CASEY BRIAN O 4/A

What Happened
Casey Brian O, CEO and director of Westwood Holdings Group, received an award of 57,194 shares on 2026-02-23 (acquired at $0.00). On the same date, 18,943 shares were surrendered to satisfy tax withholding obligations at an implied value of $16.22 per share, totaling approximately $307,255. The Form 4 was amended to correct the transaction code for the withholding (originally reported as "S", corrected to "F").

Key Details

• Transaction date: 2026-02-23 (reported on an amended Form 4 filed 2026-03-16).
• Award (code A): 57,194 shares acquired at $0.00.
• Tax withholding (code F): 18,943 shares withheld/disposed at $16.22 per share = ~$307,255.
• Filing amendment: corrected disposal code from "S" (sale) to "F" (shares withheld for tax).
• Timeliness: The Form 4 was filed and then amended on 2026-03-16 for a 2026-02-23 transaction (appears late relative to the 2-business-day reporting rule).
• Post-transaction beneficial ownership: not provided in the supplied data.

Context
This was an equity award issuance with shares withheld to cover tax obligations—a routine administrative step often seen when companies issue restricted stock or similar awards. The corrected code clarifies that shares were withheld for taxes rather than sold on the open market; that distinction matters for interpreting insider selling activity.