Westwood Holdings Group Inc SEC filings WHG
Westwood Holdings Group Inc has 1,004 filings in SEC EDGAR's recent list, going back to Jul 2, 2009. Its latest annual report, Form 10-K, was filed on Mar 4, 2026 for the period ended Dec 31, 2025. The latest quarterly report (Form 10-Q) was filed on Aug 6, 2026, covering the quarter ended Jun 30, 2026. The most recent current report (Form 8-K) was filed on Aug 6, 2026 (results of operations, regulation fd disclosure). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Oct 27, 2026 | — |
| N-PX | Filing | Aug 24, 2026 | Jun 30, 2026 |
| 13F-HR | Filing | Aug 14, 2026 | Jun 30, 2026 |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Aug 12, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 12, 2026 | — |
| 4 | Insider transaction | Aug 7, 2026 | Jun 9, 2026 |
| 10-Q | Quarterly report | Aug 6, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Aug 6, 2026 | Aug 6, 2026 |
| 4 | Insider transaction | Jul 7, 2026 | Apr 7, 2026 |
| 4/A | Form 4/a | Jul 1, 2026 | Jun 26, 2026 |
| 4/A | Form 4/a | Jul 1, 2026 | Jun 17, 2026 |
| 144 | Notice of proposed sale | Jul 1, 2026 | — |
| 4 | Insider transaction | Jun 30, 2026 | Jun 26, 2026 |
| 4 | Insider transaction | Jun 25, 2026 | Jun 23, 2026 |
| 4 | Insider transaction | Jun 22, 2026 | Jun 17, 2026 |
| 4 | Insider transaction | Jun 16, 2026 | Jun 12, 2026 |
| 4 | Insider transaction | Jun 12, 2026 | Jun 10, 2026 |
| 4 | Insider transaction | Jun 9, 2026 | Jun 5, 2026 |
| 4 | Insider transaction | Jun 2, 2026 | May 29, 2026 |
| 4 | Insider transaction | May 28, 2026 | May 26, 2026 |
| SCHEDULE 13G | Ownership over 5% (passive) | May 27, 2026 | — |
| 4 | Insider transaction | May 22, 2026 | May 20, 2026 |
| 4 | Insider transaction | May 18, 2026 | May 14, 2026 |
| 13F-HR | Filing | May 15, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | May 13, 2026 | May 11, 2026 |
| 4 | Insider transaction | May 8, 2026 | May 5, 2026 |
| 4 | Insider transaction | May 6, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | May 6, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | May 6, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | May 6, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | May 6, 2026 | Apr 30, 2026 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 5, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | May 4, 2026 | Apr 30, 2026 |
| 10-Q | Quarterly report | Apr 30, 2026 | Mar 31, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 30, 2026 | Apr 30, 2026 |
| 4 | Insider transaction | Apr 29, 2026 | Apr 27, 2026 |
| 4 | Insider transaction | Apr 24, 2026 | Apr 22, 2026 |
| 4 | Insider transaction | Apr 21, 2026 | Apr 17, 2026 |
| 4 | Insider transaction | Apr 16, 2026 | Apr 14, 2026 |
| 4 | Insider transaction | Apr 13, 2026 | Apr 9, 2026 |
| 4 | Insider transaction | Apr 8, 2026 | Apr 1, 2026 |
| 144 | Notice of proposed sale | Apr 1, 2026 | — |
| 4 | Insider transaction | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4/A | Form 4/a | Mar 16, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| 4 | Insider transaction | Mar 13, 2026 | Feb 23, 2026 |
| DEF 14A | Proxy statement | Mar 13, 2026 | Dec 31, 2025 |
| 10-K | Annual report | Mar 4, 2026 | Dec 31, 2025 |
| S-8 | Employee stock plan registration | Feb 19, 2026 | — |
| 13F-HR | Filing | Feb 17, 2026 | Dec 31, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 13, 2026 | Feb 13, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Jan 15, 2026 | — |
| 4 | Insider transaction | Dec 11, 2025 | Dec 10, 2025 |
| 4 | Insider transaction | Dec 11, 2025 | Dec 9, 2025 |
| 4 | Insider transaction | Dec 9, 2025 | Dec 8, 2025 |
| 4 | Insider transaction | Dec 8, 2025 | Dec 5, 2025 |
