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WHG · Westwood Holdings Group Inc
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WHG Westwood Holdings (WHG) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001165002
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
38
13F, latest reported quarter

What the filings say about WHG

Insiders, 180 days
-$1.3M net sold
1 seller · 0% of sales under a 10b5-1 plan

Westwood Holdings insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, WESTWOOD HOLDINGS GROUP INC insiders sold a net $1.3M of stock across 105 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
BYRNE SUSAN M
SELL
2026-07-07 SECtraded 2026-07-02
4,481
$89.1K
-3.1%
Context
  • 61 earlier Form 4 trades (code P or S) here by this insider (61 sales), the last on Jul 1, 2026.
  • The trade is 1.9% of the 230,444 shares held after it.
  • No other insider sold within 30 days.
  • 38 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BYRNE SUSAN M sold about $89.1K of WHG on Jul 2, 2026; 38 funds added in the latest 13F quarter.
BYRNE SUSAN M
SELL
2026-07-07 SECtraded 2026-07-01
3,584
$69.4K
-3.1%
Context
  • 60 earlier Form 4 trades (code P or S) here by this insider (60 sales), the last on Jun 30, 2026.
  • The trade is 1.5% of the 234,925 shares held after it.
  • No other insider sold within 30 days.
  • 38 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BYRNE SUSAN M sold about $69.4K of WHG on Jul 1, 2026; 38 funds added in the latest 13F quarter.
BYRNE SUSAN M
SELL
2026-07-01 SECtraded 2026-06-30
1,091
$20.9K
-5.9%
Context
  • 59 earlier Form 4 trades (code P or S) here by this insider (59 sales), the last on Jun 29, 2026.
  • The trade is 0.5% of the 238,909 shares held after it.
  • No other insider sold within 30 days.
  • 38 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BYRNE SUSAN M sold about $20.9K of WHG on Jun 30, 2026; 38 funds added in the latest 13F quarter.
BYRNE SUSAN M
SELL
2026-06-30 SECtraded 2026-06-29
7,129
$142.8K
-2.1%
Context
  • 57 earlier Form 4 trades (code P or S) here by this insider (57 sales), the last on Jun 26, 2026.
  • The trade is 3.0% of the 240,108 shares held after it.
  • No other insider sold within 30 days.
  • 38 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BYRNE SUSAN M sold about $142.8K of WHG on Jun 29, 2026; 38 funds added in the latest 13F quarter.
BYRNE SUSAN M
SELL
2026-07-01 SECtraded 2026-06-29
7,192
$144.0K
-5.9%
Context
  • 57 earlier Form 4 trades (code P or S) here by this insider (57 sales), the last on Jun 26, 2026.
  • The trade is 3.0% of the 240,000 shares held after it.
  • No other insider sold within 30 days.
  • 38 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BYRNE SUSAN M sold about $144.0K of WHG on Jun 29, 2026; 38 funds added in the latest 13F quarter.
105 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.3M over 180 days
below 52% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
38 funds bought in last quarter
below 59% of Financial Services
Revenue
+3.2% year over year
below 65% of Financial Services
Margin
7.2% net margin
more than 53% of Financial Services
Buybacks
no share repurchases reported
Short interest
1.7% of the float short (float per yahoo 2026-10-26) · 6.0 days to cover · settled 2026-09-30
below 64% of Financial Services
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 41 in the prior 90
Why it matters
The absence is the signal: 41 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch WHG

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.3%12M
-10%+1%+13%+25%2025-102025-122026-022026-042026-062026-082026-10 2026-02-23 · CASEY BRIAN O sold $307.3K2026-02-23 · Helfert Adrian sold $174.7K2026-06-29 · BYRNE SUSAN M sold $144.0K2026-06-29 · BYRNE SUSAN M sold $142.8K2025-12-10 · CASEY BRIAN O sold $138.0K2026-02-23 · Gomez Fabian sold $100.9K2026-07-02 · BYRNE SUSAN M sold $89.1K2026-02-23 · Lockridge Matthew sold $87.2K2026-06-26 · BYRNE SUSAN M sold $82.9K2026-06-12 · BYRNE SUSAN M sold $78.0K2026-07-01 · BYRNE SUSAN M sold $69.4K2026-06-11 · BYRNE SUSAN M sold $57.5K2026-06-15 · BYRNE SUSAN M sold $52.3K2026-02-23 · Forbes Murray III sold $46.4K2026-06-23 · BYRNE SUSAN M sold $46.1K2026-02-23 · Linton David O sold $43.0K2026-05-28 · BYRNE SUSAN M sold $33.2K2026-06-09 · BYRNE SUSAN M sold $33.2K2026-06-10 · BYRNE SUSAN M sold $31.6K2026-06-16 · BYRNE SUSAN M sold $29.9K2026-06-18 · BYRNE SUSAN M sold $29.2K2025-12-09 · CASEY BRIAN O sold $28.9K2026-06-18 · BYRNE SUSAN M sold $28.4K2026-05-26 · BYRNE SUSAN M sold $27.0K2025-12-08 · CASEY BRIAN O sold $26.4K2026-04-13 · BYRNE SUSAN M sold $26.1K2026-04-01 · BYRNE SUSAN M sold $25.1K2026-04-15 · BYRNE SUSAN M sold $24.7K2026-06-24 · BYRNE SUSAN M sold $23.8K2025-12-05 · CASEY BRIAN O sold $22.2K2026-06-30 · BYRNE SUSAN M sold $20.9K2026-06-01 · BYRNE SUSAN M sold $20.8K2026-05-29 · BYRNE SUSAN M sold $18.4K2026-06-22 · BYRNE SUSAN M sold $18.3K2026-05-27 · BYRNE SUSAN M sold $17.2K2026-04-30 · BYRNE SUSAN M sold $16.2K2026-05-12 · BYRNE SUSAN M sold $16.1K2026-05-07 · BYRNE SUSAN M sold $16.1K2026-04-10 · BYRNE SUSAN M sold $14.5K2026-05-11 · BYRNE SUSAN M sold $14.4K2026-04-27 · BYRNE SUSAN M sold $12.2K2026-04-08 · BYRNE SUSAN M sold $11.6K2026-07-01 · SUSAN M BYRNE filed to sell $520.5K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns WHG: institutional holders (13F)

