Westwood’s Byrne sells 2,944 WHG shares

Westwood Holdings Group Inc. Director Emerita Susan M. Byrne reported an amended Form 4 covering recent open-market sales of company common stock.

Rhea-AI Filing Summary

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.

Insider Trade Summary 10b5-1

Net Seller: 2,944 shares

Net Sell 3 txns

Insider BYRNE SUSAN M

Role Insider

Sold 2,944 shs ($54K)

Type	Security	Shares	Price	Value
Sale	common stock	1,000	$18.3051	$18K
Sale	common stock	1,594	$18.3454	$29K
Sale	common stock	350	$18.1006	$6K

Holdings After Transaction: common stock — 255,766 shares (Direct)

Footnotes (4)

1. F1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.00 to $18.20. The reporting person will provide detailed information regarding such transactions upon request.
2. F2. This amendment is being filed solely to correct the number of shares sold on June 18, 2026, which was inadvertently reported as 1,549 shares and should have been reported as 1,594 shares.
3. F3. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.20 to $18.58. The reporting person will provide detailed information regarding such transactions upon request.
4. F4. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.03 to $18.89. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Net shares sold: 2,944 shares Shares sold June 22, 2026: 1,000 shares Shares sold June 18, 2026: 1,594 shares +2 more

5 metrics

Net shares sold 2,944 shares Open-market sales June 17–22, 2026

Shares sold June 22, 2026 1,000 shares Common stock at $18.3051 per share

Shares sold June 18, 2026 1,594 shares Common stock at $18.3454 per share

Shares sold June 17, 2026 350 shares Common stock at $18.1006 per share

Holdings after June 22 sale 255,766 shares Direct ownership of common stock

Key Terms

weighted average sale price, multiple transactions, amendment, open-market sale

4 terms

weighted average sale price financial

"The reported price reflects the weighted average sale price for shares sold in multiple transactions…"

multiple transactions financial

"…shares sold in multiple transactions at prices ranging from $18.00 to $18.20."

amendment regulatory

"This amendment is being filed solely to correct the number of shares sold on June 18, 2026…"

An amendment is a formal change or addition to an existing legal, regulatory, or corporate document, such as a contract, prospectus, regulatory filing, or company charter. It matters to investors because amendments can alter rights, deadlines, obligations, or risk profiles tied to an investment; think of it like editing a recipe—changing an ingredient or cooking time can significantly affect the final result.

open-market sale financial

"transaction_action: "open-market sale" for each common stock transaction entry."

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many Westwood Holdings (WHG) shares did Susan Byrne sell in this Form 4/A?

Susan M. Byrne reported selling a total of 2,944 shares of Westwood Holdings common stock. These were open-market sales executed over three days, reflecting a net reduction in her directly held position.

On which dates did Susan Byrne’s WHG stock sales occur in the amended Form 4?

The sales occurred on June 17, 18, and 22, 2026. Each date involved open-market transactions in Westwood Holdings common stock, with separate share amounts and weighted average prices reported for each day.

What correction does this Form 4/A make to Susan Byrne’s prior WHG filing?

The amendment corrects the June 18, 2026 sale from 1,549 to 1,594 shares. All other details remain the same, and the footnote notes the change was due solely to the initially misstated share amount.

What prices were reported for Susan Byrne’s WHG stock sales in June 2026?

Each reported price is a weighted average sale price, with per-share figures of $18.1006, $18.3454, and $18.3051. Footnotes explain these averages reflect multiple trades within specified intraday price ranges.

How many WHG shares does Susan Byrne hold after the reported transactions?

After the reported sales, Susan M. Byrne directly owns 255,766 shares of Westwood Holdings common stock. This figure represents her remaining direct holdings as disclosed following the June 22, 2026 transaction.

What type of transactions are reported in Susan Byrne’s WHG Form 4/A?

All reported transactions are open-market sales of Westwood Holdings common stock, coded as “S”. The filing does not show any option exercises, gifts, or tax-withholding entries in this amendment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/01/2026 - 07:07 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

BYRNE SUSAN M

(Last) (First) (Middle)

200 CRESCENT COURT

SUITE 1200

(Street)

DALLAS TEXAS 75201

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WESTWOOD HOLDINGS GROUP INC [ WHG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Director Emerita

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)
06/22/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
common stock	06/17/2026		S		350	D	$18.1006(1)	258,360	D
common stock	06/18/2026		S		1,594(2)	D	$18.3454(3)	256,766	D
common stock	06/22/2026		S		1,000	D	$18.3051(4)	255,766	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.00 to $18.20. The reporting person will provide detailed information regarding such transactions upon request.

2. This amendment is being filed solely to correct the number of shares sold on June 18, 2026, which was inadvertently reported as 1,549 shares and should have been reported as 1,594 shares.

3. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.20 to $18.58. The reporting person will provide detailed information regarding such transactions upon request.

4. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.03 to $18.89. The reporting person will provide detailed information regarding such transactions upon request.

Remarks:

The reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 4/1/2026.

	Jonathan Richard Nahhat, as attorney-in-fact	07/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)