Filing Analysis
Westwood Holdings Group announced its quarterly financial results for the period ending June 30, 2026. Additionally, the Board approved a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Financial results for the quarter ended June 30, 2026 were announced on August 6, 2026.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend record date is September 1, 2026.
- Dividend payment date is October 1, 2026.
Westwood Holdings Group reported the results of its 2026 Annual Meeting of Stockholders, where all director nominees were elected and the Twelfth Amended and Restated Stock Incentive Plan was approved. The plan amendment includes an increase of 200,000 shares to the total authorized for issuance.
📋 Key Facts
- Annual meeting held on April 30, 2026.
- Stockholders approved an increase of 200,000 shares to the Stock Incentive Plan.
- BDO USA, P.C. was ratified as the independent auditor for the fiscal year ending December 31, 2026.
- Executive compensation was approved on a non-binding, advisory basis with 6,548,027 votes 'For'.
- Six directors, including CEO Brian O. Casey, were elected to hold office until the next annual meeting.
Westwood Holdings Group announced its financial results for the first quarter ended March 31, 2026, and declared a quarterly cash dividend. The board approved a $0.15 per share dividend payable in July 2026.
📋 Key Facts
- Announced Q1 2026 financial results on April 30, 2026.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend payment date set for July 1, 2026.
- Record date for the dividend is June 1, 2026.
Westwood Holdings Group announced its financial results for the quarter ended December 31, 2025. Additionally, the Board approved a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Financial results for the quarter ended December 31, 2025 were released on February 13, 2026.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend payable date: April 1, 2026.
- Record date for dividend: March 3, 2026.
Westwood Holdings Group, Inc. announced its quarterly financial results for the period ending September 30, 2025, and declared a quarterly cash dividend.
📋 Key Facts
- Quarterly earnings results released for the quarter ended September 30, 2025.
- Board of Directors approved a quarterly cash dividend of $0.15 per common share.
- Dividend record date is December 1, 2025.
- Dividend payment date is January 2, 2026.
Westwood Holdings Group announced its financial results for the quarter ended June 30, 2025. Additionally, the Board approved a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Quarterly earnings results for the period ending June 30, 2025 were released on August 8, 2025.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend record date is September 2, 2025.
- Dividend payment date is October 1, 2025.
Westwood Holdings Group, Inc. announced the appointment of Jan Ryan to its Board of Directors, effective May 30, 2025.
📋 Key Facts
- Jan Ryan was appointed to the Board of Directors on May 30, 2025.
- Compensation for Ms. Ryan will follow standard non-employee director practices as outlined in the company's March 26, 2024 Proxy Statement.
- The appointment is effective immediately as of the date reported.
Westwood Holdings Group, Inc. reported the results of its annual meeting of stockholders held on April 30, 2025. The meeting resulted in the election of directors, ratification of auditors, and approval of a revised stock incentive plan.
🚩 Red Flags
- None identified in this filing.
📋 Key Facts
- Annual Meeting held virtually on April 30, 2025.
- Stockholders approved the Eleventh Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
- The Incentive Plan includes an increase in authorized shares by 200,000 shares.
- BDO USA, P.C. was ratified as independent auditors for the fiscal year ending December 31, 2025.
- All six director nominees (Brian O. Casey, Ellen H. Masterson, Geoffrey R. Norman, Randy A. Bowman, J. Hale Hoak, and Katherine Murray) were elected.
- Executive compensation was approved on a non-binding advisory basis.
Westwood Holdings Group announced its quarterly financial results for the period ending March 31, 2025. Additionally, the Board approved a quarterly cash dividend of $0.15 per share.
📋 Key Facts
- Financial results for the quarter ended March 31, 2025 were announced on April 30, 2025.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend is payable on July 1, 2025.
- Record date for the dividend is June 2, 2025.
Westwood Holdings Group, Inc. announced the appointment of two new members to its Board of Directors: J. Hale Hoak and Katherine Murray, effective March 5, 2025.
📋 Key Facts
- J. Hale Hoak appointed to the Board on March 5, 2025; has extensive private equity and investment experience via Hoak & Co. and Inwood Capital Partners.
- Katherine Murray appointed to the Board on March 5, 2025; brings over 33 years of energy sector finance expertise and currently serves on the board of Core Laboratories, Inc.
- Both appointees will receive compensation consistent with the company's standard non-employee director compensation practices as outlined in their March 26, 2024 Proxy Statement.
Westwood Holdings Group, Inc. announced its financial results for the quarter ended December 31, 2024, and declared a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Financial results for the quarter ended December 31, 2024, were released on February 12, 2025.
- Board of Directors approved a quarterly cash dividend of $0.15 per common share.
- Dividend is payable on April 1, 2025, to stockholders of record as of March 3, 2025.
Westwood Holdings Group, Inc. filed an 8-K to report a previously approved amendment to its Amended and Restated Certificate of Incorporation. The amendment was originally approved by the Board on February 14, 2024, and by stockholders on May 1, 2024.
📋 Key Facts
- Board approval for amendment occurred on February 14, 2024.
- Stockholder approval was obtained at the Annual Meeting of Stockholders on May 1, 2024.
- The filing serves to formally document the Certificate of Amendment dated December 2, 2024.
Westwood Holdings Group announced its quarterly financial results for the period ending September 30, 2024. Additionally, the Board approved a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Financial results for the quarter ended September 30, 2024 were released on October 30, 2024.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend record date is December 2, 2024; payment date is January 3, 2025.
Leah Bennett, President of Westwood Wealth Management, has entered into a transition agreement to resign effective December 31, 2024. The agreement includes forfeiture of unvested stock and bonuses in exchange for structured transition payments contingent on non-solicitation compliance.
🚩 Red Flags
- Departure of a key divisional leader (President of Wealth Management).
- Complexity in the non-solicitation/clawback structure suggests potential risk regarding client retention during the transition.
📋 Key Facts
- Leah Bennett (President, Westwood Wealth Management) will resign effective December 31, 2024.
- Bennett will forfeit all unvested restricted stock and her 2024 fiscal year bonus under the Wealth Management Revenue Share Incentive Plan.
- Westwood will make three cash payments to Bennett: $350,000 (Feb 2025), $250,000 (Feb 2026), and $150,000 (Feb 2027).
- Payments are contingent upon compliance with non-solicitation and non-compete obligations through February 28, 2027.
- A clawback provision exists: payments will be reduced by 100% of revenue from 'Prohibited Westwood Clients' if she solicits them, or 50% if they are deemed 'Westwood Transfer Clients'.
Westwood Holdings Group announced its financial results for the quarter ended June 30, 2024, and declared a quarterly cash dividend.
📋 Key Facts
- Financial results for the quarter ended June 30, 2024, were released on July 31, 2024.
- Board of Directors approved a quarterly cash dividend of $0.15 per common share.
- Dividend record date is September 2, 2024.
- Dividend payment date is October 1, 2024.
Westwood Holdings Group, Inc. reported the results of its annual meeting of stockholders held on May 1, 2024. Stockholders approved several key items including director elections, auditor ratification, and an amended stock incentive plan.
📋 Key Facts
- Annual Meeting held virtually on May 1, 2024.
- Stockholders approved the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan, which includes increasing authorized shares by 500,000.
- BDO USA, P.C. was ratified as independent auditors for the fiscal year ending December 31, 2024 (7,515,705 votes in favor).
- Five directors were elected to hold office until the next annual meeting: Brian O. Casey, Richard M. Frank, Ellen H. Masterson, Geoffrey R. Norman, and Randy A. Bowman.
- Stockholders approved a non-binding advisory vote on executive compensation (Say-on-Pay).
- Stockholders approved amendments to the Certificate of Incorporation to extend exculpation protection to officers under Delaware law.
Westwood Holdings Group announced its quarterly financial results for the period ended March 31, 2024. Additionally, the Board approved a quarterly cash dividend of $0.15 per share.
📋 Key Facts
- Financial results for the quarter ended March 31, 2024 were announced on May 1, 2024.
- Board of Directors approved a quarterly cash dividend of $0.15 per common share.
- Dividend is payable on July 1, 2024, to stockholders of record as of June 3, 2024.
Westwood Holdings Group announced its financial results for the quarter ended December 31, 2023. Additionally, the Board approved a quarterly cash dividend of $0.15 per common share.
📋 Key Facts
- Financial results for the quarter ended December 31, 2023 were released on February 14, 2024.
- Board approved a quarterly cash dividend of $0.15 per common share.
- Dividend is payable on April 3, 2024 to stockholders of record on March 1, 2024.