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sellWeak10b5-1 plan

Susan M Byrne sold $248k of WHG

other at WESTWOOD HOLDINGS GROUP INC. 12,557 shares at an average of $19.74, traded Jun 26, 2026, filed Jul 1, 2026.

Warning score
1
Value
$248k
12,557 shares
Holdings after
238,909
-5% from before
From 52-week low
+36%
low $14.51, close $19.77
From 52-week high
0%
high $19.77, as of Jun 26, 2026

Score components

  • Role
    Other
    +8
  • Trade size
    $248k at market
    +13
  • Share of holdings sold
    Sold 5.0% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

WHGOct 9, 2026 · close 18.92
Since filing Jul 1, 2026: -0.8%SPY +4.6% · excess -5.4%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001171441-26-000043, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jun 26, 2026SOpen-market sale
common stock10b5-1
-4,274$19.39$83k247,192Jul 1, 2026
Jun 29, 2026SOpen-market sale
common stock10b5-1
-7,192$20.03$144k240,000Jul 1, 2026
Jun 30, 2026SOpen-market sale
common stock10b5-1
-1,091$19.17$21k238,909Jul 1, 2026

Related signals

Other insiders at WESTWOOD HOLDINGS GROUP INC and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$165k
8,465 shares
-4%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$54k
2,944 shares
-1%
1Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$247k
12,494 shares
-5%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$79k
4,300 shares
-2%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$53k
2,899 shares
-1%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$160k
8,911 shares
-3%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$89k
5,100 shares
-2%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$54k
3,123 shares
-1%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$46k
2,830 shares
-1%
0Weak
WHGsell10b5-1
WESTWOOD HOLDINGS GROUP INC
Susan M Byrne
other
$77k
4,756 shares
-2%

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.

Susan M Byrne sold $248k of WHG | InsiderTell