SUSAN M BYRNE
CIK 1171441 · Co-Chief Investment Officer · last filed 2026-07-07
"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 · Page 9 of 13
125 filingsInsider 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 |
|---|---|---|---|---|---|
| 2013-02-25 | WHG | Sell (S) | −15,000 | -$654.4K | EDGAR |
| 2013-02-22 | WHG | Sell (S) | −14,550 | -$634.7K | EDGAR |
| 2013-02-12 | WHG | Sell (S) | −5,000 | -$208.8K | EDGAR |
| 2012-12-10 | WHG | Sell (S) | −5,000 | -$198.7K | EDGAR |
| 2012-12-06 | WHG | Gift (G) | −3,900 | $0 | EDGAR |
| 2012-10-31 | WHG | Gift (G) | −25,000 | $0 | EDGAR |
| 2012-10-23 | WHG | Gift (G) | — | $0 | EDGAR |
| 2012-08-07 | WHG | Sell (S) | −5,404 | -$205.7K | EDGAR |
| 2012-08-01 | WHG | Sell (S) | −3,344 | -$124.6K | EDGAR |
| 2012-07-20 | WHG | Sell (S) | −4,375 | -$163.7K | EDGAR |
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.
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.