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 51–62.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-04-20
2026-04-21
BYRNE SUSAN MS · Sale
Disposed
common stock500.016.64
2026-04-17
2026-04-21
BYRNE SUSAN MS · Sale
Disposed
common stock700.016.36
2026-04-16
2026-04-16
BYRNE SUSAN MS · Sale
Disposed
common stock500.016.14
2026-04-15
2026-04-16
BYRNE SUSAN MS · Sale
Disposed
common stock1500.016.45
2026-04-14
2026-04-16
BYRNE SUSAN MS · Sale
Disposed
common stock301.016.48
2026-04-13
2026-04-13
BYRNE SUSAN MS · Sale
Disposed
common stock1600.016.32
2026-04-10
2026-04-13
BYRNE SUSAN MS · Sale
Disposed
common stock900.016.11
2026-04-09
2026-04-13
BYRNE SUSAN MS · Sale
Disposed
common stock401.016.31
2026-04-08
2026-04-08
BYRNE SUSAN MS · Sale
Disposed
common stock704.016.46
2026-04-06
2026-04-08
BYRNE SUSAN MS · Sale
Disposed
common stock700.016.31
2026-04-02
2026-04-08
BYRNE SUSAN MS · Sale
Disposed
common stock600.016.21
2026-04-01
2026-04-08
BYRNE SUSAN MS · Sale
Disposed
common stock1494.016.83

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 ↗