Westwood President of Wealth Management Leah Bennett to resign Dec 31, 2024

WESTWOOD HOLDINGS GROUP INC

Leah Bennett resigns as President of Westwood Wealth Management effective Dec 31, 2024.
She will receive deferred cash payments of $350k (Feb 2025), $250k (Feb 2026), and $150k (Feb 2027) subject to non-solicit provisions.
Unvested restricted stock and 2024 bonus forfeited upon resignation.
Non-compete obligation waived; non-solicitation and confidentiality obligations remain through Feb 2027.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Leah Bennett

President, Westwood Wealth Management

WHG · WESTWOOD HOLDINGS GROUP INC

Effective: 2024-12-31
Filed: October 8, 2024, 7:59 PM ET

On October 7, 2024, Westwood Holdings Group, Inc. (“Westwood”) and Leah Bennett, President, Westwood Wealth Management, entered into a Resignation and Transition Agreement (“Transition Agreement”) pursuant to which Ms. Bennett intends to resign from her position effective as of December 31, 2024

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Leah Bennett resigned as President, Westwood Wealth Management at WESTWOOD HOLDINGS GROUP INC.

Action: resigned
Role: President, Westwood Wealth Management

Exact text from the filing

On October 7, 2024, Westwood Holdings Group, Inc. (“Westwood”) and Leah Bennett, President, Westwood Wealth Management, entered into a Resignation and Transition Agreement (“Transition Agreement”) pursuant to which Ms. Bennett intends to resign from her position effective as of December 31, 2024

View on SEC.gov

WESTWOOD HOLDINGS GROUP INC filing history →

Source: SEC EDGAR

accession 0001165002-24-000070

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.