WHG (WESTWOOD HOLDINGS GROUP, INC.)
Insider Trading Activity
Every open-market purchase and sale reported by WHG officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Janice Ryan | Director | A | — | — |
| 2026-08-07 | Janice Ryan | Director | A | — | — |
| 2026-07-07 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-07-01 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-07-01 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-25 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-22 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-16 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-12 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-09 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-06-02 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-28 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-22 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-18 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-13 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-08 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-05-06 | Randy A Bowman | Director | A | — | — |
| 2026-05-06 | J. Hale Hoak | Director | A | — | — |
| 2026-05-06 | Katherine Murray | Director | A | — | — |
| 2026-05-06 | ELLEN H MASTERSON | Director | A | — | — |
| 2026-05-06 | Janice Ryan | Director | A | — | — |
| 2026-05-04 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-29 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-24 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-21 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-16 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-13 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-04-08 | SUSAN M BYRNE | — | Sell | — | — |
| 2026-03-16 | Adrian Helfert | CIO, Multi-Asset Inv. | F | — | — |
| 2026-03-16 | Matthew Lockridge | Head, U.S. Value Inv. | F | — | — |
| 2026-03-16 | John Anthony Ehinger Jr | Head of Legal and Compliance | MIXED | — | — |
| 2026-03-16 | David O Linton | Head of Distribution | MIXED | — | — |
| 2026-03-16 | BRIAN O CASEY | CEO | MIXED | — | — |
| 2026-03-16 | Fabian Gomez | President and COO | MIXED | — | — |
| 2026-03-16 | Murray Forbes III | Chief Financial Officer | MIXED | — | — |
| 2026-03-13 | Adrian Helfert | CIO, Multi-Asset Inv. | Sell | — | — |
| 2026-03-13 | Matthew Lockridge | Head, U.S. Value Inv. | Sell | — | — |
| 2026-03-13 | Fabian Gomez | President | MIXED | — | — |
| 2026-03-13 | Murray Forbes III | Chief Financial Officer | MIXED | — | — |
| 2026-03-13 | BRIAN O CASEY | CEO | MIXED | — | — |
| 2026-03-13 | David O Linton | Head of Distribution | MIXED | — | — |
| 2025-12-11 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-12-11 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-12-09 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-12-08 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-12-01 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-11-12 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-09-03 | BRIAN O CASEY | CEO | Sell | — | — |
| 2025-06-05 | Fabian Gomez | President | Sell | — | — |
| 2025-05-23 | Geoffrey Norman | Director | A | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | 10%+ Owner | 850,600 | — |
| — | 10%+ Owner | 826,430 | — |
| — | 10%+ Owner | 800,430 | — |
| — | CEO | 531,310 | — |
| — | 10%+ Owner | 430,214 | — |
| — | — | 273,564 | — |
| — | CIO, Multi-Asset Inv. | 162,751 | — |
| — | President and COO | 122,573 | — |
| — | Chief Investment Officer | 104,055 | — |
| — | Director | 82,597 | — |
| — | Director | 82,228 | — |
| — | Head, U.S. Value Inv. | 77,900 | — |
| — | Chief Operating Officer | 77,628 | — |
| — | General Counsel & CCO | 69,920 | — |
| — | Senior Vice President | 66,448 | — |
| — | — | 66,095 | — |
| — | Chief Financial Officer | 65,826 | — |
| — | Director | 60,770 | — |
| — | Chief Financial Officer | 59,700 | — |
| — | President-Westwood Wealth Mgmt | 59,629 | — |
| — | Director | 58,500 | — |
| — | Director | 52,614 | — |
| — | Director | 50,084 | — |
| — | Director | 37,532 | — |
| — | Director | 36,847 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the WHG quote page; the site-wide leaderboard is on the insider transactions hub.