🕵️ Westwood Holdings Group Inc ($WHG)
SEC insider & ownership activity, last 12 months · CIK 1165002 · every row links its SEC filing
Over the last 12 months insiders sold $2.4M with no open-market buying against it. Susan M. Byrne sold $1.3M through a 10b5-1 trading plan in 60 lots (Apr–Jul). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 7 sellers, $2.4M (74 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Susan M. Byrne | 0 | – | 60 | $1.3M | Jul 2, 2026 |
| Brian O. Casey | 0 | – | 9 | $653K | Feb 23, 2026 |
| Helfert Adrian | 0 | – | 1 | $175K | Feb 23, 2026 |
| Gomez Fabian | 0 | – | 1 | $101K | Feb 23, 2026 |
| Lockridge Matthew | 0 | – | 1 | $87K | Feb 23, 2026 |
| Forbes Murray III | 0 | – | 1 | $46K | Feb 23, 2026 |
| David O. Linton | 0 | – | 1 | $43K | Feb 23, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Blackrock, Inc. | 5.1% | 13G | Oct 17, 2025 | filing ↗ | |
| Karl Kristofer Segerberg | 5.0% | 13D | Jul 30, 2025 | filing ↗ | |
| Settian Capital LP | 5.0% | 13D | Jul 30, 2025 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Susan M Byrne | $521K | Jul 1, 2026 | filing ↗ |
| Susan M Byrne | $1.2M | Apr 1, 2026 | filing ↗ |
| Brian O. Casey | $214K | Dec 2, 2025 | filing ↗ |
| Susan M Byrne | $432K | Sep 11, 2025 | filing ↗ |
| Brian O. Casey | $366K | Aug 29, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Officer/director changes (5.02) | Apr 30, 2026 | filing ↗ |
| Shareholder vote (5.07) | Apr 30, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 30, 2026 | filing ↗ |
| Earnings (2.02) | Apr 30, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 30, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 30, 2026 | filing ↗ |
| Earnings (2.02) | Feb 13, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Feb 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 13, 2026 | filing ↗ |
| Earnings (2.02) | Oct 30, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Oct 30, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 30, 2025 | filing ↗ |
| Earnings (2.02) | Aug 8, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 8, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 8, 2025 | filing ↗ |