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WESTWOOD HOLDINGS GROUP INC SEC Filings

WHG NYSE

Welcome to our dedicated page for WESTWOOD HOLDINGS GROUP SEC filings (Ticker: WHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on WESTWOOD HOLDINGS GROUP's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into WESTWOOD HOLDINGS GROUP's regulatory disclosures and financial reporting.

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Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of 8,465 shares of common stock. The trades occurred on April 7, July 1, and July 2, 2026, at weighted average prices of $16.1273, $19.3530, and $19.8762 per share. After these transactions, she continues to hold 230,444 shares directly. The April 7 sale was made under a Rule 10b5-1 trading plan and was reported late due to an administrative oversight identified during a later reconciliation with the broker.

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Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 12,557 shares of common stock in open‑market transactions on June 26, 29, and 30, 2026, at weighted average prices around the high‑teens to low‑$20s per share.

After these sales, she directly owns 238,909 shares. This Form 4 amendment also corrects the previously reported June 29, 2026 sale amount and updates the related beneficial ownership figures.

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Westwood Holdings Group Inc. Director Emerita Susan M. Byrne reported an amended Form 4 covering recent open-market sales of company common stock. She sold a total of 2,944 shares in three transactions on June 17, 18, and 22, 2026 at weighted average prices around $18.10–$18.35 per share. Following these sales, she directly owns 255,766 shares of common stock.

The amendment corrects the number of shares reported sold on June 18, 2026 from 1,549 to 1,594 shares, while footnotes state that reported prices on each date reflect weighted average sale prices across multiple trades within specified intraday price ranges.

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WHG submitted a Form 144 notice for proposed sales of Common stock to be effected through J.P. Morgan Securities LLC. The filing lists a prior transfer dated 04/25/2024 and numerous sales by Montgomery Management Trust between 04/02/2026 and 06/30/2026, including large daily dispositions such as 7,192 shares on 06/29/2026 for $144,044.97 and 4,367 shares on 06/12/2026 for $77,999.86.

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Rhea-AI Summary

Westwood Holdings Group director emerita Susan M. Byrne reported selling 12,494 shares of common stock in open-market transactions. The sales occurred on June 26, 29, and 30, 2026 at weighted average prices between about $18.23 and $20.56 per share across multiple trades. After these transactions, she directly holds 239,017 shares of Westwood Holdings Group common stock.

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Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 4,300 shares of common stock over three days. She sold 2,500 shares at a weighted average price of about $18.45, 1,300 shares at about $18.32, and 500 shares at about $18.21. After these transactions, she directly holds 251,511 shares, so the sales represent a small portion of her overall position.

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Westwood Holdings Group director emerita Susan M. Byrne reported selling a total of 2,899 shares of common stock in open-market transactions. The sales occurred on June 17, 18 and 22, 2026 at weighted average prices of about $18.10 to $18.35 per share.

After these transactions, Byrne directly holds 255,811 shares of Westwood Holdings Group common stock. Footnotes state that each reported price is a weighted average for multiple trades executed within disclosed price ranges, and detailed trade data is available upon request.

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Westwood Holdings Group director emerita Susan M. Byrne reported selling common stock in three open-market transactions. She sold 4,367 shares on June 12 at a weighted average price of $17.8612, 2,910 shares on June 15 at $17.9607, and 1,634 shares on June 16 at $18.2942.

After these sales, Byrne directly holds 258,710 shares of Westwood common stock. Each reported price reflects a weighted average for multiple trades within disclosed intraday ranges, and detailed trade breakdowns are available upon request.

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Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 5,100 shares of common stock in open-market transactions. She sold 3,300 shares on June 11, 2026 at a weighted average price of $17.4301 per share, in multiple trades priced between $17.385 and $17.74.

Byrne also sold 1,800 shares on June 10, 2026 at a weighted average price of $17.5483 per share, in trades between $17.20 and $17.64. After these sales, she directly holds 267,621 shares of Westwood common stock.

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WESTWOOD HOLDINGS GROUP INC insider activity: Director Emerita Susan M. Byrne reported open-market sales of common stock on three dates. She sold 616 shares on June 5 at a weighted average price of $17.3444, 607 shares on June 8 at $17.1096, and 1,900 shares on June 9 at $17.4584, for a total of 3,123 shares sold.

After these transactions, Byrne directly held 272,721 shares of Westwood common stock. The reported prices are weighted averages for multiple trades each day, with sale prices ranging from $17.00 to $17.73, and detailed trade data is available from the reporting person upon request.

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FAQ

How many WESTWOOD HOLDINGS GROUP (WHG) SEC filings are available on StockTitan?

StockTitan tracks 72 SEC filings for WESTWOOD HOLDINGS GROUP (WHG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WESTWOOD HOLDINGS GROUP (WHG)?

The most recent SEC filing for WESTWOOD HOLDINGS GROUP (WHG) was filed on July 7, 2026.