WHG Insider Transactions
1,255 retained open-market purchase and sale rows from SEC Forms 3, 4 and 5, newest first. This page shows rows 1–100; provenance stays internal.
WHG insiders transaction timeline
PurchaseSale
| Insider profile | Role | Date | Transaction | Shares | Price |
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| BYRNE SUSAN M | Director Emerita | 2026-07-02 | Sale | 4,481 | $19.8762 |
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| BYRNE SUSAN M | Director Emerita | 2026-07-01 | Sale | 3,584 | $19.353 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-30 | Sale | 1,091 | $19.167 |
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| BYRNE SUSAN M | Other | 2026-06-30 | Sale | 1,091.0 | $19.17 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-29 | Sale | 7,192 | $20.0285 |
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| BYRNE SUSAN M | Other | 2026-06-29 | Sale | 7,129.0 | $20.03 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-26 | Sale | 4,274 | $19.3861 |
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| BYRNE SUSAN M | Other | 2026-06-26 | Sale | 4,274.0 | $19.39 |
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| BYRNE SUSAN M | Other | 2026-06-25 | Sale | 500.0 | $18.21 |
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| BYRNE SUSAN M | Other | 2026-06-24 | Sale | 1,300.0 | $18.32 |
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| BYRNE SUSAN M | Other | 2026-06-23 | Sale | 2,500.0 | $18.45 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-22 | Sale | 1,000 | $18.3051 |
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| BYRNE SUSAN M | Other | 2026-06-22 | Sale | 1,000.0 | $18.31 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-18 | Sale | 1,594 | $18.3454 |
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| BYRNE SUSAN M | Other | 2026-06-18 | Sale | 1,549.0 | $18.35 |
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| BYRNE SUSAN M | Director Emerita | 2026-06-17 | Sale | 350 | $18.1006 |
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| BYRNE SUSAN M | Other | 2026-06-17 | Sale | 350.0 | $18.1 |
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| BYRNE SUSAN M | Other | 2026-06-16 | Sale | 1,634.0 | $18.29 |
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| BYRNE SUSAN M | Other | 2026-06-15 | Sale | 2,910.0 | $17.96 |
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| BYRNE SUSAN M | Other | 2026-06-12 | Sale | 4,367.0 | $17.86 |
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| BYRNE SUSAN M | Other | 2026-06-11 | Sale | 3,300.0 | $17.43 |
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| BYRNE SUSAN M | Other | 2026-06-10 | Sale | 1,800.0 | $17.55 |
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| BYRNE SUSAN M | Other | 2026-06-09 | Sale | 1,900.0 | $17.46 |
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| BYRNE SUSAN M | Other | 2026-06-08 | Sale | 607.0 | $17.11 |
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| BYRNE SUSAN M | Other | 2026-06-05 | Sale | 616.0 | $17.34 |
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| BYRNE SUSAN M | Other | 2026-06-02 | Sale | 406.0 | $16.33 |
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| BYRNE SUSAN M | Other | 2026-06-01 | Sale | 1,300.0 | $16.02 |
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| BYRNE SUSAN M | Other | 2026-05-29 | Sale | 1,124.0 | $16.4 |
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| BYRNE SUSAN M | Other | 2026-05-28 | Sale | 2,028.0 | $16.37 |
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| BYRNE SUSAN M | Other | 2026-05-27 | Sale | 1,062.0 | $16.2 |
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| BYRNE SUSAN M | Other | 2026-05-26 | Sale | 1,666.0 | $16.21 |
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| BYRNE SUSAN M | Other | 2026-05-22 | Sale | 613.0 | $16.02 |
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| BYRNE SUSAN M | Other | 2026-05-21 | Sale | 300.0 | $16.01 |
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| BYRNE SUSAN M | Other | 2026-05-20 | Sale | 206.0 | $16.01 |
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| BYRNE SUSAN M | Other | 2026-05-18 | Sale | 651.0 | $16.08 |
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| BYRNE SUSAN M | Other | 2026-05-14 | Sale | 500.0 | $16.0 |
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| BYRNE SUSAN M | Other | 2026-05-13 | Sale | 300.0 | $16.01 |
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| BYRNE SUSAN M | Other | 2026-05-12 | Sale | 991.0 | $16.27 |
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| BYRNE SUSAN M | Other | 2026-05-11 | Sale | 876.0 | $16.46 |
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| BYRNE SUSAN M | Other | 2026-05-08 | Sale | 600.0 | $16.17 |
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| BYRNE SUSAN M | Other | 2026-05-07 | Sale | 1,000.0 | $16.06 |
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| BYRNE SUSAN M | Other | 2026-05-06 | Sale | 260.0 | $16.09 |
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| BYRNE SUSAN M | Other | 2026-05-05 | Sale | 678.0 | $16.01 |
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| BYRNE SUSAN M | Other | 2026-05-04 | Sale | 239.0 | $16.02 |
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| BYRNE SUSAN M | Other | 2026-05-01 | Sale | 478.0 | $16.22 |
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| BYRNE SUSAN M | Other | 2026-04-30 | Sale | 994.0 | $16.28 |
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| BYRNE SUSAN M | Other | 2026-04-29 | Sale | 500.0 | $16.56 |
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| BYRNE SUSAN M | Other | 2026-04-28 | Sale | 660.0 | $16.97 |
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| BYRNE SUSAN M | Other | 2026-04-27 | Sale | 733.0 | $16.66 |
