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WHG Insider Trading and Fund Holdings (WESTWOOD HOLDINGS GROUP INC) · https://wallstpal.com/stock/whg/ · saved 2026-10-28

About this page

Insider trades reported on SEC Form 4: when the people who run a company buy or sell its shares with their own money.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
Buy (P) and Sell (S)
Open-market purchases and sales. Gifts, option exercises and automatic tax withholding are left out because they say little about what the insider thinks.
Value
Shares times price, as reported on the filing.
10b5-1
A trade made under a plan set up in advance. Planned sales are common and usually say less than an unplanned purchase.
Late filing
A Form 4 filed more than two business days after the trade.
Vs. S&P 500
How the stock did after the trade minus how the overall market did in the same weeks.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

If the coach of a team bets his own allowance that his team will win, that tells you something. A Form 4 is the note a company boss must hand in whenever he buys or sells his own company's shares, so everyone can see it.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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StockCIK 1165002

WESTWOOD HOLDINGS GROUP INC (WHG): Insider Trades and Fund Holdings

In the past 12 months, WESTWOOD HOLDINGS GROUP INC insiders reported no open-market purchases and 17 sales worth $877K; 17 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$877KSold by insiders, 12 months
1Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144), Congress trades and fund moves in the past year, newest first.

  1. Jul 2, 2026Insider saleOther Susan M. Byrne sold $89,065 under a 10b5-1 plan
  2. Jul 1, 2026Insider saleOther Susan M. Byrne sold $69,361 under a 10b5-1 plan
  3. Jun 30, 2026Insider saleOther Susan M. Byrne sold $20,911 under a 10b5-1 plan
  4. Jun 30, 2026FundRenaissance Technologies cut 6% in Q2 2026 (13F filed Aug 13, 2026)
  5. Jun 29, 2026Insider saleOther Susan M. Byrne sold $286,828 under a 10b5-1 plan
  6. Jun 26, 2026Insider saleOther Susan M. Byrne sold $82,856 under a 10b5-1 plan
  7. Jun 25, 2026Insider saleOther Susan M. Byrne sold $9,104 under a 10b5-1 plan
  8. Jun 24, 2026Insider saleOther Susan M. Byrne sold $23,820 under a 10b5-1 plan
  9. Jun 23, 2026Insider saleOther Susan M. Byrne sold $46,118 under a 10b5-1 plan
  10. Jun 22, 2026Insider saleOther Susan M. Byrne sold $18,305 under a 10b5-1 plan
  11. Jun 18, 2026Insider saleOther Susan M. Byrne sold $57,660 under a 10b5-1 plan
  12. Jun 17, 2026Insider saleOther Susan M. Byrne sold $6,335 under a 10b5-1 plan
  13. Jun 16, 2026Insider saleOther Susan M. Byrne sold $29,893 under a 10b5-1 plan
  14. Jun 15, 2026Insider saleOther Susan M. Byrne sold $52,266 under a 10b5-1 plan
  15. Jun 12, 2026Insider saleOther Susan M. Byrne sold $78,000 under a 10b5-1 plan
  16. Apr 7, 2026Insider saleOther Susan M. Byrne sold $6,451 under a 10b5-1 plan

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Jul 7, 2026.

Recent WHG insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Jul 7Jul 2Susan M. ByrneOtherOther▼ SELL10b5-14,48119.88$89K−1.9%Form 4 ↗
Jul 7Jul 1Susan M. ByrneOtherOther▼ SELL10b5-13,58419.35$69K−1.5%Form 4 ↗
Jul 7Apr 7Susan M. ByrneOtherOther▼ SELL10b5-140016.13$6K−0.2%Form 4 ↗
Jul 1Jun 29Susan M. ByrneOtherOther▼ SELL10b5-17,19220.03$144K−2.9%Form 4 ↗
Jul 1Jun 18Susan M. ByrneOtherOther▼ SELL10b5-11,59418.35$29K−0.6%Form 4 ↗
Jun 30Jun 29Susan M. ByrneOtherOther▼ SELL10b5-17,12920.03$143K−2.9%Form 4 ↗
Jun 30Jun 26Susan M. ByrneOtherOther▼ SELL10b5-14,27419.39$83K−1.7%Form 4 ↗
Jun 30Jun 30Susan M. ByrneOtherOther▼ SELL10b5-11,09119.17$21K−0.5%Form 4 ↗
Jun 25Jun 23Susan M. ByrneOtherOther▼ SELL10b5-12,50018.45$46K−1.0%Form 4 ↗
Jun 25Jun 24Susan M. ByrneOtherOther▼ SELL10b5-11,30018.32$24K−0.5%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
All 17 WHG insider trades →

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Susan M. ByrneOther0$017$877KJul 7, 2026
Filing quality

B 3 of 17 insider trades reported after the deadline. How it is graded

Tracked funds that report WHG

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Renaissance TechnologiesQ2 2026328,558$6.30M0.01%▼ −6.3%
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →