8K (+51.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD14.00 +22.9% | 9 qtrs — |
| 51 | AMALGAMATED BANK | 234.00 -20.0 (-7.9%) | 4.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.60 +10.3% | 3 qtrs — |
| 52 | FMR LLC | 175.00 -183.0 (-51.1%) | 3.0K -2.9K (-49.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD15.40 +11.8% | 30 qtrs — |
| 53 | CITIGROUP INC | 170.00 +83.0 (+95.4%) | 2.9K +1.5K (+103.8%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.82 +8.8% | 5 qtrs — |
| 54 | — | 132.00 +132.0 (+100.0%) | 2.3K +2.3K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD17.20 +0.1% | 1 qtrs NEW |
| 55 | PNC FINANCIAL SERVICES GROUP, INC. | 96.00 +96.0 (+100.0%) | 1.7K +1.7K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.21 +0.0% | 1 qtrs NEW |
| 56 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 74.00 +74.0 (+100.0%) | 1.3K +1.3K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.20 +0.1% | 1 qtrs NEW |
| 57 | FARTHER FINANCE ADVISORS, LLC | 66.00 -72.0 (-52.2%) | 1.1K -1.1K (-50.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD16.48 +4.4% | 2 qtrs — |
| 58 | MAI CAPITAL MANAGEMENT | 34.00 +34.0 (+100.0%) | 586.00 +586.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.21 +0.0% | 1 qtrs NEW |
| 59 | SBI SECURITIES CO., LTD. | 20.00 +— (+0.0%) | 344.00 +14.0 (+4.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.55 +18.3% | 5 qtrs — |
| 60 | EVERSOURCE WEALTH ADVISORS, LLC | 1.00 +— (+0.0%) | 17.00 +1.0 (+6.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.00 +7.6% | 2 qtrs — |
| 61 | TRUE WEALTH DESIGN, LLC | — -1.0 (-100.0%) | — -17.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 62 | DEUTSCHE BANK AG\ | — -8.3K (-100.0%) | — -136.2K (-100.0%) | 0.00% -0.098 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 63 | SRS CAPITAL ADVISORS, INC. | — -3.0 (-100.0%) | — -49.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 64 | GAMMA INVESTING LLC | — -42.0 (-100.0%) | — -693.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 50 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.04% | 631.4K | 0.47% |
| 2 | iShares Micro-Cap ETF IWC | 0.03% | 497.7K | 0.60% |
| 3 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 7.0K | 0.35% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.51M | 0.24% |
| 5 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 23.3K | 0.39% |
| 6 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 564.3K | 0.43% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 91.0K | 0.06% |
| 8 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 144.8K | 0.30% |
| 9 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 14.8K | 0.25% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.00% | 67.9K | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
19
Shares acquired
—
Shares disposed
13.3K
Cash buys
—
Cash sales
19.00
Net activity
-13,328
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Root Randall L. | Officer | G-Gift | D | common stock | 50 | 0.00 | — | 33,460 | — | ↗ | |
| 2026-04-29 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 500 | 16.56 | 8.3K | 292,116 | D | ↗ |
| 2026-04-28 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 660 | 16.97 | 11.2K | 292,616 | D | ↗ |
| 2026-04-27 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 733 | 16.66 | 12.2K | 293,276 | D | ↗ |
| 2026-04-24 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 700 | 16.14 | 11.3K | 294,009 | D | ↗ |
| 2026-04-23 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 9 | 17.27 | 155.39 | 294,709 | D | ↗ |
| 2026-04-22 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 294 | 15.85 | 4.7K | 294,718 | D | ↗ |
| 2026-04-21 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 532 | 16.17 | 8.6K | 295,012 | D | ↗ |
| 2026-04-20 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 500 | 16.64 | 8.3K | 295,544 | D | ↗ |
| 2026-04-17 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 700 | 16.36 | 11.5K | 296,044 | D | ↗ |
| 2026-04-16 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 500 | 16.14 | 8.1K | 296,744 | D | ↗ |
| 2026-04-15 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 1,500 | 16.45 | 24.7K | 297,244 | D | ↗ |
| 2026-04-14 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 301 | 16.48 | 5.0K | 298,744 | D | ↗ |
| 2026-04-13 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 1,600 | 16.32 | 26.1K | 299,045 | D | ↗ |
| 2026-04-10 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 900 | 16.11 | 14.5K | 300,645 | D | ↗ |
| 2026-04-09 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 401 | 16.31 | 6.5K | 301,545 | D | ↗ |
| 2026-04-08 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 704 | 16.46 | 11.6K | 301,946 | D | ↗ |
| 2026-04-06 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 700 | 16.31 | 11.4K | 302,650 | D | ↗ |
| 2026-04-02 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 600 | 16.21 | 9.7K | 303,350 | D | ↗ |
| 2026-04-01 | BYRNE SUSAN M | Director | S-Sale | D | common stock | 1,494 | 16.83 | 25.1K | 303,950 | D | ↗ |
| 2026-02-23 | Lockridge Matthew | Officer | S-Sale | D | common stock | 5,379 | 16.22 | 87.2K | 77,900 | D | ↗ |
| 2026-02-23 | Linton David O | Officer | A-Award | A | common stock | 15,414 | 0.00 | — | 32,069 | D | ↗ |
| 2026-02-23 | Helfert Adrian | Officer | S-Sale | D | common stock | 10,772 | 16.22 | 174.7K | 162,751 | D | ↗ |
| 2026-02-23 | Gomez Fabian | Officer | S-Sale | D | common stock | 6,223 | 16.22 | 100.9K | 122,573 | D | ↗ |
| 2026-02-23 | Forbes Murray III | Officer | A-Award | A | common stock | 11,098 | 0.00 | — | 68,685 | D | ↗ |
| 2026-02-23 | Ehinger John Anthony Jr | Officer | A-Award | A | common stock | 5,549 | 0.00 | — | 19,090 | D | ↗ |
