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WHG
NYSE Finance

Director Susan M Byrne Files Intent to Sell $520K in Stock

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Asset Management Stocks · Financial
Sentiment info
Negative
Importance info
7
Price
$19.22
Mkt Cap
$182.292M
52W Low
$14.7
52W High
$20.97
52W Position info
31% above low
Off High info
8.3% below high
Rel. Volume info
1.3× avg
Market data snapshot near publication time

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

  • 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.

  • 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.

  • 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.

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.

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WHG - Latest Insights

WHG
Jul 01, 2026, 4:37 PM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $19.22
Real-time Price: $19.80 info
Change: +$0.580 (+3%) info
Market Cap: $187.793M info
WHG
May 05, 2026, 4:11 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $16.17
Real-time Price: $19.80 info
Change: +$3.63 (+22%) info
Market Cap: $187.793M info
WHG
Mar 13, 2026, 5:31 PM EDT
Filing Type: 4
Importance Score:
8
Price at Filing: $15.73
Real-time Price: $19.80 info
Change: +$4.07 (+26%) info
Market Cap: $187.793M info
WHG
Mar 13, 2026, 4:36 PM EDT
Filing Type: DEF 14A
Importance Score:
7
Price at Filing: $15.73
Real-time Price: $19.80 info
Change: +$4.07 (+26%) info
Market Cap: $187.793M info
WHG
Mar 04, 2026, 4:21 PM EST
Filing Type: 10-K
Importance Score:
8
Price at Filing: $17.51
Real-time Price: $19.80 info
Change: +$2.29 (+13%) info
Market Cap: $187.793M info
WHG
Feb 13, 2026, 4:12 PM EST
Filing Type: 8-K
Importance Score:
7
Price at Filing: $17.69
Real-time Price: $19.80 info
Change: +$2.11 (+12%) info
Market Cap: $187.793M info