WHG WESTWOOD HOLDINGS GROUP INC
NYSE · SEC CIK 1165002 · EDGAR
- Bought, last 12 months
- $0 0 purchases by 0 insiders
- Sold, last 12 months
- $2.62M 34 sales by 7 insiders
- Filings on record
- 118 since 2021-08-30, latest 2026-08-07 16:47
BoughtSold
Most active insiders, 12 months
| Insider | Title | Bought | Sold |
|---|---|---|---|
| BYRNE SUSAN M | Dir Emerita | — | $1.63M |
| CASEY BRIAN O | CEO, Dir | — | $531.5K |
| Helfert Adrian | CIO, Multi-Asset Inv | — | $174.7K |
| Gomez Fabian | Pres, COO | — | $100.9K |
| Lockridge Matthew | Head, U.S. Value Inv | — | $87.2K |
| Forbes Murray III | CFO | — | $46.4K |
| Linton David O | Head of Distribution | — | $43.0K |
| Ryan Janice | Dir | — | — |
| Ehinger John Anthony Jr | Head of Legal, Compliance | — | — |
| Murray Katherine | Dir | — | — |
Transactions 155
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-07 16:47 | 2026-06-09 | WHG | Ryan Janice | Dir | A - Grant | $0.00 | +5,889 | 11.7K | +102% | $0 | |
| MT | 2026-07-07 19:32 | 2026-04-07+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $19.48 | -8,465 | 230.4K | -4% | -$164.9K |
| MAT | 2026-07-01 19:26 | 2026-06-26+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $19.73 | -12.6K | 238.9K | -5% | -$247.8K |
| MAT | 2026-07-01 19:07 | 2026-06-17+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $18.30 | -2,944 | 255.8K | -1% | -$53.9K |
| MT | 2026-06-30 18:24 | 2026-06-26+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $19.73 | -12.5K | 239.0K | -5% | -$246.6K |
| MT | 2026-06-25 16:49 | 2026-06-23+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $18.38 | -4,300 | 251.5K | -2% | -$79.0K |
| MT | 2026-06-22 16:54 | 2026-06-17+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $18.30 | -2,899 | 255.8K | -1% | -$53.1K |
| MT | 2026-06-16 17:03 | 2026-06-12+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $17.97 | -8,911 | 258.7K | -3% | -$160.2K |
| MT | 2026-06-12 18:11 | 2026-06-10+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $17.47 | -5,100 | 267.6K | -2% | -$89.1K |
| MT | 2026-06-09 18:42 | 2026-06-05+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $17.37 | -3,123 | 272.7K | -1% | -$54.2K |
| MT | 2026-06-02 16:49 | 2026-05-29+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.22 | -2,830 | 275.8K | -1% | -$45.9K |
| MT | 2026-05-28 16:32 | 2026-05-26+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.27 | -4,756 | 278.7K | -2% | -$77.4K |
| MT | 2026-05-22 16:43 | 2026-05-20+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.02 | -1,119 | 283.4K | -0.4% | -$17.9K |
| MT | 2026-05-18 16:51 | 2026-05-14+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.05 | -1,151 | 284.5K | -0.4% | -$18.5K |
| MT | 2026-05-13 16:53 | 2026-05-11+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.31 | -2,167 | 285.7K | -0.8% | -$35.3K |
| MT | 2026-05-08 16:45 | 2026-05-05+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.08 | -2,538 | 287.9K | -0.9% | -$40.8K |
| 2026-05-06 17:58 | 2026-04-30 | WHG | Ryan Janice | Dir | A - Grant | $0.00 | +5,780 | 5,780 | New | $0 | |
| 2026-05-06 17:55 | 2026-04-30 | WHG | Bowman Randy A | Dir | A - Grant | $0.00 | +5,780 | 37.5K | +18% | $0 | |
