WHG insider buying and SEC filings, explained
Westwood Holdings Group Inc. · CIK 1165002
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$984K
Planned sales (10b5-1)
$1.3M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Apr 7–Jul 2, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 8,465 shares between Apr 7 and Jul 2 at about $19.48 ($165K), marked as a 10b5-1 plan trade. Holdings down 4% to 230,444 shares. | SEC filing Filed Jul 7, 2026 |
| Jun 26–30, 2026 | Planned (10b5-1) Amended filing | Susan M. Byrne (Director Emerita) sold 12,557 shares between Jun 26 and Jun 30 at about $19.74 ($248K), marked as a 10b5-1 plan trade. Holdings down 5% to 238,909 shares. This amends a filing from Jun 30. | SEC filing Filed Jul 1, 2026 |
| Jun 17–22, 2026 | Planned (10b5-1) Amended filing | Susan M. Byrne (Director Emerita) sold 2,944 shares between Jun 17 and Jun 22 at about $18.31 ($54K), marked as a 10b5-1 plan trade. Holdings down 1% to 255,766 shares. This amends a filing from Jun 22. | SEC filing Filed Jul 1, 2026 |
| Jun 23–25, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 4,300 shares between Jun 23 and Jun 25 at about $18.38 ($79K), marked as a 10b5-1 plan trade. Holdings down 2% to 251,511 shares. | SEC filing Filed Jun 25, 2026 |
| Jun 12–16, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 8,911 shares between Jun 12 and Jun 16 at about $17.97 ($160K), marked as a 10b5-1 plan trade. Holdings down 3% to 258,710 shares. | SEC filing Filed Jun 16, 2026 |
| Jun 10–11, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 5,100 shares between Jun 10 and Jun 11 at about $17.47 ($89K), marked as a 10b5-1 plan trade. Holdings down 2% to 267,621 shares. | SEC filing Filed Jun 12, 2026 |
| Jun 5–9, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 3,123 shares between Jun 5 and Jun 9 at about $17.37 ($54K), marked as a 10b5-1 plan trade. Holdings down 1% to 272,721 shares. | SEC filing Filed Jun 9, 2026 |
| May 29–Jun 2, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 2,830 shares between May 29 and Jun 2 at about $16.22 ($46K), marked as a 10b5-1 plan trade. Holdings down 1% to 275,844 shares. | SEC filing Filed Jun 2, 2026 |
| May 26–28, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 4,756 shares between May 26 and May 28 at about $16.28 ($77K), marked as a 10b5-1 plan trade. Holdings down 2% to 278,674 shares. | SEC filing Filed May 28, 2026 |
| May 20–22, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,119 shares between May 20 and May 22 at about $16.02 ($18K), marked as a 10b5-1 plan trade. Holdings down <1% to 283,430 shares. | SEC filing Filed May 22, 2026 |
| May 14–18, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,151 shares between May 14 and May 18 at about $16.05 ($18K), marked as a 10b5-1 plan trade. Holdings down <1% to 284,549 shares. | SEC filing Filed May 18, 2026 |
| May 11–13, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 2,167 shares between May 11 and May 13 at about $16.31 ($35K), marked as a 10b5-1 plan trade. Holdings down 1% to 285,700 shares. | SEC filing Filed May 13, 2026 |
| May 5–8, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 2,538 shares between May 5 and May 8 at about $16.08 ($41K), marked as a 10b5-1 plan trade. Holdings down 1% to 287,867 shares. | SEC filing Filed May 8, 2026 |
| Apr 30–May 4, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,711 shares between Apr 30 and May 4 at about $16.23 ($28K), marked as a 10b5-1 plan trade. Holdings down 1% to 290,405 shares. | SEC filing Filed May 4, 2026 |
| Apr 27–29, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,893 shares between Apr 27 and Apr 29 at about $16.74 ($32K), marked as a 10b5-1 plan trade. Holdings down 1% to 292,116 shares. | SEC filing Filed Apr 29, 2026 |
| Apr 22–24, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,003 shares between Apr 22 and Apr 24 at about $16.07 ($16K), marked as a 10b5-1 plan trade. Holdings down <1% to 294,009 shares. | SEC filing Filed Apr 24, 2026 |
| Apr 17–21, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 1,732 shares between Apr 17 and Apr 21 at about $16.38 ($28K), marked as a 10b5-1 plan trade. Holdings down 1% to 295,012 shares. | SEC filing Filed Apr 21, 2026 |
| Apr 14–16, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 2,301 shares between Apr 14 and Apr 16 at about $16.39 ($38K), marked as a 10b5-1 plan trade. Holdings down 1% to 296,744 shares. | SEC filing Filed Apr 16, 2026 |
| Apr 9–13, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 2,901 shares between Apr 9 and Apr 13 at about $16.25 ($47K), marked as a 10b5-1 plan trade. Holdings down 1% to 299,045 shares. | SEC filing Filed Apr 13, 2026 |
| Apr 1–8, 2026 | Planned (10b5-1) | Susan M. Byrne (Director Emerita) sold 3,498 shares between Apr 1 and Apr 8 at about $16.55 ($58K), marked as a 10b5-1 plan trade. Holdings down 1% to 301,946 shares. | SEC filing Filed Apr 8, 2026 |
| Feb 23, 2026 | Sale | David O Linton (Head of Distribution) sold 2,654 shares at $16.22 ($43K). Holdings down 8% to 29,415 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Feb 23, 2026 | Sale | Adrian Helfert (CIO, Multi-Asset Inv.) sold 10,772 shares at $16.22 ($175K). Holdings down 6% to 162,751 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Feb 23, 2026 | Sale | Matthew Lockridge (Head, U.S. Value Inv.) sold 5,379 shares at $16.22 ($87K). Holdings down 6% to 77,900 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Feb 23, 2026 | Sale | Murray Forbes III (CFO) sold 2,859 shares at $16.22 ($46K). Holdings down 4% to 65,826 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Feb 23, 2026 | Sale | Fabian Gomez (President / COO) sold 6,223 shares at $16.22 ($101K). Holdings down 5% to 122,573 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Feb 23, 2026 | Sale | Brian O. Casey (CEO and Director) sold 18,943 shares at $16.22 ($307K). Holdings down 3% to 530,610 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 13, 2026 |
| Dec 10, 2025 | Sale | Brian O. Casey (CEO and Director) sold 8,341 shares at about $16.55 ($138K). Holdings down 2% to 492,359 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 11, 2025 |
| Dec 9, 2025 | Sale | Brian O. Casey (CEO and Director) sold 1,764 shares at about $16.41 ($29K). Holdings down <1% to 500,700 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 11, 2025 |
| Dec 8, 2025 | Sale | Brian O. Casey (CEO and Director) sold 1,602 shares at about $16.45 ($26K). Holdings down <1% to 502,464 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 9, 2025 |
| Dec 5, 2025 | Sale | Brian O. Casey (CEO and Director) sold 1,351 shares at about $16.44 ($22K). Holdings down <1% to 504,066 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 8, 2025 |
| Nov 26–28, 2025 | Sale | Brian O. Casey (CEO and Director) sold 139 shares between Nov 26, 2025 and Nov 28, 2025 at $17.00 ($2K). Holdings down <1% to 505,417 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 1, 2025 |
| Nov 10, 2025 | Sale | Brian O. Casey (CEO and Director) sold 370 shares at $17.00 ($6K). Holdings down <1% to 505,556 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 12, 2025 |
13 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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