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Westwood Holdings Group Inc (WHG) · Insider trading

What Westwood Holdings Group's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$2.32M
7 insiders, 49% under a plan
Net, 12 months
−$2.32M
bought less sold
Latest filing
2026-08-07
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2025-01 2025-06: $108,500 sold 2025-07 2025-08: $121,500 sold 2025-11: $8,653 sold 2025-12: $215,554 sold 2026-01 2026-02: $759,583 sold 2026-04: $241,546 sold 2026-05: $219,959 sold 2026-06: $711,734 sold 2026-07: $158,433 sold 2026-07
Bought Sold Largest month: $759,583

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Byrne Susan MOther – $1.33M 60 2026-07-02 230,444
Casey Brian ODirector, CEO – $652,963 9 2026-02-23 530,610
Gomez FabianPresident – $209,437 2 2026-02-23 122,573
Helfert AdrianCIO, Multi-Asset Inv. – $174,722 1 2026-02-23 162,751
Lockridge MatthewHead, U.S. Value Inv. – $87,247 1 2026-02-23 77,900
Forbes Murray IIIChief Financial Officer – $46,373 1 2026-02-23 65,826
Linton David OHead of Distribution – $43,048 1 2026-02-23 29,415

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-07-02 Byrne Susan MOther Saleplan 4,481 19.88 $89,082 230,444 Form 4
2026-07-01 Byrne Susan MOther Saleplan 3,584 19.35 $69,350 234,925 Form 4
2026-06-30 Byrne Susan MOther Saleplan 1,091 19.17 $20,914 238,909 Form 4/A
2026-06-29 Byrne Susan MOther Saleplan 7,192 20.03 $144,056 240,000 Form 4/A
2026-06-26 Byrne Susan MOther Saleplan 4,274 19.39 $82,873 247,192 Form 4/A
2026-06-25 Byrne Susan MOther Saleplan 500 18.21 $9,105 251,511 Form 4
2026-06-24 Byrne Susan MOther Saleplan 1,300 18.32 $23,816 252,011 Form 4
2026-06-23 Byrne Susan MOther Saleplan 2,500 18.45 $46,125 253,311 Form 4
2026-06-22 Byrne Susan MOther Saleplan 1,000 18.31 $18,310 255,766 Form 4/A
2026-06-18 Byrne Susan MOther Saleplan 1,594 18.35 $29,250 256,766 Form 4/A
2026-06-17 Byrne Susan MOther Saleplan 350 18.10 $6,335 258,360 Form 4/A
2026-06-16 Byrne Susan MOther Saleplan 1,634 18.29 $29,886 258,710 Form 4
2026-06-15 Byrne Susan MOther Saleplan 2,910 17.96 $52,264 260,344 Form 4
2026-06-12 Byrne Susan MOther Saleplan 4,367 17.86 $77,995 263,254 Form 4
2026-06-11 Byrne Susan MOther Saleplan 3,300 17.43 $57,519 267,621 Form 4
2026-06-10 Byrne Susan MOther Saleplan 1,800 17.55 $31,590 270,921 Form 4
2026-06-09 Byrne Susan MOther Saleplan 1,900 17.46 $33,174 272,721 Form 4
2026-06-08 Byrne Susan MOther Saleplan 607 17.11 $10,386 274,621 Form 4
2026-06-05 Byrne Susan MOther Saleplan 616 17.34 $10,681 275,228 Form 4
2026-06-02 Byrne Susan MOther Saleplan 406 16.33 $6,630 275,844 Form 4
2026-06-01 Byrne Susan MOther Saleplan 1,300 16.02 $20,826 276,250 Form 4
2026-05-29 Byrne Susan MOther Saleplan 1,124 16.40 $18,434 277,550 Form 4
2026-05-28 Byrne Susan MOther Saleplan 2,028 16.37 $33,198 278,674 Form 4
2026-05-27 Byrne Susan MOther Saleplan 1,062 16.20 $17,204 280,702 Form 4
2026-05-26 Byrne Susan MOther Saleplan 1,666 16.21 $27,006 281,764 Form 4
2026-05-22 Byrne Susan MOther Saleplan 613 16.02 $9,820 283,430 Form 4
2026-05-21 Byrne Susan MOther Saleplan 300 16.01 $4,803 284,043 Form 4
2026-05-20 Byrne Susan MOther Saleplan 206 16.01 $3,298 284,343 Form 4
2026-05-18 Byrne Susan MOther Saleplan 651 16.08 $10,468 284,549 Form 4
2026-05-14 Byrne Susan MOther Saleplan 500 16.00 $8,000 285,200 Form 4