| 2026-02-23 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 57,194 | 0.00 | — | 549,553 | D | ↗ |
| 2025-12-10 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 8,341 | 16.55 | 138.0K | 492,359 | D | ↗ |
| 2025-12-09 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 1,764 | 16.41 | 28.9K | 500,700 | D | ↗ |
| 2025-12-08 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 1,602 | 16.45 | 26.3K | 502,464 | D | ↗ |
| 2025-12-05 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 1,351 | 16.44 | 22.2K | 504,066 | D | ↗ |
| 2025-11-28 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 99 | 17.00 | 1.7K | 505,417 | D | ↗ |
| 2025-11-26 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 40 | 17.00 | 680.00 | 505,516 | D | ↗ |
| 2025-11-10 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 370 | 17.00 | 6.3K | 505,556 | D | ↗ |
| 2025-08-29 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 6,750 | 18.00 | 121.5K | 505,926 | D | ↗ |
| 2025-06-05 | Gomez Fabian | Officer | S-Sale | D | common stock | 7,000 | 15.50 | 108.5K | 96,509 | D | ↗ |
| 2025-06-03 | Ryan Janice | Director | — | — | common stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-04-30 | Norman Geoffrey | Director | A-Award | A | common stock | 5,690 | 0.00 | — | 50,084 | D | ↗ |
| 2025-04-30 | Murray Katherine | Director | A-Award | A | common stock | 5,690 | 0.00 | — | 5,690 | D | ↗ |
| 2025-04-30 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 5,690 | 0.00 | — | 46,834 | D | ↗ |
| 2025-04-30 | Hoak J. Hale | Director | A-Award | A | common stock | 5,690 | 0.00 | — | 54,990 | D | ↗ |
| 2025-04-30 | Bowman Randy A | Director | A-Award | A | common stock | 5,690 | 0.00 | — | 31,752 | D | ↗ |
| 2025-03-05 | Murray Katherine | Director | — | — | common stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-05 | Linton David O | Officer | — | — | common stock | 0 | 0.00 | — | 16,655 | D | ↗ |
| 2025-03-05 | Hoak J. Hale | Director | — | — | common stock | 0 | 0.00 | — | 775,000 | I | ↗ |
| 2025-02-21 | Mazzei Matthew | Officer | F-InKind | D | common stock | 524 | 16.44 | 8.6K | 3,809 | D | ↗ |
| 2025-02-21 | Lockridge Matthew | Officer | F-InKind | D | common stock | 4,939 | 16.44 | 81.2K | 83,279 | D | ↗ |
| 2025-02-21 | Helfert Adrian | Officer | F-InKind | D | common stock | 13,395 | 16.44 | 220.2K | 173,523 | D | ↗ |
| 2025-02-21 | Gomez Fabian | Officer | F-InKind | D | common stock | 5,265 | 16.44 | 86.6K | 103,509 | D | ↗ |
| 2025-02-21 | Forbes Murray III | Officer | F-InKind | D | common stock | 2,815 | 16.44 | 46.3K | 57,587 | D | ↗ |
| 2025-02-21 | Ehinger John Anthony Jr | Officer | F-InKind | D | common stock | 448 | 16.44 | 7.4K | 13,541 | D | ↗ |
| 2025-02-21 | CASEY BRIAN O | Director / Officer | F-InKind | D | common stock | 13,159 | 16.44 | 216.3K | 512,676 | D | ↗ |
| 2024-05-30 | Bowman Randy A | Director | A-Award | A | common stock | 7,547 | 0.00 | — | 26,062 | — | ↗ |
| 2024-05-20 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 7,547 | 0.00 | — | 41,144 | — | ↗ |
| 2024-05-20 | FRANK RICHARD M | Director | A-Award | A | common stock | 7,547 | 0.00 | — | 82,228 | — | ↗ |
| 2024-05-07 | WESTWOOD HOLDINGS GROUP INC | Director | J-Other | D | common stock | 7,547 | 0.00 | — | 36,847 | — | ↗ |
| 2024-05-07 | Norman Geoffrey | Director | A-Award | A | common stock | 7,547 | 0.00 | — | 44,394 | — | ↗ |
| 2024-03-06 | Lockridge Matthew | Officer | S-Sale | D | common stock | 14,000 | 12.01 | 168.1K | 56,283 | — | ↗ |
| 2024-02-23 | Mazzei Matthew | Officer | A-Award | A | common stock | 1,797 | 0.00 | — | 2,569 | D | ↗ |
| 2024-02-23 | Lockridge Matthew | Officer | F-InKind | D | common stock | 6,827 | 12.00 | 81.9K | 70,283 | — | ↗ |
| 2024-02-23 | Helfert Adrian | Officer | F-InKind | D | common stock | 11,611 | 12.00 | 139.3K | 156,504 | — | ↗ |
| 2024-02-23 | Gomez Fabian | Officer | F-InKind | D | common stock | 4,185 | 12.00 | 50.2K | 84,138 | — | ↗ |
| 2024-02-23 | Forbes Murray III | Officer | F-InKind | D | common stock | 2,723 | 12.00 | 32.7K | 49,757 | — | ↗ |
| 2024-02-23 | Ehinger John Anthony Jr | Officer | F-InKind | D | common stock | 117 | 12.00 | 1.4K | 9,122 | — | ↗ |
| 2024-02-23 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 48,230 | 12.00 | 578.8K | 480,214 | D | ↗ |
| 2024-02-23 | Bennett Leah | Officer | F-InKind | D | common stock | 3,608 | 12.00 | 43.3K | 56,021 | — | ↗ |
| 2023-11-17 | Mazzei Matthew | Officer | — | D | common stock | 0 | 0.00 | — | 772 | — | ↗ |
| 2023-09-11 | Montgomery John Porter | Officer | S-Sale | D | common stock | 500 | 9.90 | 5.0K | 76,983 | — | ↗ |
| 2023-09-06 | Montgomery John Porter | Officer | S-Sale | D | common stock | 2 | 10.20 | 20.40 | 76,143 | — | ↗ |
| 2023-08-09 | Bennett Leah | Officer | S-Sale | D | common stock | 850 | 10.97 | 9.3K | 37,962 | — | ↗ |
| 2023-05-02 | Gerron Julie Kramer | Officer | J-Other | A | common stock | 0 | 0.00 | — | 69,920 | — | ↗ |
| 2023-04-26 | Norman Geoffrey | Director | A-Award | A | common stock | 7,917 | 0.00 | — | 36,847 | — | ↗ |
| 2023-04-26 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 7,917 | 0.00 | — | 33,597 | — | ↗ |
| 2023-04-26 | FRANK RICHARD M | Director | A-Award | A | common stock | 7,917 | 0.00 | — | 74,681 | — | ↗ |
| 2023-04-26 | Bowman Randy A | Director | A-Award | A | common stock | 7,917 | 0.00 | — | 18,515 | — | ↗ |
| 2023-04-26 | BYRNE SUSAN M | Director | A-Award | A | common stock | 7,917 | 0.00 | — | 275,444 | — | ↗ |
| 2023-04-04 | Ehinger John Anthony Jr | Officer | — | D | common stock | 0 | 0.00 | — | 3,824 | — | ↗ |
| 2023-03-14 | Bennett Leah | Officer | S-Sale | D | common stock | 2,000 | 12.90 | 25.8K | 38,812 | — | ↗ |
| 2023-03-09 | Lockridge Matthew | Officer | F-InKind | D | common stock | 794 | 13.60 | 10.8K | 77,110 | — | ↗ |
| 2023-03-07 | Lockridge Matthew | Officer | S-Sale | D | common stock | 1,500 | 13.42 | 20.1K | 77,904 | — | ↗ |
| 2023-03-06 | Lockridge Matthew | Officer | S-Sale | D | common stock | 3,000 | 13.91 | 41.7K | 79,404 | — | ↗ |
| 2023-02-23 | Montgomery John Porter | Officer | F-InKind | D | common stock | 1,761 | 12.34 | 21.7K | 65,327 | — | ↗ |
| 2023-02-23 | Lockridge Matthew | Officer | F-InKind | D | common stock | 4,471 | 12.34 | 55.2K | 48,357 | — | ↗ |
| 2023-02-23 | Helfert Adrian | Officer | F-InKind | D | common stock | 8,347 | 12.34 | 103.0K | 85,929 | — | ↗ |
| 2023-02-23 | Gomez Fabian | Officer | F-InKind | D | common stock | 3,193 | 12.34 | 39.4K | 39,208 | — | ↗ |
| 2023-02-23 | Gerron Julie Kramer | Officer | A-Award | A | common stock | 13,721 | 0.00 | — | 69,920 | — | ↗ |
| 2023-02-23 | Forbes Murray III | Officer | A-Award | A | common stock | 11,062 | 0.00 | — | 38,938 | — | ↗ |
| 2023-02-23 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 50,649 | 0.00 | — | 436,978 | — | ↗ |
| 2023-02-23 | Bennett Leah | Officer | A-Award | A | common stock | 16,208 | 0.00 | — | 40,812 | — | ↗ |
| 2023-02-22 | Lockridge Matthew | Officer | A-Award | A | common stock | 34,047 | 0.00 | — | 82,404 | — | ↗ |
| 2022-11-28 | Bennett Leah | Officer | S-Sale | D | common stock | 240 | 10.60 | 2.5K | 27,108 | — | ↗ |
| 2022-06-09 | Pappas James C | Director | S-Sale | D | Common Stock, $0.01 par value | 482 | 15.69 | 7.6K | 16,795 | — | ↗ |
| 2022-06-09 | JCP Investment Management, LLC | Other | S-Sale | D | Common Stock, $0.01 par value | 12,000 | 15.69 | 188.3K | 418,214 | — | ↗ |
| 2022-06-01 | Bennett Leah | Officer | S-Sale | D | common stock | 3,000 | 14.95 | 44.9K | 27,348 | — | ↗ |
| 2022-05-27 | Montgomery John Porter | Officer | — | I | common stock | 0 | 0.00 | — | 1,812 | — | ↗ |
| 2022-05-27 | Lockridge Matthew | Officer | — | D | common stock | 0 | 0.00 | — | 59,541 | — | ↗ |
| 2022-05-27 | Helfert Adrian | Officer | — | D | common stock | 0 | 0.00 | — | 94,276 | — | ↗ |
| 2022-05-27 | Bennett Leah | Officer | — | D | common stock | 0 | 0.00 | — | 30,348 | — | ↗ |
| 2022-04-27 | Norman Geoffrey | Director | A-Award | A | common stock | 5,898 | 0.00 | — | 28,930 | — | ↗ |
| 2022-04-27 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 5,898 | 0.00 | — | 25,680 | — | ↗ |
| 2022-04-27 | FRANK RICHARD M | Director | A-Award | A | common stock | 5,898 | 0.00 | — | 66,764 | — | ↗ |
| 2022-04-27 | Bowman Randy A | Director | A-Award | A | common stock | 5,898 | 0.00 | — | 10,598 | — | ↗ |
| 2022-04-27 | BYRNE SUSAN M | Director | A-Award | A | common stock | 5,898 | 0.00 | — | 267,527 | — | ↗ |
| 2022-02-24 | Paddon Steve | Officer | A-Award | A | common stock | 26,294 | 0.00 | — | 49,418 | — | ↗ |
| 2022-02-24 | Gomez Fabian | Officer | A-Award | A | common stock | 15,392 | 0.00 | — | 42,401 | — | ↗ |
| 2022-02-24 | Gerron Julie Kramer | Officer | A-Award | A | common stock | 12,314 | 0.00 | — | 58,745 | — | ↗ |
| 2022-02-24 | Forbes Murray III | Officer | A-Award | A | common stock | 10,005 | 0.00 | — | 29,873 | — | ↗ |
| 2022-02-24 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 18,657 | 0.00 | — | 387,874 | — | ↗ |
| 2022-02-23 | Paddon Steve | Officer | F-InKind | D | common stock | 2,952 | 16.75 | 49.4K | 23,124 | — | ↗ |
| 2022-02-23 | Gomez Fabian | Officer | F-InKind | D | common stock | 2,233 | 16.75 | 37.4K | 27,009 | — | ↗ |
| 2022-02-23 | Gerron Julie Kramer | Officer | F-InKind | D | common stock | 1,770 | 16.75 | 29.6K | 46,431 | — | ↗ |
| 2022-02-23 | Forbes Murray III | Officer | F-InKind | D | common stock | 1,328 | 16.75 | 22.2K | 19,868 | — | ↗ |
| 2021-12-31 | Paddon Steve | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-30 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 578 | 16.65 | 9.6K | 60,866 | — | ↗ |
| 2021-11-29 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 406 | 16.65 | 6.8K | 60,288 | — | ↗ |
| 2021-11-22 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 1,516 | 16.65 | 25.2K | 59,882 | — | ↗ |
| 2021-11-22 | CASEY BRIAN O | Director / Officer | P-Purchase | A | common stock | 3,000 | 16.75 | 50.3K | 369,217 | — | ↗ |
| 2021-11-19 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 4,498 | 17.50 | 78.7K | 58,366 | — | ↗ |
| 2021-11-18 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 1,516 | 16.65 | 25.2K | 59,882 | D | ↗ |
| 2021-11-03 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 5,000 | 17.75 | 88.8K | 53,366 | — | ↗ |
| 2021-11-02 | CASEY BRIAN O | Director / Officer | P-Purchase | A | common stock | 522 | 17.25 | 9.0K | 366,217 | — | ↗ |
| 2021-11-01 | WOOLDRIDGE RAYMOND E | Director | P-Purchase | A | common stock | 10,000 | 17.49 | 174.9K | 77,597 | — | ↗ |
| 2021-11-01 | CASEY BRIAN O | Director / Officer | P-Purchase | A | common stock | 2,500 | 17.25 | 43.1K | 365,695 | — | ↗ |
| 2021-08-29 | CASEY BRIAN O | Director / Officer | J-Other | D | common stock | 700 | 0.00 | — | 0 | — | ↗ |
| 2021-06-25 | Gomez Fabian | Officer | S-Sale | D | common stock | 885 | 21.59 | 19.1K | 29,242 | — | ↗ |
| 2021-06-01 | Bowman Randy A | Director | A-Award | A | common stock | 4,700 | 0.00 | — | 4,700 | — | ↗ |
| 2021-05-05 | Gomez Fabian | Officer | S-Sale | D | common stock | 700 | 19.52 | 13.7K | 30,127 | — | ↗ |
| 2021-05-04 | Gomez Fabian | Officer | S-Sale | D | common stock | 800 | 19.50 | 15.6K | 30,827 | — | ↗ |
| 2021-05-02 | Bowman Randy A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-04-29 | JCP Investment Management, LLC | 10% Owner | P-Purchase | A | Common Stock, $0.01 par value | 12,500 | 17.89 | 223.7K | 430,214 | — | ↗ |
