Source-grounded facts extracted from WESTWOOD HOLDINGS GROUP INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
WESTWOOD HOLDINGS GROUP INC shareholders approved Non-binding advisory vote on executive compensation at the 2026-04-30 meeting.
“Proposal 4 : The stockholders approved, on a non-binding, advisory basis, the Company's executive compensation. The voting results for this Proposal 4 were as follows: For Against Abstain Broker Non-Vote 6,548,027 155,657 25,657 1,301,955”
WESTWOOD HOLDINGS GROUP INC shareholders approved Approval of Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan at the 2026-04-30 meeting.
“Proposal 3 : The stockholders approved the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. The voting results for this Proposal 3 were as follows: For Against Abstain Broker Non-Vote 5,767,466 943,420 18,455 1,301,955”
WESTWOOD HOLDINGS GROUP INC shareholders approved Ratification of BDO USA, P.C. as independent auditors at the 2026-04-30 meeting.
“Proposal 2 : The stockholders ratified BDO USA, P.C. as the Company’s independent auditors for the year ending December 31, 2026. The voting results for this Proposal 2 were as follows: For Against Abstain 7,648,256 37,285 345,755”
WESTWOOD HOLDINGS GROUP INC shareholders approved Election of Directors at the 2026-04-30 meeting.
“Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified. The voting results for this Proposal 1 were as follows: Nominee For Against Abstain Broker Non-Vote Brian O. Casey 6,612,890 111,913 4,538 1,301,955 Ellen H. Masterson 6,710,435 14,367 4,539 1,301,955 Randy A. Bowman 6,570,522 51,098 107,721 1,301,955 J. Hale Hoak 6,610,793 10,952 107,596 1,301,955 Katherine A. Murray 6,716,891 10,946 1,504 1,301,955 Janice Ryan 6,718,704 9,033 1,604 1,301,955”
WESTWOOD HOLDINGS GROUP INC reported the quarter ended March 31, 2026 results: revenue $25.0 million, net income $0.8 million, EPS $0.09.
“Quarterly revenues totaled $25.0 million vs. $27.1 million in the fourth quarter and $23.3 million a year ago. Income of $0.8 million compared with $1.9 million in the fourth quarter and $0.5 million in 2025's first quarter.”
Jan Ryan was appointed as Director at WESTWOOD HOLDINGS GROUP INC.
“On May 30, 2025, Jan Ryan was appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.”
Katherine Murray was appointed as Director at WESTWOOD HOLDINGS GROUP INC.
“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.”
J. Hale Hoak was appointed as Director at WESTWOOD HOLDINGS GROUP INC.
“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.”
WESTWOOD HOLDINGS GROUP INC reported a charter amendment (effective 2024-02-14).
“On February 14, 2024, the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (the "Company") approved an amendment to the Company’s Amended and Restated Certificate of Incorporation. The stockholders of the Company voted to approve the amendment to the Company’s Amended and Restated Certificate of Incorporation at the Annual Meeting of Stockholders on May 1, 2024.”
Leah Bennett resigned as President, Westwood Wealth Management at WESTWOOD HOLDINGS GROUP INC.
“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”
WESTWOOD HOLDINGS GROUP INC shareholders approved Approval of amendments to the Company's Certificate of Incorporation to extend exculpation protection to officers of the Company pursuant to Section 102(b)(7) of the Delaware General Corporation Law at the 2024-05-01 meeting.
“(e) Proposal 5 : The stockholders approved amendments to the Company's Certificate of Incorporation to extend exculpation protection to officers of the Company pursuant to Section 102(b)(7) of the Delaware General Corporation Law. The voting results for this Proposal 5 were as follows: For Against Abstain Broker Non-Vote 6,117,447 709,247 101,024 685,014”
WESTWOOD HOLDINGS GROUP INC shareholders approved Advisory approval of executive compensation at the 2024-05-01 meeting.
“(d) Proposal 4 : The stockholders approved, on a non-binding, advisory basis, the Company's executive compensation. The voting results for this Proposal 4 were as follows: For Against Abstain Broker Non-Vote 6,516,953 318,228 92,537 685,014”
WESTWOOD HOLDINGS GROUP INC shareholders approved Approval of the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan at the 2024-05-01 meeting.
“(c) Proposal 3 : The stockholders approved the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. The voting results for this Proposal 3 were as follows: For Against Abstain Broker Non-Vote 3,985,609 2,789,351 152,758 685,014”
WESTWOOD HOLDINGS GROUP INC shareholders approved Ratification of BDO USA, P.C. as the Company’s independent auditors for the year ending December 31, 2024 at the 2024-05-01 meeting.
“(b) Proposal 2 : The stockholders ratified BDO USA, P.C. as the Company’s independent auditors for the year ending December 31, 2024. The voting results for this Proposal 2 were as follows: For Against Abstain 7,515,705 66,097 30,930”
WESTWOOD HOLDINGS GROUP INC shareholders approved Election of Directors at the 2024-05-01 meeting.
“The voting results for the Annual Meeting are set forth below. (a) Proposal 1 : The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified. The voting results for this Proposal 1 were as follows: Nominee For Against Abstain Broker Non-Vote Brian O. Casey 6,617,603 288,813 21,302 685,014 Richard M. Frank 6,463,721 442,696 21,301 685,014 Ellen H. Masterson 6,535,541 288,973 103,204 685,014 Geoffrey R. Norman 6,473,527 432,890 21,301 685,014 Randy A. Bowman 6,431,818 463,982 31,918 685,014”
WESTWOOD HOLDINGS GROUP INC reported first quarter 2024 results: revenue $22.7 million, net income $2.3 million, EPS $0.27 per share.
“for our first actively-managed Exchange-Traded Funds ("ETFs") went effective in March and both ETFs were launched early in the second quarter. ▪ Quarterly revenues totaled $22.7 million versus the fourth quarter's $23.2 million and $22.7 million a year ago. Comprehensive income of $2.3 million compared with the fourth quarter's $2.6 million and $0.7 million in”
WESTWOOD HOLDINGS GROUP INC reported financial results for the quarter ended December 31, 2023.
“On February 14, 2024, Westwood Holdings Group, Inc. (“Westwood”) announced its financial results for the quarter ended December 31, 2023, a copy of which is furnished with this Current Report on Form 8-K as Exhibit 99.1.”
WESTWOOD HOLDINGS GROUP INC reported quarter ended September 30, 2023 results: net income $4.4 million, EPS $0.41.
“Third quarter net income of $4.4 million compared to the second quarter's $2.9 million due to the receipt of life insurance proceeds offset by changes in the fair value of contingent consideration. Diluted earnings (loss) per share ("EPS") of $0.41 compared to $0.36 for the second quarter.”
WESTWOOD HOLDINGS GROUP INC reported second quarter 2023 results: revenue $21.9 million, net income $2.9 million.
“Revenues totaled $21.9 million compared with the first quarter's $22.7 million and $15.6 million a year ago. Net income of $2.9 million compared with the first quarter's $0.7 million and a net loss of $0.4 million in 2022's second quarter.”
WESTWOOD HOLDINGS GROUP INC shareholders approved Frequency of future advisory votes on executive compensation at the 2023-04-26 meeting.
“The stockholders voted, on a non-binding, advisory basis, on the frequency of future advisory votes on the Company's executive compensation.”
WESTWOOD HOLDINGS GROUP INC shareholders approved Advisory vote on executive compensation at the 2023-04-26 meeting.
“The stockholders approved, on a non-binding, advisory basis, the Company's executive compensation.”
WESTWOOD HOLDINGS GROUP INC shareholders approved Approval of Ninth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan at the 2023-04-26 meeting.
“The stockholders approved the Ninth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.”
WESTWOOD HOLDINGS GROUP INC shareholders approved Ratification of Independent Auditors at the 2023-04-26 meeting.
“The stockholders ratified BDO USA, LLP as the Company’s independent auditors for the year ending December 31, 2023.”
WESTWOOD HOLDINGS GROUP INC shareholders approved Election of Directors at the 2023-04-26 meeting.
“The stockholders elected the directors listed below to hold office until the next annual meeting and until their respective successors shall have been duly elected and qualified.”
WESTWOOD HOLDINGS GROUP INC reported the quarter ended March 31, 2023 results: revenue $22.7 million, net income $0.7 million.
“rankings benefited from strong investment performance as High Alpha achieved a top eVestment ranking and MidCap Value posted a top quartile eVestment ranking. ▪ Revenues totaled $22.7 million compared with the fourth quarter's $20.5 million and $17.2 million a year ago. Net income of $0.7 million, which included $0.2 million residual transaction costs for the Salient”
Julie K. Gerron resigned as Senior Vice President, General Counsel and Chief Compliance Officer at WESTWOOD HOLDINGS GROUP INC.
“Julie K. Gerron, the Senior Vice President, General Counsel and Chief Compliance Officer of Westwood Holdings Group, Inc. (the “Company”), informed the Company of her decision to resign from the Company and pursue employment at another company.”
WESTWOOD HOLDINGS GROUP INC reported the fiscal year ended December 31, 2022 results: net income net loss of $4.6 million, EPS $(0.59) per share.
“2022 net loss of $4.6 million compared to 2021's net income of $9.8 million on lower revenues, higher expenses primarily related to the acquisition ($7.1 million, $1.8 million of which was incurred in the first three quarters of 2022 and included in earnings), and higher realized gains on private investments in 2021. Diluted EPS was $(0.59) per share compared with $1.23 per share for 2021.”
WESTWOOD HOLDINGS GROUP INC reported the quarter ended December 31, 2022 results: revenue $20.5 million, net income net loss of $3.1 million.
“We reported revenues totaling $20.5 million compared with $15.4 million in the third quarter and $19.4 million a year ago, and a net loss of $3.1 million compared with a net loss of $1.2 million in the third quarter and net income of $2.8 million in last year's fourth quarter.”
WESTWOOD HOLDINGS GROUP INC completed an acquisition involving Salient Partners, L.P. for $35 million in cash, plus up to $25 million in contingent earn-out payments (closed 2022-11-18).
““ Seller ”). The purchase price paid by the Company at the closing (the “ Closing ”) of the transactions contemplated by the Purchase Agreement (the “ Salient Acquisition ”) was $35 million in cash, subject to certain customary adjustments, including adjustments for working capital and client consents. The Company funded the closing payment with cash on hand.”
Brian Casey resigned as President at WESTWOOD HOLDINGS GROUP INC.
“Brian Casey, the Company's current Chief Executive Officer and President, has resigned from his position as President in order to accommodate the promotion of Mr. Gomez to that position.”
Fabian Gomez was appointed as President at WESTWOOD HOLDINGS GROUP INC.
“Effective May 25, 2022, the Board of Directors of the Company has appointed Fabian Gomez, age 56, to serve as the Company's President.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.