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SUSAN M BYRNE

CIK 1171441 · Co-Chief Investment Officer · last filed 2026-07-07

SUSAN M BYRNE is a Co-Chief Investment Officer who has filed 125 SEC Form 4 insider transactions across 1 company since 2008. The most recent filing shows the insider sold $164.9K of WHG on Jul 7, 2026. Across all open-market trades the lifetime net is −$22.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.3M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$5.33M

Companies

1

Total Filings

125

Lifetime Open-Market Net

-$22.11M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
WHG 273,564 $19.48 $5.33M -$22.11M 122 2026-07-07

Recent Filings

125 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-07-07 WHG Sell (S) −8,465 -$164.9K EDGAR
2026-07-01 WHG Notice (144) −27,025 -$520.5K EDGAR
2026-07-01 WHG Sell (S) −12,557 -$247.8K EDGAR
2026-07-01 WHG Sell (S) −2,944 -$53.9K EDGAR
2026-06-25 WHG Sell (S) −4,300 -$79.0K EDGAR
2026-06-22 WHG Sell (S) −2,899 -$53.1K EDGAR
2026-06-16 WHG Sell (S) −8,911 -$160.2K EDGAR
2026-06-12 WHG Sell (S) −5,100 -$89.1K EDGAR
2026-06-09 WHG Sell (S) −3,123 -$54.2K EDGAR
2026-06-02 WHG Sell (S) −2,830 -$45.9K EDGAR
Showing 1–10 of 125
Page 1 of 13
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.