Westwood Holdings Group Inc. (WHG) Insider Trading

Last 12 months

Insiders sold $224k and bought nothing on the open market.

None of the selling was scheduled in advance under a 10b5-1 plan. The last open-market buy by an executive or director was in Nov 2021.

Net open-market

−$224k

0 buys · 6 sales

Under a 10b5-1 plan

of the value sold

Insiders who bought / sold

0 / 1

executives and directors

Last open-market buy

Nov 2021

Nov 30, 2021

Get an email when WHG's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Apr 7 – Jul 2	Susan M Byrne Other	Sold10b5-1 plan 3 parts	8,465	$19.48 average	$165k	3.5%	Form 4
Jun 26 – 30	Susan M Byrne Other	Sold10b5-1 plan 3 parts	12,557	$19.74 average	$248k	5.0%	Form 4
Jun 23 – 25	Susan M Byrne Other	Sold10b5-1 plan 3 parts	4,300	$18.38 average	$79k	1.7%	Form 4
Jun 17 – 22	Susan M Byrne Other	Sold10b5-1 plan 3 parts	2,944	$18.31 average	$54k	1.1%	Form 4
Jun 12 – 16	Susan M Byrne Other	Sold10b5-1 plan 3 parts	8,911	$17.97 average	$160k	3.3%	Form 4
Jun 10 – 11	Susan M Byrne Other	Sold10b5-1 plan 2 parts	5,100	$17.47 average	$89k	1.9%	Form 4
Jun 5 – 9	Susan M Byrne Other	Sold10b5-1 plan 3 parts	3,123	$17.37 average	$54k	1.1%	Form 4
May 29 – Jun 2	Susan M Byrne Other	Sold10b5-1 plan 3 parts	2,830	$16.22 average	$46k	1.0%	Form 4
May 26 – 28	Susan M Byrne Other	Sold10b5-1 plan 3 parts	4,756	$16.28 average	$77k	1.7%	Form 4
May 20 – 22	Susan M Byrne Other	Sold10b5-1 plan 3 parts	1,119	$16.02 average	$18k	0.4%	Form 4
May 14 – 18	Susan M Byrne Other	Sold10b5-1 plan 2 parts	1,151	$16.05 average	$18k	0.4%	Form 4
May 11 – 13	Susan M Byrne Other	Sold10b5-1 plan 3 parts	2,167	$16.31 average	$35k	0.8%	Form 4
May 5 – 8	Susan M Byrne Other	Sold10b5-1 plan 4 parts	2,538	$16.08 average	$41k	0.9%	Form 4
Apr 30 – May 4	Susan M Byrne Other	Sold10b5-1 plan 3 parts	1,711	$16.23 average	$28k	0.6%	Form 4
Apr 27 – 29	Susan M Byrne Other	Sold10b5-1 plan 3 parts	1,893	$16.74 average	$32k	0.6%	Form 4
Apr 22 – 24	Susan M Byrne Other	SoldNo plan 3 parts	1,003	$16.07 average	$16k	0.3%	Form 4
Apr 17 – 21	Susan M Byrne Other	SoldNo plan 3 parts	1,732	$16.38 average	$28k	0.6%	Form 4
Apr 14 – 16	Susan M Byrne Other	SoldNo plan 3 parts	2,301	$16.39 average	$38k	0.8%	Form 4
Apr 9 – 13	Susan M Byrne Other	SoldNo plan 3 parts	2,901	$16.25 average	$47k	1.0%	Form 4
Apr 1 – 8	Susan M Byrne Other	SoldNo plan 4 parts	3,498	$16.55 average	$58k	1.1%	Form 4
Dec 10, 2025	Brian O Casey CEO	SoldNo plan	8,341	$16.55	$138k	1.7%	Form 4
Dec 9, 2025	Brian O Casey CEO	SoldNo plan	1,764	$16.41	$29k	0.4%	Form 4
Dec 8, 2025	Brian O Casey CEO	SoldNo plan	1,602	$16.45	$26k	0.3%	Form 4
Dec 5, 2025	Brian O Casey CEO	SoldNo plan	1,351	$16.44	$22k	0.3%	Form 4
Nov 26, 2025 – Nov 28, 2025	Brian O Casey CEO	SoldNo plan 2 parts	139	$17.00 average	$2k	<0.1%	Form 4
Nov 10, 2025	Brian O Casey CEO	SoldNo plan	370	$17.00	$6k	<0.1%	Form 4
Aug 29, 2025	Brian O Casey CEO	SoldNo plan	6,750	$18.00	$122k	1.3%	Form 4
Jun 5, 2025	Fabian Gomez President	SoldNo plan	7,000	$15.50	$109k	6.8%	Form 4

