A business in context

WHG research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-06-09 · 0002073865-26-000005

  2. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001165002-26-000049

  3. 8-K · Current report

    Report date 2026-08-06 · 0001165002-26-000047 · Items 2.02,7.01,9.01

  4. 4 · Ownership change

    Report date 2026-04-07 · 0001171441-26-000045

  5. 4/A · Ownership change

    Report date 2026-06-26 · 0001171441-26-000043

  6. 4/A · Ownership change

    Report date 2026-06-17 · 0001171441-26-000041

  7. 4 · Ownership change

    Report date 2026-06-26 · 0001171441-26-000038

  8. 4 · Ownership change

    Report date 2026-06-23 · 0001171441-26-000036

  9. 4 · Ownership change

    Report date 2026-06-17 · 0001171441-26-000034

  10. 4 · Ownership change

    Report date 2026-06-12 · 0001171441-26-000032

  11. 8-K · Current report

    Report date 2026-04-30 · 0001165002-26-000037 · Items 5.02,5.07,9.01

  12. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001165002-26-000034

  13. 8-K · Current report

    Report date 2026-04-30 · 0001165002-26-000033 · Items 2.02,7.01,9.01

  14. DEF 14A · Proxy statement

    Report date 2025-12-31 · 0001165002-26-000026

  15. 10-K · Annual report

    Report date 2025-12-31 · 0001165002-26-000020

  16. 8-K · Current report

    Report date 2026-02-13 · 0001165002-26-000005 · Items 2.02,7.01,9.01

  17. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001165002-25-000059

  18. 8-K · Current report

    Report date 2025-10-30 · 0001165002-25-000057 · Items 2.02,7.01,9.01

  19. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001165002-25-000048

  20. 8-K · Current report

    Report date 2025-08-08 · 0001165002-25-000046 · Items 2.02,7.01,9.01

  21. 8-K · Current report

    Report date 2025-06-03 · 0001628280-25-028941 · Items 5.02,9.01

  22. 8-K · Current report

    Report date 2025-04-30 · 0001165002-25-000041 · Items 5.02,5.07,9.01

  23. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001165002-25-000037

  24. 8-K · Current report

    Report date 2025-04-30 · 0001165002-25-000035 · Items 2.02,7.01,9.01

  25. DEF 14A · Proxy statement

    Report date 2024-12-31 · 0001165002-25-000029

  26. 8-K · Current report

    Report date 2025-03-05 · 0001165002-25-000026 · Items 5.02,9.01

  27. 10-K · Annual report

    Report date 2024-12-31 · 0001165002-25-000022

  28. 8-K · Current report

    Report date 2025-02-12 · 0001165002-25-000005 · Items 2.02,7.01,9.01

  29. 8-K · Current report

    Report date 2024-12-02 · 0001165002-24-000087 · Items 5.03,9.01

  30. SC 13G · Ownership disclosure

    0001171437-24-000006

  31. SC 13G · Ownership disclosure

    0001165002-24-000080

  32. SC 13G · Ownership disclosure

    0001165002-24-000078

  33. SC 13D/A · Ownership disclosure

    0001999371-24-014366

  34. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001165002-24-000076

  35. 8-K · Current report

    Report date 2024-10-30 · 0001165002-24-000075 · Items 2.02,7.01,9.01

  36. SC 13G/A · Ownership disclosure

    0001214659-24-017512

  37. 8-K · Current report

    Report date 2024-10-08 · 0001165002-24-000070 · Items 5.02,9.01

  38. 10-Q · Quarterly report

    Report date 2024-06-30 · 0001165002-24-000065

  39. 8-K · Current report

    Report date 2024-07-31 · 0001165002-24-000063 · Items 2.02,7.01,9.01

  40. SC 13D/A · Ownership disclosure

    0001999371-24-006002

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 57 transaction rows57SGrant / award: 5 transaction rows5AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

62 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-30
2026-06-30
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1091.019.17
2026-06-29
2026-06-30
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock7129.020.03
2026-06-26
2026-06-30
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock4274.019.39
2026-06-25
2026-06-25
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock500.018.21
2026-06-24
2026-06-25
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1300.018.32
2026-06-23
2026-06-25
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock2500.018.45
2026-06-22
2026-06-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1000.018.31
2026-06-18
2026-06-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1549.018.35
2026-06-17
2026-06-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock350.018.1
2026-06-16
2026-06-16
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1634.018.29
2026-06-15
2026-06-16
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock2910.017.96
2026-06-12
2026-06-16
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock4367.017.86
2026-06-11
2026-06-12
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock3300.017.43
2026-06-10
2026-06-12
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1800.017.55
2026-06-09
2026-06-09
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1900.017.46
2026-06-08
2026-06-09
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock607.017.11
2026-06-05
2026-06-09
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock616.017.34
2026-06-02
2026-06-02
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock406.016.33
2026-06-01
2026-06-02
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1300.016.02
2026-05-29
2026-06-02
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1124.016.4
2026-05-28
2026-05-28
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock2028.016.37
2026-05-27
2026-05-28
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1062.016.2
2026-05-26
2026-05-28
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1666.016.21
2026-05-22
2026-05-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock613.016.02
2026-05-21
2026-05-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock300.016.01
2026-05-20
2026-05-22
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock206.016.01
2026-05-18
2026-05-18
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock651.016.08
2026-05-14
2026-05-18
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock500.016.0
2026-05-13
2026-05-13
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock300.016.01
2026-05-12
2026-05-13
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock991.016.27
2026-05-11
2026-05-13
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock876.016.46
2026-05-08
2026-05-08
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock600.016.17
2026-05-07
2026-05-08
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock1000.016.06
2026-05-06
2026-05-08
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock260.016.09
2026-05-05
2026-05-08
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock678.016.01
2026-05-04
2026-05-04
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock239.016.02
2026-05-01
2026-05-04
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock478.016.22
2026-04-30
2026-05-06
Ryan JaniceA · Grant / award
Acquired
common stock5780.00.0
2026-04-30
2026-05-06
Murray KatherineA · Grant / award
Acquired
common stock5780.00.0
2026-04-30
2026-05-06
Bowman Randy AA · Grant / award
Acquired
common stock5780.00.0
2026-04-30
2026-05-06
Hoak J. HaleA · Grant / award
Acquired
common stock5780.00.0
2026-04-30
2026-05-04
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock994.016.28
2026-04-30
2026-05-06
MASTERSON ELLEN HA · Grant / award
Acquired
common stock5780.00.0
2026-04-29
2026-04-29
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock500.016.56
2026-04-28
2026-04-29
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock660.016.97
2026-04-27
2026-04-29
BYRNE SUSAN M
10b5-1 checkbox reported
S · Sale
Disposed
common stock733.016.66
2026-04-24
2026-04-24
BYRNE SUSAN MS · Sale
Disposed
common stock700.016.14
2026-04-23
2026-04-24
BYRNE SUSAN MS · Sale
Disposed
common stock9.017.27
2026-04-22
2026-04-24
BYRNE SUSAN MS · Sale
Disposed
common stock294.015.85
2026-04-21
2026-04-21
BYRNE SUSAN MS · Sale
Disposed
common stock532.016.17

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001165002WESTWOOD HOLDINGS GROUP INC

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Westwood Holdings Group · alias · wikidata
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Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$94.72M$100.83M
2023-12-31$89.78M$98.38M
2022-12-31$68.68M$78.35M
2021-12-31$73.05M$90.01M
2020-12-31$65.11M$84.01M
2019-12-31$84.08M$109.81M
2018-12-31$122.30M$162.63M
2017-12-31$133.78M$182.25M

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