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

142
Insider
Date
Role
Action
Shares
Price
Amount
Susan M Byrne
2 Jul 2026
Director Emerita
Sold on a plan
4,481
$19.88
$89.07K
Susan M Byrne
1 Jul 2026
Director Emerita
Sold on a plan
3,584
$19.35
$69.36K
Susan M Byrne
30 Jun 2026
Director Emerita
Sold on a plan
1,091
$19.17
$20.91K
Susan M Byrne
29 Jun 2026
Director Emerita
Sold on a plan
7,129
$20.03
$142.78K
Susan M Byrne
26 Jun 2026
Director Emerita
Sold on a plan
4,274
$19.39
$82.86K
Susan M Byrne
25 Jun 2026
Director Emerita
Sold on a plan
500
$18.21
$9.10K
Susan M Byrne
24 Jun 2026
Director Emerita
Sold on a plan
1,300
$18.32
$23.82K
Susan M Byrne
23 Jun 2026
Director Emerita
Sold on a plan
2,500
$18.45
$46.12K
Susan M Byrne
22 Jun 2026
Director Emerita
Sold on a plan
1,000
$18.31
$18.31K
Susan M Byrne
18 Jun 2026
Director Emerita
Sold on a plan
1,549
$18.35
$28.42K
Susan M Byrne
17 Jun 2026
Director Emerita
Sold on a plan
350
$18.10
$6.34K
Susan M Byrne
16 Jun 2026
Director Emerita
Sold on a plan
1,634
$18.29
$29.89K
Susan M Byrne
15 Jun 2026
Director Emerita
Sold on a plan
2,910
$17.96
$52.27K
Susan M Byrne
12 Jun 2026
Director Emerita
Sold on a plan
4,367
$17.86
$78.00K
Susan M Byrne
11 Jun 2026
Director Emerita
Sold on a plan
3,300
$17.43
$57.52K
Susan M Byrne
10 Jun 2026
Director Emerita
Sold on a plan
1,800
$17.55
$31.59K
Susan M Byrne
9 Jun 2026
Director Emerita
Sold on a plan
1,900
$17.46
$33.17K
Susan M Byrne
8 Jun 2026
Director Emerita
Sold on a plan
607
$17.11
$10.39K
Susan M Byrne
5 Jun 2026
Director Emerita
Sold on a plan
616
$17.34
$10.68K
Susan M Byrne
2 Jun 2026
Director Emerita
Sold on a plan
406
$16.33
$6.63K
Susan M Byrne
1 Jun 2026
Director Emerita
Sold on a plan
1,300
$16.02
$20.83K
Susan M Byrne
29 May 2026
Director Emerita
Sold on a plan
1,124
$16.40
$18.44K
Susan M Byrne
28 May 2026
Director Emerita
Sold on a plan
2,028
$16.37
$33.19K
Susan M Byrne
27 May 2026
Director Emerita
Sold on a plan
1,062
$16.20
$17.20K
Susan M Byrne
26 May 2026
Director Emerita
Sold on a plan
1,666
$16.21
$27.00K
Susan M Byrne
22 May 2026
Director Emerita
Sold on a plan
613
$16.02
$9.82K
Susan M Byrne
21 May 2026
Director Emerita
Sold on a plan
300
$16.01
$4.80K
Susan M Byrne
20 May 2026
Director Emerita
Sold on a plan
206
$16.01
$3.30K
Susan M Byrne
18 May 2026
Director Emerita
Sold on a plan
651
$16.08
$10.47K
Susan M Byrne
14 May 2026
Director Emerita
Sold on a plan
500
$16.00
$8.00K
Susan M Byrne
13 May 2026
Director Emerita
Sold on a plan
300
$16.01
$4.80K
Susan M Byrne
12 May 2026
Director Emerita
Sold on a plan
991
$16.27
$16.12K
Susan M Byrne
11 May 2026
Director Emerita
Sold on a plan
876
$16.46
$14.42K
Susan M Byrne
8 May 2026
Director Emerita
Sold on a plan
600
$16.17
$9.70K
Susan M Byrne
7 May 2026
Director Emerita
Sold on a plan
1,000
$16.06
$16.06K
Susan M Byrne
6 May 2026
Director Emerita
Sold on a plan
260
$16.09
$4.18K
Susan M Byrne
5 May 2026
Director Emerita
Sold on a plan
678
$16.01
$10.85K
Susan M Byrne
4 May 2026
Director Emerita
Sold on a plan
239
$16.02
$3.83K
Susan M Byrne
1 May 2026
Director Emerita
Sold on a plan
478
$16.22
$7.75K
Susan M Byrne
30 Apr 2026
Director Emerita
Sold on a plan
994
$16.28
$16.19K
Susan M Byrne
29 Apr 2026
Director Emerita
Sold on a plan
500
$16.56
$8.28K
Susan M Byrne
28 Apr 2026
Director Emerita
Sold on a plan
660
$16.97
$11.20K
Susan M Byrne
27 Apr 2026
Director Emerita
Sold on a plan
733
$16.66
$12.21K
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
7 Apr 2026
Director Emerita
Sold on a plan
400
$16.13
$6.45K
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
Richard M Frank
30 Nov 2021
Director
Buy
578
$16.65
$9.62K
Richard M Frank
29 Nov 2021
Director
Buy
406
$16.65
$6.76K
Brian O Casey
22 Nov 2021
President & CEO
Buy
3,000
$16.75
$50.25K
Richard M Frank
3 Nov 2021
Director
Buy
5,000
$17.75
$88.75K
Brian O Casey
2 Nov 2021
President & CEO
Buy
522
$17.25
$9.00K
Brian O Casey
1 Nov 2021
President & CEO
Buy
2,500
$17.25
$43.13K
Raymond E Wooldridge
1 Nov 2021
Director
Buy
10,000
$17.49
$174.89K
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
JCP Investment Management, LLC
29 Apr 2021
10% owner
Buy indirect
505
$17.89
$9.04K
JCP Investment Management, LLC
29 Apr 2021
10% owner
Buy indirect
12,500
$17.89
$223.66K
JCP Investment Management, LLC
29 Apr 2021
10% owner
Buy indirect
11,995
$17.89
$214.62K
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
Richard M Frank
16 Nov 2020
Director
Buy
5,584
$11.20
$62.53K
Raymond E Wooldridge
10 Aug 2020
Director
Buy indirect
5,000
$12.29
$61.46K
Raymond E Wooldridge
10 Aug 2020
Director
Buy
5,000
$12.29
$61.46K
Brian O Casey
7 Aug 2020
President & CEO
Buy
10,000
$11.36
$113.56K
Fabian Gomez
8 May 2020
Chief Operating Officer
Sell
5,220
$21.00
$109.62K
Susan M Byrne
9 Mar 2020
Director
Buy
1,000
$20.28
$20.28K
Susan M Byrne
5 Mar 2020
Director
Buy
1,500
$22.43
$33.64K
Susan M Byrne
4 Mar 2020
Director
Buy
1,350
$23.78
$32.10K
Susan M Byrne
3 Mar 2020
Director
Buy
1,150
$23.95
$27.55K
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

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