Apr 7 – Jul 210b5-1 plan
Susan M Byrne
Other · sold 8,465 at avg $19.48
$165k
3.5% of stake
Jun 26 – 3010b5-1 plan
Susan M Byrne
Other · sold 12,557 at avg $19.74
$248k
5.0% of stake
Jun 23 – 2510b5-1 plan
Susan M Byrne
Other · sold 4,300 at avg $18.38
$79k
1.7% of stake
Jun 17 – 2210b5-1 plan
Susan M Byrne
Other · sold 2,944 at avg $18.31
$54k
1.1% of stake
Jun 12 – 1610b5-1 plan
Susan M Byrne
Other · sold 8,911 at avg $17.97
$160k
3.3% of stake
Jun 10 – 1110b5-1 plan
Susan M Byrne
Other · sold 5,100 at avg $17.47
$89k
1.9% of stake
Jun 5 – 910b5-1 plan
Susan M Byrne
Other · sold 3,123 at avg $17.37
$54k
1.1% of stake
May 29 – Jun 210b5-1 plan
Susan M Byrne
Other · sold 2,830 at avg $16.22
$46k
1.0% of stake
May 26 – 2810b5-1 plan
Susan M Byrne
Other · sold 4,756 at avg $16.28
$77k
1.7% of stake
May 20 – 2210b5-1 plan
Susan M Byrne
Other · sold 1,119 at avg $16.02
$18k
0.4% of stake
May 14 – 1810b5-1 plan
Susan M Byrne
Other · sold 1,151 at avg $16.05
$18k
0.4% of stake
May 11 – 1310b5-1 plan
Susan M Byrne
Other · sold 2,167 at avg $16.31
$35k
0.8% of stake
May 5 – 810b5-1 plan
Susan M Byrne
Other · sold 2,538 at avg $16.08
$41k
0.9% of stake
Apr 30 – May 410b5-1 plan
Susan M Byrne
Other · sold 1,711 at avg $16.23
$28k
0.6% of stake
Apr 27 – 2910b5-1 plan
Susan M Byrne
Other · sold 1,893 at avg $16.74
$32k
0.6% of stake
Apr 22 – 24No plan
Susan M Byrne
Other · sold 1,003 at avg $16.07
$16k
0.3% of stake
Apr 17 – 21No plan
Susan M Byrne
Other · sold 1,732 at avg $16.38
$28k
0.6% of stake
Apr 14 – 16No plan
Susan M Byrne
Other · sold 2,301 at avg $16.39
$38k
0.8% of stake
Apr 9 – 13No plan
Susan M Byrne
Other · sold 2,901 at avg $16.25
$47k
1.0% of stake
Apr 1 – 8No plan
Susan M Byrne
Other · sold 3,498 at avg $16.55
$58k
1.1% of stake
Dec 10, 2025No plan
Brian O Casey
CEO · sold 8,341 at $16.55
$138k
1.7% of stake
Dec 9, 2025No plan
Brian O Casey
CEO · sold 1,764 at $16.41
$29k
0.4% of stake
Dec 8, 2025No plan
Brian O Casey
CEO · sold 1,602 at $16.45
$26k
0.3% of stake
Dec 5, 2025No plan
Brian O Casey
CEO · sold 1,351 at $16.44
$22k
0.3% of stake
Nov 26, 2025 – Nov 28, 2025No plan
Brian O Casey
CEO · sold 139 at avg $17.00
$2k
<0.1% of stake
Nov 10, 2025No plan
Brian O Casey
CEO · sold 370 at $17.00
$6k
<0.1% of stake
Aug 29, 2025No plan
Brian O Casey
CEO · sold 6,750 at $18.00
$122k
1.3% of stake
Jun 5, 2025No plan
Fabian Gomez
President · sold 7,000 at $15.50
$109k
6.8% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch WHG, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Spot a number that looks wrong? Check it in WHG's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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