Susan Montgomery Byrne
Net Worth

Last updated:

What is Susan Montgomery Byrne net worth?

The estimated net worth of Ms. Susan Montgomery Byrne is at least $9,123,951 as of 9 Mar 2020. She owns shares worth $4,435,311 as insider and has received compensation worth at least $4,688,640 in Westwood Holdings Group, Inc..

What is the salary of Susan Montgomery Byrne?

Ms. Susan Montgomery Byrne salary is $213,120 per year as Founder & Vice Chairman in Westwood Holdings Group, Inc..

How old is Susan Montgomery Byrne?

Ms. Susan Montgomery Byrne is 78 years old, born in 1947.

What stocks does Susan Montgomery Byrne currently own?

As insider, Ms. Susan Montgomery Byrne owns shares in one company:

Company Title Shares Price per share Total value
Westwood Holdings Group, Inc. (WHG) Founder & Vice Chairman 252,293 $17.58 $4,435,311

What does Westwood Holdings Group, Inc. do?

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

WHG logo
WHG
Westwood Holdings Group, Inc.
$17.58

Susan Montgomery Byrne insider trading

Westwood Holdings Group, Inc.

Ms. Susan Montgomery Byrne has made 133 insider trades between 2003-2020, according to the Form 4 filled with the SEC. Most recently she purchased 1,000 units of WHG stock on 9 Mar 2020.

The largest trade she's ever made was exercising 147,000 units of WHG stock on 19 Aug 2003. As of 9 Mar 2020 she still owns at least 252,293 units of WHG stock.

