InsiderClue
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WESTWOOD HOLDINGS GROUP INC

WHG Clue Score52
United States Fiscal year ends December CIK 0001165002 Results filed 5 Nov 2026
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What the insiders did Net selling

Individual transactions

80
Insider
Date
Role
Action
Shares
Price
Amount
Susan M Byrne
24 Apr 2026
Director Emerita
Sell
700
$16.14
$11.30K
Susan M Byrne
23 Apr 2026
Director Emerita
Sell
9
$17.27
$155.39
Susan M Byrne
22 Apr 2026
Director Emerita
Sell
294
$15.85
$4.66K
Susan M Byrne
21 Apr 2026
Director Emerita
Sell
532
$16.17
$8.60K
Susan M Byrne
20 Apr 2026
Director Emerita
Sell
500
$16.64
$8.32K
Susan M Byrne
17 Apr 2026
Director Emerita
Sell
700
$16.36
$11.45K
Susan M Byrne
16 Apr 2026
Director Emerita
Sell
500
$16.14
$8.07K
Susan M Byrne
15 Apr 2026
Director Emerita
Sell
1,500
$16.45
$24.68K
Susan M Byrne
14 Apr 2026
Director Emerita
Sell
301
$16.48
$4.96K
Susan M Byrne
13 Apr 2026
Director Emerita
Sell
1,600
$16.32
$26.11K
Susan M Byrne
10 Apr 2026
Director Emerita
Sell
900
$16.11
$14.49K
Susan M Byrne
9 Apr 2026
Director Emerita
Sell
401
$16.31
$6.54K
Susan M Byrne
8 Apr 2026
Director Emerita
Sell
704
$16.46
$11.58K
Susan M Byrne
6 Apr 2026
Director Emerita
Sell
700
$16.31
$11.42K
Susan M Byrne
2 Apr 2026
Director Emerita
Sell
600
$16.21
$9.73K
Susan M Byrne
1 Apr 2026
Director Emerita
Sell
1,494
$16.83
$25.15K
Matthew Lockridge
23 Feb 2026
Head, U.S. Value Inv.
Sell
5,379
$16.22
$87.25K
Adrian Helfert
23 Feb 2026
CIO, Multi-Asset Inv.
Sell
10,772
$16.22
$174.72K
Fabian Gomez
23 Feb 2026
President
Sell
6,223
$16.22
$100.94K
David O Linton
23 Feb 2026
Head of Distribution
Sell
2,654
$16.22
$43.05K
Brian O Casey
23 Feb 2026
CEO
Sell
18,943
$16.22
$307.26K
Murray Forbes III
23 Feb 2026
Chief Financial Officer
Sell
2,859
$16.22
$46.37K
Brian O Casey
10 Dec 2025
CEO
Sell
8,341
$16.55
$138.04K
Brian O Casey
9 Dec 2025
CEO
Sell
1,764
$16.41
$28.94K
Brian O Casey
8 Dec 2025
CEO
Sell
1,602
$16.45
$26.35K
Brian O Casey
5 Dec 2025
CEO
Sell
1,351
$16.44
$22.21K
Brian O Casey
28 Nov 2025
CEO
Sell
99
$17.00
$1.68K
Brian O Casey
26 Nov 2025
CEO
Sell
40
$17.00
$680.00
Brian O Casey
10 Nov 2025
CEO
Sell
370
$17.00
$6.29K
Brian O Casey
29 Aug 2025
CEO
Sell
6,750
$18.00
$121.50K
Fabian Gomez
5 Jun 2025
President
Sell
7,000
$15.50
$108.50K
Matthew Lockridge
6 Mar 2024
Head, U.S. Value Inv.
Sell
14,000
$12.01
$168.09K
John Porter Montgomery
11 Sep 2023
Chief Operating Officer
Sell
327
$9.89
$3.23K
John Porter Montgomery
11 Sep 2023
Chief Operating Officer
Sell
500
$9.90
$4.95K
John Porter Montgomery
6 Sep 2023
Chief Operating Officer
Sell
2
$10.20
$20.40
John Porter Montgomery
6 Sep 2023
Chief Operating Officer
Sell
838
$9.90
$8.30K
Leah Bennett
9 Aug 2023
President-Westwood Wealth Mgmt
Sell
850
$10.97
$9.33K
Leah Bennett
14 Mar 2023
President-Westwood Wealth Mgmt
Sell
2,000
$12.90
$25.81K
Matthew Lockridge
7 Mar 2023
Head, U.S. Value Inv.
Sell
1,500
$13.42
$20.13K
Matthew Lockridge
6 Mar 2023
Head, U.S. Value Inv.
Sell
3,000
$13.91
$41.72K
Matthew Lockridge
22 Feb 2023
Head, U.S. Value Inv.
Sell
6,713
$11.70
$78.54K
Leah Bennett
