STOCK TITAN

Westwood Holdings (WHG) director emerita sells 2,830 shares

(Neutral)
(Negative)
Form Type
4

Rhea-AI Filing Summary

Westwood Holdings Group director emerita Susan M. Byrne reported open-market sales of a total of 2,830 shares of the company’s common stock. The sales occurred on May 29, June 1, and June 2, 2026 at weighted average prices around the mid‑$16 range.

Individual transactions were 1,124 shares at $16.4045, 1,300 shares at $16.0238, and 406 shares at $16.3334. After these trades, Byrne directly held 275,844 shares of Westwood Holdings Group common stock, indicating she retained the vast majority of her position.

Positive

  • None.

Negative

  • None.
Insider BYRNE SUSAN M
Role Insider
Sold 2,830 shs ($46K)
Type Security Shares Price Value
Sale common stock 406 $16.3334 $7K
Sale common stock 1,300 $16.0238 $21K
Sale common stock 1,124 $16.4045 $18K
Holdings After Transaction: common stock — 275,844 shares (Direct)
Footnotes (3)
  1. F1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.25 to $16.48. The reporting person will provide detailed information regarding such transactions upon request.
  2. F2. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.00 to $16.08. The reporting person will provide detailed information regarding such transactions upon request.
  3. F3. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.185 to $16.43. The reporting person will provide detailed information regarding such transactions upon request.
Total shares sold 2,830 shares Net sales of WHG common stock across three trades
Shares sold on 2026-05-29 1,124 shares at $16.4045 Open-market sale of WHG common stock
Shares sold on 2026-06-01 1,300 shares at $16.0238 Open-market sale of WHG common stock
Shares sold on 2026-06-02 406 shares at $16.3334 Open-market sale of WHG common stock
Post-transaction holdings 275,844 shares Direct ownership after June 2, 2026 sale
Price range footnote F1 $16.25–$16.48 Weighted average sale price range for one trade
Price range footnote F2 $16.00–$16.08 Weighted average sale price range for one trade
Price range footnote F3 $16.185–$16.43 Weighted average sale price range for one trade
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"
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.

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

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FAQ

What insider transactions did WHG report for Susan M. Byrne on this Form 4?

Susan M. Byrne reported three open-market sales of Westwood Holdings Group common stock totaling 2,830 shares. The trades took place on May 29, June 1, and June 2, 2026 at weighted average prices slightly above $16 per share.

How many WHG shares did Susan M. Byrne sell in each transaction?

Byrne sold 1,124 shares on May 29 at $16.4045, 1,300 shares on June 1 at $16.0238, and 406 shares on June 2 at $16.3334. Each sale was reported as an open-market transaction in WHG common stock.

What is Susan M. Byrne’s remaining WHG shareholding after these sales?

Following the reported transactions, Susan M. Byrne directly held 275,844 shares of Westwood Holdings Group common stock. This figure reflects her position immediately after the final sale on June 2, 2026, as disclosed in the Form 4 filing’s ownership column.

At what prices were Susan M. Byrne’s WHG shares sold, and were they single trades?

The Form 4 shows weighted average sale prices of $16.4045, $16.0238, and $16.3334. Footnotes state these represent multiple trades within ranges from $16.00 to $16.48, with detailed trade breakdowns available from the reporting person upon request.

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

Yes. Each transaction is coded “S” for sale and described as an open-market or private transaction involving WHG common stock. The filing’s transaction fields label the action as an open-market sale with direct ownership indicated by the “D” ownership code.
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)
05/29/2026
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 stock05/29/2026S1,124D$16.4045(1)277,550D
common stock06/01/2026S1,300D$16.0238(2)276,250D
common stock06/02/2026S406D$16.3334(3)275,844D
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 $16.25 to $16.48. 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 $16.08. 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 $16.185 to $16.43. 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-fact06/02/2026
** 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)