WHG insider transaction filings
WESTWOOD HOLDINGS GROUP INC — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-08-07. Screen WHG transaction legs live →
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-07 | 4 | Ryan Janice — Director | Grant/award (A): 5,889 @ $0 | EDGAR |
| 2026-07-07 | 4 | BYRNE SUSAN M | Sale (S): 400 @ $16.13 · Sale (S): 3,584 @ $19.35 · Sale (S): 4,481 @ $19.88 | EDGAR |
| 2026-07-01 | 4/A | BYRNE SUSAN M | Sale (S): 4,274 @ $19.39 · Sale (S): 7,192 @ $20.03 · Sale (S): 1,091 @ $19.17 | EDGAR |
| 2026-07-01 | 4/A | BYRNE SUSAN M | Sale (S): 350 @ $18.10 · Sale (S): 1,594 @ $18.35 · Sale (S): 1,000 @ $18.31 | EDGAR |
| 2026-06-30 | 4 | BYRNE SUSAN M | Sale (S): 4,274 @ $19.39 · Sale (S): 7,129 @ $20.03 · Sale (S): 1,091 @ $19.17 | EDGAR |
| 2026-06-25 | 4 | BYRNE SUSAN M | Sale (S): 2,500 @ $18.45 · Sale (S): 1,300 @ $18.32 · Sale (S): 500 @ $18.21 | EDGAR |
| 2026-06-22 | 4 | BYRNE SUSAN M | Sale (S): 350 @ $18.10 · Sale (S): 1,549 @ $18.35 · Sale (S): 1,000 @ $18.31 | EDGAR |
| 2026-06-16 | 4 | BYRNE SUSAN M | Sale (S): 4,367 @ $17.86 · Sale (S): 2,910 @ $17.96 · Sale (S): 1,634 @ $18.29 | EDGAR |
| 2026-06-12 | 4 | BYRNE SUSAN M | Sale (S): 1,800 @ $17.55 · Sale (S): 3,300 @ $17.43 | EDGAR |
| 2026-06-09 | 4 | BYRNE SUSAN M | Sale (S): 616 @ $17.34 · Sale (S): 607 @ $17.11 · Sale (S): 1,900 @ $17.46 | EDGAR |
| 2026-06-02 | 4 | BYRNE SUSAN M | Sale (S): 1,124 @ $16.40 · Sale (S): 1,300 @ $16.02 · Sale (S): 406 @ $16.33 | EDGAR |
| 2026-05-28 | 4 | BYRNE SUSAN M | Sale (S): 1,666 @ $16.21 · Sale (S): 1,062 @ $16.20 · Sale (S): 2,028 @ $16.37 | EDGAR |
| 2026-05-22 | 4 | BYRNE SUSAN M | Sale (S): 206 @ $16.01 · Sale (S): 300 @ $16.01 · Sale (S): 613 @ $16.02 | EDGAR |
| 2026-05-18 | 4 | BYRNE SUSAN M | Sale (S): 500 @ $16.00 · Sale (S): 651 @ $16.08 | EDGAR |
| 2026-05-13 | 4 | BYRNE SUSAN M | Sale (S): 876 @ $16.46 · Sale (S): 991 @ $16.27 · Sale (S): 300 @ $16.01 | EDGAR |
| 2026-05-08 | 4 | BYRNE SUSAN M | Sale (S): 678 @ $16.01 · Sale (S): 260 @ $16.09 · Sale (S): 1,000 @ $16.06 · Sale (S): 600 @ $16.17 | EDGAR |
| 2026-05-06 | 4 | Ryan Janice — Director | Grant/award (A): 5,780 @ $0 | EDGAR |
| 2026-05-06 | 4 | Murray Katherine — Director | Grant/award (A): 5,780 @ $0 | EDGAR |
| 2026-05-06 | 4 | Bowman Randy A — Director | Grant/award (A): 5,780 @ $0 | EDGAR |
| 2026-05-06 | 4 | Hoak J. Hale — Director | Grant/award (A): 5,780 @ $0 | EDGAR |
| 2026-05-06 | 4 | MASTERSON ELLEN H — Director | Grant/award (A): 5,780 @ $0 | EDGAR |
| 2026-05-04 | 4 | BYRNE SUSAN M | Sale (S): 994 @ $16.28 · Sale (S): 478 @ $16.22 · Sale (S): 239 @ $16.02 | EDGAR |
| 2026-04-29 | 4 | BYRNE SUSAN M | Sale (S): 733 @ $16.66 · Sale (S): 660 @ $16.97 · Sale (S): 500 @ $16.56 | EDGAR |
| 2026-04-24 | 4 | BYRNE SUSAN M | Sale (S): 294 @ $15.85 · Sale (S): 9 @ $17.27 · Sale (S): 700 @ $16.14 | EDGAR |
| 2026-04-21 | 4 | BYRNE SUSAN M | Sale (S): 700 @ $16.36 · Sale (S): 500 @ $16.64 · Sale (S): 532 @ $16.17 | EDGAR |
| 2026-04-16 | 4 | BYRNE SUSAN M | Sale (S): 301 @ $16.48 · Sale (S): 1,500 @ $16.45 · Sale (S): 500 @ $16.14 | EDGAR |
| 2026-04-13 | 4 | BYRNE SUSAN M | Sale (S): 401 @ $16.31 · Sale (S): 900 @ $16.11 · Sale (S): 1,600 @ $16.32 | EDGAR |
| 2026-04-08 | 4 | BYRNE SUSAN M | Sale (S): 1,494 @ $16.83 · Sale (S): 600 @ $16.21 · Sale (S): 700 @ $16.31 · Sale (S): 704 @ $16.45 | EDGAR |