Transaction Date Security Shares Price per share Total value Source
Purchase
common stock 1,000 N/A N/A
Purchase
common stock 1,500 N/A N/A
Purchase
common stock 1,350 N/A N/A
Purchase
common stock 1,150 N/A N/A
Sale
common stock 7,635 N/A N/A
Sale
common stock 7,265 N/A N/A
Sale
common stock 100 N/A N/A
Sale
common stock 1,558 N/A N/A
Sale
common stock 2,301 N/A N/A
Sale
common stock 6,141 N/A N/A
Sale
common stock 6,500 N/A N/A
Sale
common stock 3,230 N/A N/A
Sale
common stock 255 N/A N/A
Sale
common stock 3,902 N/A N/A
Sale
common stock 2,613 N/A N/A
Sale
common stock 14,054 N/A N/A
Sale
common stock 846 N/A N/A
Sale
common stock 100 N/A N/A
Sale
common stock 14,233 N/A N/A
Sale
common stock 255 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 5,000 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 4,187 N/A N/A
Sale
common stock 1,409 N/A N/A
Sale
common stock 204 N/A N/A
Sale
common stock 200 N/A N/A
Sale
Common Stock 1,704 N/A N/A
Sale
Common Stock 4,532 N/A N/A
Sale
Common Stock 6,764 N/A N/A
Sale
common stock 2,000 N/A N/A
Sale
common stock 900 N/A N/A
Sale
common stock 4,100 N/A N/A
Sale
common stock 5,000 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 11,264 N/A N/A
Sale
common stock 4,800 N/A N/A
Sale
common stock 500 N/A N/A
Sale
common stock 1,100 N/A N/A
Sale
common stock 1,495 N/A N/A
Sale
common stock 2,858 N/A N/A
Sale
common stock 2,457 N/A N/A
Sale
common stock 7,136 N/A N/A
Sale
common stock 5,909 N/A N/A
Sale
common stock 7,350 N/A N/A
Sale
common stock 1,459 N/A N/A
Sale
common stock 413 N/A N/A
Sale
common stock 850 N/A N/A
Sale
common stock 6,202 N/A N/A
Sale
common stock 7,609 N/A N/A
Sale
common stock 389 N/A N/A
Sale
common stock 3,500 N/A N/A
Sale
common stock 619 N/A N/A
Sale
common stock 46 N/A N/A
Sale
common stock 240 N/A N/A
Sale
common stock 2,758 N/A N/A
Sale
common stock 591 N/A N/A
Sale
common stock 450 N/A N/A
Sale
common stock 600 N/A N/A
Sale
common stock 611 N/A N/A
Sale
common stock 3,794 N/A N/A
Sale
common stock 5,700 N/A N/A
Sale
common stock 396 N/A N/A
Sale
common stock 142 N/A N/A
Sale
common stock 362 N/A N/A
Sale
common stock 107 N/A N/A
Sale
common stock 4,600 N/A N/A
Sale
common stock 4,612 N/A N/A
Sale
common stock 5,800 N/A N/A
Sale
common stock 4,600 N/A N/A
Sale
common stock 3,277 N/A N/A
Sale
common stock 6,275 N/A N/A
Sale
common stock 6,811 N/A N/A
Sale
common stock 2,406 N/A N/A
Sale
common stock 2,412 N/A N/A
Sale
common stock 9,100 N/A N/A
Sale
common stock 4,566 N/A N/A
Sale
common stock 7,942 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 2,500 N/A N/A
Sale
common stock 5,000 N/A N/A
Sale
common stock 5,404 N/A N/A
Sale
common stock 951 N/A N/A
Sale
common stock 2,393 N/A N/A
Sale
common stock 100 N/A N/A
Sale
common stock 4,242 N/A N/A
Sale
common stock 33 N/A N/A
Sale
common stock 5,182 N/A N/A
Sale
common stock 5,135 N/A N/A
Sale
common stock 4,229 N/A N/A
Sale
common stock 2,000 N/A N/A
Sale
common stock 6,554 N/A N/A
Sale
common stock 510 N/A N/A
Sale
common stock 1,883 N/A N/A
Sale
common stock 4,328 N/A N/A
Sale
common stock 1,500 N/A N/A
Sale
common stock 6,050 N/A N/A
Sale
common stock 800 N/A N/A
Sale
common stock 4,675 N/A N/A
Sale
common stock 600 N/A N/A
Sale
common stock 2,840 N/A N/A
Sale
common stock 3,900 N/A N/A
Sale
common stock 4,488 N/A N/A
Sale
common stock 1,100 N/A N/A
Sale
common stock 2,577 N/A N/A
Sale
common stock 2,195 N/A N/A
Sale
common stock 9 N/A N/A
Sale
common stock 460 N/A N/A
Sale
common stock 1,205 N/A N/A
Sale
common stock 1,294 N/A N/A
Sale
common stock 2,000 N/A N/A
Sale
common stock 7,627 N/A N/A
Sale
common stock 3,000 N/A N/A
Sale
common stock 6,556 N/A N/A
Sale
common stock 2,203 N/A N/A
Sale
common stock 1,537 N/A N/A
Sale
common stock 4 N/A N/A
Sale
common stock 4,999 N/A N/A
Sale
common stock 500 N/A N/A
Sale
common stock 5,432 N/A N/A
Sale
common stock 5,500 N/A N/A
Sale
common stock 1,600 N/A N/A
Sale
common stock 1,986 N/A N/A
Sale
common stock 9,828 N/A N/A
Sale
common stock 3,607 N/A N/A
Sale
common stock 11,962 N/A N/A
Sale
common stock 3,600 N/A N/A
Sale
common stock 5,109 N/A N/A
Sale
common stock 5,296 N/A N/A
Sale
common stock 2,400 N/A N/A
Sale
common stock 3,500 N/A N/A
Sale
common stock 7,000 N/A N/A
Sale
common stock 14,100 N/A N/A
Sale
common stock 3,000 N/A N/A
Purchase
common stock 15,750 N/A N/A
Purchase
common stock 12,000 N/A N/A
Option
common stock 6,250 N/A N/A
Option
stock option 6,250 N/A N/A
Purchase
common stock 1,000 N/A N/A
Purchase
common stock 1,850 N/A N/A
Option
Stock Option 6,250 N/A N/A
Option
common stock 6,250 N/A N/A
Purchase
common stock 1,900 N/A N/A
Purchase
common stock 2,495 N/A N/A
Purchase
common stock 3,500 N/A N/A
Option
common stock 12,500 N/A N/A
Option
Stock Option 12,500 N/A N/A
Sale
common stock 300 N/A N/A
Sale
common stock 147,000 N/A N/A

Westwood Holdings Group key executives

Westwood Holdings Group, Inc. executives and other stock owners filed with the SEC:

  • Mr. Brian O'Connor Casey CFP, CFP (62) Pres, Chief Executive Officer & Director
  • Mr. Murray Forbes III, CPA (47) Senior Vice President, Chief Financial Officer & Treasurer
  • Mr. Steven William Paddon (64) Senior Vice President & Head of Distribution
  • Ms. Julie Kramer Gerron CFA, J.D. (57) Senior Vice President, Gen. Counsel, Chief Compliance Officer & Corporation Sec.
  • Ms. Susan Montgomery Byrne (78) Founder & Vice Chairman