| 144 | Notice of proposed sale | Dec 2, 2025 | — |
| 4 | Insider transaction | Dec 1, 2025 | Nov 26, 2025 |
| 13F-HR | Filing | Nov 14, 2025 | Sep 30, 2025 |
| 4 | Insider transaction | Nov 12, 2025 | Nov 10, 2025 |
| 10-Q | Quarterly report | Oct 30, 2025 | Sep 30, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 30, 2025 | Oct 30, 2025 |
| SCHEDULE 13G | Ownership over 5% (passive) | Oct 17, 2025 | — |
| 13F-HR/A | Filing | Oct 8, 2025 | Jun 30, 2025 |
| 144 | Notice of proposed sale | Sep 11, 2025 | — |
| 4 | Insider transaction | Sep 3, 2025 | Aug 29, 2025 |
| 144 | Notice of proposed sale | Aug 29, 2025 | — |
| 13F-HR/A | Filing | Aug 18, 2025 | Jun 30, 2025 |
| N-PX | Filing | Aug 12, 2025 | Jun 30, 2025 |
| 10-Q | Quarterly report | Aug 8, 2025 | Jun 30, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Aug 8, 2025 | Aug 8, 2025 |
| 13F-HR | Filing | Aug 8, 2025 | Jun 30, 2025 |
| SCHEDULE 13D | Ownership over 5% (active) | Aug 4, 2025 | — |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Jul 14, 2025 | — |
| 3 | Initial insider ownership | Jun 20, 2025 | Jun 3, 2025 |
| 4 | Insider transaction | Jun 5, 2025 | Jun 5, 2025 |
| 8-K |
Current report
Officer or director change
|
Jun 3, 2025 | Jun 3, 2025 |
| 4 | Insider transaction | May 23, 2025 | Apr 30, 2025 |
| 4 | Insider transaction | May 23, 2025 | Apr 30, 2025 |
| 4 | Insider transaction | May 23, 2025 | Apr 30, 2025 |
| 4 | Insider transaction | May 23, 2025 | Apr 30, 2025 |
| 4 | Insider transaction | May 23, 2025 | Apr 30, 2025 |
| 13F-HR | Filing | May 9, 2025 | Mar 31, 2025 |
| 144 | Notice of proposed sale | May 6, 2025 | — |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 5, 2025 | Apr 30, 2025 |
| 10-Q | Quarterly report | Apr 30, 2025 | Mar 31, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 30, 2025 | Apr 30, 2025 |
| 3/A | Form 3/a | Apr 30, 2025 | Mar 5, 2025 |
| 3 | Initial insider ownership | Apr 24, 2025 | Mar 5, 2025 |
| 3 | Initial insider ownership | Apr 24, 2025 | Mar 5, 2025 |
| 3 | Initial insider ownership | Apr 24, 2025 | Mar 5, 2025 |
| DEF 14A | Proxy statement | Mar 12, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Officer or director change
|
Mar 6, 2025 | Mar 5, 2025 |
| 10-K | Annual report | Mar 5, 2025 | Dec 31, 2024 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 21, 2025 |
| 4 | Insider transaction | Feb 25, 2025 | Feb 23, 2024 |
| 144 | Notice of proposed sale | Feb 25, 2025 | — |
| S-8 | Employee stock plan registration | Feb 18, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 18, 2025 | — |
| 13F-HR | Filing | Feb 14, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 12, 2025 | Feb 12, 2025 |
| 8-K |
Current report
Bylaw or fiscal year change
|
Dec 5, 2024 | Dec 2, 2024 |
| 13F-HR | Filing | Nov 14, 2024 | Sep 30, 2024 |
| 4/A | Form 4/a | Nov 14, 2024 | Feb 23, 2024 |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 13, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Nov 7, 2024 | — |
| 10-Q | Quarterly report | Oct 30, 2024 | Sep 30, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 30, 2024 | Oct 30, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Oct 15, 2024 | — |
| 8-K |
Current report
Officer or director change
|
Oct 8, 2024 | Oct 8, 2024 |
| N-PX | Filing | Aug 27, 2024 | Jun 30, 2024 |
| 13F-HR | Filing | Aug 13, 2024 | Jun 30, 2024 |
| 10-Q | Quarterly report | Jul 31, 2024 | Jun 30, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 31, 2024 | Jul 31, 2024 |
| 13F-HR/A | Filing | Jun 6, 2024 | Mar 31, 2024 |
| 4 | Insider transaction | Jun 3, 2024 | May 30, 2024 |
| 4 | Insider transaction | May 20, 2024 | May 20, 2024 |
| 4 | Insider transaction | May 20, 2024 | May 20, 2024 |
