WHG · Insider Trading
WESTWOOD HOLDINGS GROUP, INC.
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Janice Ryan | Director | A | +5,889 | — |
| 2026-07-07 | Susan M Byrne | — | Sell | −8,465 | −$164.88K |
| 2026-07-01 | Susan M Byrne | — | Sell | −2,944 | −$53.88K |
| 2026-07-01 | Susan M Byrne | — | Sell | −12,557 | −$247.81K |
| 2026-06-25 | Susan M Byrne | — | Sell | −4,300 | −$79.04K |
| 2026-06-22 | Susan M Byrne | — | Sell | −2,899 | −$53.06K |
| 2026-06-16 | Susan M Byrne | — | Sell | −8,911 | −$160.16K |
| 2026-06-12 | Susan M Byrne | — | Sell | −5,100 | −$89.11K |
| 2026-06-09 | Susan M Byrne | — | Sell | −3,123 | −$54.24K |
| 2026-06-02 | Susan M Byrne | — | Sell | −2,830 | −$45.90K |
| 2026-05-28 | Susan M Byrne | — | Sell | −4,756 | −$77.39K |
| 2026-05-22 | Susan M Byrne | — | Sell | −1,119 | −$17.92K |
| 2026-05-18 | Susan M Byrne | — | Sell | −1,151 | −$18.47K |
| 2026-05-13 | Susan M Byrne | — | Sell | −2,167 | −$35.34K |
| 2026-05-08 | Susan M Byrne | — | Sell | −2,538 | −$40.80K |
| 2026-05-06 | Randy A Bowman | Director | A | +5,780 | — |
| 2026-05-06 | J. Hale Hoak | Director | A | +5,780 | — |
| 2026-05-06 | Katherine Murray | Director | A | +5,780 | — |
| 2026-05-06 | Ellen H Masterson | Director | A | +5,780 | — |
| 2026-05-06 | Janice Ryan | Director | A | +5,780 | — |
| 2026-05-04 | Susan M Byrne | — | Sell | −1,711 | −$27.77K |
| 2026-04-29 | Susan M Byrne | — | Sell | −1,893 | −$31.69K |
| 2026-04-24 | Susan M Byrne | — | Sell | −1,003 | −$16.11K |
| 2026-04-21 | Susan M Byrne | — | Sell | −1,732 | −$28.37K |
| 2026-04-16 | Susan M Byrne | — | Sell | −2,301 | −$37.71K |
| 2026-04-13 | Susan M Byrne | — | Sell | −2,901 | −$47.15K |
| 2026-04-08 | Susan M Byrne | — | Sell | −3,498 | −$57.88K |
| 2026-03-16 | Adrian Helfert | CIO, Multi-Asset Inv. | F | −10,772 | −$174.72K |
| 2026-03-16 | Matthew Lockridge | Head, U.S. Value Inv. | F | −5,379 | −$87.25K |
| 2026-03-16 | John Anthony Ehinger Jr | Head of Legal and Compliance | MIXED | +4,711 | −$13.59K |
| 2026-03-16 | David O Linton | Head of Distribution | MIXED | +12,760 | −$43.05K |
| 2026-03-16 | Brian O Casey | CEO | MIXED | +38,251 | −$307.26K |
| 2026-03-16 | Fabian Gomez | President and COO | MIXED | +26,064 | −$100.94K |
| 2026-03-16 | Murray Forbes III | Chief Financial Officer | MIXED | +8,239 | −$46.37K |
| 2026-03-13 | Adrian Helfert | CIO, Multi-Asset Inv. | Sell | −10,772 | −$174.72K |
| 2026-03-13 | Matthew Lockridge | Head, U.S. Value Inv. | Sell | −5,379 | −$87.25K |
| 2026-03-13 | Fabian Gomez | President | MIXED | +26,064 | −$100.94K |
| 2026-03-13 | Murray Forbes III | Chief Financial Officer | MIXED | +8,239 | −$46.37K |
| 2026-03-13 | Brian O Casey | CEO | MIXED | +38,251 | −$307.26K |
| 2026-03-13 | David O Linton | Head of Distribution | MIXED | +12,760 | −$43.05K |
| 2025-12-11 | Brian O Casey | CEO | Sell | −1,764 | −$28.94K |
| 2025-12-11 | Brian O Casey | CEO | Sell | −8,341 | −$138.04K |
| 2025-12-09 | Brian O Casey | CEO | Sell | −1,602 | −$26.35K |
| 2025-12-08 | Brian O Casey | CEO | Sell | −1,351 | −$22.21K |
| 2025-12-01 | Brian O Casey | CEO | Sell | −139 | −$2.36K |
| 2025-11-12 | Brian O Casey | CEO | Sell | −370 | −$6.29K |
| 2025-09-03 | Brian O Casey | CEO | Sell | −6,750 | −$121.50K |
| 2025-06-05 | Fabian Gomez | President | Sell | −7,000 | −$108.50K |
| 2025-05-23 | Geoffrey Norman | Director | A | +5,690 | — |
| 2025-05-23 | Ellen H Masterson | Director | A | +5,690 | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Brian O Casey | CEO | 531,310 | $9.86M |
| Susan M Byrne | — | 273,564 | $5.07M |
| Adrian Helfert | CIO, Multi-Asset Inv. | 162,751 | $3.02M |
| Fabian Gomez | President and COO | 122,573 | $2.27M |
| Matthew Lockridge | Head, U.S. Value Inv. | 77,900 | $1.45M |
| Murray Forbes III | Chief Financial Officer | 65,826 | $1.22M |
| J. Hale Hoak | Director | 60,770 | $1.13M |
| Ellen H Masterson | Director | 52,614 | $975.99K |
| Geoffrey Norman | Director | 50,084 | $929.06K |
| Randy A Bowman | Director | 37,532 | $696.22K |
| David O Linton | Head of Distribution | 29,415 | $545.65K |
| John Anthony Ehinger Jr | Head of Legal and Compliance | 18,252 | $338.57K |
| Janice Ryan | Director | 11,669 | $216.46K |
| Katherine Murray | Director | 11,470 | $212.77K |
| Matthew Mazzei | Controller | 4,333 | $80.38K |
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.
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.