WHG

Westwood Holdings Group, Inc. WHG

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Brian O. Casey 0 0 0 0 480214 5.15 % 14/11/2024
Westwood Management Corp. 0 0 0 0 2092252 5.92 % 14/11/2024
Westwood Management Corp. 0 0 0 0 1684762 5.26 % 14/11/2024
J. Hale Hoak United States of America 625000 0 625000 10 625000 6.8 % 13/12/2023
Hoak Fund Management, L.P. Texas 600000 0 600000 10 600000 6.6 % 13/12/2023
Hoak & Co. Texas 600000 0 600000 10 600000 6.6 % 13/12/2023
James M. Hoak, Jr. United States of America 600000 0 600000 10 600000 6.6 % 13/12/2023
Hoak Public Equities, L.P. Texas 600000 0 600000 10 600000 6.6 % 13/12/2023
Westwood Management Corp. 0 0 0 0 5057774 6.68 % 25/02/2022
Westwood Management Corp. USA 0 0 0 0 1649386 5.64 % 25/02/2022
Westwood Management Corp. USA 0 0 0 0 2315499 7.55 % 25/02/2022
Westwood Management Corp. USA 0 0 0 0 3888240 9.14 % 25/02/2022
Westwood Management Corp. USA 0 0 0 0 1040876 5.26 % 25/02/2022
Race & Zollo, Inc. in the State of Florida 426105 0 426105 0 426105 5.1 % 14/02/2022
26-0385758 Delaware 517712 0 531209 0 531209 6.4 % 11/02/2022
13-3127734 Delaware 517712 0 531209 0 531209 6.4 % 11/02/2022
The Vanguard Group - 23-1945930 Pennsylvania 0 1698 0 0 355643 4.28 % 10/02/2022
Wells Fargo & Company Delaware 4508 1716 4508 2536 7044 0.08 % 27/01/2022
Allspring Global Investments, LLC Delaware 115946 0 584553 0 584553 7.04 % 19/01/2022
Allspring Global Investments Holdings, LLC Delaware 552629 0 586389 0 586389 7.06 % 19/01/2022
Allspring Funds Management, LLC Delaware 436683 0 1836 0 438519 5.28 % 19/01/2022
JCP Investment Partnership, LP 0 0 412925 0 412925 5 % 05/01/2022
JCP Investment Partners, LP 0 0 843139 0 843139 10.2 % 05/01/2022
JCP Asset Partnership VI, LP 0 0 430214 0 430214 5.2 % 05/01/2022
JCP Investment Holdings, LLC 0 0 843139 0 843139 10.2 % 05/01/2022
James C. Pappas 0 0 860416 0 860416 10.4 % 05/01/2022
JCP Investment Management, LLC 0 0 860416 0 860416 10.4 % 05/01/2022
(1)Names of reporting persons. BlackRock, Inc. Delaware 205698 0 206556 0 206556 2.5 % 12/07/2021
JCP Investment Holdings, LLC 0 0 698428 0 698428 8.3 % 15/04/2021
James C. Pappas 0 0 712718 0 712718 8.5 % 15/04/2021
JCP Investment Partnership, LP 0 0 342064 0 342064 4.1 % 15/04/2021
JCP Investment Management, LLC 0 0 712718 0 712718 8.5 % 15/04/2021
JCP Investment Partners, LP 0 0 698428 0 698428 8.3 % 15/04/2021
JCP Asset Partnership VI, LP 0 0 356364 0 356364 4.2 % 15/04/2021
Wells Fargo & Company California 0 565841 0 593302 612537 7.32 % 12/02/2021
26-0385758 Delaware 635916 0 726616 0 726616 8.68 % 11/02/2021
13-3127734 Delaware 635916 0 726616 0 726616 8.68 % 11/02/2021
The Vanguard Group - 23-1945930 Pennsylvania For 0 0 505934 8300 514234 6.14 % 10/02/2021
(1) BlackRock, Inc. Delaware 710501 0 727798 0 727798 8.7 % 01/02/2021
The Vanguard Group - 23-1945930 Pennsylvania 8529 840 450122 7853 457975 5.16 % 11/02/2020
(1) BlackRock, Inc. Delaware 699307 0 728814 0 728814 8.2 % 06/02/2020
Wells Capital Management Incorporated Delaware 0 559174 0 0 603954 6.81 % 04/02/2020
Wells Fargo & Company Delaware 12995 117403 12995 0 619348 6.99 % 04/02/2020
13-3127734 Delaware 469900 0 479306 15086 494392 5.55 % 12/02/2019
26-0385758 Delaware 469900 0 479306 15086 494392 5.55 % 12/02/2019
(1) BlackRock, Inc. Delaware 702207 0 732202 0 732202 8.1 % 06/02/2019
Wells Fargo & Company Delaware 7843 528789 7843 0 726363 8.05 % 22/01/2019
Wells Fargo Funds Management, LLC Delaware 0 519608 0 0 520029 5.77 % 22/01/2019
Wells Capital Management Incorporated Delaware 0 0 0 0 712771 7.9 % 22/01/2019
Conestoga Capital Advisors LLC Delaware 461026 0 508836 0 508836 5.64 % 08/01/2019
Wells Fargo & Company Delaware 6954 140060 6954 644444 651398 7.33 % 29/01/2018