| 2026-03-16 | 4 | Ehinger John Anthony Jr — Head of Legal and Compliance | Grant/award (A): 5,549 @ $0 · Tax withholding (F): 838 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | Linton David O — Head of Distribution | Grant/award (A): 15,414 @ $0 · Tax withholding (F): 2,654 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | Helfert Adrian — CIO, Multi-Asset Inv. | Tax withholding (F): 10,772 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | Lockridge Matthew — Head, U.S. Value Inv. | Tax withholding (F): 5,379 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | Forbes Murray III — Chief Financial Officer | Grant/award (A): 11,098 @ $0 · Tax withholding (F): 2,859 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | Gomez Fabian — President and COO | Grant/award (A): 32,287 @ $0 · Tax withholding (F): 6,223 @ $16.22 | EDGAR |
| 2026-03-16 | 4/A | CASEY BRIAN O — CEO, Director | Grant/award (A): 57,194 @ $0 · Tax withholding (F): 18,943 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | Linton David O — Head of Distribution | Grant/award (A): 15,414 @ $0 · Sale (S): 2,654 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | Helfert Adrian — CIO, Multi-Asset Inv. | Sale (S): 10,772 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | Lockridge Matthew — Head, U.S. Value Inv. | Sale (S): 5,379 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | Forbes Murray III — Chief Financial Officer | Grant/award (A): 11,098 @ $0 · Sale (S): 2,859 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | Gomez Fabian — President | Grant/award (A): 32,287 @ $0 · Sale (S): 6,223 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | CASEY BRIAN O — CEO, Director | Grant/award (A): 57,194 @ $0 · Sale (S): 18,943 @ $16.22 | EDGAR |
| 2025-12-11 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 1,764 @ $16.41 | EDGAR |
| 2025-12-11 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 8,341 @ $16.55 | EDGAR |
| 2025-12-09 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 1,602 @ $16.45 | EDGAR |
| 2025-12-08 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 1,351 @ $16.44 | EDGAR |
| 2025-12-01 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 40 @ $17 · Sale (S): 99 @ $17 | EDGAR |
| 2025-11-12 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 370 @ $17 | EDGAR |
| 2025-09-03 | 4 | CASEY BRIAN O — CEO, Director | Sale (S): 6,750 @ $18 | EDGAR |
| 2025-06-05 | 4 | Gomez Fabian — President | Sale (S): 7,000 @ $15.50 | EDGAR |
| 2025-05-23 | 4 | Murray Katherine — Director | Grant/award (A): 5,690 @ $0 | EDGAR |
Recent 8-K events — WESTWOOD HOLDINGS GROUP INC
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-06 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-05 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-30 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-13 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-10-30 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-08-08 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-06-03 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-05-05 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-04-30 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-03-06 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
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