Westwood Holdings WHG Insider Ownership

NYSE WHG
$18.85 -0.15 (-0.79%)
As of: Sep 30, 2026 · 3:58 PM EDT

Insider Holdings by Owner

2.77Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
32.00%
■0% pp QoQ
Shares Held by Insiders
2.77Mn
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
8.64Mn
8,644,321 shares
Direct Holdings
1.93Mn
Indirect: 836.42K
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
23
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

WHG's three largest insider shareholders as of September 29, 2026 are Investment Management, Llc Jcp (Other, 836.42K shares), Brian O Casey (Ceo, 530.61K shares), Susan M Byrne (Co Chief Investment Officer, 238.91K shares).

Form 4 Holdings

Insiders Holding WHG

Insiders 23
Shares held 2.77Mn
Of outstanding 32.00%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Investment Management, Llc Jcp Other 0 836,416 836,416 30.2% 13 Jun, 2022
2 Brian O Casey Ceo 530,610 0 530,610 19.2% 16 Mar, 2026
3 Susan M Byrne Co Chief Investment Officer 238,909 0 238,909 8.6% 01 Jul, 2026
4 Adrian Helfert Cio, Multi Asset Inv. 162,751 0 162,751 5.9% 16 Mar, 2026
5 Fabian Gomez President And Coo 122,573 0 122,573 4.4% 16 Mar, 2026
6 Richard M Frank Director, Other 82,228 0 82,228 3.0% 20 May, 2024
7 Matthew Lockridge Head, U.S. Value Inv. 77,900 0 77,900 2.8% 16 Mar, 2026
8 Raymond E Wooldridge Director 77,597 0 77,597 2.8% 03 Nov, 2021
9 John Porter Montgomery Chief Operating Officer 75,816 0 75,816 2.7% 12 Sep, 2023
10 Julie Kramer Gerron General Counsel Cco 69,920 0 69,920 2.5% 27 Feb, 2023
11 Murray Iii Forbes Chief Financial Officer 65,826 0 65,826 2.4% 16 Mar, 2026
12 J. Hale Hoak Director 60,770 0 60,770 2.2% 06 May, 2026
13 Leah Bennett President Westwood Wealth Mgmt 56,021 0 56,021 2.0% 27 Feb, 2024
14 Ellen H Masterson Director 52,614 0 52,614 1.9% 06 May, 2026
15 Geoffrey Norman Director 50,084 0 50,084 1.8% 14 May, 2025
16 Steve Paddon Head Of Distribution 49,418 0 49,418 1.8% 28 Feb, 2022
17 Holdings Group Inc Westwood Director 44,394 0 44,394 1.6% 09 May, 2024
18 Randy A Bowman Director 37,532 0 37,532 1.4% 30 Apr, 2026
19 David O Linton Head Of Distribution 29,415 0 29,415 1.1% 16 Mar, 2026
20 John Anthony Jr Ehinger Head Of Legal And Compliance 18,252 0 18,252 0.7% 16 Mar, 2026
21 Janice Ryan Director 11,669 0 11,669 0.4% 07 Aug, 2026
22 Katherine Murray Director 11,470 0 11,470 0.4% 06 May, 2026
23 Matthew Mazzei Controller 3,809 0 3,809 0.1% 24 Feb, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,089 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
09 Jun, 2026 Janice Ryan Director Acquired A 5,889 $0.00 $0 11,669 Direct
26 Jun, 2026 Susan M Byrne Other Disposed S 4,274 $19.39 $82.86K 247,192 Direct
17 Jun, 2026 Susan M Byrne Other Disposed S 350 $18.10 $6.34K 258,360 Direct
29 Jun, 2026 Susan M Byrne Other Disposed S 7,192 $20.03 $144.04K 240,000 Direct
18 Jun, 2026 Susan M Byrne Other Disposed S 1,594 $18.35 $29.24K 256,766 Direct
30 Jun, 2026 Susan M Byrne Other Disposed S 1,091 $19.17 $20.91K 238,909 Direct
22 Jun, 2026 Susan M Byrne Other Disposed S 1,000 $18.31 $18.31K 255,766 Direct
26 Jun, 2026 Susan M Byrne Other Disposed S 4,274 $19.39 $82.86K 247,237 Direct
29 Jun, 2026 Susan M Byrne Other Disposed S 7,129 $20.03 $142.78K 240,108 Direct
30 Jun, 2026 Susan M Byrne Other Disposed S 1,091 $19.17 $20.91K 239,017 Direct
23 Jun, 2026 Susan M Byrne Other Disposed S 2,500 $18.45 $46.12K 253,311 Direct
24 Jun, 2026 Susan M Byrne Other Disposed S 1,300 $18.32 $23.82K 252,011 Direct
25 Jun, 2026 Susan M Byrne Other Disposed S 500 $18.21 $9.10K 251,511 Direct
17 Jun, 2026 Susan M Byrne Other Disposed S 350 $18.10 $6.34K 258,360 Direct
18 Jun, 2026 Susan M Byrne Other Disposed S 1,549 $18.35 $28.42K 256,811 Direct
22 Jun, 2026 Susan M Byrne Other Disposed S 1,000 $18.31 $18.31K 255,811 Direct
12 Jun, 2026 Susan M Byrne Other Disposed S 4,367 $17.86 $78.00K 263,254 Direct
15 Jun, 2026 Susan M Byrne Other Disposed S 2,910 $17.96 $52.27K 260,344 Direct
16 Jun, 2026 Susan M Byrne Other Disposed S 1,634 $18.29 $29.89K 258,710 Direct
10 Jun, 2026 Susan M Byrne Other Disposed S 1,800 $17.55 $31.59K 270,921 Direct