| 2026-05-06 17:52 | 2026-04-30 | WHG | Murray Katherine | Dir | A - Grant | $0.00 | +5,780 | 11.5K | +102% | $0 | |
| 2026-05-06 17:47 | 2026-04-30 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +5,780 | 52.6K | +12% | $0 | |
| 2026-05-06 17:45 | 2026-04-30 | WHG | Hoak J. Hale | Dir | A - Grant | $0.00 | +5,780 | 60.8K | +11% | $0 | |
| MT | 2026-05-04 17:22 | 2026-04-30+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.23 | -1,711 | 290.4K | -0.6% | -$27.8K |
| MT | 2026-04-29 16:54 | 2026-04-27+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.74 | -1,893 | 292.1K | -0.6% | -$31.7K |
| M | 2026-04-24 16:33 | 2026-04-22+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.07 | -1,003 | 294.0K | -0.3% | -$16.1K |
| M | 2026-04-21 17:03 | 2026-04-17+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.38 | -1,732 | 295.0K | -0.6% | -$28.4K |
| M | 2026-04-16 17:49 | 2026-04-14+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.39 | -2,301 | 296.7K | -0.8% | -$37.7K |
| M | 2026-04-13 17:43 | 2026-04-09+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.25 | -2,901 | 299.0K | -1.0% | -$47.1K |
| M | 2026-04-08 20:08 | 2026-04-01+ | WHG | BYRNE SUSAN M | Dir Emerita | S - Sale | $16.55 | -3,498 | 301.9K | -1% | -$57.9K |
| A | 2026-03-16 | 2026-02-23 | WHG | Gomez Fabian | Pres, COO | A - Grant | $0.00 | +32.3K | 122.6K | +36% | $0 |
| A | 2026-03-16 | 2026-02-23 | WHG | Gomez Fabian | Pres, COO | F - Tax | $16.22 | -6,223 | 122.6K | -5% | -$100.9K |
| A | 2026-03-16 | 2026-02-23 | WHG | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $16.22 | -5,379 | 77.9K | -6% | -$87.2K |
| A | 2026-03-16 | 2026-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $16.22 | -10.8K | 162.8K | -6% | -$174.7K |
| A | 2026-03-16 | 2026-02-23 | WHG | CASEY BRIAN O | CEO, Dir | F - Tax | $16.22 | -18.9K | 530.6K | -3% | -$307.3K |
| A | 2026-03-16 | 2026-02-23 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +57.2K | 530.6K | +12% | $0 |
| A | 2026-03-16 | 2026-02-23 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +11.1K | 65.8K | +20% | $0 |
| A | 2026-03-16 | 2026-02-23 | WHG | Forbes Murray III | CFO | F - Tax | $16.22 | -2,859 | 65.8K | -4% | -$46.4K |
| A | 2026-03-16 | 2026-02-23 | WHG | Linton David O | Head of Distribution | A - Grant | $0.00 | +15.4K | 29.4K | +110% | $0 |
| A | 2026-03-16 | 2026-02-23 | WHG | Linton David O | Head of Distribution | F - Tax | $16.22 | -2,654 | 29.4K | -8% | -$43.0K |
| 2026-03-16 | 2026-02-23 | WHG | Ehinger John Anthony Jr | Head of Legal, Compliance | A - Grant | $0.00 | +5,549 | 19.1K | +41% | $0 | |
| 2026-03-16 | 2026-02-23 | WHG | Ehinger John Anthony Jr | Head of Legal, Compliance | F - Tax | $16.22 | -838 | 18.3K | -4% | -$13.6K | |
| 2026-03-13 | 2026-02-23 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +11.1K | 68.7K | +19% | $0 | |
| 2026-03-13 | 2026-02-23 | WHG | Forbes Murray III | CFO | S - Sale | $16.22 | -2,859 | 65.8K | -4% | -$46.4K | |
| 2026-03-13 | 2026-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | S - Sale | $16.22 | -10.8K | 162.8K | -6% | -$174.7K | |
| 2026-03-13 | 2026-02-23 | WHG | Gomez Fabian | Pres | A - Grant | $0.00 | +32.3K | 128.8K | +33% | $0 | |
| 2026-03-13 | 2026-02-23 | WHG | Gomez Fabian | Pres | S - Sale | $16.22 | -6,223 | 122.6K | -5% | -$100.9K | |