| 2021-04-28 | WOOLDRIDGE RAYMOND E | Director | A-Award | A | common stock | 5,609 | 0.00 | — | 67,597 | — | ↗ |
| 2021-04-28 | Norman Geoffrey | Director | A-Award | A | common stock | 5,609 | 0.00 | — | 23,032 | — | ↗ |
| 2021-04-28 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 5,609 | 0.00 | — | 19,782 | — | ↗ |
| 2021-04-28 | JCP Investment Management, LLC | 10% Owner | — | I | Common Stock, $0.01 par value | 0 | 0.00 | — | 417,714 | — | ↗ |
| 2021-04-28 | FRANK RICHARD M | Director | A-Award | A | common stock | 5,609 | 0.00 | — | 48,366 | — | ↗ |
| 2021-04-28 | BYRNE SUSAN M | Director | A-Award | A | common stock | 5,609 | 0.00 | — | 261,629 | — | ↗ |
| 2021-04-09 | Gomez Fabian | Officer | S-Sale | D | common stock | 1,817 | 17.31 | 31.4K | 31,627 | — | ↗ |
| 2021-04-08 | Gomez Fabian | Officer | S-Sale | D | common stock | 1,412 | 17.26 | 24.4K | 33,444 | — | ↗ |
| 2021-03-09 | CASEY BRIAN O | Director / Officer | S-Sale | D | common stock | 2,975 | 17.71 | 52.7K | 363,195 | — | ↗ |
| 2021-02-23 | Paddon Steve | Officer | F-InKind | D | common stock | 1,674 | 17.14 | 28.7K | 26,076 | — | ↗ |
| 2021-02-23 | Gomez Fabian | Officer | F-InKind | D | common stock | 1,687 | 17.14 | 28.9K | 34,856 | — | ↗ |
| 2021-02-23 | Gerron Julie Kramer | Officer | F-InKind | D | common stock | 1,348 | 17.14 | 23.1K | 37,407 | — | ↗ |
| 2021-02-23 | Forbes Murray III | Officer | F-InKind | D | common stock | 871 | 17.41 | 15.2K | 21,196 | — | ↗ |
| 2020-11-16 | FRANK RICHARD M | Director | P-Purchase | A | common stock | 5,584 | 11.20 | 62.5K | 42,757 | — | ↗ |
| 2020-08-10 | WOOLDRIDGE RAYMOND E | Director | P-Purchase | A | common stock | 5,000 | 12.29 | 61.5K | 61,988 | — | ↗ |
| 2020-08-07 | CASEY BRIAN O | Director / Officer | P-Purchase | A | common stock | 10,000 | 11.36 | 113.6K | 366,170 | — | ↗ |
| 2020-05-08 | Gomez Fabian | Officer | S-Sale | D | common stock | 5,220 | 21.00 | 109.6K | 23,415 | — | ↗ |
| 2020-04-29 | WOOLDRIDGE RAYMOND E | Director | A-Award | A | common stock | 3,727 | 0.00 | — | 56,988 | — | ↗ |
| 2020-04-29 | Norman Geoffrey | Director | A-Award | A | common stock | 3,727 | 0.00 | — | 17,423 | — | ↗ |
| 2020-04-29 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 3,727 | 0.00 | — | 14,173 | — | ↗ |
| 2020-04-29 | FRANK RICHARD M | Director | A-Award | A | common stock | 3,727 | 0.00 | — | 37,173 | — | ↗ |
| 2020-04-29 | BYRNE SUSAN M | Director | A-Award | A | common stock | 3,727 | 0.00 | — | 256,020 | — | ↗ |
| 2020-03-09 | CASEY BRIAN O | Director / Officer | F-InKind | D | common stock | 6,518 | 20.09 | 130.9K | 356,170 | — | ↗ |
| 2020-03-09 | BYRNE SUSAN M | Director | P-Purchase | A | common stock | 1,000 | 20.28 | 20.3K | 252,293 | — | ↗ |
| 2020-03-05 | BYRNE SUSAN M | Director | P-Purchase | A | common stock | 1,500 | 22.43 | 33.6K | 251,293 | D | ↗ |
| 2020-03-04 | BYRNE SUSAN M | Director | P-Purchase | A | common stock | 1,350 | 23.78 | 32.1K | 249,793 | D | ↗ |
| 2020-03-03 | BYRNE SUSAN M | Director | P-Purchase | A | common stock | 1,150 | 23.95 | 27.5K | 248,443 | D | ↗ |
| 2020-02-21 | Paddon Steve | Officer | A-Award | A | common stock | 8,132 | 0.00 | — | 13,893 | — | ↗ |
| 2020-02-21 | Gomez Fabian | Officer | F-InKind | D | common stock | 1,218 | 27.67 | 33.7K | 19,599 | — | ↗ |
| 2020-02-21 | Gerron Julie Kramer | Officer | F-InKind | D | common stock | 987 | 27.03 | 26.7K | 32,430 | — | ↗ |
| 2020-02-21 | Forbes Murray III | Officer | A-Award | A | common stock | 4,879 | 0.00 | — | 13,315 | — | ↗ |
| 2019-04-24 | WOOLDRIDGE RAYMOND E | Director | A-Award | A | common stock | 2,578 | 0.00 | — | 53,261 | — | ↗ |
| 2019-04-24 | Norman Geoffrey | Director | A-Award | A | common stock | 2,578 | 0.00 | — | 13,696 | — | ↗ |
| 2019-04-24 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 2,578 | 0.00 | — | 10,446 | — | ↗ |
| 2019-04-24 | FRANK RICHARD M | Director | A-Award | A | common stock | 2,578 | 0.00 | — | 33,446 | — | ↗ |
| 2019-04-24 | BYRNE SUSAN M | Director | A-Award | A | common stock | 2,578 | 0.00 | — | 247,293 | — | ↗ |
| 2019-03-08 | Freeman Mark | Officer | F-InKind | D | common stock | 7,046 | 36.96 | 260.4K | 104,055 | — | ↗ |
| 2019-03-08 | CASEY BRIAN O | Director / Officer | F-InKind | D | common stock | 11,135 | 36.96 | 411.5K | 362,688 | — | ↗ |
| 2019-03-07 | Freeman Mark | Officer | A-Award | A | common stock | 18,343 | 0.00 | — | 111,101 | — | ↗ |
| 2019-03-07 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 36,686 | 0.00 | — | 373,823 | — | ↗ |
| 2019-02-22 | Paddon Steve | Officer | A-Award | A | common stock | 5,761 | 0.00 | — | 5,761 | — | ↗ |
| 2019-02-22 | Gomez Fabian | Officer | F-InKind | D | common stock | 1,366 | 39.06 | 53.4K | 15,696 | — | ↗ |
| 2019-02-22 | Gerron Julie Kramer | Officer | A-Award | A | common stock | 4,481 | 0.00 | — | 33,417 | — | ↗ |
| 2019-02-22 | Forbes Murray III | Officer | A-Award | A | common stock | 3,073 | 0.00 | — | 8,994 | — | ↗ |
| 2018-12-14 | Freeman Mark | Officer | G-Gift | D | common stock | 6,500 | 0.00 | — | 92,758 | — | ↗ |
| 2018-10-23 | Kice Tiffany B. | Officer | F-InKind | D | common stock | 78 | 44.49 | 3.5K | 16,847 | — | ↗ |
| 2018-10-04 | Paddon Steve | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-10-04 | Forbes Murray III | Officer | — | D | common stock | 0 | 0.00 | — | 6,328 | — | ↗ |
| 2018-09-18 | CASEY BRIAN O | Director / Officer | J-Other | D | common stock | 700 | 0.00 | — | 0 | — | ↗ |
| 2018-04-25 | Weiland Martin J | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 10,837 | — | ↗ |
| 2018-04-25 | WOOLDRIDGE RAYMOND E | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 50,683 | — | ↗ |
| 2018-04-25 | Norman Geoffrey | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 11,118 | — | ↗ |
| 2018-04-25 | McTeer Robert Doyal | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 19,368 | — | ↗ |
| 2018-04-25 | MASTERSON ELLEN H | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 7,868 | — | ↗ |
| 2018-04-25 | FRANK RICHARD M | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 30,868 | — | ↗ |
| 2018-04-25 | BYRNE SUSAN M | Director | A-Award | A | common stock | 1,622 | 0.00 | — | 244,715 | — | ↗ |
| 2018-03-09 | Freeman Mark | Officer | F-InKind | D | common stock | 6,796 | 55.46 | 376.9K | 99,258 | — | ↗ |
| 2018-03-09 | CASEY BRIAN O | Director / Officer | A-Award | A | common stock | 43,606 | 0.00 | — | 354,437 | — | ↗ |
| 2018-02-23 | Kice Tiffany B. | Officer | A-Award | A | common stock | 4,650 | 0.00 | — | 16,925 | — | ↗ |
| 2018-02-23 | Gomez Fabian | Officer | A-Award | A | common stock | 4,650 | 0.00 | — | 17,062 | — | ↗ |
| 2018-02-23 | Gerron Julie Kramer | Officer | A-Award | A | common stock | 3,577 | 0.00 | — | 29,941 | — | ↗ |
| 2018-02-07 | Gomez Fabian | Officer | — | D | common stock | 0 | 0.00 | — | 13,680 | — | ↗ |
| 2018-01-29 | BYRNE SUSAN M | Director | G-Gift | D | common stock | 3,700 | 0.00 | — | 243,093 | — | ↗ |
| 2018-01-16 | Gerron Julie Kramer | Officer | S-Sale | D | common stock | 500 | 68.63 | 34.3K | 27,631 | — | ↗ |
| 2018-01-12 | Gerron Julie Kramer | Officer | S-Sale | D | common stock | 1,513 | 68.34 | 103.4K | 28,131 | — | ↗ |
| 2018-01-04 | Gerron Julie Kramer | Officer | S-Sale | D | common stock | 1,353 | 67.46 | 91.3K | 29,644 | — | ↗ |
| 2018-01-03 | Gerron Julie Kramer | Officer | S-Sale | D | common stock | 634 | 67.02 | 42.5K | 30,997 | — | ↗ |
| 2018-01-02 | Gerron Julie Kramer | Officer | S-Sale | D | common stock | 1,000 | 66.32 | 66.3K | 31,631 | — | ↗ |
| 2017-12-15 | Freeman Mark | Officer | S-Sale | D | common stock | 4,500 | 65.06 | 292.7K | 64,250 | — | ↗ |
| 2017-10-23 | Kice Tiffany B. | Officer | F-InKind | D | Common Stock | 88 | 68.27 | 6.0K | 13,200 | — | ↗ |
Executive team
Top executives
EBIT / Employee
64.1K
Shares Outstanding
9.48M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brian O. Casey Chief Executive Officer of Westwood Holdings Group | 750.0K | — | 750.0K | — | 1.11M | 24.5K | 2.63M | 28.47% | ↗ |
| 2 | 2025 | Fabian Gomez President and Chief Operating Officer | 441.7K | — | 405.0K | — | 626.7K | 24.5K | 1.50M | 27.04% | ↗ |
| 3 | 2025 | David O. Linton Managing Director, Head of Distribution | 320.8K | — | 100.0K | — | 457.7K | 99.5K | 978.0K | 10.22% | ↗ |
| 4 | 2024 | Brian O. Casey Chief Executive Officer of Westwood Holdings Group | 750.0K | — | 578.8K | — | 748.5K | 24.2K | 2.10M | 27.54% | ↗ |
| 5 | 2024 | Brian O. Casey Chief Executive Officer | 750.0K | — | 578.8K | — | 748.5K | 24.2K | 2.10M | 27.54% | ↗ |
| 6 | 2024 | Fabian Gomez President and Chief Operating Officer | 400.0K | — | 394.9K | — | 404.2K | 20.7K | 1.22M | 32.37% | ↗ |
| 7 | 2024 | Leah Bennett Former President, Westwood Wealth Management | 341.7K | — | 260.0K | — | — | 94.2K | 695.9K | 37.36% | ↗ |
| 8 | 2023 | Brian O. Casey Chief Executive Officer of Westwood Holdings Group | 750.0K | — | 625.0K | — | 672.7K | 19.8K | 2.07M | 30.23% | ↗ |
| 9 | 2023 | Brian O. Casey Chief Executive Officer | 750.0K | — | 625.0K | — | 672.7K | 19.8K | 2.07M | 30.23% | ↗ |
| 10 | 2023 | Leah Bennett President, Westwood Wealth Management | 300.0K | — | 200.0K | — | 260.0K | 107.4K | 867.4K | 23.06% | ↗ |
| 11 | 2023 | Leah Bennett Former President, Westwood Wealth Management | 300.0K | — | 200.0K | — | 260.0K | 107.4K | 867.4K | 23.06% | ↗ |
| 12 | 2023 | Fabian Gomez President and Chief Operating Officer | 400.0K | — | 200.0K | — | 244.9K | 19.8K | 864.7K | 23.13% | ↗ |
| 13 | 2022 | Brian O. Casey Chief Executive Officer | 750.0K | — | 312.5K | — | 281.3K | 18.3K | 1.36M | 22.94% | ↗ |
| 14 | 2022 | Fabian Gomez President | 347.9K | — | 257.8K | — | 200.0K | 18.3K | 824.0K | 31.29% | ↗ |
| 15 | 2022 | Fabian Gomez President and Chief Operating Officer | 347.9K | — | 257.8K | — | 200.0K | 18.3K | 824.0K | 31.29% | ↗ |
| 16 | 2022 | Leah Bennett Former President, Westwood Wealth Management | 244.8K | — | 235.0K | — | 100.0K | 124.4K | 704.2K | 33.37% | ↗ |
| 17 | 2022 | Leah Bennett President, Westwood Wealth Management | 244.8K | — | 235.0K | — | 100.0K | 124.4K | 704.2K | 33.37% | ↗ |
| 18 | 2021 | Brian O. Casey President and Chief Executive Officer | 750.0K | 937.5K | 312.5K | — | — | 17.4K | 2.02M | 15.49% | ↗ |
| 19 | 2021 | Brian O. Casey Chief Executive Officer | 750.0K | 937.5K | — | — | — | 17.4K | 1.70M | 0.00% | ↗ |
| 20 | 2021 | Steven Paddon Senior Vice President, Head of Distribution | 275.0K | 440.4K | 440.4K | — | — | 17.4K | 1.17M | 37.54% | ↗ |
| 21 | 2021 | Fabian Gomez Senior Vice President, Chief Operating Officer | 275.0K | 282.8K | 257.8K | — | — | 17.4K | 833.0K | 30.95% | ↗ |
| 22 | 2021 | Fabian Gomez President and Chief Operating Officer | 275.0K | 282.8K | 225.0K | — | — | 17.4K | 800.2K | 28.12% | ↗ |
| 23 | 2021 | Fabian Gomez President | 275.0K | 282.8K | 225.0K | — | — | 17.4K | 800.2K | 28.12% | ↗ |
| 24 | 2021 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 250.0K | 206.3K | 206.3K | — | — | 17.4K | 679.9K | 30.34% | ↗ |
| 25 | 2021 | Terry Forbes Senior Vice President, Chief Financial Officer & Treasurer | 250.0K | 167.6K | 167.6K | — | — | 17.4K | 602.6K | 27.81% | ↗ |
| 26 | 2020 | Steven Paddon Senior Vice President, Head of Institutional Sales | 275.0K | 237.5K | 237.5K | — | — | 17.1K | 767.1K | 30.96% | ↗ |
| 27 | 2020 | Steven Paddon Senior Vice President, Head of Distribution | 275.0K | 237.5K | 237.5K | — | — | 17.1K | 767.1K | 30.96% | ↗ |
| 28 | 2020 | Fabian Gomez President | 272.5K | 225.0K | 250.0K | — | — | 17.1K | 764.6K | 32.70% | ↗ |
