WHG
Westwood Holdings Group, Inc.$16.86+0.23 (+1.35%)Prev Close$16.63·MCap$147.6M·P/E—·Vol2.2K·Yield0.04%
▲
Buys (12M)
0
$0.00
▼
Sells (12M)
15
$1.13M
◆
Net Activity
Net Seller
$1.13M
●
Active Insiders
7
last 12 mo
Over the past 12 months, insider activity at Westwood Holdings Group, Inc. (WHG) has been exclusively selling, with 0 insider purchases totaling $0.00 and 15 insider sales totaling $1.13M. The most recent insider transaction was by BYRNE SUSAN M (other: Director Emerita), who sold $16.1K worth of shares on Apr 24, 2026. Westwood Holdings Group, Inc. operates in the Financial Services sector, within the Financial - Capital Markets industry, with a market cap of $147.6M.
WHG Insider Trading Activity
| Date | Insider | Role | Type | Shares | Avg Price | Value | Shares After |
|---|---|---|---|---|---|---|---|
| Apr 24, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 1,003 | $16.07 | $16.1K | 294,718 |
| Apr 21, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 1,732 | $16.38 | $28.4K | 296,044 |
| Apr 16, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 2,301 | $16.39 | $37.7K | 298,744 |
| Apr 13, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 2,901 | $16.25 | $47.1K | 301,545 |
| Apr 8, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 3,498 | $16.55 | $57.9K | 303,950 |
| Mar 13, 2026 | Forbes Murray III | officer: Chief Financial Officer | Sell | 2,859 | $16.22 | $46.4K | 65,826 |
| Mar 13, 2026 | Linton David O | officer: Head of Distribution | Sell | 2,654 | $16.22 | $43.0K | 29,415 |
| Mar 13, 2026 | Gomez Fabian | officer: President | Sell | 6,223 | $16.22 | $100.9K | 122,573 |
| Mar 13, 2026 | CASEY BRIAN O | director, officer: CEO | Sell | 18,943 | $16.22 | $307.3K | 530,610 |
| Mar 13, 2026 | Lockridge Matthew | officer: Head, U.S. Value Inv. | Sell | 5,379 | $16.22 | $87.2K | 77,900 |
| Mar 13, 2026 | Helfert Adrian | officer: CIO, Multi-Asset Inv. | Sell | 10,772 | $16.22 | $174.7K | 162,751 |
| Dec 9, 2025 | CASEY BRIAN O | CEO | Sell | 1,764 | $16.41 | $28.9K | 0 |
| Dec 5, 2025 | CASEY BRIAN O | CEO | Sell | 1,351 | $16.44 | $22.2K | 0 |
| Nov 10, 2025 | CASEY BRIAN O | CEO | Sell | 370 | $17.00 | $6.3K | 0 |
| Aug 29, 2025 | CASEY BRIAN O | CEO | Sell | 6,750 | $18.00 | $121.5K | 0 |
| Feb 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | Sell | 448 | $16.44 | $7.4K | 0 |
| Feb 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | Sell | 13,395 | $16.44 | $220.2K | 0 |
| Feb 21, 2025 | Gomez Fabian | President | Sell | 5,265 | $16.44 | $86.6K | 0 |
| Mar 8, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 14,000 | $12.01 | $168.1K | 56,283 |
| Sep 12, 2023 | Montgomery John Porter | Chief Operating Officer | Sell | 1,667 | $9.90 | $16.5K | 76,983 |
| Aug 11, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 850 | $10.97 | $9.3K | 37,962 |
| Mar 16, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 2,000 | $12.90 | $25.8K | 38,812 |
| Mar 10, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 1,500 | $13.42 | $20.1K | 77,904 |
| Mar 8, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 3,000 | $13.91 | $41.7K | 79,404 |
| Feb 24, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 240 | $10.60 | $2.5K | 27,108 |
| Feb 24, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 6,713 | $11.70 | $78.5K | 52,828 |
| Jun 13, 2022 | JCP Investment Management, LLC | Sell | 24,000 | $15.69 | $376.6K | 418,214 | |
| Jun 8, 2022 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 3,000 | $14.95 | $44.9K | 27,348 |
| Dec 1, 2021 | FRANK RICHARD M | Director | Buy | 984 | $16.65 | $16.4K | 60,866 |
| Nov 23, 2021 | CASEY BRIAN O | President & CEO | Buy | 3,000 | $16.75 | $50.3K | 369,217 |
| Nov 5, 2021 | FRANK RICHARD M | Director | Buy | 5,000 | $17.75 | $88.8K | 53,366 |
| Nov 3, 2021 | CASEY BRIAN O | President & CEO | Buy | 3,022 | $17.25 | $52.1K | 366,217 |
| Nov 3, 2021 | WOOLDRIDGE RAYMOND E | Director | Buy | 10,000 | $17.49 | $174.9K | 77,597 |
| Jun 25, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 885 | $21.59 | $19.1K | 29,242 |
| May 6, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 1,500 | $19.51 | $29.3K | 30,827 |
| May 3, 2021 | JCP Investment Management, LLC | 10% Owner | Buy | 25,000 | $17.89 | $447.3K | 430,214 |
| Apr 12, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 3,229 | $17.29 | $55.8K | 33,444 |
| Mar 11, 2021 | CASEY BRIAN O | President & CEO | Sell | 2,975 | $17.71 | $52.7K | 363,195 |
WHG Insider Buying Activity
The following table shows recent insider purchases of Westwood Holdings Group, Inc. (WHG) stock reported via SEC Form 4 filings.
