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  4. [Form 4/A] WESTWOOD HOLDINGS GROUP INC Amended Insider Trading Activity

Susan Byrne (WHG) sells 12,557 Westwood Holdings shares, amends prior Form 4

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

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.

Positive

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Negative

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Insider BYRNE SUSAN M
Role null
Sold 12,557 shs ($248K)
Type Security Shares Price Value
Sale common stock 1,091 $19.167 $21K
Sale common stock 7,192 $20.0285 $144K
Sale common stock 4,274 $19.3861 $83K
Holdings After Transaction: common stock — 238,909 shares (Direct, null)
Footnotes (1)
  1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.23 to $20.33. The reporting person will provide detailed information regarding such transactions upon request. This amendment is being filed solely to correct the number of shares sold on June 29, 2026, which was inadvertently reported as 7,129 shares and should have been reported as 7,192 shares, and to update the reported beneficial ownership amounts accordingly. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.05 to $20.555. The reporting person will provide detailed information regarding such transactions upon request. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.01 to $19.33. The reporting person will provide detailed information regarding such transactions upon request.
Total shares sold 12,557 shares Aggregate open-market sales in June 2026
Shares sold on June 26, 2026 4,274 shares Open-market sale of common stock
Price on June 26, 2026 $19.3861 per share Weighted average sale price
Shares sold on June 29, 2026 7,192 shares Corrected open-market sale amount
Price on June 29, 2026 $20.0285 per share Weighted average sale price
Shares sold on June 30, 2026 1,091 shares Open-market sale of common stock
Price on June 30, 2026 $19.1670 per share Weighted average sale price
Shares owned after transactions 238,909 shares Direct beneficial ownership following June 30, 2026
open-market sale financial
"Sale in open market or private transaction"
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.
weighted average sale price financial
"The reported price reflects the weighted average sale price for shares sold"
beneficial ownership financial
"and to update the reported beneficial ownership amounts accordingly"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
Officer (give title below)XOther (specify below)
Director Emerita
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/26/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)
06/30/2026
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)
CodeVAmount(A) or (D)Price
common stock06/26/2026S4,274D$19.3861(1)247,192D
common stock06/29/2026S7,192(2)D$20.0285(3)240,000D
common stock06/30/2026S1,091D$19.167(4)238,909D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 $18.23 to $20.33. 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 29, 2026, which was inadvertently reported as 7,129 shares and should have been reported as 7,192 shares, and to update the reported beneficial ownership amounts accordingly.
3. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.05 to $20.555. 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 $19.01 to $19.33. 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-fact07/01/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did WHG’s Susan M. Byrne report in this Form 4/A?

Susan M. Byrne reported three open-market sales of Westwood Holdings Group common stock on June 26, 29, and 30, 2026, totaling 12,557 shares. These transactions reflect routine portfolio activity rather than any change in company operations.

At what prices did Susan M. Byrne sell WHG shares in late June 2026?

Susan M. Byrne’s WHG share sales occurred at weighted average prices near $19.17, $19.39, and $20.03 per share. Exact prices varied within disclosed intraday ranges across multiple individual trades on each date.

How many WHG shares does Susan M. Byrne own after these reported sales?

Following the reported transactions, Susan M. Byrne directly owns 238,909 shares of Westwood Holdings Group common stock. This post-transaction balance reflects updates made in the amended filing for her corrected June 29, 2026 sale amount.

What correction does this WHG Form 4/A amendment make for Susan M. Byrne?

The amendment corrects the number of shares sold on June 29, 2026, revising it from 7,129 to 7,192 shares. It also updates the reported beneficial ownership amounts that depend on this corrected transaction figure.

How many WHG shares did Susan M. Byrne sell in total in this period?

Across the three June 2026 transactions, Susan M. Byrne sold 12,557 WHG shares. Individual trades were 4,274 shares on June 26, 7,192 on June 29, and 1,091 on June 30, all executed as open-market sales.

Are Susan M. Byrne’s WHG sales described as open-market transactions?

Yes. Each reported trade is coded as an open-market sale of common stock. The filing notes that prices represent weighted averages for multiple executions, and detailed trade breakdowns are available from the reporting person upon request.