| 29 | 2020 | Brian O. Casey Chief Executive Officer | 733.3K | — | — | — | — | 17.1K | 750.4K | 0.00% | ↗ |
| 30 | 2020 | Brian O. Casey President and Chief Executive Officer | 733.3K | — | — | — | — | 17.1K | 750.4K | 0.00% | ↗ |
| 31 | 2020 | Fabian Gomez Senior Vice President, Chief Operating Officer | 272.5K | 225.0K | 225.0K | — | — | 17.1K | 739.6K | 30.42% | ↗ |
| 32 | 2020 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 250.0K | 185.0K | 185.0K | — | — | 17.1K | 637.1K | 29.04% | ↗ |
| 33 | 2020 | Terry Forbes Senior Vice President, Chief Financial Officer & Treasurer | 245.8K | 150.0K | 150.0K | — | — | 17.1K | 562.9K | 26.65% | ↗ |
| 34 | 2019 | Steven Paddon Senior Vice President, Head of Institutional Sales | 270.8K | 175.0K | 223.4K | — | — | 16.8K | 686.0K | 32.56% | ↗ |
| 35 | 2019 | Steven Paddon Senior Vice President, Head of Distribution | 270.8K | 175.0K | 223.4K | — | — | 16.8K | 686.0K | 32.56% | ↗ |
| 36 | 2019 | Fabian Gomez Senior Vice President, Chief Operating Officer | 260.0K | 200.0K | 198.5K | — | — | 16.8K | 675.3K | 29.40% | ↗ |
| 37 | 2019 | Brian O. Casey President and Chief Executive Officer | 650.0K | — | — | — | — | 16.8K | 666.8K | 0.00% | ↗ |
| 38 | 2019 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 250.0K | 175.0K | 173.7K | — | — | 16.8K | 615.5K | 28.22% | ↗ |
| 39 | 2019 | Terry Forbes Senior Vice President, Chief Financial Officer & Treasurer | 225.0K | 137.0K | 119.1K | — | — | 16.8K | 497.9K | 23.93% | ↗ |
| 40 | 2018 | Brian O. Casey President and Chief Executive Officer | 650.0K | — | 1.99M | — | 1.07M | 27.5K | 3.74M | 53.35% | ↗ |
| 41 | 2018 | Mark R. Freeman Executive Vice President and Chief Investment Officer | 500.0K | — | 997.2K | — | 650.0K | 27.5K | 2.17M | 45.85% | ↗ |
| 42 | 2018 | Fabian Gomez Senior Vice President, Chief Operating Officer | 255.8K | 200.0K | 259.1K | — | — | 27.5K | 742.4K | 34.90% | ↗ |
| 43 | 2018 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 225.0K | 165.0K | 199.3K | — | — | 27.5K | 616.8K | 32.31% | ↗ |
| 44 | 2018 | Tiffany B. Kice Senior Vice President, Chief Financial Officer & Treasurer | 224.8K | — | 259.1K | — | — | 10.9K | 494.8K | 52.36% | ↗ |
| 45 | 2018 | Terry Forbes Senior Vice President, Chief Financial Officer & Treasurer | 191.6K | 110.0K | 106.3K | — | — | 27.5K | 435.4K | 24.41% | ↗ |
| 46 | 2018 | Steven Paddon Senior Vice President, Head of Institutional Sales | 158.2K | 225.0K | — | — | — | 29.7K | 412.8K | 0.00% | ↗ |
| 47 | 2017 | Mark R. Freeman Executive Vice President and Chief Investment Officer | 500.0K | — | 2.09M | — | 1.77M | 29.7K | 4.40M | 47.63% | ↗ |
| 48 | 2017 | Brian O. Casey President and Chief Executive Officer | 650.0K | — | 2.00M | — | 1.54M | 29.7K | 4.22M | 47.36% | ↗ |
| 49 | 2017 | Tiffany B. Kice Senior Vice President, Chief Financial Officer & Treasurer | 250.0K | 225.0K | 237.3K | — | 35.0K | 29.7K | 777.0K | 30.54% | ↗ |
| 50 | 2017 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 225.0K | — | 199.8K | — | 200.0K | 29.7K | 654.5K | 30.53% | ↗ |
| 51 | 2017 | Randall L. Root Chairman, Westwood Trust Dallas | 208.3K | — | — | — | 100.0K | 29.7K | 338.0K | 0.00% | ↗ |
| 52 | 2016 | Brian O. Casey President and Chief Executive Officer | 650.0K | — | 3.95M | — | 1.35M | 26.5K | 5.98M | 66.12% | ↗ |
| 53 | 2016 | Mark R. Freeman Executive Vice President and Chief Investment Officer | 500.0K | — | 1.12M | — | 1.82M | 26.5K | 3.47M | 32.26% | ↗ |
| 54 | 2016 | Tiffany B. Kice Senior Vice President, Chief Financial Officer & Treasurer | 245.8K | 225.0K | 249.6K | — | 12.5K | 26.5K | 759.4K | 32.86% | ↗ |
| 55 | 2016 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 222.5K | — | 274.4K | — | 190.0K | 26.5K | 713.4K | 38.46% | ↗ |
| 56 | 2016 | Julie K. Gerron Senior Vice President, General Counsel and Corporate Secretary | 222.5K | — | 274.4K | — | 190.0K | 26.5K | 713.4K | 38.46% | ↗ |
| 57 | 2016 | Randall L. Root Chairman, Westwood Trust Dallas | 250.0K | — | 249.6K | — | 125.0K | 26.5K | 651.1K | 38.33% | ↗ |
| 58 | 2016 | Randall L. Root President, Westwood Trust Dallas | 250.0K | — | 249.6K | — | 125.0K | 26.5K | 651.1K | 38.33% | ↗ |
| 59 | 2015 | Brian O. Casey, President and Chief Executive Officer | 600.0K | — | 2.09M | — | 2.07M | 29.2K | 4.79M | 43.68% | ↗ |
| 60 | 2015 | Brian O. Casey President and Chief Executive Officer | 600.0K | — | 2.09M | — | 2.07M | 29.2K | 4.79M | 43.68% | ↗ |
| 61 | 2015 | Mark R. Freeman, Executive Vice President and Chief Investment Officer | 500.0K | — | 1.24M | — | 2.03M | 29.2K | 3.80M | 32.66% | ↗ |
| 62 | 2015 | Mark R. Freeman Executive Vice President and Chief Investment Officer | 500.0K | — | 1.24M | — | 2.03M | 29.2K | 3.80M | 32.66% | ↗ |
| 63 | 2015 | Randall L. Root, President, Westwood Trust Dallas | 250.0K | 250.0K | 249.5K | — | — | 29.2K | 778.7K | 32.04% | ↗ |
| 64 | 2015 | Randall L. Root President, Westwood Trust Dallas | 250.0K | 250.0K | 249.5K | — | — | 29.2K | 778.7K | 32.04% | ↗ |
| 65 | 2015 | Randall L. Root Chairman, Westwood Trust Dallas | 250.0K | 250.0K | 249.5K | — | — | — | 749.5K | 33.29% | ↗ |
| 66 | 2015 | Tiffany B. Kice, Senior Vice President, Chief Financial Officer & Treasurer | 225.0K | 250.0K | 224.6K | — | — | 29.2K | 728.7K | 30.82% | ↗ |
| 67 | 2015 | Tiffany B. Kice Senior Vice President, Chief Financial Officer & Treasurer | 225.0K | 250.0K | 224.6K | — | — | 29.2K | 728.7K | 30.82% | ↗ |
| 68 | 2015 | Julie K. Gerron Senior Vice President, General Counsel and Corporate Secretary | 208.3K | 190.0K | 249.5K | — | — | 29.2K | 677.0K | 36.86% | ↗ |
| 69 | 2015 | Julie K. Gerron, Senior Vice President, General Counsel and Corporate Secretary | 208.3K | 190.0K | 249.5K | — | — | 29.2K | 677.0K | 36.86% | ↗ |