| Date | Insider | Role | Type | Shares | Avg Price | Value | Shares After |
|---|---|---|---|---|---|---|---|
| Dec 1, 2021 | FRANK RICHARD M | Director | Buy | 984 | $16.65 | $16.4K | 60,866 |
| Nov 23, 2021 | CASEY BRIAN O | President & CEO | Buy | 3,000 | $16.75 | $50.3K | 369,217 |
| Nov 5, 2021 | FRANK RICHARD M | Director | Buy | 5,000 | $17.75 | $88.8K | 53,366 |
| Nov 3, 2021 | CASEY BRIAN O | President & CEO | Buy | 3,022 | $17.25 | $52.1K | 366,217 |
| Nov 3, 2021 | WOOLDRIDGE RAYMOND E | Director | Buy | 10,000 | $17.49 | $174.9K | 77,597 |
| May 3, 2021 | JCP Investment Management, LLC | 10% Owner | Buy | 25,000 | $17.89 | $447.3K | 430,214 |
WHG Insider Selling Activity
The following table shows recent insider sales of Westwood Holdings Group, Inc. (WHG) stock reported via SEC Form 4 filings.
| Date | Insider | Role | Type | Shares | Avg Price | Value | Shares After |
|---|---|---|---|---|---|---|---|
| Apr 24, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 1,003 | $16.07 | $16.1K | 294,718 |
| Apr 21, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 1,732 | $16.38 | $28.4K | 296,044 |
| Apr 16, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 2,301 | $16.39 | $37.7K | 298,744 |
| Apr 13, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 2,901 | $16.25 | $47.1K | 301,545 |
| Apr 8, 2026 | BYRNE SUSAN M | other: Director Emerita | Sell | 3,498 | $16.55 | $57.9K | 303,950 |
| Mar 13, 2026 | Forbes Murray III | officer: Chief Financial Officer | Sell | 2,859 | $16.22 | $46.4K | 65,826 |
| Mar 13, 2026 | Linton David O | officer: Head of Distribution | Sell | 2,654 | $16.22 | $43.0K | 29,415 |
| Mar 13, 2026 | Gomez Fabian | officer: President | Sell | 6,223 | $16.22 | $100.9K | 122,573 |
| Mar 13, 2026 | CASEY BRIAN O | director, officer: CEO | Sell | 18,943 | $16.22 | $307.3K | 530,610 |
| Mar 13, 2026 | Lockridge Matthew | officer: Head, U.S. Value Inv. | Sell | 5,379 | $16.22 | $87.2K | 77,900 |
| Mar 13, 2026 | Helfert Adrian | officer: CIO, Multi-Asset Inv. | Sell | 10,772 | $16.22 | $174.7K | 162,751 |
| Dec 9, 2025 | CASEY BRIAN O | CEO | Sell | 1,764 | $16.41 | $28.9K | 0 |
| Dec 5, 2025 | CASEY BRIAN O | CEO | Sell | 1,351 | $16.44 | $22.2K | 0 |
| Nov 10, 2025 | CASEY BRIAN O | CEO | Sell | 370 | $17.00 | $6.3K | 0 |
| Aug 29, 2025 | CASEY BRIAN O | CEO | Sell | 6,750 | $18.00 | $121.5K | 0 |
| Feb 21, 2025 | Ehinger John Anthony Jr | Head of Legal, CCO | Sell | 448 | $16.44 | $7.4K | 0 |
| Feb 21, 2025 | Helfert Adrian | CIO, Multi-Asset Inv. | Sell | 13,395 | $16.44 | $220.2K | 0 |
| Feb 21, 2025 | Gomez Fabian | President | Sell | 5,265 | $16.44 | $86.6K | 0 |
| Mar 8, 2024 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 14,000 | $12.01 | $168.1K | 56,283 |
| Sep 12, 2023 | Montgomery John Porter | Chief Operating Officer | Sell | 1,667 | $9.90 | $16.5K | 76,983 |
| Aug 11, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 850 | $10.97 | $9.3K | 37,962 |
| Mar 16, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 2,000 | $12.90 | $25.8K | 38,812 |
| Mar 10, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 1,500 | $13.42 | $20.1K | 77,904 |
| Mar 8, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 3,000 | $13.91 | $41.7K | 79,404 |
| Feb 24, 2023 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 240 | $10.60 | $2.5K | 27,108 |
| Feb 24, 2023 | Lockridge Matthew | Head, U.S. Value Inv. | Sell | 6,713 | $11.70 | $78.5K | 52,828 |
| Jun 13, 2022 | JCP Investment Management, LLC | Sell | 24,000 | $15.69 | $376.6K | 418,214 | |
| Jun 8, 2022 | Bennett Leah | President-Westwood Wealth Mgmt | Sell | 3,000 | $14.95 | $44.9K | 27,348 |
| Jun 25, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 885 | $21.59 | $19.1K | 29,242 |
| May 6, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 1,500 | $19.51 | $29.3K | 30,827 |
| Apr 12, 2021 | Gomez Fabian | Chief Operating Officer | Sell | 3,229 | $17.29 | $55.8K | 33,444 |
| Mar 11, 2021 | CASEY BRIAN O | President & CEO | Sell | 2,975 | $17.71 | $52.7K | 363,195 |
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