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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell◇Significant stake declared (13D)●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 6, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
- Aug 6, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Jul 2, 2026Reported sale · Form 4SUSAN M BYRNE · $89.1KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,48511 flagged findings
Reported transactions (Form 4)40since May 1, 2026 · and 8 other holdings
Corporate events (8-K)30since Feb 28, 2017
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
US asset management firm
Source: Wikidata (CC0 1.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-04-30capital return (buybacks/dividends)recentOpen filing ↗“…31, 2026 there have been no material changes outside the ordinary course of business to our leases since December 31, 2025. For…”
+1 more passage from the same document
- “…related notes included elsewhere in this Quarterly Report on Form 10-Q. The occurrence of any single risk or any combination of…”
- 2026-04-30merger or acquisition eventrecentOpen filing ↗“…terms are defined in Item 408 of Regulation S-K). 23 ITEM 6. EXHIBITS 2.1 Securities Purchase Agreement by and among Westwood…”
- 2026-03-04capital return (buybacks/dividends)recentOpen filing ↗“…under share dividends or appropriate Board resolutions. Issuer Purchases of Equity Securities On July 20, 2012, our Board of…”
+1 more passage from the same document
- “…$10.0 million of our outstanding common stock on the open market or in privately negotiated transactions. The Board authorized an…”
- 2026-03-04merger or acquisition eventrecentOpen filing ↗“…this Report. 29 INDEX TO EXHIBITS Exhibit Number Description of Exhibits 2.1 Securities Purchase Agreement by and among Westwood…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,485)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Aug 12, 26SCHEDULE 13G/A ↗Passive stake · amendment
- Aug 12, 26SCHEDULE 13D/A ↗Stake with intent to influence · GAMCO INVESTORS, INC. ET AL · 4.7% · event on Aug 11, 26 · amendment
- Aug 7, 26Form 4 ↗Insider transaction
- Aug 6, 2610-Q ↗Quarterly report
- Aug 6, 268-K ↗Current report · Results · Communication to the market
- Jul 7, 26Form 4 ↗Insider transaction
- Jul 1, 26Form 144 ↗Notice of proposed sale
Insider transaction · 2 Form 4/A filingsshow all 2hide
- Jul 1, 26Form 4/A ↗Insider transaction · amendment
- Jul 1, 26Form 4/A ↗Insider transaction · amendment
Insider transaction · 8 Form 4 filingsshow all 8hide
- May 27, 26SCHEDULE 13G ↗Passive stake
Insider transaction · 7 Form 4 filingsshow all 7hide
1,485 filings on record, the oldest from Jun 7, 02.
Listing the 25 most recent filings of the 1,485 on record.
11348
8 senior executive changes2023 – 2026show all 8hide
- May 5, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 3, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 5, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 6, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 8, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 6, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 2, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 16, 23A senior executive left or was appointed8-K 5.02 ↗
- Nov 21, 22Completed an acquisition or disposal+3 more in the same filing8-K 2.01 ↗
- May 26, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- May 3, 22A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- May 2, 22Auditor change filing (8-K Item 4.01)+1 more in the same filing8-K 4.01 ↗
- Nov 2, 21Listing notice (8-K 3.01)8-K 3.01 ↗
- May 3, 21Entered a material agreement+4 more in the same filing8-K 1.01 ↗
15 senior executive changes2017 – 2021show all 15hide
- Apr 30, 21A senior executive left or was appointed+1 more in the same filing8-K/A 5.02 ↗
- Apr 29, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 29, 20A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 24, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 29, 18A senior executive left or was appointed+1 more in the same filing8-K/A 5.02 ↗
- Oct 4, 18A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 28, 18A senior executive left or was appointed8-K 5.02 ↗
- Apr 27, 18A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 10, 18A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 12, 18A senior executive left or was appointed8-K 5.02 ↗
- Feb 13, 18A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 1, 17A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 29, 17A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 10, 17A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 28, 17A senior executive left or was appointed8-K 5.02 ↗
The record reaches back to Aug 1, 05.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- Settian Capital LP5.0%Jul 30, 25SCHEDULE 13D ↗3 co-filers on this document — the figure is the largest single stake, not their sum.
- GAMCO INVESTORS, INC. ET AL4.7%Aug 11, 26SCHEDULE 13D/A ↗7 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- BlackRock, Inc.5.1%Sep 30, 25SCHEDULE 13G ↗
- Renaissance Technologies LLC4.7%Sep 30, 24SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- DePrince, Race & Zollo, Inc.3.8%Jan 21, 25SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Jul 1, SUSAN M BYRNE filed notice of intent to sell up to $521K. That is about 0.28% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $158K across 2 trades, between Jul 1 and Jul 2, per their Form 4. That is 30% of the shares announced.
- Jul 2, 26Sell$89KSUSAN M BYRNE↗
- Jul 1, 26Sell$69KSUSAN M BYRNE↗
- Jun 30, 26Sell$21KSUSAN M BYRNE↗
- Jun 29, 26Sell$144KSUSAN M BYRNE↗
- Jun 26, 26Sell$83KSUSAN M BYRNE↗
- Jun 25, 26Sell$9KSUSAN M BYRNE↗
- Jun 24, 26Sell$24KSUSAN M BYRNE↗
- Jun 23, 26Sell$46KSUSAN M BYRNE↗
- Jun 22, 26Sell$18KSUSAN M BYRNE↗
- Jun 18, 26Sell$29KSUSAN M BYRNE↗
- Jun 17, 26Sell$6KSUSAN M BYRNE↗
- Jun 16, 26Sell$30KSUSAN M BYRNE↗
There are 27 more transactions in this stretch.
Stock compensation, tax and giftsshow the other transactionhide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jun 9, 26Compensationamount n/aJanice Ryan↗
The full record holds 167 transactions and goes back to Nov 28, 22.
Its sector and its market
Westwood Holdings Group Inc. among Financials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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Coverage
What sits behind this page.
Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,485 documents on file, from Jun 7, 2002 to Aug 12, 2026.
- Company description
- Wikidata, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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