NYSE · CIK 0001165002
WHG WESTWOOD HOLDINGS GROUP INC
Insider trading from SEC Form 4. Last filing Jun 30, 2026. Close $18.92 on Oct 9, 2026, +30% from the 52-week low and -6% from the high.
WESTWOOD HOLDINGS GROUP INC (WHG) has 53 SEC Form 4 filings on file from 9 insiders, the latest filed on Jun 30, 2026. No insider bought or sold on the open market in the last 90 days; rows filed in that time are grants, exercises, tax withholding and other transactions that carry no view on the price.
33 open-market trades have been scored at WHG. The newest: Susan M Byrne sold $247k of stock on Jun 26, 2026, filed Jun 30, 2026, scored 1 (weak), under a 10b5-1 plan. The largest of the 33 shown: Brian O Casey (CEO) sold $307k on Feb 23, 2026, scored 54 (moderate). 6 insiders sold within 14 days of each other around Feb 23, 2026.
WHG closed at $18.92 on Oct 9, 2026, 30% above its 52-week low and 6% below its 52-week high.
5 Form 144 notices of planned sales are on file, the latest filed Dec 2, 2025.
Last 90 days
Price and insider trades, last year
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
Open-market buys and sells at WESTWOOD HOLDINGS GROUP INC, scored.
| Score | Insider | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 1Weak | Susan M Byrne other sell | $247k 12,494 shares | -5% | +36% from low0% from high | |
| 0Weak | Susan M Byrne other sell | $79k 4,300 shares | -2% | +27% from low-0% from high | |
| 0Weak | Susan M Byrne other sell | $53k 2,899 shares | -1% | +23% from low-3% from high | |
| 0Weak | Susan M Byrne other sell | $160k 8,911 shares | -3% | +19% from low-6% from high | |
| 0Weak | Susan M Byrne other sell | $89k 5,100 shares | -2% | +20% from low-5% from high | |
| 0Weak | Susan M Byrne other sell | $54k 3,123 shares | -1% | +18% from low-7% from high | |
| 0Weak | Susan M Byrne other sell | $46k 2,830 shares | -1% | +15% from low-12% from high | |
| 0Weak | Susan M Byrne other sell | $77k 4,756 shares | -2% | +14% from low-13% from high | |
| 0Weak | Susan M Byrne other sell | $18k 1,119 shares | -0% | +12% from low-15% from high | |
| 0Weak | Susan M Byrne other sell | $18k 1,151 shares | -0% | +13% from low-14% from high | |
| 0Weak | Susan M Byrne other sell | $35k 2,167 shares | -1% | +15% from low-13% from high | |
| 0Weak | Susan M Byrne other sell | $41k 2,538 shares | -1% | +13% from low-14% from high | |
| 0Weak | Susan M Byrne other sell | $28k 1,711 shares | -1% | +15% from low-12% from high | |
| 0Weak | Susan M Byrne other sell | $32k 1,893 shares | -1% | +17% from low-11% from high | |
| 8Weak | Susan M Byrne other sell | $16k 1,003 shares | -0% | +14% from low-13% from high | |
| 13Weak | Susan M Byrne other sell | $28k 1,732 shares | -1% | +18% from low-10% from high | |
| 14Weak | Susan M Byrne other sell | $38k 2,301 shares | -1% | +16% from low-11% from high | |
| 14Weak | Susan M Byrne other sell | $47k 2,901 shares | -1% | +16% from low-11% from high | |
| 15Weak | Susan M Byrne other sell | $58k 3,498 shares | -1% | +12% from low-15% from high | |
| 54Moderate | Brian O Casey CEO sell | $307k 18,943 shares | -3% | +13% from low-14% from high | |
| 43Moderate | Murray Forbes III Chief Financial Officer sell | $46k 2,859 shares | -4% | +13% from low-14% from high | |
| 45Moderate | Fabian Gomez President sell | $101k 6,223 shares | -5% | +13% from low-14% from high | |
| 41Moderate | Adrian Helfert CIO, Multi-Asset Inv. sell | $175k 10,772 shares | -6% | +13% from low-14% from high | |
| 36Weak | David O Linton Head of Distribution sell | $43k 2,654 shares | -8% | +13% from low-14% from high | |
| 39Weak | Matthew Lockridge Head, U.S. Value Inv. sell | $87k 5,379 shares | -6% | +13% from low-14% from high | |
| 36Weak | Brian O Casey CEO sell | $138k 8,341 shares | -2% | - | |
| 30Weak | Brian O Casey CEO sell | $29k 1,764 shares | -0% | - | |
| 30Weak | Brian O Casey CEO sell | $26k 1,602 shares | -0% | - | |
| 25Weak | Brian O Casey CEO sell | $22k 1,351 shares | -0% | - | |
