SUSAN M BYRNE
CIK 1171441 · Co-Chief Investment Officer · last filed 2026-06-09
"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 · Page 5 of 12
115 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-05-12 | WHG | Gift (G) | −1,672 | $0 | EDGAR |
| 2016-04-29 | WHG | Grant (A) | +1,488 | $0 | EDGAR |
| 2016-02-12 | WHG | Gift (G) | −12,500 | $0 | EDGAR |
| 2015-10-07 | WHG | Gift (G) | −2,600 | $0 | EDGAR |
| 2015-09-02 | WHG | Grant (A) | +1,733 | $0 | EDGAR |
| 2015-02-20 | WHG | Sell (S) | −5,800 | -$359.6K | EDGAR |
| 2015-02-13 | WHG | Mixed | −3,815 | -$12.4K | EDGAR |
| 2014-10-08 | WHG | Gift (G) | −2,800 | $0 | EDGAR |
| 2014-02-21 | WHG | Sell (S) | −5,000 | -$295.3K | EDGAR |
| 2014-02-12 | WHG | Sell (S) | −5,000 | -$278.1K | 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.