13F holdings, latest reported quarter
Allspring Global Investments Holdings, LLC
592,567 sh
$11.4M
BlackRock, Inc.
582,224 sh
$11.2M
WESTWOOD HOLDINGS GROUP INC
518,966 sh
$9.9M
Settian Capital LP
470,515 sh
$9.0M
GAMCO INVESTORS, INC. ET AL
443,800 sh
$8.5M

Congress trades in WHG

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

WHG planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
SUSAN M BYRNE
Filed 2026-07-01
$520.5K

WHG mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
North Star Dividend Fund
$2.5M position · as of 2026-05-31
2.5%
North Star Micro Cap Fund
$1.7M position · as of 2026-05-31
0.9%
The Gabelli Global Financial Services Fund
$1.0M position · as of 2026-06-30
0.7%
Ultra-Small Company Market Fund
$526.9K position · as of 2026-06-30
0.4%
Allspring Special Small Cap Value Fund
$8.1M position · as of 2026-06-30
0.3%
Brighthouse Small Cap Value Portfolio
$2.0M position · as of 2026-06-30
0.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Brian O. Casey
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.6M
$2.9M
$1.2M
+77%
n/a
2024
$2.1M
$2.3M
$959.5K
+44%
n/a
2023
$2.1M
$2.1M
$866.1K
+19%
n/a
2022
$1.4M
$1.3M
$764.1K
-31%
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $1.3M sold by insiders over 180 days, 38 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
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Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

WHG financials

Revenue growth
+3.2%
XBRL, annual
Net margin
7.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$101.7M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Free cash flow, TTM
$18.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital
n/a
no debt line filed
Return on capital employed
+3.5%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
21.62x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+10.5%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$97.8M$94.7M$89.8M$68.7M
Operating income$5.0M$830.0K$6.0M-$4.9M
Net income$7.1M$2.2M$10.6M-$4.6M
EPS (diluted)0.790.261.17-0.59
Operating cash flow$18.9M$21.1M-$1.2M$51.5M
Cash$26.2M$18.8M$20.4M$23.9M
Buybacks$0$1.3M$0$2.9M
Dividends paid$5.4M$5.4M$5.5M$5.6M
SEC XBRL, fiscal years, as known on 2026-10-27

WHG Stock Sonar score 4/7 axes

Find similar shapesCompare

WHG ranks highest on risk and compliance (80th percentile) and institutional and government (41st), and lowest on insider conviction (23rd), among Financial Services peers.

Growth
35
Inputs
  • Revenue growth, YoY+3.2% · 35 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
23
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.3M · 46 pct, sector of 161
  • Insider buyers, 180d0 · 0 pct, sector of 165
Institutional and government
41
Inputs
  • Funds adding, latest quarter38 · 41 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
80
Inputs
  • Short interest, % of float+1.7% · 63 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+2.3% · 97 pct, sector of 175
3 not measured: Profitability, Financial health, US patents
  • Profitability needs 2 of 4 inputs, 1 present: no debt line filed; the filed year and its quarters do not reconcile, so the trailing figure is withheld
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

WHG filings, in plain words

Are Westwood Holdings insiders buying or selling WHG?

In the 180 days to 2026-10-27, Westwood Holdings insiders were net sellers, a net $1.3M across purchases and sales reported on Form 4, by 1 seller.

Read the full summary

In the 180 days to 2026-10-27, Westwood Holdings insiders were net sellers of WHG, a net $1.3M across purchases and sales reported on Form 4 by 1 seller. None of the 42 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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