52-2343049 New York 405650 0 405650 0 405650 4.57 % 24/01/2018
(1) BlackRock, Inc. Delaware 562384 0 585745 0 585745 6.6 % 23/01/2018
Conestoga Capital Advisors LLC Delaware 653805 0 728430 0 728430 8.2 % 17/01/2018
Westwood Management Corp. USA 0 0 0 0 503767 0.96 % 14/02/2017
Westwood Management Corp. USA 0 0 0 0 0 0 % 14/02/2017
Westwood Management Corp. USA 0 0 0 0 0 0 % 14/02/2017
Wells Fargo & Company Delaware 5831 163519 5831 0 591336 6.72 % 27/01/2017
Wells Capital Management Incorporated Delaware 0 527196 0 0 585505 6.65 % 27/01/2017
(1) BlackRock, Inc. Delaware 542452 0 559230 0 559230 6.4 % 26/01/2017
52-2343049 New York 0 516586 516586 0 516586 5.87 % 23/01/2017
Conestoga Capital Advisors LLC Delaware 511691 0 576191 0 576191 6.55 % 04/01/2017
Wellington Investment Advisors Holdings LLP Massachusetts 0 287622 0 0 413196 4.8 % 11/02/2016
Wellington Group Holdings LLP Massachusetts 0 287622 0 0 413196 4.8 % 11/02/2016
Wellington Management Group LLP Massachusetts 0 287622 0 0 413196 4.8 % 11/02/2016
52-2343049 New York 716275 0 716275 0 716275 8.32 % 28/01/2016
(1) BlackRock, Inc. Delaware 540917 0 558033 0 558033 6.5 % 27/01/2016
Conestoga Capital Advisors LLC Delaware 454085 0 579785 0 579785 6.73 % 08/01/2016
Equity Group Holdings LLC Massachusetts 0 237145 0 414898 24064888 16.9 % 12/02/2015
52-2343049 New York 766562 0 766562 0 766562 9.25 % 30/01/2015
(1) BlackRock, Inc. Delaware 517495 0 532685 0 532685 6.4 % 30/01/2015
Conestoga Capital Advisors LLC Delaware 530177 0 599802 0 599802 7.29 % 13/01/2015
Conestoga Capital Advisors LLC Delaware 471378 0 542628 0 542628 6.63 % 17/10/2014
(EIN 01-0690900) Third Avenue Management LLC  is a 315624 0 315624 0 315624 3.81 % 10/09/2014
(EIN 01-0690900) Third Avenue Management LLC  is a 414877 0 414877 0 414877 5.07 % 14/02/2014
(EIN 01-0690900) Third Avenue Management LLC  is a 414877 0 414877 0 414877 5.07 % 14/02/2014
(1) BlackRock, Inc. Delaware 472702 0 484716 0 484716 5.9 % 30/01/2014
Conestoga Capital Advisors LLC Delaware 396285 0 542628 0 542628 6.63 % 21/01/2014
52-2343049 New York 742760 0 742760 0 742760 9.07 % 17/01/2014
Conestoga Capital Advisors LLC Delaware 348132 0 473276 0 473276 5.82 % 13/03/2013
(EIN 01-0690900) Third Avenue Management LLC  is a 494781 0 494781 0 494781 6.16 % 14/02/2013
(1) BlackRock, Inc. Delaware 406192 0 406192 0 406192 5.06 % 30/01/2013
52-2343049 New York 623362 0 623362 0 623362 7.77 % 24/01/2013
(1) BlackRock, Inc. Delaware 399425 0 399425 0 399425 4.98 % 09/03/2012
(EIN 01-0690900) Third Avenue Management LLC  is a 533394 0 533394 0 533394 6.93 % 14/02/2012
(1) BlackRock, Inc. Delaware 391612 0 391612 0 391612 5.09 % 09/02/2012
52-2343049 New York 621362 0 621362 0 621362 8.07 % 24/01/2012
(EIN 01-0690900) Third Avenue Management LLC  is a 527304 0 527304 0 527304 7.07 % 14/02/2011
52-2343049 New York 564112 0 564112 0 564112 7.56 % 26/01/2011
(EIN 01-0690900) Third Avenue Management LLC  is a 492087 0 492087 0 492087 6.9 % 16/02/2010
52-2343049 New York 473700 0 473700 0 473700 6.64 % 26/01/2010
(EIN 01-0690900) Third Avenue Management LLC  is a 522394 0 522394 0 522394 7.51 % 13/02/2009
(EIN 01-0690900) Third Avenue Management LLC  is a 752637 0 752637 0 752637 11.06 % 14/02/2008
(EIN 01-0690900) Third Avenue Management LLC  is a 759103 0 759103 0 759103 11.16 % 13/11/2007
(EIN 01-0690900) Third Avenue Management LLC  is a 966951 0 966951 0 966951 16.15 % 14/02/2006
(EIN 01-0690900) Third Avenue Management LLC  is a 892821 0 892821 0 892821 15.51 % 16/02/2005
No. of Above Person Delaware 0 0 0 168300 168300 3 % 09/02/2004
No. of Above Person Delaware 0 0 0 290900 290900 5.4 % 13/02/2003

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District