Director Susan M Byrne Files Intent to Sell $520K in Stock
WHG sits 31% above its 52-week low of $14.7.
Summary
A Director has filed intent to sell over half a million dollars worth of company stock, adding to recent insider selling trends.
Key Events · Ownership and Investor Activity · WHG
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Proposed Stock Sale
Director Susan M Byrne, as Trustee for Montgomery Management Trust, intends to sell 27,025 shares of common stock, valued at approximately $520,502. The proposed sale date is July 1, 2026.
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Recent Insider Distribution
This filing indicates that the Montgomery Management Trust has already sold 65,441 shares for gross proceeds of $1,148,001.06 in the past three months. The broader 90-day insider activity shows a net distribution of nearly $600,000.
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Filer Role
Susan M Byrne is a Director of Westwood Holdings Group. The shares were acquired by her as compensation between 2009 and 2018.
Analysis · WHG · Finance
Director Susan M Byrne, acting as Trustee for Montgomery Management Trust, has filed a Form 144 indicating intent to sell 27,025 shares of Westwood Holdings Group stock, valued at approximately $520,502. This proposed sale follows recent insider distribution activity totaling nearly $600,000 over the past 90 days, suggesting a continued trend of insider selling.
How filings like this one have moved
In the 30 days to Oct 3, 2026, 28.9% of the 1666 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WHG was trading at $19.22 on NYSE in the Finance sector, with a market capitalization of approximately $182.3M. The 52-week trading range was $14.70 to $20.97. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.