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Westwood (WHG) director emerita trims stake with 2,167-share sale

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

Rhea-AI Filing Summary

Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 2,167 shares of common stock in three open-market transactions on May 11–13, 2026. Reported weighted average sale prices ranged from $16.01 to $16.46 per share. After these sales, she directly holds 285,700 shares of Westwood common stock.

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Insider BYRNE SUSAN M
Role null
Sold 2,167 shs ($35K)
Type Security Shares Price Value
Sale common stock 300 $16.01 $5K
Sale common stock 991 $16.266 $16K
Sale common stock 876 $16.4599 $14K
Holdings After Transaction: common stock — 285,700 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 $16.29 to $16.77. 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 $16.00 to $16.43. 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 $16.00 to $16.02. The reporting person will provide detailed information regarding such transactions upon request.
Total shares sold 2,167 shares Aggregate open-market sales on May 11–13, 2026
Shares after transactions 285,700 shares Directly owned following final sale
May 11 weighted average price $16.4599 per share Open-market sale of 876 common shares
May 12 weighted average price $16.2660 per share Open-market sale of 991 common shares
May 13 weighted average price $16.0100 per share Open-market sale of 300 common shares
open-market sale financial
"transaction_action: "open-market sale" for each common stock 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"
common stock financial
"security_title: "common stock" for all reported transactions"
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.
beneficially owned financial
"total number of shares beneficially owned following reported transactions"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
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)
05/11/2026		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 stock05/11/2026S876D$16.4599(1)286,991D
common stock05/12/2026S991D$16.266(2)286,000D
common stock05/13/2026S300D$16.01(3)285,700D
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 $16.29 to $16.77. 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 $16.00 to $16.43. 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 $16.00 to $16.02. 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-fact05/13/2026
** 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 did Susan M. Byrne report in the latest WHG Form 4 filing?

Susan M. Byrne reported selling 2,167 shares of Westwood Holdings Group common stock in three open-market transactions. These sales occurred on May 11, 12, and 13, 2026, and she continues to hold 285,700 shares directly after the transactions.

How many Westwood (WHG) shares does Susan M. Byrne still own after the sale?

After the reported sales, Susan M. Byrne directly owns 285,700 shares of Westwood Holdings Group common stock. This figure is disclosed as the total number of shares beneficially owned following the final transaction reported in the Form 4 filing.

At what prices did Susan M. Byrne sell WHG shares in this Form 4?

The filing shows weighted average sale prices of $16.4599, $16.2660, and $16.0100 per share across the three trades. Footnotes explain these are averages for multiple transactions within price ranges between $16.00 and $16.77 per share.

Were Susan M. Byrne’s WHG stock sales open-market transactions?

Yes. Each transaction in the Form 4 is coded “S” and described as an open-market or private sale of non-derivative common stock. The filing specifies these as sales of common shares rather than exercises or derivative-related transactions.

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

Across the three reported transactions, Susan M. Byrne sold a total of 2,167 Westwood Holdings Group common shares. Individual trades covered 876 shares, 991 shares, and 300 shares, all reported as open-market sales of non-derivative stock.