| 13F-HR | Filing | May 14, 2024 | Mar 31, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | May 13, 2024 | — |
| 4 | Insider transaction | May 9, 2024 | May 7, 2024 |
| 4/A | Form 4/a | May 9, 2024 | May 7, 2024 |
| 4 | Insider transaction | May 9, 2024 | May 7, 2024 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 6, 2024 | May 6, 2024 |
| 10-Q | Quarterly report | May 1, 2024 | Mar 31, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
May 1, 2024 | May 1, 2024 |
| DEF 14A | Proxy statement | Mar 26, 2024 | Dec 31, 2023 |
| PRE 14A | Preliminary proxy statement | Mar 15, 2024 | Dec 31, 2023 |
| 4 | Insider transaction | Mar 8, 2024 | Mar 6, 2024 |
| 10-K | Annual report | Mar 7, 2024 | Dec 31, 2023 |
| 144 | Notice of proposed sale | Mar 6, 2024 | — |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| 4 | Insider transaction | Feb 27, 2024 | Feb 23, 2024 |
| S-8 | Employee stock plan registration | Feb 21, 2024 | — |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 14, 2024 | Feb 14, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| 13F-HR | Filing | Feb 13, 2024 | Dec 31, 2023 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 13, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Jan 12, 2024 | — |
| SC 13D | Ownership over 5% (active) | Dec 13, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Nov 29, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Nov 22, 2023 | — |
| 3 | Initial insider ownership | Nov 17, 2023 | Nov 17, 2023 |
| 13F-HR | Filing | Nov 14, 2023 | Sep 30, 2023 |
| 10-Q | Quarterly report | Oct 31, 2023 | Sep 30, 2023 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 31, 2023 | Oct 31, 2023 |
| 4 | Insider transaction | Sep 12, 2023 | Sep 6, 2023 |
| 13F-HR | Filing | Aug 11, 2023 | Jun 30, 2023 |
| 4 | Insider transaction | Aug 11, 2023 | Aug 9, 2023 |
| 144 | Notice of proposed sale | Aug 9, 2023 | — |
| 10-Q | Quarterly report | Aug 2, 2023 | Jun 30, 2023 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Aug 2, 2023 | Aug 2, 2023 |
| 13F-HR | Filing | May 12, 2023 | Mar 31, 2023 |
| 10-Q | Quarterly report | May 4, 2023 | Mar 31, 2023 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 2, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | May 2, 2023 | May 2, 2023 |
| 4/A | Form 4/a | May 1, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | Apr 27, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | Apr 27, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | Apr 27, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | Apr 27, 2023 | Apr 26, 2023 |
| 4 | Insider transaction | Apr 27, 2023 | Apr 26, 2023 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 26, 2023 | Apr 26, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Apr 20, 2023 | — |
| 3 | Initial insider ownership | Apr 5, 2023 | Apr 4, 2023 |
| DEFA14A | Additional proxy material | Mar 24, 2023 | — |
| DEF 14A | Proxy statement | Mar 17, 2023 | Dec 31, 2022 |
| 4 | Insider transaction | Mar 16, 2023 | Mar 14, 2023 |
| 10-K | Annual report | Mar 13, 2023 | Dec 31, 2022 |
| 4 | Insider transaction | Mar 10, 2023 | Mar 7, 2023 |
| 4 | Insider transaction | Mar 8, 2023 | Mar 6, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
| 4 | Insider transaction | Feb 27, 2023 | Feb 23, 2023 |
Showing 200 filings, the most recent 200. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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Company profile
- Industry
- Investment Advice (SIC 6282)
- Listed as
- WHG (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Dallas, TX
- SEC filer status
- Non-accelerated filer, Smaller reporting company
- SEC CIK
- 1165002
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.