The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
| Date | Insider | Role | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 16, 2026 | Byrne Susan M | Insider | Sell(S) | 2K | $18.29 | $30K |
| Jun 15, 2026 | Byrne Susan M | Insider | Sell(S) | 3K | $17.96 | $52K |
| Jun 12, 2026 | Byrne Susan M | Insider | Sell(S) | 4K | $17.86 | $78K |
| Jun 11, 2026 | Byrne Susan M | Insider | Sell(S) | 3K | $17.43 | $58K |
| Jun 10, 2026 | Byrne Susan M | Insider | Sell(S) | 2K | $17.55 | $32K |
| Jun 9, 2026 | Byrne Susan M | Insider | Sell(S) | 2K | $17.46 | $33K |
| Jun 8, 2026 | Byrne Susan M | Insider | Sell(S) | 607 | $17.11 | $10K |
| Jun 5, 2026 | Byrne Susan M | Insider | Sell(S) | 616 | $17.34 | $11K |
| Feb 23, 2026 | Casey Brian O | CEO, Director | Tax withholding(F) | 19K | $16.22 | $307K |
| Feb 23, 2026 | Casey Brian O | CEO, Director | Grant(A) | 57K | — | $0 |
| Feb 23, 2026 | Gomez Fabian | President and COO | Grant(A) | 32K | — | $0 |
| Feb 23, 2026 | Gomez Fabian | President and COO | Tax withholding(F) | 6K | $16.22 | $101K |
| Feb 23, 2026 | Forbes Murray III | Chief Financial Officer | Grant(A) | 11K | — | $0 |
| Feb 23, 2026 | Forbes Murray III | Chief Financial Officer | Tax withholding(F) | 3K | $16.22 | $46K |
| Feb 23, 2026 | Lockridge Matthew | Head, U.S. Value Inv. | Tax withholding(F) | 5K | $16.22 | $87K |
| Feb 23, 2026 | Helfert Adrian | CIO, Multi-Asset Inv. | Tax withholding(F) | 11K | $16.22 | $175K |
| Feb 23, 2026 | Ehinger John Anthony Jr | Head of Legal and Compliance | Grant(A) | 6K | — | $0 |
| Feb 23, 2026 | Ehinger John Anthony Jr | Head of Legal and Compliance | Tax withholding(F) | 838 | $16.22 | $14K |
| Feb 23, 2026 | Linton David O | Head of Distribution | Grant(A) | 15K | — | $0 |
| Feb 23, 2026 | Linton David O | Head of Distribution | Tax withholding(F) | 3K | $16.22 | $43K |
| Dec 10, 2025 | Casey Brian O | CEO, Director | Sell(S) | 8K | $16.55 | $138K |
| Dec 9, 2025 | Casey Brian O | CEO, Director | Sell(S) | 2K | $16.41 | $29K |
| Dec 8, 2025 | Casey Brian O | CEO, Director | Sell(S) | 2K | $16.45 | $26K |
| Dec 5, 2025 | Casey Brian O | CEO, Director | Sell(S) | 1K | $16.44 | $22K |
| Nov 28, 2025 | Casey Brian O | CEO, Director | Sell(S) | 99 | $17.00 | $2K |
| Nov 26, 2025 | Casey Brian O | CEO, Director | Sell(S) | 40 | $17.00 | $680 |
| Nov 10, 2025 | Casey Brian O | CEO, Director | Sell(S) | 370 | $17.00 | $6K |
| Aug 29, 2025 | Casey Brian O | CEO, Director | Sell(S) | 7K | $18.00 | $122K |
| Jun 5, 2025 | Gomez Fabian | President | Sell(S) | 7K | $15.50 | $109K |
| Apr 30, 2025 | Masterson Ellen H | Director | Grant(A) | 6K | — | $0 |
| Apr 30, 2025 | Norman Geoffrey | Director | Grant(A) | 6K | — | $0 |
| Apr 30, 2025 | Hoak J. Hale | Director | Grant(A) | 6K | — | $0 |
| Apr 30, 2025 | Bowman Randy A | Director | Grant(A) | 6K | — | $0 |
| Apr 30, 2025 | Murray Katherine | Director | Grant(A) | 6K | — | $0 |
| Feb 21, 2025 | Casey Brian O | CEO, Director | Tax withholding(F) | 13K | $16.44 | $216K |
| Feb 21, 2025 | Casey Brian O | CEO, Director | Grant(A) | 46K | — | $0 |
| Feb 21, 2025 | Gomez Fabian | President | Grant(A) | 25K | — | $0 |
| Feb 21, 2025 | Gomez Fabian | President | Tax withholding(F) | 5K | $16.44 | $87K |
| Feb 21, 2025 | Forbes Murray III | Chief Financial Officer | Grant(A) | 11K | — | $0 |
| Feb 21, 2025 | Forbes Murray III | Chief Financial Officer | Tax withholding(F) | 3K | $16.44 | $46K |
| Feb 21, 2025 | Lockridge Matthew | Head, U.S. Value Inv. | Tax withholding(F) | 5K | $16.44 | $81K |
| Feb 21, 2025 | Lockridge Matthew | Head, U.S. Value Inv. | Grant(A) | 32K | — | $0 |
| Feb 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | Tax withholding(F) | 13K | $16.44 | $220K |
| Feb 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | Grant(A) | 30K | — | $0 |
| Feb 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | Grant(A) | 5K | — | $0 |
| Feb 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | Tax withholding(F) | 448 | $16.44 | $7K |
| Feb 21, 2025 | Mazzei Matthew | Controller | Grant(A) | 2K | — | $0 |
| Feb 21, 2025 | Mazzei Matthew | Controller | Tax withholding(F) | 524 | $16.44 | $9K |
| May 30, 2024 | Bowman Randy A | Director | Grant(A) | 8K | — | $0 |
| May 20, 2024 | Masterson Ellen H | Director | Grant(A) | 8K | — | $0 |
| May 20, 2024 | Frank Richard M | Director | Grant(A) | 8K | — | $0 |
| May 7, 2024 | Westwood Holdings Group Inc | Director | Other(J) | 8K | — | $0 |
| May 7, 2024 | Norman Geoffrey | Director | Grant(A) | 8K | — | $0 |
| Mar 6, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | Sell(S) | 14K | $12.01 | $168K |
| Feb 23, 2024 | Ehinger John Anthony Jr | Head of Legal, CCO | Grant(A) | 5K | — | $0 |
| Feb 23, 2024 | Ehinger John Anthony Jr | Head of Legal, CCO | Tax withholding(F) | 117 | $12.00 | $1K |
| Feb 23, 2024 | Bennett Leah | President-Westwood Wealth Mgmt | Grant(A) | 22K | — | $0 |
| Feb 23, 2024 | Bennett Leah | President-Westwood Wealth Mgmt | Tax withholding(F) | 4K | $12.00 | $43K |
| Feb 23, 2024 | Helfert Adrian | CIO, Multi-Asset Inv. | Tax withholding(F) | 12K | $12.00 | $139K |
| Feb 23, 2024 | Helfert Adrian | CIO, Multi-Asset Inv. | Grant(A) | 42K | — | $0 |
| Feb 23, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | Tax withholding(F) | 7K | $12.00 | $82K |
| Feb 23, 2024 | Forbes Murray III | Chief Financial Officer | Grant(A) | 14K | — | $0 |
| Feb 23, 2024 | Forbes Murray III | Chief Financial Officer | Tax withholding(F) | 3K | $12.00 | $33K |
| Feb 23, 2024 | Gomez Fabian | President | Grant(A) | 33K | — | $0 |
| Feb 23, 2024 | Gomez Fabian | President | Tax withholding(F) | 4K | $12.00 | $50K |
| Feb 23, 2024 | Mazzei Matthew | Controller | Grant(A) | 2K | — | $0 |
| Feb 23, 2024 | Casey Brian O | CEO, Director | Grant(A) | 48K | — | — |
| Sep 11, 2023 | Montgomery John Porter | Chief Operating Officer | Sell(S) | 327 | $9.89 | $3K |
| Sep 11, 2023 | Montgomery John Porter | Chief Operating Officer | Sell(S) | 500 | $9.90 | $5K |
| Sep 6, 2023 | Montgomery John Porter | Chief Operating Officer | Sell(S) | 2 | $10.20 | $20 |
| Sep 6, 2023 | Montgomery John Porter | Chief Operating Officer | Sell(S) | 838 | $9.90 | $8K |
| Aug 9, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell(S) | 850 | $10.97 | $9K |
Insider transactions sourced from SEC EDGAR Form 4 filings, normalized within minutes of acceptance. "Buy"/"Sell" mark open-market transactions (codes P/S), the tradeable signal. Awards, option exercises and tax-withholding are shown with their raw code. All data is public domain.
Programmatic access via the Arkolith API & MCP server (insider.transactions, insider.company).