Westwood director emerita sells 3,123 WHG shares

WESTWOOD HOLDINGS GROUP INC insider activity: Director Emerita Susan M. Byrne reported open-market sales of common stock on three dates.

Accepted by SEC EDGAR 06/09/2026 - 06:42 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

WESTWOOD HOLDINGS GROUP INC insider activity: Director Emerita Susan M. Byrne reported open-market sales of common stock on three dates. She sold 616 shares on June 5 at a weighted average price of $17.3444, 607 shares on June 8 at $17.1096, and 1,900 shares on June 9 at $17.4584, for a total of 3,123 shares sold.

After these transactions, Byrne directly held 272,721 shares of Westwood common stock. The reported prices are weighted averages for multiple trades each day, with sale prices ranging from $17.00 to $17.73, and detailed trade data is available from the reporting person upon request.

Insider Trade Summary 10b5-1

Net Seller: 3,123 shares

Net Sell 3 txns

Insider BYRNE SUSAN M

Role Insider

Sold 3,123 shs ($54K)

Type	Security	Shares	Price	Value
Sale	common stock	1,900	$17.4584	$33K
Sale	common stock	607	$17.1096	$10K
Sale	common stock	616	$17.3444	$11K

Holdings After Transaction: common stock — 272,721 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 $17.00 to $17.73. 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 $17.01 to $17.235. 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 $17.19 to $17.73. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Total shares sold: 3,123 shares Shares sold 5 Jun 2026: 616 shares Shares sold 8 Jun 2026: 607 shares +3 more

6 metrics

Total shares sold 3,123 shares Open-market sales of common stock in June 2026

Shares sold 5 Jun 2026 616 shares Open-market sale at $17.3444 weighted average

Shares sold 8 Jun 2026 607 shares Open-market sale at $17.1096 weighted average

Shares sold 9 Jun 2026 1,900 shares Open-market sale at $17.4584 weighted average

Shares held after trades 272,721 shares Direct ownership after 9 Jun 2026 transaction

Price range footnote F1 $17.00–$17.73 Multiple transactions underlying one weighted average price

Key Terms

open-market sale, weighted average sale price, common stock, Form 4

4 terms

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did WHG’s Susan M. Byrne report?

Susan M. Byrne reported selling Westwood Holdings Group common stock in three open-market transactions totaling 3,123 shares. These sales occurred on June 5, 8, and 9, 2026, at weighted average prices between $17.1096 and $17.4584 per share.

At what prices did Susan M. Byrne sell WHG shares?

Susan M. Byrne’s reported sales used weighted average sale prices of $17.3444, $17.1096, and $17.4584 per share. Footnotes explain these averages reflect multiple trades each day in price ranges from $17.00 up to $17.73 per share.

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

Following the reported transactions, Susan M. Byrne directly holds 272,721 shares of Westwood Holdings Group common stock. This figure reflects her position after selling 3,123 shares across three days of open-market activity during June 2026.

What is the total number of WHG shares Susan M. Byrne sold?

Across all reported transactions, Susan M. Byrne sold 3,123 shares of Westwood Holdings Group common stock. The Form 4 data show 616 shares sold on June 5, 607 on June 8, and 1,900 on June 9, 2026, in open-market sales.

Were Susan M. Byrne’s WHG sales single trades or multiple trades each day?

Each reported daily price is a weighted average sale price, indicating multiple trades per day. Footnotes state shares were sold in numerous transactions within specified price ranges, and that detailed trade breakdowns are available from the reporting person upon request.

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

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SEC Form 4

FORM 4

UNITED 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)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Director Emerita

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
common stock	06/05/2026		S		616	D	$17.3444(1)	275,228	D
common stock	06/08/2026		S		607	D	$17.1096(2)	274,621	D
common stock	06/09/2026		S		1,900	D	$17.4584(3)	272,721	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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 $17.00 to $17.73. 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 $17.01 to $17.235. 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 $17.19 to $17.73. 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-fact	06/09/2026
	** Signature of Reporting Person	Date
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)