$WHG insider trading
Over the last 12 months, Westwood Holdings Group insiders reported no purchases and 31 sales totaling $2.2M across SEC Form 4 filings. 45% of those filings were made under pre-arranged 10b5-1 trading plans.
- Bought · 12m
- — 0 events
- Sold · 12m
- $2.2M 31 events
- Events · 12m
- 31 Form 4 filings, grouped
- Insiders · 12m
- 7 distinct reporters
- 10b5-1 share
- 45% of events, not dollars
All insider trades
Scroll the table sideways for price, value and marks.
| Date | Insider | Type | Shares | Avg price | Value | Δ stake | Marks |
|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | BYRNE SUSAN M | ▼ Sale | 8,465 | $19.48 | $165K | -3.5% | plan · 3 tranches |
| Jun 30, 2026 | BYRNE SUSAN M | ▼ Sale | 12,494 | $19.73 | $247K | -5% | plan · 3 tranches |
| Jun 25, 2026 | BYRNE SUSAN M | ▼ Sale | 4,300 | $18.38 | $79K | -1.7% | plan · 3 tranches |
| Jun 22, 2026 | BYRNE SUSAN M | ▼ Sale | 2,899 | $18.3 | $53K | -1.1% | plan · 3 tranches |
| Jun 16, 2026 | BYRNE SUSAN M | ▼ Sale | 8,911 | $17.97 | $160K | -3.3% | plan · 3 tranches |
| Jun 11, 2026 | BYRNE SUSAN M | ▼ Sale | 5,100 | $17.47 | $89K | -1.9% | plan · 2 tranches |
| Jun 9, 2026 | BYRNE SUSAN M | ▼ Sale | 3,123 | $17.37 | $54K | -1.1% | plan · 3 tranches |
| Jun 2, 2026 | BYRNE SUSAN M | ▼ Sale | 406 | $16.33 | $7K | -0.1% | plan |
| Jun 1, 2026 | BYRNE SUSAN M | ▼ Sale | 1,300 | $16.02 | $21K | -0.5% | plan |
| May 29, 2026 | BYRNE SUSAN M | ▼ Sale | 1,124 | $16.4 | $18K | -0.4% | plan |
| May 28, 2026 | BYRNE SUSAN M | ▼ Sale | 4,756 | $16.27 | $77K | -1.7% | plan · 3 tranches |
| May 8, 2026 | BYRNE SUSAN M | ▼ Sale | 2,538 | $16.08 | $41K | -0.9% | plan · 4 tranches |
| May 4, 2026 | BYRNE SUSAN M | ▼ Sale | 1,711 | $16.23 | $28K | -0.6% | plan · 3 tranches |
| Apr 29, 2026 | BYRNE SUSAN M | ▼ Sale | 1,893 | $16.74 | $32K | -0.6% | plan · 3 tranches |
| Apr 24, 2026 | BYRNE SUSAN M | ▼ Sale | 1,003 | $16.07 | $16K | -0.3% | 3 tranches |
| Apr 21, 2026 | BYRNE SUSAN M | ▼ Sale | 1,732 | $16.38 | $28K | -0.6% | 3 tranches |
| Apr 16, 2026 | BYRNE SUSAN M | ▼ Sale | 2,301 | $16.39 | $38K | -0.8% | 3 tranches |
| Apr 13, 2026 | BYRNE SUSAN M | ▼ Sale | 2,901 | $16.25 | $47K | -1% | 3 tranches |
| Apr 8, 2026 | BYRNE SUSAN M | ▼ Sale | 3,498 | $16.55 | $58K | -1.1% | 4 tranches |
| Feb 23, 2026 | Linton David OHead of Distribution · O | ▼ Sale | 2,654 | $16.22 | $43K | -8.3% | late |
| Feb 23, 2026 | Helfert AdrianCIO, Multi-Asset Inv. · O | ▼ Sale | 10,772 | $16.22 | $175K | -6.2% | late |
| Feb 23, 2026 | Lockridge MatthewHead, U.S. Value Inv. · O | ▼ Sale | 5,379 | $16.22 | $87K | -6.5% | late |
| Feb 23, 2026 | Forbes Murray IIIChief Financial Officer · O | ▼ Sale | 2,859 | $16.22 | $46K | -4.2% | late |
| Feb 23, 2026 | Gomez FabianPresident · O | ▼ Sale | 6,223 | $16.22 | $101K | -4.8% | late |
| Feb 23, 2026 | CASEY BRIAN OCEO · O·D | ▼ Sale | 18,943 | $16.22 | $307K | -3.4% | late |
| Dec 10, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 8,341 | $16.55 | $138K | -1.7% | — |
| Dec 9, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 1,764 | $16.41 | $29K | -0.4% | — |
| Dec 8, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 1,602 | $16.45 | $26K | -0.3% | — |
| Dec 5, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 1,351 | $16.44 | $22K | -0.3% | — |
| Nov 28, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 139 | $17 | $2K | — | 2 tranches |
| Nov 10, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 370 | $17 | $6K | -0.1% | — |
| Aug 29, 2025 | CASEY BRIAN OCEO · O·D | ▼ Sale | 6,750 | $18 | $122K | -1.3% | — |
Every $WHG filing on this page is one API call away
The same Form 4 data over REST or MCP, already grouped into events with the plan flag and the dollar value read. A free key does 100 calls a day and needs no card. Prefer email? Westwood Holdings Group filings can reach your inbox instead.
Corporate insiders — officers, directors and 10%+ owners — must report their trades to the SEC on Form 4 within two business days. This page shows open-market activity: purchases (code P), sales (S) and dispositions back to the issuer (D). Scheduled compensation events such as stock grants and option exercises are also filed on Form 4 but carry no trading signal, so they are not shown and counts here can be lower than the raw EDGAR filing total. We group each filing's transactions into one economic event (a laddered 10b5-1 sale is one event, not 25 rows), flag pre-arranged plans and late filings, and link every event to its AI-scored article in the $WHG feed.