Published mark
WESTWOOD HOLDINGS GROUP INC
NYSE: WHG. Canonical company identity and public leadership record.
US
Record source reportedRecord not claimedNo Eval published
- Alpha ID
- alpha:company:1dde5316-ee0f-40d6-b272-dfeacd78be06
- SEC CIK
- 0001165002
- Record version
- vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce, published Oct 7, 2026
- Newest evidence
- Mar 13, 2026
- Monitoring
- Not yet monitored Details
- Integrity
- Not yet signed Methodology
- CEO
- Brian O. CaseyChief Executive Officer of Westwood Holdings Group, President and Chief Executive Officer of Westwood Wealth Management, and President of Westwood Trust
- Chair
- Randy A. Bowman
- Independent
- Not published5 directors published
- Published claims
- 342 distinct sources
- Evidence records
- 40 pinned
- Source conflicts
- 0None open
Built from 2 distinct sources and 4 evidence records. Every Claim links to where it appears. Where nothing was published, the record states the coverage gap.
CorroboratedSource reportedAlpha inferenceNot disclosed
Public record. Alpha publishes governance facts about this organization from regulatory filings and company statements. Private enterprise overlay data is never projected here. The company can claim the record, correct, or dispute any Claim. How this works
DIRECTOR APPOINTED
Geoffrey R. Norman seat on WESTWOOD HOLDINGS GROUP INC, effective 2026-03-13.
EffectiveEffective Mar 13, 2026E3
Monitoring
ContinuousWhat the published record states about identity, evidence, evaluation, monitoring, authority, and freshness. Watched-source schedules are not published for this record.
- IdentityunclaimedPublished
- Evidencesource_reportedPublished
- Evaluationnot_evaluatedPublished
- MonitoringNot yet published for this record.Not published
- AuthorityNot yet published for this record.Not published
- FreshnesscurrentPublished
Leadership
Evidence| Role | Person | Since | Status | Claim |
|---|---|---|---|---|
| Chief Executive Officer of Westwood Holdings Group, President and Chief Executive Officer of Westwood Wealth Management, and President of Westwood Trust | Brian O. Casey | Not captured | unknown | Source reportedE2 |
| President and Chief Operating Officer | Fabian Gomez | Not captured | unknown | Source reportedE2 |
Board of directors
Evidence5 directors published. Independence determinations are not published for every director.
| Director | Status | Since | Committees | Claim |
|---|---|---|---|---|
| Ellen H. Masterson | Independence not published | 2014 | AUDIT COMMITTEE, chairCompensation and Human Capital CommitteeGovernance/Nominating Committee | Source reportedE3 |
| Geoffrey R. Norman | Independence not published | 2026 | AUDIT COMMITTEECompensation and Human Capital Committee, chairGovernance/Nominating Committee, chair | Source reportedE3 |
| J. Hale Hoak | Independence not published | 2025 | AUDIT COMMITTEECompensation and Human Capital CommitteeGovernance/Nominating Committee | Source reportedE3 |
| Janice Ryan | Independence not published | 2007 | AUDIT COMMITTEECompensation and Human Capital CommitteeGovernance/Nominating Committee | Source reportedE3 |
| Katherine A. Murray | Independence not published | 2025 | AUDIT COMMITTEECompensation and Human Capital CommitteeGovernance/Nominating Committee | Source reportedE3 |
| Brian O. Casey | Not independent | Not published | None published | Source reportedE2 |
| Randy A. Bowman | IndependentChair | Not published | AUDIT COMMITTEECompensation and Human Capital CommitteeGovernance/Nominating Committee | Source reportedE2 |
Committees and risk ownership
Evidence| Committee | Chair | Members | Risks assigned |
|---|---|---|---|
| AUDIT COMMITTEE | Ellen H. Masterson | Ellen H. Masterson, Geoffrey R. Norman, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman, Ellen H. Masterson, Geoffrey R. Norman, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman | Not described in the published record |
| Compensation and Human Capital Committee | Geoffrey R. Norman | Geoffrey R. Norman, Ellen H. Masterson, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman, Geoffrey R. Norman, Ellen H. Masterson, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman | human_capital, financial |