| 2026-03-13 | 2026-02-23 | WHG | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $16.22 | -5,379 | 77.9K | -6% | -$87.2K | |
| 2026-03-13 | 2026-02-23 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $16.22 | -18.9K | 530.6K | -3% | -$307.3K | |
| 2026-03-13 | 2026-02-23 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +57.2K | 549.6K | +12% | $0 | |
| 2026-03-13 | 2026-02-23 | WHG | Linton David O | Head of Distribution | S - Sale | $16.22 | -2,654 | 29.4K | -8% | -$43.0K | |
| 2026-03-13 | 2026-02-23 | WHG | Linton David O | Head of Distribution | A - Grant | $0.00 | +15.4K | 32.1K | +93% | $0 | |
| 2025-12-11 | 2025-12-10 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $16.55 | -8,341 | 492.4K | -2% | -$138.0K | |
| 2025-12-11 | 2025-12-09 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $16.41 | -1,764 | 500.7K | -0.4% | -$28.9K | |
| 2025-12-09 | 2025-12-08 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $16.45 | -1,602 | 502.5K | -0.3% | -$26.4K | |
| 2025-12-08 | 2025-12-05 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $16.44 | -1,351 | 504.1K | -0.3% | -$22.2K | |
| M | 2025-12-01 | 2025-11-26+ | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $17.00 | -139 | 505.4K | -0.0% | -$2,363 |
| 2025-11-12 | 2025-11-10 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $17.00 | -370 | 505.6K | -0.1% | -$6,290 | |
| 2025-09-03 | 2025-08-29 | WHG | CASEY BRIAN O | CEO, Dir | S - Sale | $18.00 | -6,750 | 505.9K | -1% | -$121.5K | |
| 2025-06-05 | 2025-06-05 | WHG | Gomez Fabian | Pres | S - Sale | $15.50 | -7,000 | 96.5K | -7% | -$108.5K | |
| 2025-05-23 | 2025-04-30 | WHG | Hoak J. Hale | Dir | A - Grant | $0.00 | +5,690 | 55.0K | +12% | $0 | |
| 2025-05-23 | 2025-04-30 | WHG | Norman Geoffrey | Dir | A - Grant | $0.00 | +5,690 | 50.1K | +13% | $0 | |
| 2025-05-23 | 2025-04-30 | WHG | Bowman Randy A | Dir | A - Grant | $0.00 | +5,690 | 31.8K | +22% | $0 | |
| 2025-05-23 | 2025-04-30 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +5,690 | 46.8K | +14% | $0 | |
| 2025-05-23 | 2025-04-30 | WHG | Murray Katherine | Dir | A - Grant | $0.00 | +5,690 | 5,690 | New | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $16.44 | -4,939 | 83.3K | -6% | -$81.2K | |
| 2025-02-25 | 2025-02-21 | WHG | Lockridge Matthew | Head, U.S. Value Inv | A - Grant | $0.00 | +31.9K | 88.2K | +57% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Ehinger John Anthony Jr | CCO, Head of Legal | A - Grant | $0.00 | +4,867 | 14.0K | +53% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Ehinger John Anthony Jr | CCO, Head of Legal | F - Tax | $16.44 | -448 | 13.5K | -3% | -$7,365 | |
| 2025-02-25 | 2025-02-21 | WHG | CASEY BRIAN O | CEO, Dir | F - Tax | $16.44 | -13.2K | 512.7K | -3% | -$216.3K | |
| 2025-02-25 | 2025-02-21 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +45.6K | 525.8K | +10% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +10.6K | 60.4K | +21% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Forbes Murray III | CFO | F - Tax | $16.44 | -2,815 | 57.6K | -5% | -$46.3K | |
| 2025-02-25 | 2025-02-21 | WHG | Mazzei Matthew | Ctrl | A - Grant | $0.00 | +1,764 | 4,333 | +69% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Mazzei Matthew | Ctrl | F - Tax | $16.44 | -524 | 3,809 | -12% | -$8,615 | |