| 25Weak | Brian O Casey CEO sell | $2,363 139 shares | -0% | - | |
| 25Weak | Brian O Casey CEO sell | $6,290 370 shares | -0% | - | |
| 35Weak | Brian O Casey CEO sell | $122k 6,750 shares | -1% | - | |
| 30Weak | Fabian Gomez President sell | $109k 7,000 shares | -7% | - |
Planned sales
Form 144 notices filed before a sale of restricted or control stock, newest first. The sale itself usually reaches a Form 4 within days. All planned sales
| Filed | Seller | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Dec 2, 2025 | CASEY BRIAN O Officer | 13,058 0.14% of outstanding | $214k | Dec 2, 2025 | $8,653 |
| Sep 11, 2025 | SUSAN M BYRNE Affiliate | 25,000 0.27% of outstanding | $432k | Sep 11, 2025 | none |
| Aug 29, 2025 | CASEY BRIAN O Officer | 20,317 0.22% of outstanding | $366k | Aug 29, 2025 | none |
| May 6, 2025 | Gomez Fabian Officer | 7,000 0.07% of outstanding | $112k | May 6, 2025 | none |
| Feb 25, 2025 | Bennett Leah Officer | 19,028 0.21% of outstanding | $298k | Feb 25, 2025 | none |
Transactions
The newest 50 of 106 rows filed, every code.
| Date | Insider | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jun 26, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -4,274 | $19.39 | $83k | 247,237 | Jun 30, 2026 |
| Jun 29, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -7,129 | $20.03 | $143k | 240,108 | Jun 30, 2026 |
| Jun 30, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,091 | $19.17 | $21k | 239,017 | Jun 30, 2026 |
| Jun 23, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -2,500 | $18.45 | $46k | 253,311 | Jun 25, 2026 |
| Jun 24, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,300 | $18.32 | $24k | 252,011 | Jun 25, 2026 |
| Jun 25, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -500 | $18.21 | $9,104 | 251,511 | Jun 25, 2026 |
| Jun 17, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -350 | $18.10 | $6,335 | 258,360 | Jun 22, 2026 |
| Jun 18, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,549 | $18.35 | $28k | 256,811 | Jun 22, 2026 |
| Jun 22, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,000 | $18.31 | $18k | 255,811 | Jun 22, 2026 |
| Jun 12, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -4,367 | $17.86 | $78k | 263,254 | Jun 16, 2026 |
| Jun 15, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -2,910 | $17.96 | $52k | 260,344 | Jun 16, 2026 |
| Jun 16, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,634 | $18.29 | $30k | 258,710 | Jun 16, 2026 |
| Jun 10, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,800 | $17.55 | $32k | 270,921 | Jun 12, 2026 |
| Jun 11, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -3,300 | $17.43 | $58k | 267,621 | Jun 12, 2026 |
| Jun 5, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -616 | $17.34 | $11k | 275,228 | Jun 9, 2026 |
| Jun 8, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -607 | $17.11 | $10k | 274,621 | Jun 9, 2026 |
| Jun 9, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,900 | $17.46 | $33k | 272,721 | Jun 9, 2026 |
| May 29, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,124 | $16.40 | $18k | 277,550 | Jun 2, 2026 |
| Jun 1, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,300 | $16.02 | $21k | 276,250 | Jun 2, 2026 |
| Jun 2, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -406 | $16.33 | $6,631 | 275,844 | Jun 2, 2026 |
| May 26, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,666 | $16.21 | $27k | 281,764 | May 28, 2026 |
| May 27, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,062 | $16.20 | $17k | 280,702 | May 28, 2026 |
| May 28, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -2,028 | $16.37 | $33k | 278,674 | May 28, 2026 |
| May 20, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -206 | $16.01 | $3,298 | 284,343 | May 22, 2026 |
| May 21, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -300 | $16.01 | $4,804 | 284,043 | May 22, 2026 |
| May 22, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -613 | $16.02 | $9,822 | 283,430 | May 22, 2026 |
