SUSAN M BYRNE
CIK 1171441 · Co-Chief Investment Officer · last filed 2026-06-12
"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
$5.47M
Companies
1
Total Filings
116
Lifetime Open-Market Net
-$21.36M
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 | 314,041 | $17.43 | $5.47M | -$21.36M | 116 | 2026-06-12 |
Recent Filings · Page 11 of 12
116 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2011-06-17 | WHG | Gift (G) | −100,000 | $0 | EDGAR |
| 2011-04-08 | WHG | Sell (S) | −3,586 | -$145.9K | EDGAR |
| 2011-04-04 | WHG | Sell (S) | −25,397 | -$1.03M | EDGAR |
| 2011-03-29 | WHG | Sell (S) | −14,005 | -$564.6K | EDGAR |
| 2011-02-24 | WHG | Tax (F) | −15,000 | -$554.2K | EDGAR |
| 2011-02-17 | WHG | Gift (G) | −6,408 | $0 | EDGAR |
| 2010-12-10 | WHG | Gift (G) | −6,000 | $0 | EDGAR |
| 2010-05-07 | WHG | Gift (G) | −5,000 | $0 | EDGAR |
| 2010-02-25 | WHG | Tax (F) | −17,800 | -$698.1K | EDGAR |
| 2009-12-29 | WHG | Gift (G) | −2,200 | $0 | EDGAR |
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.