| 2025-02-25 | 2024-02-23 | WHG | Mazzei Matthew | Ctrl | A - Grant | $0.00 | +1,797 | 2,569 | +233% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $16.44 | -13.4K | 173.5K | -7% | -$220.2K | |
| 2025-02-25 | 2025-02-21 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +30.4K | 186.9K | +19% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Gomez Fabian | Pres | A - Grant | $0.00 | +24.6K | 108.8K | +29% | $0 | |
| 2025-02-25 | 2025-02-21 | WHG | Gomez Fabian | Pres | F - Tax | $16.44 | -5,265 | 103.5K | -5% | -$86.6K | |
| A | 2024-11-14 | 2024-02-23 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | — | +48.2K | 480.2K | +11% | — |
| 2024-06-03 | 2024-05-30 | WHG | Bowman Randy A | Dir | A - Grant | $0.00 | +7,547 | 26.1K | +41% | $0 | |
| 2024-05-20 | 2024-05-20 | WHG | MASTERSON ELLEN H | Dir | A - Grant | $0.00 | +7,547 | 41.1K | +22% | $0 | |
| 2024-05-20 | 2024-05-20 | WHG | FRANK RICHARD M | Dir, COB | A - Grant | $0.00 | +7,547 | 82.2K | +10% | $0 | |
| 2024-05-09 | 2024-05-07 | WHG | Norman Geoffrey | Dir | A - Grant | $0.00 | +7,547 | 44.4K | +20% | $0 | |
| 2024-05-09 | 2024-05-07 | WHG | WESTWOOD HOLDINGS GROUP INC | Dir | A - Grant | $0.00 | +7,547 | 44.4K | +20% | $0 | |
| A | 2024-05-09 | 2024-05-07 | WHG | WESTWOOD HOLDINGS GROUP INC | Dir | J - Other | $0.00 | -7,547 | 36.8K | -17% | $0 |
| 2024-03-08 | 2024-03-06 | WHG | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $12.01 | -14.0K | 56.3K | -20% | -$168.1K | |
| 2024-02-27 | 2024-02-23 | WHG | CASEY BRIAN O | CEO, Dir | F - Tax | $12.00 | -5,694 | 483.4K | -1% | -$68.3K | |
| 2024-02-27 | 2024-02-23 | WHG | CASEY BRIAN O | CEO, Dir | A - Grant | $0.00 | +52.1K | 489.1K | +12% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Forbes Murray III | CFO | F - Tax | $12.00 | -2,723 | 49.8K | -5% | -$32.7K | |
| 2024-02-27 | 2024-02-23 | WHG | Forbes Murray III | CFO | A - Grant | $0.00 | +13.5K | 52.5K | +35% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | F - Tax | $12.00 | -3,608 | 56.0K | -6% | -$43.3K | |
| 2024-02-27 | 2024-02-23 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | A - Grant | $0.00 | +21.7K | 59.6K | +57% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Ehinger John Anthony Jr | CCO, Head of Legal | F - Tax | $12.00 | -117 | 9,122 | -1% | -$1,404 | |
| 2024-02-27 | 2024-02-23 | WHG | Ehinger John Anthony Jr | CCO, Head of Legal | A - Grant | $0.00 | +5,415 | 9,239 | +142% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Gomez Fabian | Pres | F - Tax | $12.00 | -4,185 | 84.1K | -5% | -$50.2K | |
| 2024-02-27 | 2024-02-23 | WHG | Gomez Fabian | Pres | A - Grant | $0.00 | +32.9K | 88.3K | +59% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $12.00 | -6,827 | 70.3K | -9% | -$81.9K | |
| 2024-02-27 | 2024-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +41.7K | 168.1K | +33% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $12.00 | -11.6K | 156.5K | -7% | -$139.3K | |
| M | 2023-09-12 | 2023-09-06+ | WHG | Montgomery John Porter | COO | S - Sale | $9.90 | -1,667 | 75.8K | -2% | -$16.5K |
Purchase Sale Sale after option exercise All abbreviations