| May 14, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -500 | $16.00 | $8,002 | 285,200 | May 18, 2026 |
| May 18, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -651 | $16.08 | $10k | 284,549 | May 18, 2026 |
| May 11, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -876 | $16.46 | $14k | 286,991 | May 13, 2026 |
| May 12, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -991 | $16.27 | $16k | 286,000 | May 13, 2026 |
| May 13, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -300 | $16.01 | $4,803 | 285,700 | May 13, 2026 |
| May 5, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -678 | $16.01 | $11k | 289,727 | May 8, 2026 |
| May 6, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -260 | $16.09 | $4,184 | 289,467 | May 8, 2026 |
| May 7, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -1,000 | $16.06 | $16k | 288,467 | May 8, 2026 |
| May 8, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -600 | $16.17 | $9,704 | 287,867 | May 8, 2026 |
| Apr 30, 2026 | Randy A Bowman director | AGrant or award common stock | +5,780 | $0.00 | $0 | 37,532 | May 6, 2026 |
| Apr 30, 2026 | J. Hale Hoak director | AGrant or award common stock | +5,780 | $0.00 | $0 | 60,770 | May 6, 2026 |
| Apr 30, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -994 | $16.28 | $16k | 291,122 | May 4, 2026 |
| May 1, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -478 | $16.22 | $7,753 | 290,644 | May 4, 2026 |
| May 4, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -239 | $16.02 | $3,828 | 290,405 | May 4, 2026 |
| Apr 27, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -733 | $16.66 | $12k | 293,276 | Apr 29, 2026 |
| Apr 28, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -660 | $16.97 | $11k | 292,616 | Apr 29, 2026 |
| Apr 29, 2026 | Susan M Byrne other | SOpen-market sale common stock10b5-1 | -500 | $16.56 | $8,278 | 292,116 | Apr 29, 2026 |
| Apr 22, 2026 | Susan M Byrne other | SOpen-market sale common stock | -294 | $15.85 | $4,661 | 294,718 | Apr 24, 2026 |
| Apr 23, 2026 | Susan M Byrne other | SOpen-market sale common stock | -9 | $17.27 | $155 | 294,709 | Apr 24, 2026 |
| Apr 24, 2026 | Susan M Byrne other | SOpen-market sale common stock | -700 | $16.14 | $11k | 294,009 | Apr 24, 2026 |
| Apr 17, 2026 | Susan M Byrne other | SOpen-market sale common stock | -700 | $16.36 | $11k | 296,044 | Apr 21, 2026 |
| Apr 20, 2026 | Susan M Byrne other | SOpen-market sale common stock | -500 | $16.64 | $8,318 | 295,544 | Apr 21, 2026 |
| Apr 21, 2026 | Susan M Byrne other | SOpen-market sale common stock | -532 | $16.17 | $8,601 | 295,012 | Apr 21, 2026 |
| Apr 14, 2026 | Susan M Byrne other | SOpen-market sale common stock | -301 | $16.48 | $4,961 | 298,744 | Apr 16, 2026 |
Insiders
Everyone who has filed a Form 4 here.
- Susan M Byrneother
- Randy A Bowmandirector
- Brian O CaseyCEO
- Murray Forbes IIIChief Financial Officer
- Fabian GomezPresident and COO
- Adrian HelfertCIO, Multi-Asset Inv.
- J. Hale Hoakdirector
- David O LintonHead of Distribution
- Matthew LockridgeHead, U.S. Value Inv.
Questions about WHG
Answered from the filings on this page, as of the latest one.
Are insiders buying WHG?
No. In the last 90 days no insider at WESTWOOD HOLDINGS GROUP INC bought or sold shares on the open market according to SEC Form 4 filings. The rows on file from that period are grants, exercises, tax withholding or other transactions, which carry no view on the price.
Who was the last insider to trade WHG on the open market?
Susan M Byrne sold $247k of WHG on Jun 26, 2026 and filed the Form 4 on Jun 30, 2026. InsiderTell scored 1 (weak), under a 10b5-1 plan.
How many insiders file Form 4 at WESTWOOD HOLDINGS GROUP INC?
9 people have filed a Form 4 at WESTWOOD HOLDINGS GROUP INC, among them Susan M Byrne (insider), Randy A Bowman (director), Brian O Casey (CEO). Officers, directors and holders of more than 10% of a share class must report their trades within two business days.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.