| 70 | 2015 | Julie K. Gerron Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary | 208.3K | 190.0K | 249.5K | — | — | 29.2K | 677.0K | 36.86% | ↗ |
| 71 | 2014 | Brian O. Casey President and Chief Executive Officer | 600.0K | — | 2.06M | — | 1.99M | 28.6K | 4.68M | 43.96% | ↗ |
| 72 | 2014 | Brian O. Casey, President and Chief Executive Officer | 600.0K | — | 2.06M | — | 1.99M | 28.6K | 4.68M | 43.96% | ↗ |
| 73 | 2014 | Mark R. Freeman Executive Vice President and Chief Investment Officer | 500.0K | 250.0K | 1.18M | — | 2.00M | 28.6K | 3.95M | 29.76% | ↗ |
| 74 | 2014 | Mark R. Freeman, Executive Vice President and Chief Investment Officer | 500.0K | 250.0K | 1.18M | — | 2.00M | 28.6K | 3.95M | 29.76% | ↗ |
| 75 | 2014 | Randall L. Root President, Westwood Trust Dallas | 247.9K | 200.0K | 269.7K | — | — | 28.6K | 746.2K | 36.14% | ↗ |
| 76 | 2014 | Randall L. Root, President, Westwood Trust Dallas | 247.9K | 200.0K | 269.7K | — | — | 28.6K | 746.2K | 36.14% | ↗ |
| 77 | 2014 | Julie K. Gerron Senior Vice President, General Counsel and Corporate Secretary | 196.7K | 190.0K | 251.6K | — | — | 28.6K | 666.9K | 37.73% | ↗ |
| 78 | 2014 | Julie K. Gerron, Senior Vice President, General Counsel and Corporate Secretary | 196.7K | 190.0K | 251.6K | — | — | 28.6K | 666.9K | 37.73% | ↗ |
| 79 | 2014 | Tiffany B. Kice, Senior Vice President, Chief Financial Officer & Treasurer | 84.4K | 110.0K | 74.9K | — | — | 64.2K | 333.5K | 22.46% | ↗ |
| 80 | 2014 | Tiffany B. Kice, Senior Vice President, Chief Financial Officer Treasurer | 84.4K | 110.0K | 74.9K | — | — | 64.2K | 333.5K | 22.46% | ↗ |
| 81 | 2014 | Tiffany B. Kice Senior Vice President, Chief Financial Officer & Treasurer | 84.4K | 110.0K | 74.9K | — | — | 64.2K | 333.5K | 22.46% | ↗ |
| 82 | 2013 | Brian O. Casey, President and Chief Executive Officer | 587.5K | — | 1.53M | — | 1.50M | 28.1K | 3.65M | 41.97% | ↗ |
| 83 | 2013 | Mark R. Freeman, Executive Vice President and Chief Investment Officer | 500.0K | 250.0K | 875.8K | — | 751.7K | 28.1K | 2.41M | 36.41% | ↗ |
| 84 | 2013 | Randall L. Root, President, Westwood Trust Dallas | 235.4K | 225.0K | 249.6K | — | — | 28.1K | 738.1K | 33.82% | ↗ |
| 85 | 2013 | Julie K. Gerron, Senior Vice President, General Counsel and Corporate Secretary | 178.3K | 160.0K | 227.7K | — | — | 28.1K | 594.1K | 38.33% | ↗ |
| 86 | 2012 | Mark A. Wallace, Vice President, Chief Financial Officer | 31.9K | 50.0K | 195.8K | — | — | 51.9K | 329.6K | 59.39% | ↗ |
| 87 | 2011 | Mark R. Freeman, Executive Vice President and Co-Chief Investment Officer Susan M. Byrne, Chairman of the Board and Co-Chief Investment Officer | 750.0K | — | 940.5K | — | 2.99M | 27.0K | 4.70M | 20.00% | ↗ |
| 88 | 2011 | Brian O. Casey, President and Chief Executive Officer | 500.0K | — | 1.40M | — | 1.12M | 27.0K | 3.04M | 45.89% | ↗ |
| 89 | 2011 | Mark R. Freeman, Executive Vice President and Co-Chief Investment Officer | 262.5K | 656.0K | 347.7K | — | — | 27.0K | 1.29M | 26.89% | ↗ |
| 90 | 2011 | William R. Hardcastle, Jr., Vice President and Chief Financial Officer | 183.3K | 150.0K | 201.3K | — | — | 27.0K | 561.6K | 35.85% | ↗ |
| 91 | 2010 | Susan M. Byrne, Chairman of the Board and Chief Investment Officer | 750.0K | — | 940.5K | — | 2.31M | 27.0K | 4.03M | 23.36% | ↗ |
| 92 | 2010 | Mark R. Freeman, Executive Vice President and Co-Chief Investment Officer Susan M. Byrne, Chairman of the Board and Co-Chief Investment Officer | 750.0K | — | 940.5K | — | 2.31M | 27.0K | 4.03M | 23.36% | ↗ |
| 93 | 2010 | Brian O. Casey, President and Chief Executive Officer | 483.3K | — | 1.40M | — | 866.1K | 27.0K | 2.77M | 50.36% | ↗ |
| 94 | 2010 | William R. Hardcastle, Jr., Vice President, Chief Financial Officer | 175.0K | 150.0K | 235.3K | — | — | 27.0K | 587.3K | 40.07% | ↗ |
| 95 | 2010 | William R. Hardcastle, Jr., Vice President and Chief Financial Officer | 175.0K | 150.0K | 235.3K | — | — | 27.0K | 587.3K | 40.07% | ↗ |
| 96 | 2009 | Mark R. Freeman, Executive Vice President and Co-Chief Investment Officer Susan M. Byrne, Chairman of the Board and Co-Chief Investment Officer | 750.0K | — | 940.5K | — | 1.59M | 24.5K | 3.31M | 28.43% | ↗ |
| 97 | 2009 | Susan M. Byrne, Chief Investment Officer | 750.0K | — | 940.5K | — | 1.59M | 24.5K | 3.31M | 28.43% | ↗ |
| 98 | 2009 | Susan M. Byrne, Chairman of the Board and Chief Investment Officer | 750.0K | — | 940.5K | — | 1.59M | 24.5K | 3.31M | 28.43% | ↗ |
| 99 | 2009 | Brian O. Casey, Chief Executive Officer | 450.0K | — | 470.3K | — | 597.6K | 24.5K | 1.54M | 30.49% | ↗ |
| 100 | 2009 | Brian O. Casey, President and Chief Executive Officer | 450.0K | — | 470.3K | — | 597.6K | 24.5K | 1.54M | 30.49% | ↗ |
| 101 | 2009 | William R. Hardcastle, Jr., Vice President and Chief Financial Officer | 175.0K | 110.0K | 214.8K | — | — | 24.5K | 524.3K | 40.97% | ↗ |
| 102 | 2009 | William R. Hardcastle, Jr., Vice President, Chief Financial Officer | 175.0K | 110.0K | 214.8K | — | — | 24.5K | 524.3K | 40.97% | ↗ |
| 103 | 2008 | Susan M. Byrne, Chief Investment Officer | 750.0K | — | 940.5K | — | 2.00M | 29.9K | 3.72M | 25.29% | ↗ |
| 104 | 2008 | Susan M. Byrne, Chairman of the Board and Chief Investment Officer | 750.0K | — | 940.5K | — | 2.00M | 29.9K | 3.72M | 25.29% | ↗ |
| 105 | 2008 | Brian O. Casey, Chief Executive Officer | 450.0K | 15.3K | 470.3K | — | 734.1K | 29.9K | 1.70M | 27.67% | ↗ |
| 106 | 2008 | Brian O. Casey, President and Chief Executive Officer | 450.0K | 15.3K | 470.3K | — | 734.1K | 29.9K | 1.70M | 27.67% | ↗ |
| 107 | 2008 | William R. Hardcastle, Jr., Vice President, Chief Financial Officer | 175.0K | 113.0K | 196.1K | — | — | 29.9K | 514.0K | 38.15% | ↗ |
