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Susan Byrne (WHG) reports open-market sale of 1,893 Westwood shares

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

Rhea-AI Filing Summary

Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 1,893 shares of common stock over three days. She sold 733 shares at a weighted average price of $16.6571, 660 shares at $16.9732, and 500 shares at $16.5559. After these transactions, she directly holds 292,116 shares. The reported prices reflect weighted averages for multiple trades within ranges disclosed in the footnotes.

Positive

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Negative

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Insider BYRNE SUSAN M
Role null
Sold 1,893 shs ($32K)
Type Security Shares Price Value
Sale common stock 500 $16.5559 $8K
Sale common stock 660 $16.9732 $11K
Sale common stock 733 $16.6571 $12K
Holdings After Transaction: common stock — 292,116 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 $15.93 to $17.01. 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 $16.51 to $17.30. 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 $16.19 to $17.10. The reporting person will provide detailed information regarding such transactions upon request.
Total shares sold 1,893 shares Aggregate open-market sales across three transactions
Shares sold on 2026-04-27 733 shares at $16.6571/share Non-derivative common stock sale, code S
Shares sold on 2026-04-28 660 shares at $16.9732/share Non-derivative common stock sale, code S
Shares sold on 2026-04-29 500 shares at $16.5559/share Non-derivative common stock sale, code S
Shares owned after latest sale 292,116 shares Direct ownership following April 29, 2026 transaction
Net share change -1,893 shares Net sell direction from transaction summary
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.
non-derivative financial
"transaction_type": "non-derivative""
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.
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)
04/27/2026		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 stock04/27/2026S733D$16.6571(1)293,276D
common stock04/28/2026S660D$16.9732(2)292,616D
common stock04/29/2026S500D$16.5559(3)292,116D
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 $15.93 to $17.01. 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 $16.51 to $17.30. 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 $16.19 to $17.10. 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-fact04/29/2026
** 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 transaction did Susan M. Byrne report for WHG?

Susan M. Byrne reported selling 1,893 shares of Westwood Holdings Group common stock in three open-market transactions. These sales occurred on April 27, 28, and 29, 2026, and were reported as routine non-derivative trades in common stock.

At what prices did Susan M. Byrne sell WHG common stock?

She sold 733 shares at a weighted average price of $16.6571, 660 shares at $16.9732, and 500 shares at $16.5559. Footnotes note each figure reflects weighted average sale prices across multiple trades within specified price ranges.

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

Following the reported sales, Susan M. Byrne directly owns 292,116 shares of Westwood Holdings Group common stock. This indicates the transactions represent a small portion of her overall reported holdings in the company’s stock.

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

Yes. Each transaction is coded “S” and described as an open-market or private sale of non-derivative common stock. The filing labels them as sales in the open market or private transactions, rather than option exercises or derivative-related activity.

Do the WHG Form 4 footnotes mention price ranges for the sales?

Yes. The footnotes state that reported prices are weighted averages for multiple trades within ranges, including $15.93–$17.01, $16.51–$17.30, and $16.19–$17.10. Detailed trade-level information is available from the reporting person upon request.