2026-05-13 Byrne Susan MOther Saleplan 300 16.01 $4,803 285,700 Form 4
2026-05-12 Byrne Susan MOther Saleplan 991 16.27 $16,124 286,000 Form 4
2026-05-11 Byrne Susan MOther Saleplan 876 16.46 $14,419 286,991 Form 4
2026-05-08 Byrne Susan MOther Saleplan 600 16.17 $9,702 287,867 Form 4
2026-05-07 Byrne Susan MOther Saleplan 1,000 16.06 $16,060 288,467 Form 4
2026-05-06 Byrne Susan MOther Saleplan 260 16.09 $4,183 289,467 Form 4
2026-05-05 Byrne Susan MOther Saleplan 678 16.01 $10,855 289,727 Form 4
2026-05-04 Byrne Susan MOther Saleplan 239 16.02 $3,829 290,405 Form 4
2026-05-01 Byrne Susan MOther Saleplan 478 16.22 $7,753 290,644 Form 4
2026-04-30 Byrne Susan MOther Saleplan 994 16.28 $16,182 291,122 Form 4
35 more
2026-04-29 Byrne Susan MOther Saleplan 500 16.56 $8,280 292,116 Form 4
2026-04-28 Byrne Susan MOther Saleplan 660 16.97 $11,200 292,616 Form 4
2026-04-27 Byrne Susan MOther Saleplan 733 16.66 $12,212 293,276 Form 4
2026-04-24 Byrne Susan MOther Sale 700 16.14 $11,298 294,009 Form 4
2026-04-23 Byrne Susan MOther Sale 9 17.27 $155 294,709 Form 4
2026-04-22 Byrne Susan MOther Sale 294 15.85 $4,660 294,718 Form 4
2026-04-21 Byrne Susan MOther Sale 532 16.17 $8,602 295,012 Form 4
2026-04-20 Byrne Susan MOther Sale 500 16.64 $8,320 295,544 Form 4
2026-04-17 Byrne Susan MOther Sale 700 16.36 $11,452 296,044 Form 4
2026-04-16 Byrne Susan MOther Sale 500 16.14 $8,070 296,744 Form 4
2026-04-15 Byrne Susan MOther Sale 1,500 16.45 $24,675 297,244 Form 4
2026-04-14 Byrne Susan MOther Sale 301 16.48 $4,960 298,744 Form 4
2026-04-13 Byrne Susan MOther Sale 1,600 16.32 $26,112 299,045 Form 4
2026-04-10 Byrne Susan MOther Sale 900 16.11 $14,499 300,645 Form 4
2026-04-09 Byrne Susan MOther Sale 401 16.31 $6,540 301,545 Form 4
2026-04-08 Byrne Susan MOther Sale 704 16.46 $11,588 301,946 Form 4
2026-04-07 Byrne Susan MOther Saleplan 400 16.13 $6,452 238,509 Form 4
2026-04-06 Byrne Susan MOther Sale 700 16.31 $11,417 302,650 Form 4
2026-04-02 Byrne Susan MOther Sale 600 16.21 $9,726 303,350 Form 4
2026-04-01 Byrne Susan MOther Sale 1,494 16.83 $25,144 303,950 Form 4
2026-02-23 Casey Brian ODirector, CEO Sale 18,943 16.22 $307,255 530,610 Form 4
2026-02-23 Gomez FabianPresident Sale 6,223 16.22 $100,937 122,573 Form 4
2026-02-23 Forbes Murray IIIChief Financial Officer Sale 2,859 16.22 $46,373 65,826 Form 4
2026-02-23 Lockridge MatthewHead, U.S. Value Inv. Sale 5,379 16.22 $87,247 77,900 Form 4
2026-02-23 Helfert AdrianCIO, Multi-Asset Inv. Sale 10,772 16.22 $174,722 162,751 Form 4
2026-02-23 Linton David OHead of Distribution Sale 2,654 16.22 $43,048 29,415 Form 4
2025-12-10 Casey Brian ODirector, CEO Sale 8,341 16.55 $138,044 492,359 Form 4
2025-12-09 Casey Brian ODirector, CEO Sale 1,764 16.41 $28,947 500,700 Form 4
2025-12-08 Casey Brian ODirector, CEO Sale 1,602 16.45 $26,353 502,464 Form 4
2025-12-05 Casey Brian ODirector, CEO Sale 1,351 16.44 $22,210 504,066 Form 4
2025-11-28 Casey Brian ODirector, CEO Sale 99 17.00 $1,683 505,417 Form 4
2025-11-26 Casey Brian ODirector, CEO Sale 40 17.00 $680 505,516 Form 4
2025-11-10 Casey Brian ODirector, CEO Sale 370 17.00 $6,290 505,556 Form 4
2025-08-29 Casey Brian ODirector, CEO Sale 6,750 18.00 $121,500 505,926 Form 4
2025-06-05 Gomez FabianPresident Sale 7,000 15.50 $108,500 96,509 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

