Westwood Holdings Group INC
SEC CIK 1165002 · gw$ydyj5 · last insider filing 2026-06-30
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| Byrne Susan M | Director · co-Chief Investment Officer | filed 2006 - 2026 |
| Masterson Ellen H | Director | filed 2014 - 2026 |
| Hoak J. Hale | Director | filed 2025 - 2026 |
| Bowman Randy A | Director | filed 2021 - 2026 |
| Murray Katherine | Director | filed 2025 - 2026 |
| Ryan Janice | Director | filed 2025 - 2026 |
| Casey Brian O | Director · President and CEO | filed 2006 - 2026 |
| Norman Geoffrey | Director | filed 2007 - 2025 |
| Frank Richard M | Director | filed 2006 - 2024 |
| Westwood Holdings Group INC | Director | filed 2024 - 2024 |
| Wooldridge Raymond E | Director | filed 2006 - 2021 |
| Mcteer Robert Doyle Jr. | Director | filed 2007 - 2018 |
| Weiland Martin J | Director | filed 2010 - 2018 |
| Davis TOM C | Director | filed 2006 - 2012 |
| Mosle JON L JR | Director | filed 2006 - 2011 |
| Meyer Frederick | Director | filed 2006 - 2009 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| Gomez Fabian | President and COO | filed 2018 - 2026 |
| Forbes Murray III | Chief Financial Officer | filed 2018 - 2026 |
| Lockridge Matthew | Head, U.S. Value Inv. | filed 2022 - 2026 |
| Helfert Adrian | CIO, Multi-Asset Inv. | filed 2022 - 2026 |
| Ehinger John Anthony Jr | Head of Legal, CCO | filed 2023 - 2026 |
| Linton David O | Head of Distribution | filed 2025 - 2026 |
| Mazzei Matthew | Controller | filed 2023 - 2025 |
| Bennett Leah | President-Westwood Wealth Mgmt | filed 2022 - 2024 |
| Montgomery John Porter | Chief Operating Officer | filed 2022 - 2023 |
| Gerron Julie Kramer | General Counsel & CCO | filed 2014 - 2023 |
| Paddon Steve | Head of Institutional Sales | filed 2018 - 2022 |
| Freeman Mark | Co-Chief Investment Officer | filed 2011 - 2019 |
| Kice Tiffany B. | Chief Financial Officer | filed 2014 - 2018 |
| Root Randall L. | President, Westwood Trust | filed 2014 - 2017 |
| Hardcastle William R JR | Chief Financial Officer | filed 2006 - 2014 |
| Wallace Mark A | Chief Financial Officer | filed 2012 - 2014 |
| Pastorelle Peter Francis | Principal Accounting Officer | filed 2014 - 2014 |
| Whitten Michael Craig | Principal Accounting Officer | filed 2007 - 2013 |
| Schaer Joyce A | Senior Vice President | filed 2006 - 2007 |
| Fraze Patricia | Executive Vice President | filed 2006 - 2007 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.