The estimated Net Worth of Susan M Byrne is at least $23.5 million dollars as of 9 March 2020. Ms. Byrne owns over 1,000 units of Westwood Inc stock worth over $3,186,461 and over the last 21 years she sold WHG stock worth over $19,878,134. In addition, she makes $400,646 as Vice Chairman of the Board et Founder at Westwood Inc.
Susan has made over 61 trades of the Westwood Inc stock since 2011, according to the Form 4 filled with the SEC. Most recently she bought 1,000 units of WHG stock worth $20,280 on 9 March 2020.
The largest trade she's ever made was selling 25,397 units of Westwood Inc stock on 31 March 2011 worth over $1,025,277. On average, Susan trades about 3,707 units every 28 days since 2003. As of 9 March 2020 she still owns at least 252,293 units of Westwood Inc stock.
You can see the complete history of Ms. Byrne stock trades at the bottom of the page.
Susan M. Byrne serves as Vice Chairman of the Board, Founder of the Company. Susan M. Byrne has served as a director of Westwood since its inception in December 2001 and served as Chairman of the Board of Directors from Westwood's inception through May 1, 2015, at which time she began serving as Vice Chairman of the Board of Directors, a position which she currently holds. Ms. Byrne also serves as a consultant to the Company under an agreement dated March 17, 2015. Ms. Byrne served as Director, Global Initiatives for Westwood from February 2012 to July 2015. She served Westwood as Co-Chief Investment Officer from January 2011 to February 2012, as Chief Investment Officer from January 2006 to January 2011, and as Chief Executive Officer from December 2001 to December 2005. Ms. Byrne is the founder of Westwood Management Corp., and has served as its Chairman of the Board since 1983, as Chief Investment Officer from 1983 to February 2012, as Chief Executive Officer from 1983 to 2005, and as President from 1983 to 2002. She served as a director of Westwood Trust from 1996 to 1999 and again since 2016. She is a Trustee of the Dallas Museum of Art, where she also serves on the Executive Committee and as Treasurer. She serves as a Trustee of the Impact Dallas Capital Board and as a Trustee of the Naval Postgraduate School Foundation, and she has previously served as a member of the Board of Presbyterian Communities & Services Foundation, as a member of the Board of the University of Texas Investment Management Company, and as a member of the Board of Trustees for the City of Dallas Employees Retirement Fund.
As the Vice Chairman of the Board et Founder of Westwood Inc, the total compensation of Susan Byrne at Westwood Inc is $400,646. There are 10 executives at Westwood Inc getting paid more, with Brian O'Connor Casey CFP, CFP having the highest compensation of $750,433.
Susan Byrne is 73, she's been the Vice Chairman of the Board et Founder of Westwood Inc since 2015. There are 4 older and 11 younger executives at Westwood Inc. The oldest executive at Westwood Holdings Group Inc is Raymond Wooldridge, 81, who is the Independent Director.
Susan's mailing address filed with the SEC is 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201.
Over the last 21 years, insiders at Westwood Inc have traded over $34,869,670 worth of Westwood Inc stock and bought 77,590 units worth $1,242,264 . The most active insiders traders include Susan M Byrne, Tom C Davis et Investors, Inc. Et Algabell.... On average, Westwood Inc executives and independent directors trade stock every 25 days with the average trade being worth of $60,384. The most recent stock trade was executed by Matthew Lockridge on 6 March 2024, trading 14,000 units of WHG stock currently worth $168,140.
westwood holdings group, inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. the firm has $21.6 billion in assets under management, of which $3.4 billion are in values-based and socially responsible investment mandates as of june 30, 2018. westwood offers a range of investment strategies including u.s. equities, multi-asset, global and emerging markets equities, global convertible securities and master limited partnerships (mlps) portfolios. access to these strategies is available through separate accounts, the westwood funds® family of mutual funds, ucits funds and other pooled vehicles. westwood benefits from significant, broad-based employee ownership and trades on the new york stock exchange under the symbol “whg.” based in dallas, westwood also maintains offices in toronto, boston and houston.
Westwood Inc executives and other stock owners filed with the SEC include: