WESTWOOD MANAGEMENT CORP
CRD #110269 SEC #801-18727 DALLAS, TX 214-756-6900
SEC Registered Private Funds
Total AUM
$12.8B
Discretionary
$12.8B
Employees
103
Clients
--
Accounts
293
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 3
- LEI
- 5493007KT04ZMBGVOW11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUCHHOLZ, DONALD, A | I | DIRECTOR | NA | Control |
| BUCHHOLZ, DONALD, A | I | DIRECTOR | NA | Control |
| BUCHHOLZ, DONALD, A | I | DIRECTOR | NA | Control |
| CALKIN, LYNDA, J | I | SENIOR VICE PRESIDENT | NA | |
| CALKIN, LYNDA, J | I | SENIOR VICE PRESIDENT | NA | |
| CALKIN, LYNDA, J | I | SENIOR VICE PRESIDENT | NA | |
| CALKIN, LYNDA, J | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | CHIEF OPERATING OFFICER | NA | Control |
| CASEY, BRIAN, OCONNOR | I | CHIEF OPERATING OFFICER | NA | Control |
| CASEY, BRIAN, OCONNOR | I | CHIEF OPERATING OFFICER | NA | Control |
| CASEY, BRIAN, OCONNOR | I | CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND COO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| Ehinger, John | I | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FELDER, WILLIAM, DAVIS | I | DIRECTOR | NA | Control |
| FELDER, WILLIAM, DAVIS | I | DIRECTOR | NA | Control |
| FELDER, WILLIAM, DAVIS | I | DIRECTOR | NA | Control |
| FINLEY, JACQUELINE, LEIGH | I | VICE PRESIDENT | NA | |
| FINLEY, JACQUELINE, LEIGH | I | VICE PRESIDENT | NA | |
| FINLEY, JACQUELINE, LEIGH | I | VICE PRESIDENT | NA | |
| FINLEY, JACQUELINE, LEIGH | I | VICE PRESIDENT | NA | |
| FRAZE, PATRICIA, RICE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FRAZE, PATRICIA, RICE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FRAZE, PATRICIA, RICE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FRAZE, PATRICIA, RICE | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| FREEMAN, MARK, R. | I | VICE PRESIDENT - PORTFOLIO MANAGER | NA | |
| FREEMAN, MARK, R. | I | VICE PRESIDENT - PORTFOLIO MANAGER | NA | |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FREEMAN, MARK, RICHARD | I | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| FRY, SYLVIA, LUDWIG | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| Forbes, Murray | I | SVP, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| GERRON, JULIE, KRAMER | I | GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GERRON, JULIE, KRAMER | I | SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GLATSTEIN, DAVID, MEYER | I | DIRECTOR | NA | Control |
| GLATSTEIN, DAVID, MEYER | I | DIRECTOR | NA | Control |
| GLATSTEIN, DAVID, MEYER | I | DIRECTOR | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| GOMEZ, FABIAN | I | CHIEF OPERATING OFFICER | NA | Control |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| HARDCASTLE, WILLIAM, RALPH | I | CHIEF FINANCIAL OFFICER | NA | |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KICE, TIFFANY, BENNETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | PRESIDENT & CEO | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | PRESIDENT & CEO | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | PRESIDENT & CEO | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | PRESIDENT & CEO, DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | NA | Control |
| SCHAER, JOYCE, ANN | I | SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| WALLACE, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | NA | |
| WALLACE, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | NA | |
| WALLACE, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | NA | |
| WALLACE, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | NA | |
| WALLACE, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SOUTHWEST SECURITIES GROUP INC. | DE | OWNER | E | Control |
| SOUTHWEST SECURITIES GROUP INC. | DE | OWNER | E | Control |
| SWS GROUP,INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| WESTWOOD HOLDINGS GROUP, INC. | DE | OWNER | E | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR | B | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | A | Control |
| CASEY, BRIAN, OCONNOR | I | PRESIDENT AND CEO, DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
| MONTGOMERY, SUSAN, BYRNE | I | CHAIRMAN AND DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SWS GROUP, INC. | DE | WESTWOOD HOLDINGS GROUP, INC. | E | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (31)
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Address
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