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| BYRNE SUSAN M | Other | 2026-04-24 | Sale | 700.0 | $16.14 |
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| BYRNE SUSAN M | Other | 2026-04-23 | Sale | 9.0 | $17.27 |
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| BYRNE SUSAN M | Other | 2026-04-22 | Sale | 294.0 | $15.85 |
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| BYRNE SUSAN M | Other | 2026-04-21 | Sale | 532.0 | $16.17 |
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| BYRNE SUSAN M | Other | 2026-04-20 | Sale | 500.0 | $16.64 |
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| BYRNE SUSAN M | Other | 2026-04-17 | Sale | 700.0 | $16.36 |
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| BYRNE SUSAN M | Other | 2026-04-16 | Sale | 500.0 | $16.14 |
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| BYRNE SUSAN M | Other | 2026-04-15 | Sale | 1,500.0 | $16.45 |
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| BYRNE SUSAN M | Other | 2026-04-14 | Sale | 301.0 | $16.48 |
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| BYRNE SUSAN M | Other | 2026-04-13 | Sale | 1,600.0 | $16.32 |
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| BYRNE SUSAN M | Other | 2026-04-10 | Sale | 900.0 | $16.11 |
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| BYRNE SUSAN M | Other | 2026-04-09 | Sale | 401.0 | $16.31 |
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| BYRNE SUSAN M | Other | 2026-04-08 | Sale | 704.0 | $16.46 |
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| BYRNE SUSAN M | Director Emerita | 2026-04-07 | Sale | 400 | $16.1273 |
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| BYRNE SUSAN M | Other | 2026-04-06 | Sale | 700.0 | $16.31 |
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| BYRNE SUSAN M | Other | 2026-04-02 | Sale | 600.0 | $16.21 |
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| BYRNE SUSAN M | Other | 2026-04-01 | Sale | 1,494.0 | $16.83 |
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| Linton David O | Head of Distribution | 2026-02-23 | Sale | 2,654.0 | $16.22 |
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| Helfert Adrian | CIO, Multi-Asset Inv. | 2026-02-23 | Sale | 10,772.0 | $16.22 |
|---|
| Lockridge Matthew | Head, U.S. Value Inv. | 2026-02-23 | Sale | 5,379.0 | $16.22 |
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| Forbes Murray III | Chief Financial Officer | 2026-02-23 | Sale | 2,859.0 | $16.22 |
|---|
| Gomez Fabian | President | 2026-02-23 | Sale | 6,223.0 | $16.22 |
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| CASEY BRIAN O | CEO | 2026-02-23 | Sale | 18,943.0 | $16.22 |
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| CASEY BRIAN O | CEO | 2025-12-10 | Sale | 8,341.0 | $16.55 |
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| CASEY BRIAN O | CEO | 2025-12-09 | Sale | 1,764.0 | $16.41 |
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| CASEY BRIAN O | CEO | 2025-12-08 | Sale | 1,602.0 | $16.45 |
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| CASEY BRIAN O | CEO | 2025-12-05 | Sale | 1,351.0 | $16.44 |
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| CASEY BRIAN O | CEO | 2025-11-28 | Sale | 99.0 | $17.0 |
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| CASEY BRIAN O | CEO | 2025-11-26 | Sale | 40.0 | $17.0 |
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| CASEY BRIAN O | CEO | 2025-11-10 | Sale | 370.0 | $17.0 |
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| CASEY BRIAN O | CEO | 2025-08-29 | Sale | 6,750.0 | $18.0 |
|---|
| Gomez Fabian | President | 2025-06-05 | Sale | 7,000.0 | $15.5 |
|---|
| Lockridge Matthew | Head, U.S. Value Inv. | 2024-03-06 | Sale | 14,000.0 | $12.01 |
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| Montgomery John Porter | Chief Operating Officer | 2023-09-11 | Sale | 327.0 | $9.89 |
|---|
| Montgomery John Porter | Chief Operating Officer | 2023-09-11 | Sale | 500.0 | $9.9 |
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| Montgomery John Porter | Chief Operating Officer | 2023-09-06 | Sale | 2.0 | $10.2 |
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| Montgomery John Porter | Chief Operating Officer | 2023-09-06 | Sale | 838.0 | $9.9 |
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| Bennett Leah | President-Westwood Wealth Mgmt | 2023-08-09 | Sale | 850.0 | $10.97 |
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| Bennett Leah | President-Westwood Wealth Mgmt | 2023-03-14 | Sale | 2,000.0 | $12.9 |
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| Lockridge Matthew | Head, U.S. Value Inv. | 2023-03-07 | Sale | 1,500.0 | $13.42 |
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| Lockridge Matthew | Head, U.S. Value Inv. | 2023-03-06 | Sale | 3,000.0 | $13.91 |
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| Lockridge Matthew | Head, U.S. Value Inv. | 2023-02-22 | Sale | 6,713.0 | $11.7 |
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| Bennett Leah | President-Westwood Wealth Mgmt | 2022-11-28 | Sale | 240.0 | $10.6 |
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| JCP Investment Management, LLC | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| JCP Investment Partnership, LP | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| JCP Investment Partners, LP | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| JCP Investment Holdings, LLC | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| Pappas James C | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| JCP Asset Partnership VI, LP | Other | 2022-06-09 | Sale | 482.0 | $15.69 |
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| JCP Investment Management, LLC | Other | 2022-06-09 | Sale | 12,000.0 | $15.69 |
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| JCP Investment Partnership, LP | Other | 2022-06-09 | Sale | 12,000.0 | $15.69 |
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