| Governance/Nominating Committee | Geoffrey R. Norman | Geoffrey R. Norman, Ellen H. Masterson, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman, Geoffrey R. Norman, Ellen H. Masterson, J. Hale Hoak, Janice Ryan, Katherine A. Murray, Randy A. Bowman | Not described in the published record |
Committee RecordAUDIT COMMITTEE: Chair Ellen H. Masterson; Members Ellen H. Masterson (Chair); Geoffrey R. Norman; J. Hale Hoak; Janice Ryan; Katherine A. Murray; Randy A. Bowman
Committee AppointmentEllen H. Masterson: chair, AUDIT COMMITTEE
Committee AppointmentGeoffrey R. Norman: member, AUDIT COMMITTEE
Committee AppointmentJ. Hale Hoak: member, AUDIT COMMITTEE
Committee AppointmentJanice Ryan: member, AUDIT COMMITTEE
Committee AppointmentKatherine A. Murray: member, AUDIT COMMITTEE
Committee AppointmentRandy A. Bowman: member, AUDIT COMMITTEE
Committee RecordCompensation and Human Capital Committee: Chair Geoffrey R. Norman; Members Geoffrey R. Norman (Chair); Ellen H. Masterson; J. Hale Hoak; Janice Ryan; Katherine A. Murray; Randy A. Bowman
Committee AppointmentGeoffrey R. Norman: chair, Compensation and Human Capital Committee
Committee AppointmentEllen H. Masterson: member, Compensation and Human Capital Committee
Committee AppointmentJ. Hale Hoak: member, Compensation and Human Capital Committee
Committee AppointmentJanice Ryan: member, Compensation and Human Capital Committee
Committee AppointmentKatherine A. Murray: member, Compensation and Human Capital Committee
Committee AppointmentRandy A. Bowman: member, Compensation and Human Capital Committee
Committee RecordGovernance/Nominating Committee: Chair Geoffrey R. Norman; Members Geoffrey R. Norman (Chair); Ellen H. Masterson; J. Hale Hoak; Janice Ryan; Katherine A. Murray; Randy A. Bowman
Committee AppointmentGeoffrey R. Norman: chair, Governance/Nominating Committee
Committee AppointmentEllen H. Masterson: member, Governance/Nominating Committee
Committee AppointmentJ. Hale Hoak: member, Governance/Nominating Committee
Committee AppointmentJanice Ryan: member, Governance/Nominating Committee
Committee AppointmentKatherine A. Murray: member, Governance/Nominating Committee
Committee AppointmentRandy A. Bowman: member, Governance/Nominating Committee
Control and voting power
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
Authority to act
Evidence and agent registryWho can act for the company, and on whose authority. This is what a counterparty's agent checks before it accepts an order, signs, or pays.
Principal executive officerBrian O. Casey, Chief Executive Officer of Westwood Holdings Group, President and Chief Executive Officer of Westwood Wealth Management, and President of Westwood Trust
Who can authorize an agentNot assessedNo Alpha inference about signing authority or board-reserved matters is published for this record.
Not assessed
AI agents registered by the companyNot registered in the public RegistryAgent Deployments, Agent Use Cases, Authority Grants, TrustChecks, Action Ledger entries and Governance Receipts live in the private enterprise overlay. They are never projected into the public Registry without explicit cross-plane authorization. Absence here is a plane boundary, not evidence that the enterprise operates no agents.
Agent registry
Delegations publishedNot disclosedBoard and officer delegation resolutions are not public filings and are not published in this record.
Search scope
Financials and market context
EvidenceSecurity ListingWHG (NYSE)
Index membershipsNo current membership is published in Alpha's tracked index universe.This is not evidence that the company is absent from every market index.
None publishedAs of Oct 7, 2026. Rights-filtered public evidence only; no redistribution or model training is granted. Only source-backed memberships with an explicit public redistribution basis are returned.
Governance and policies
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
Risk, audit, and cyber
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
AI oversight and accountability
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
Legal and regulatory
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
Compensation
EvidenceNo published claims
Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.
Other published claims
EvidencePublished Claims that belong to no section above. Each keeps its permalink, evidence, and assertion state.
Legal NameWESTWOOD HOLDINGS GROUP INC
Entity StatusPublic listing published
Published FactUS
Not yet in this record
CoverageA gap is a coverage state, not a negative finding. These sections are expected for this entity class and are not yet published.
- Corporate structureNot reviewed. Parent, subsidiary and predecessor structure explains who is governed.
- OwnershipNot reviewed. Ownership and voting power determine who can influence the board.
- FinancialsNot reviewed. Governance-relevant financial context frames capital and audit decisions.
- CompensationNot reviewed. Pay design shows how incentives are governed.
- GovernanceNot reviewed. Governing documents and provisions set the rules of the enterprise.
- Shareholder governanceNot reviewed. Meeting and vote records show shareholder dissent and support.
- AuditNot reviewed. Auditor, controls and restatements show assurance over reporting.
- LegalNot reviewed. Material legal and regulatory matters show enforcement exposure.
- RiskNot reviewed. Risk ownership links the board, committees, executives and controls.
- CyberNot reviewed. Cyber and data governance is a disclosed oversight domain.
- AI governanceNot reviewed. AI oversight is a differentiated Alpha governance domain.
- Markets externalNot reviewed. Auditors, advisors, investors and regulators form the external ecosystem.
- Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.
- Only explicitly published canonical company identity and current confirmed public roles are included.Only explicitly published canonical company identity and current confirmed public roles are included.
- Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.
- Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.
- This Company Profile is an identity and evidence record, not an Alpha rating.This Company Profile is an identity and evidence record, not an Alpha rating.
Linked people
Same claims as person records- Brian O. CaseyChief Executive Officer of Westwood Holdings Group, President and Chief Executive Officer of Westwood Wealth Management, and President of Westwood Trust; Chief Executive Officer and Directorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:12, company:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:6
- Fabian GomezPresident and Chief Operating Officercompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:13
- Ellen H. MastersonDirectorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:7
- Geoffrey R. NormanDirectorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:8
- J. Hale HoakDirectorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:9
- Janice RyanDirectorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:10
- Katherine A. MurrayDirectorcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:11
- Randy A. BowmanChairman of the Boardcompany:1dde5316-ee0f-40d6-b272-dfeacd78be06:leadership_role:5
Subject and corrections
Public-role doctrineThis record exists because the company is in the published Registry. The company can claim the record, correct, or dispute any Claim. Corrections are versioned and the original stays in history.
- Basis
- Published company record built from public sources
- Sources
- 4 evidence records cited. 0 with redistribution rights.
- Never published
- Private enterprise overlay data: deployments, authority grants, TrustChecks, receipts, telemetry
- Record claimed
- No
- Open disputes
- 0
- Identity ownership
- unclaimed
Claiming not yet available
If the company claims the record, its statements appear as their own assertion state and never overwrite the cited evidence.
Evidence
Authority and rights- E1Alpha canonical company public projection. canonical identity. Retrieved Oct 7, 2026. Cited by 4 Claims.
- E2sec def 14a. Published Mar 13, 2026. Retrieved Sep 14, 2026. Cited by 4 Claims.
- E3sec proxy. Published Mar 13, 2026. Retrieved Sep 2, 2026. Cited by 5 Claims.
- E4governance_people_committees. sec proxy. Cited by 21 Claims.
What changed in version public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce
vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce published Oct 7, 2026- Geoffrey R. Norman seat on WESTWOOD HOLDINGS GROUP INC, effective 2026-03-13.
- J. Hale Hoak seat on WESTWOOD HOLDINGS GROUP INC, effective 2025-01-01.
- Katherine A. Murray seat on WESTWOOD HOLDINGS GROUP INC, effective 2025-01-01.
- Ellen H. Masterson seat on WESTWOOD HOLDINGS GROUP INC, effective 2014-01-01.
- Janice Ryan seat on WESTWOOD HOLDINGS GROUP INC, effective 2007-01-01.