| 108 | 2007 | Susan M. Byrne, Chief Investment Officer | 750.0K | — | 940.5K | — | 1.52M | 24.8K | 3.24M | 29.06% | ↗ |
| 109 | 2007 | Brian O. Casey, Chief Executive Officer | 450.0K | 107.8K | 470.3K | — | 462.5K | 24.8K | 1.52M | 31.03% | ↗ |
| 110 | 2007 | William R. Hardcastle, Jr., Vice President, Chief Financial Officer | 160.0K | 105.0K | 196.6K | — | — | 21.5K | 483.2K | 40.69% | ↗ |
| 111 | 2006 | Susan M. Byrne, Chief Investment Officer | 708.3K | — | 940.5K | 17.1K | 960.0K | 23.7K | 2.65M | 36.14% | ↗ |
| 112 | 2006 | Brian O. Casey, Chief Executive Officer | 433.3K | 85.0K | 683.7K | 15.0K | 275.0K | 23.7K | 1.52M | 46.10% | ↗ |
| 113 | 2006 | Joyce A. Schaer, Senior Vice President of Westwood Management | 200.0K | 85.0K | 153.1K | 10.3K | — | 21.1K | 469.4K | 34.80% | ↗ |
| 114 | 2006 | William R. Hardcastle, Jr., Vice President, Chief Financial Officer | 152.5K | 90.0K | 175.1K | 3.4K | — | 22.5K | 443.5K | 40.25% | ↗ |
| 115 | 2005 | Susan M. Byrne Chief Investment Officer (former Chief Executive Officer) | — | — | — | — | — | 23.1K | 23.1K | 0.00% | ↗ |
| 116 | 2005 | William R. Hardcastle, Jr. Vice President, Chief Financial Officer | — | — | — | — | — | 23.1K | 23.1K | 0.00% | ↗ |
| 117 | 2005 | Patricia R. Fraze Executive Vice President of Westwood Management | — | — | — | — | — | 23.1K | 23.1K | 0.00% | ↗ |
| 118 | 2005 | Joyce A. Schaer Senior Vice President of Westwood Management | — | — | — | — | — | 23.1K | 23.1K | 0.00% | ↗ |
| 119 | 2005 | Brian O. Casey Chief Executive Officer, President and Secretary (former Chief Operating Officer) | — | — | — | — | — | 23.1K | 23.1K | 0.00% | ↗ |
| 120 | 2004 | Susan M. Byrne Chief Executive Officer | 500.0K | 1.03M | — | — | — | 28.5K | 1.56M | 0.00% | ↗ |
| 121 | 2004 | Brian O. Casey President, Chief Operating Officer and Secretary | 300.0K | 260.0K | 315.0K | — | — | 23.5K | 898.5K | 35.06% | ↗ |
| 122 | 2004 | Patricia R. Fraze Executive Vice President of Westwood Management | — | — | — | — | — | 28.5K | 28.5K | 0.00% | ↗ |
| 123 | 2004 | Susan M. Byrne Chief Investment Officer (former Chief Executive Officer) | — | — | — | — | — | 28.5K | 28.5K | 0.00% | ↗ |
| 124 | 2004 | Brian O. Casey Chief Executive Officer, President and Secretary (former Chief Operating Officer) | — | — | — | — | — | 23.5K | 23.5K | 0.00% | ↗ |
| 125 | 2004 | Joyce A. Schaer Senior Vice President of Westwood Management | — | — | — | — | — | 21.0K | 21.0K | 0.00% | ↗ |
| 126 | 2004 | William R. Hardcastle, Jr. Vice President, Chief Financial Officer | — | — | — | — | — | 18.5K | 18.5K | 0.00% | ↗ |
| 127 | 2003 | Susan M. Byrne Chief Executive Officer | 500.0K | 1.22M | — | — | — | 18.0K | 1.74M | 0.00% | ↗ |
| 128 | 2003 | Brian O. Casey President, Chief Operating Officer and Secretary | 300.0K | 335.0K | 299.9K | — | — | 18.0K | 952.9K | 31.47% | ↗ |
| 129 | 2003 | Patricia R. Fraze Executive Vice President of Westwood Management | — | — | — | — | — | 18.0K | 18.0K | 0.00% | ↗ |
| 130 | 2003 | Joyce A. Schaer Senior Vice President of Westwood Management | — | — | — | — | — | 18.0K | 18.0K | 0.00% | ↗ |
| 131 | 2003 | Brian O. Casey Chief Executive Officer, President and Secretary (former Chief Operating Officer) | — | — | — | — | — | 18.0K | 18.0K | 0.00% | ↗ |
| 132 | 2003 | Susan M. Byrne Chief Investment Officer (former Chief Executive Officer) | — | — | — | — | — | 18.0K | 18.0K | 0.00% | ↗ |
| 133 | 2003 | William R. Hardcastle, Jr. Vice President, Chief Financial Officer | — | — | — | — | — | 10.5K | 10.5K | 0.00% | ↗ |
| 134 | 2002 | Susan M. Byrne Chief Executive Officer | 500.0K | 1.75M | — | 25.0K | — | 8.0K | 2.26M | 1.11% | ↗ |
| 135 | 2002 | Brian O. Casey President, Chief Operating Officer and Secretary | 250.0K | 667.9K | — | 22.0K | — | 8.0K | 925.9K | 2.38% | ↗ |
| 136 | 2002 | Joyce A. Schaer Senior Vice President of Westwood Management | 192.5K | 311.3K | — | 15.0K | — | 8.0K | 511.8K | 2.93% | ↗ |
| 137 | 2002 | Patricia R. Fraze Executive Vice President of Westwood Management | 196.2K | 307.1K | — | 15.0K | — | 8.0K | 511.3K | 2.93% | ↗ |
| 138 | 2001 | Susan M. Byrne Chief Executive Officer | 496.0K | 1.50M | — | 8.0K | — | 22.1K | 2.02M | 0.40% | ↗ |
| 139 | 2001 | Brian O. Casey President, Chief Operating Officer and Secretary | 236.5K | 550.0K | — | 7.0K | — | 22.1K | 808.6K | 0.87% | ↗ |
| 140 | 2001 | Joyce A. Schaer Senior Vice President of Westwood Management | 180.0K | 315.0K | — | 3.0K | — | 17.0K | 512.0K | 0.59% | ↗ |
| 141 | 2001 | Patricia R. Fraze Executive Vice President of Westwood Management | 192.5K | 275.0K | — | 2.0K | — | 22.1K | 489.6K | 0.41% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brian O'Connor Casey | Chief Executive Officer & Director | 2M | male |
| Fabian Gomez | President & Chief Operating Officer | 1M | male |
| David Linton | MD & Head of Distribution | 878.0K | male |
| David Onthank Linton | MD & Head of Distribution | 878.0K | male |
| William Ralph Hardcastle Jr. | Managing Director of Strategic Planning & Program Management | 453.6K | male |
| Murray Forbes | MD, Chief Financial Officer & Treasurer | 435.0K | male |
| Susan Montgomery Byrne | Founder & Director Emerita | 165.0K | female |
| Peter McCarthy | Director & Head of Institutional Sales | — | male |
| Prashant Inamdar | Senior Vice President, Portfolio Manager & Senior Research Analyst | — | male |
| Susan Wedelich | Senior Vice President & Private Wealth Advisor | — | female |
| Todd L. Williams | Senior Vice President & Director of Equity Research, Portfolio Manager and Research Analyst | — | male |
| Kenneth R. Nostro | Director & Head of Client Relations | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WHG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