28 Nov 2022
President-Westwood Wealth Mgmt
Sell
240
$10.60
$2.54K
JCP Investment Management, LLC
9 Jun 2022
See Footnote 1
Sell indirect
482
$15.69
$7.56K
JCP Investment Management, LLC
9 Jun 2022
See Footnote 1
Sell indirect
12,000
$15.69
$188.32K
JCP Investment Management, LLC
9 Jun 2022
See Footnote 1
Sell indirect
11,518
$15.69
$180.76K
Leah Bennett
1 Jun 2022
President-Westwood Wealth Mgmt
Sell
3,000
$14.95
$44.85K
Fabian Gomez
25 Jun 2021
Chief Operating Officer
Sell
885
$21.59
$19.10K
Fabian Gomez
5 May 2021
Chief Operating Officer
Sell
700
$19.52
$13.66K
Fabian Gomez
4 May 2021
Chief Operating Officer
Sell
800
$19.50
$15.60K
Fabian Gomez
9 Apr 2021
Chief Operating Officer
Sell
1,817
$17.31
$31.45K
Fabian Gomez
8 Apr 2021
Chief Operating Officer
Sell
1,412
$17.26
$24.37K
Brian O Casey
9 Mar 2021
President & CEO
Sell
2,975
$17.71
$52.69K
Fabian Gomez
8 May 2020
Chief Operating Officer
Sell
5,220
$21.00
$109.62K
Julie Kramer Gerron
16 Jan 2018
General Counsel & CCO
Sell
500
$68.63
$34.31K
Julie Kramer Gerron
12 Jan 2018
General Counsel & CCO
Sell
1,513
$68.34
$103.40K
Julie Kramer Gerron
4 Jan 2018
General Counsel & CCO
Sell
1,353
$67.46
$91.28K
Julie Kramer Gerron
3 Jan 2018
General Counsel & CCO
Sell
634
$67.02
$42.49K
Julie Kramer Gerron
2 Jan 2018
General Counsel & CCO
Sell
1,000
$66.32
$66.32K
Mark Freeman
15 Dec 2017
Chief Investment Officer
Sell
4,500
$65.06
$292.75K
Susan M Byrne
27 Sep 2017
Director
Sell
7,635
$64.01
$488.69K
Susan M Byrne
26 Sep 2017
Director
Sell
7,265
$64.01
$465.01K
Susan M Byrne
25 Sep 2017
Director
Sell
100
$64.00
$6.40K
Susan M Byrne
20 Sep 2017
Director
Sell
1,558
$62.01
$96.62K
Susan M Byrne
19 Sep 2017
Director
Sell
2,301
$62.01
$142.69K
Susan M Byrne
18 Sep 2017
Director
Sell
6,141
$62.09
$381.32K
Susan M Byrne
8 Aug 2017
Director
Sell indirect
6,500
$60.00
$390.01K
Richard M Frank
2 Aug 2017
Director
Sell indirect
20
$58.54
$1.17K
Susan M Byrne
1 Aug 2017
Director
Sell
3,230
$60.01
$193.83K
Susan M Byrne
31 Jul 2017
Director
Sell
255
$60.00
$15.30K
Susan M Byrne
28 Jul 2017
Director
Sell
3,902
$60.10
$234.50K
Susan M Byrne
18 Jul 2017
Director
Sell
2,613
$60.01
$156.80K
Susan M Byrne
14 Jul 2017
Director
Sell
14,054
$58.03
$815.54K
Susan M Byrne
13 Jul 2017
Director
Sell
846
$58.00
$49.07K
Susan M Byrne
23 Jun 2017
Director
Sell
100
$58.00
$5.80K
Susan M Byrne
22 Jun 2017
Director
Sell
14,233
$57.18
$813.90K
Susan M Byrne
8 Jun 2017
Director
Sell
255
$55.29
$14.10K
Susan M Byrne
2 Jun 2017
Director
Sell indirect
2,500
$55.59
$138.98K
Susan M Byrne
1 Jun 2017
Director
Sell indirect
5,000
$55.18
$275.89K
Susan M Byrne
30 May 2017
Director
Sell indirect
2,500
$54.20
$135.49K
Randall L. Root
18 Nov 2016
Pres., Westwood Trust Dallas
Sell
2,000
$60.01
$120.03K
Show all 142 transactions →

What was left out

Form 4 filings counted 194
Amendments (4/A) skipped 17
Filings about a different issuer 0
Unreadable filings 0
Joint filings 2
Sales on a Rule 10b5-1 plan 44
Sales straight out of an exercise 0
Sales at will 80
Transactions with no price 0
Shares from compensation/vesting 1,529,105
Sales filed before the plan box existed 43
History held since 13 Feb 2007