---
schema_version: "secwatch.filing_event.v1"
accession: "0001165002-25-000026"
form_type: "8-K"
ticker: "WHG"
cik: "0001165002"
company_name: "WESTWOOD HOLDINGS GROUP INC"
filed_at: "2025-03-06T23:59:59+00:00"
generated_at: "2026-05-25T04:57:27.581514+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Westwood appoints Hale Hoak and Katherine Murray to Board of Directors

## Summary
- J. Hale Hoak and Katherine Murray appointed to Westwood's Board effective March 5, 2025.
- Hoak is President of Hoak & Co., with over 25 years investment experience.
- Murray is a former senior finance executive in energy sector and public accounting, CPA.
- They will receive standard non-employee director compensation per Westwood's proxy.
- Both are Texas-based; CEO Brian Casey cites their diverse expertise.

## SEC filing metadata
- accession: 0001165002-25-000026
- form_type: 8-K
- ticker: WHG
- cik: 0001165002
- company_name: WESTWOOD HOLDINGS GROUP INC
- filed_at: 2025-03-06T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000026/0001165002-25-000026-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000026/whg-20250306.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001165002-25-000026
- JSON: https://secwatch.observer/filing/0001165002-25-000026.json
- Plain text: https://secwatch.observer/filing/0001165002-25-000026.txt

## Key facts
- Executive change
  J. Hale Hoak was appointed as Director at WESTWOOD HOLDINGS GROUP INC.
  - Action: appointed
  - Role: Director
  source text: On March 5, 2025, J. Hale Hoak (Hale) and Katherine Murray were appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000026/0001165002-25-000026-index.htm
- Executive change
  Katherine Murray was appointed as Director at WESTWOOD HOLDINGS GROUP INC.
  - Action: appointed
  - Role: Director
  source text: On March 5, 2025, J. Hale Hoak (Hale) and Katherine Murray were appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1165002/000116500225000026/0001165002-25-000026-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.