MarketPeel
Insider Trading Intelligence
Pricing
…
SB

Susan M. Byrne

WHG
DIRECTOR · WESTWOOD HOLDINGS GROUP INC · CIK 0001171441
FILING MIX · LIFETIME16%/84%
BUYS
12
SELLS
63
TOTAL VALUE
$1.69M
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
239,017
AVG SELL PX
$17.90
TRADE KIND
SHOWING 75 / 75
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
33 backtested trades · 8 horizons · 118 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Susan M. Byrne, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d33+48.48%-1.65%+0.18%-1.89%-2.22%-3.71
14d33+42.42%-4.32%+0.20%-5.37%-4.53%—
30d33+48.48%-2.33%+1.79%-5.20%-8.80%—
60d33(5 pending)+3.57%+9.61%+4.12%+6.03%+3.34%—
90d33(26 pending)+14.29%+3.05%+9.12%-6.06%-14.46%—
180d33(29 pending)+0.00%-48.41%+18.59%-66.99%-66.69%—
1y33(29 pending)+0.00%-18.78%+31.28%-50.05%-49.95%—
2y33(29 pending)+0.00%-18.42%+50.21%-68.63%-68.25%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
WHG · 239,017 shares · as of Jun 30, 2026
075,988151,975227,963303,950202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 12 buys / 63 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,091$19.17$20.9K239,017Jun 30, 2026Jun 30, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,091$19.17$20.9K238,909Jun 30, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
7,129$20.03$142.8K240,108Jun 29, 2026Jun 30, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
7,192$20.03$144.0K240,000Jun 29, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
4,274$19.39$82.9K247,237Jun 26, 2026Jun 30, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
4,274$19.39$82.9K247,192Jun 26, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
500$18.21$9.1K251,511Jun 25, 2026Jun 25, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,300$18.32$23.8K252,011Jun 24, 2026Jun 25, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
2,500$18.45$46.1K253,311Jun 23, 2026Jun 25, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,000$18.31$18.3K255,811Jun 22, 2026Jun 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,000$18.31$18.3K255,766Jun 22, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,549$18.35$28.4K256,811Jun 18, 2026Jun 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,594$18.35$29.2K256,766Jun 18, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
350$18.10$6.3K258,360Jun 17, 2026Jun 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
350$18.10$6.3K258,360Jun 17, 2026Jul 1, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,634$18.29$29.9K258,710Jun 16, 2026Jun 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
2,910$17.96$52.3K260,344Jun 15, 2026Jun 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
4,367$17.86$78.0K263,254Jun 12, 2026Jun 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
3,300$17.43$57.5K267,621Jun 11, 2026Jun 12, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,800$17.55$31.6K270,921Jun 10, 2026Jun 12, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,900$17.46$33.2K272,721Jun 9, 2026Jun 9, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
607$17.11$10.4K274,621Jun 8, 2026Jun 9, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
616$17.34$10.7K275,228Jun 5, 2026Jun 9, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
406$16.33$6.6K275,844Jun 2, 2026Jun 2, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,300$16.02$20.8K276,250Jun 1, 2026Jun 2, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,124$16.40$18.4K277,550May 29, 2026Jun 2, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
2,028$16.37$33.2K278,674May 28, 2026May 28, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,062$16.20$17.2K280,702May 27, 2026May 28, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,666$16.21$27.0K281,764May 26, 2026May 28, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
613$16.02$9.8K283,430May 22, 2026May 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
300$16.01$4.8K284,043May 21, 2026May 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
206$16.01$3.3K284,343May 20, 2026May 22, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
651$16.08$10.5K284,549May 18, 2026May 18, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
500$16.00$8.0K285,200May 14, 2026May 18, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
300$16.01$4.8K285,700May 13, 2026May 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
991$16.27$16.1K286,000May 12, 2026May 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
876$16.46$14.4K286,991May 11, 2026May 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
600$16.17$9.7K287,867May 8, 2026May 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
1,000$16.06$16.1K288,467May 7, 2026May 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
260$16.09$4.2K289,467May 6, 2026May 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
678$16.01$10.9K289,727May 5, 2026May 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
239$16.02$3.8K290,405May 4, 2026May 4, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
478$16.22$7.8K290,644May 1, 2026May 4, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
994$16.28$16.2K291,122Apr 30, 2026May 4, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
500$16.56$8.3K292,116Apr 29, 2026Apr 29, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
660$16.97$11.2K292,616Apr 28, 2026Apr 29, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE10b5-1
10b5-1 plan
733$16.66$12.2K293,276Apr 27, 2026Apr 29, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
700$16.14$11.3K294,009Apr 24, 2026Apr 23, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
9$17.27$155294,709Apr 23, 2026Apr 23, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
294$15.85$4.7K294,718Apr 22, 2026Apr 23, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
532$16.17$8.6K295,012Apr 21, 2026Apr 21, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
500$16.64$8.3K295,544Apr 20, 2026Apr 21, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
700$16.36$11.5K296,044Apr 17, 2026Apr 21, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
500$16.14$8.1K296,744Apr 16, 2026Apr 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
1,500$16.45$24.7K297,244Apr 15, 2026Apr 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
301$16.48$5.0K298,744Apr 14, 2026Apr 16, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
1,600$16.32$26.1K299,045Apr 13, 2026Apr 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
900$16.11$14.5K300,645Apr 10, 2026Apr 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
401$16.31$6.5K301,545Apr 9, 2026Apr 13, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
704$16.46$11.6K301,946Apr 8, 2026Apr 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
700$16.31$11.4K302,650Apr 6, 2026Apr 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
600$16.21$9.7K303,350Apr 2, 2026Apr 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
SALE
1,494$16.83$25.1K303,950Apr 1, 2026Apr 8, 2026 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASEGRANT
Stock grant
7,917——275,444Apr 26, 2023Apr 27, 2023 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASEGRANT
Stock grant
5,898——267,527Apr 27, 2022Apr 28, 2022 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASEGRANT
Stock grant
5,609——261,629Apr 28, 2021Apr 29, 2021 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASEGRANT
Stock grant
3,727——256,020Apr 29, 2020Apr 30, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,000$20.28$20.3K252,293Mar 9, 2020Mar 11, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,000$20.28$20.3K252,293Mar 9, 2020Apr 30, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,500$22.43$33.6K251,293Mar 5, 2020Mar 5, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,500$22.43$33.6K251,293Mar 5, 2020Apr 30, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,350$23.78$32.1K249,793Mar 4, 2020Mar 5, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,350$23.78$32.1K249,793Mar 4, 2020Apr 30, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,150$23.95$27.5K248,443Mar 3, 2020Mar 5, 2020 ↗View →
WHG
WESTWOOD HOLDINGS GROUP INC
PURCHASE
1,150$23.95$27.5K248,443Mar 3, 2020Apr 30, 2020 ↗View →
Other insiders · WHG
Loading peer insiders…
About this filer
CIK 0001171441
ROLE
Director
PRIMARY
WHG
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001171441DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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