SUSAN M BYRNE

CIK 1171441 · Co-Chief Investment Officer · last filed 2026-06-09

SUSAN M BYRNE is a Co-Chief Investment Officer who has filed 115 SEC Form 4 insider transactions across 1 company since 2008. The most recent filing shows the insider sold $54.2K of WHG on Jun 9, 2026. Across all open-market trades the lifetime net is −$21.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.5M 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

$5.54M

Companies

1

Total Filings

115

Lifetime Open-Market Net

-$21.27M

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 317,741 $17.43 $5.54M -$21.27M 115 2026-06-09

Recent Filings

115 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-06-09 WHG Sell (S) −3,123 -$54.2K EDGAR
2026-06-02 WHG Sell (S) −2,830 -$45.9K EDGAR
2026-05-28 WHG Sell (S) −4,756 -$77.4K EDGAR
2026-05-22 WHG Sell (S) −1,119 -$17.9K EDGAR
2026-05-18 WHG Sell (S) −1,151 -$18.5K EDGAR
2026-05-13 WHG Sell (S) −2,167 -$35.3K EDGAR
2026-05-08 WHG Sell (S) −2,538 -$40.8K EDGAR
2026-05-04 WHG Sell (S) −1,711 -$27.8K EDGAR
2026-04-29 WHG Sell (S) −1,893 -$31.7K EDGAR
2026-04-24 WHG Sell (S) −1,003 -$16.1K EDGAR
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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.