23 × grant or award14 × shares withheld for tax
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-06-09 Ryan JaniceDirector Grant or award A +5,889 – 11,669 Form 4
2026-04-30 Masterson Ellen HDirector Grant or award A +5,780 – 52,614 Form 4
2026-04-30 Hoak J. HaleDirector Grant or award A +5,780 – 60,770 Form 4
2026-04-30 Bowman Randy ADirector Grant or award A +5,780 – 37,532 Form 4
2026-04-30 Murray KatherineDirector Grant or award A +5,780 – 11,470 Form 4
2026-04-30 Ryan JaniceDirector Grant or award A +5,780 – 5,780 Form 4
2026-02-23 Casey Brian ODirector, CEO Grant or award A +57,194 – 530,610 Form 4/A
2026-02-23 Casey Brian ODirector, CEO Shares withheld for tax F −18,943 16.22 530,610 Form 4/A
2026-02-23 Gomez FabianPresident and COO Grant or award A +32,287 – 122,573 Form 4/A
2026-02-23 Gomez FabianPresident and COO Shares withheld for tax F −6,223 16.22 122,573 Form 4/A
2026-02-23 Forbes Murray IIIChief Financial Officer Grant or award A +11,098 – 65,826 Form 4/A
2026-02-23 Forbes Murray IIIChief Financial Officer Shares withheld for tax F −2,859 16.22 65,826 Form 4/A
2026-02-23 Lockridge MatthewHead, U.S. Value Inv. Shares withheld for tax F −5,379 16.22 77,900 Form 4/A
2026-02-23 Helfert AdrianCIO, Multi-Asset Inv. Shares withheld for tax F −10,772 16.22 162,751 Form 4/A
2026-02-23 Ehinger John Anthony JrHead of Legal and Compliance Grant or award A +5,549 – 19,090 Form 4
2026-02-23 Ehinger John Anthony JrHead of Legal and Compliance Shares withheld for tax F −838 16.22 18,252 Form 4
2026-02-23 Linton David OHead of Distribution Grant or award A +15,414 – 29,415 Form 4/A
2026-02-23 Linton David OHead of Distribution Shares withheld for tax F −2,654 16.22 29,415 Form 4/A
2025-04-30 Masterson Ellen HDirector Grant or award A +5,690 – 46,834 Form 4
2025-04-30 Norman GeoffreyDirector Grant or award A +5,690 – 50,084 Form 4
2025-04-30 Hoak J. HaleDirector Grant or award A +5,690 – 54,990 Form 4
2025-04-30 Bowman Randy ADirector Grant or award A +5,690 – 31,752 Form 4
2025-04-30 Murray KatherineDirector Grant or award A +5,690 – 5,690 Form 4
2025-02-21 Casey Brian ODirector, CEO Grant or award A +45,621 – 525,835 Form 4
2025-02-21 Casey Brian ODirector, CEO Shares withheld for tax F −13,159 16.44 512,676 Form 4
2025-02-21 Gomez FabianPresident Grant or award A +24,636 – 108,774 Form 4
2025-02-21 Gomez FabianPresident Shares withheld for tax F −5,265 16.44 103,509 Form 4
2025-02-21 Forbes Murray IIIChief Financial Officer Grant or award A +10,645 – 60,402 Form 4
2025-02-21 Forbes Murray IIIChief Financial Officer Shares withheld for tax F −2,815 16.44 57,587 Form 4
2025-02-21 Lockridge MatthewHead, U.S. Value Inv. Grant or award A +31,935 – 88,218 Form 4
2025-02-21 Lockridge MatthewHead, U.S. Value Inv. Shares withheld for tax F −4,939 16.44 83,279 Form 4
2025-02-21 Helfert AdrianCIO, Multi-Asset Inv. Grant or award A +30,414 – 186,918 Form 4
2025-02-21 Helfert AdrianCIO, Multi-Asset Inv. Shares withheld for tax F −13,395 16.44 173,523 Form 4
2025-02-21 Ehinger John Anthony JrHead of Legal, CCO Grant or award A +4,867 – 13,989 Form 4
2025-02-21 Ehinger John Anthony JrHead of Legal, CCO Shares withheld for tax F −448 16.44 13,541 Form 4
2025-02-21 Mazzei MatthewController Grant or award A +1,764 – 4,333 Form 4
2025-02-21 Mazzei MatthewController Shares withheld for tax F −524 16.44 3,809 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

Westwood Holdings Group's scores and multiples ›