<SEC-DOCUMENT>0001999371-24-006002-index.html : 20240513 <SEC-HEADER>0001999371-24-006002.hdr.sgml : 20240513 <ACCEPTANCE-DATETIME>20240513215317 ACCESSION NUMBER: 0001999371-24-006002 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 GROUP MEMBERS: HOAK & CO. GROUP MEMBERS: HOAK FUND MANAGEMENT, L.P. GROUP MEMBERS: J. HALE HOAK GROUP MEMBERS: JAMES M. HOAK JR. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: WESTWOOD HOLDINGS GROUP INC CENTRAL INDEX KEY: 0001165002 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance IRS NUMBER: 752969997 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-78424 FILM NUMBER: 24941224 BUSINESS ADDRESS: STREET 1: 200 CRESCENT COURT STREET 2: SUITE 1200 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 2147566900 MAIL ADDRESS: STREET 1: 200 CRESCENT COURT STREET 2: SUITE 1200 CITY: DALLAS STATE: TX ZIP: 75201 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Hoak Public Equities, LP CENTRAL INDEX KEY: 0001360554 ORGANIZATION NAME: IRS NUMBER: 201356217 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 3963 MAPLE AVENUE STREET 2: SUITE 450 CITY: DALLAS STATE: TX ZIP: 75219 BUSINESS PHONE: 214-855-2284 MAIL ADDRESS: STREET 1: 3963 MAPLE AVENUE STREET 2: SUITE 450 CITY: DALLAS STATE: TX ZIP: 75219 </SEC-HEADER> <DOCUMENT> <TYPE>SC 13D/A <SEQUENCE>1 <FILENAME>hoak-sc13da_051324.htm <DESCRIPTION>AMENDMENT TO FORM SC 13D <TEXT> Document 1 - file: hoak-sc13da_051324.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.1 <SEQUENCE>2 <FILENAME>ex99-1.htm <DESCRIPTION>JOINT FILING AGREEMENT <TEXT> Document 2 - file: ex99-1.htm
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