STOCK TITAN

Insider Susan Byrne sells 2,301 WESTWOOD (WHG) shares, holds 296,744

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

WESTWOOD HOLDINGS GROUP INC Director Emerita Susan M. Byrne reported selling common stock in a series of small open-market transactions. She sold 301 shares on April 14 at a weighted average price of $16.4813, 1,500 shares on April 15 at $16.4532, and 500 shares on April 16 at $16.1382. After these sales totaling 2,301 shares, she directly holds 296,744 shares of Westwood common stock. The reported prices reflect weighted averages for trades within disclosed intraday price ranges.

Positive

  • None.

Negative

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Insider BYRNE SUSAN M
Role Insider
Sold 2,301 shs ($38K)
Type Security Shares Price Value
Sale common stock 500 $16.1382 $8K
Sale common stock 1,500 $16.4532 $25K
Sale common stock 301 $16.4813 $5K
Holdings After Transaction: common stock — 296,744 shares (Direct)
Footnotes (1)
  1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.06 to $17.08. 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 $16.17 to $16.90. 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 $15.93 to $16.33. The reporting person will provide detailed information regarding such transactions upon request.
Shares sold April 14 301 shares at $16.4813 Open-market sale of common stock
Shares sold April 15 1,500 shares at $16.4532 Open-market sale of common stock
Shares sold April 16 500 shares at $16.1382 Open-market sale of common stock
Total shares sold 2,301 shares Aggregate open-market sales in April
Shares held after transactions 296,744 shares Direct ownership after April sales
open-market sale financial
"transaction_action": "open-market sale""
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"
common stock financial
""security_title": "common stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
transaction code "S" financial
""transaction_code": "S""
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).
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)
04/14/2026
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)

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 stock04/14/2026S301D$16.4813(1)298,744D
common stock04/15/2026S1,500D$16.4532(2)297,244D
common stock04/16/2026S500D$16.1382(3)296,744D
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 $16.06 to $17.08. The reporting person will provide detailed information regarding such transactions upon request.
2. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.17 to $16.90. The reporting person will provide detailed information regarding such transactions upon request.
3. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $15.93 to $16.33. 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-fact04/16/2026
** 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)

FAQ

What insider activity did WHG’s Susan M. Byrne report on this Form 4?

Susan M. Byrne reported selling 2,301 shares of WESTWOOD HOLDINGS GROUP INC common stock. The sales occurred over three days in April in open-market transactions, with each trade reported at a weighted average price and accompanied by detailed post-transaction holdings.

Over which dates did Susan M. Byrne sell WHG shares and at what prices?

Byrne sold WHG shares on April 14, 15, and 16. She sold 301 shares at $16.4813, 1,500 shares at $16.4532, and 500 shares at $16.1382, with each figure representing a weighted average sale price across multiple trade executions.

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

After the reported transactions, Byrne holds 296,744 WHG common shares directly. This post-transaction figure, disclosed in the Form 4, provides context that the 2,301 shares sold represent only a small portion of her remaining ownership stake.

What type of transactions did Susan M. Byrne execute in WHG stock?

All reported transactions were open-market sales of WHG common stock. The Form 4 identifies each trade with transaction code “S” and describes them as sales in open market or private transactions, with no derivative exercises or gifts disclosed in this filing.

How were the sale prices for Susan M. Byrne’s WHG trades calculated?

Each reported price is a weighted average sale price across multiple trades. Footnotes explain that actual executions occurred within specific intraday price ranges, and Byrne will provide detailed trade information for each transaction upon request to interested parties.

Did this WHG Form 4 involve any derivative securities or option exercises?

No derivative securities or option exercises are disclosed in this Form 4. All three reported entries involve non-derivative WHG common stock, and the derivativeSummary field shows no remaining derivative positions associated with these transactions.