Westwood (NYSE: WHG) director emerita trims stake with 2,899-share sale

Rhea-AI Filing Summary

Westwood Holdings Group director emerita Susan M. Byrne reported selling a total of 2,899 shares of common stock in open-market transactions. The sales occurred on June 17, 18 and 22, 2026 at weighted average prices of about $18.10 to $18.35 per share.

After these transactions, Byrne directly holds 255,811 shares of Westwood Holdings Group common stock. Footnotes state that each reported price is a weighted average for multiple trades executed within disclosed price ranges, and detailed trade data is available upon request.

Insights

Equity analyst

Director emerita completes small open-market sale while retaining a substantial stake.

Susan M. Byrne, director emerita of Westwood Holdings Group, executed three open-market sales totaling 2,899 common shares at weighted average prices around $18 per share. These are straightforward sell transactions coded “S,” with no related option exercises or derivative activity reported.

Following the sales, Byrne still directly owns 255,811 shares, indicating she retains a large position relative to the number sold. The filing notes that prices are weighted averages over multiple trades in specified ranges, which is standard execution detail and does not change the economic substance of the sales.

The transactions therefore appear as routine portfolio trimming by a long‑tenured insider rather than a major change in ownership. There is no indication in the excerpt of pre‑planned Rule 10b5‑1 trading, special conditions, or derivative positions, so the observable impact from this single filing is limited.

Insider Trade Summary 10b5-1

Net Seller: 2,899 shares ($53,057)

Net Sell 3 txns

Insider BYRNE SUSAN M

Role null

Sold 2,899 shs ($53K)

Type	Security	Shares	Price	Value
Sale	common stock	1,000	$18.3051	$18K
Sale	common stock	1,549	$18.3454	$28K
Sale	common stock	350	$18.1006	$6K

Holdings After Transaction: common stock — 255,811 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 $18.00 to $18.20. 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 $18.20 to $18.58. 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 $18.03 to $18.89. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Shares sold total: 2,899 shares Shares sold on June 22, 2026: 1,000 shares Shares sold on June 18, 2026: 1,549 shares +2 more

5 metrics

Shares sold total 2,899 shares Net common stock sold across three trades

Shares sold on June 22, 2026 1,000 shares Open-market sale at $18.3051 per share

Shares sold on June 18, 2026 1,549 shares Open-market sale at $18.3454 per share

Shares sold on June 17, 2026 350 shares Open-market sale at $18.1006 per share

Shares owned after transactions 255,811 shares Direct holdings following June 22, 2026 sale

Key Terms

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

4 terms

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 in multiple transactions"

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.

Form 4 regulatory

"INSIDER FILING DATA (Form 4): structured summary of transactions"

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.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/22/2026 - 04:55 PM Accepted by SEC EDGAR 06/22/2026 - 04:54 PM Learn about SEC filing dates

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)
06/17/2026

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	06/17/2026		S		350	D	$18.1006(1)	258,360	D
common stock	06/18/2026		S		1,549	D	$18.3454(2)	256,811	D
common stock	06/22/2026		S		1,000	D	$18.3051(3)	255,811	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 $18.00 to $18.20. 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 $18.20 to $18.58. 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 $18.03 to $18.89. 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	06/22/2026
	** 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)

FAQ

How many Westwood Holdings Group (WHG) shares did Susan M. Byrne sell?

Susan M. Byrne sold a total of 2,899 shares of Westwood Holdings Group common stock. The sales occurred over three days and were executed as open-market transactions at weighted average prices around $18 per share, according to the Form 4 filing.

Over what dates did Susan M. Byrne sell WHG shares?

The sales took place on June 17, 18 and 22, 2026. Each day’s trades involved open-market sales of Westwood Holdings Group common stock at different weighted average prices, with detailed execution ranges disclosed in the filing’s footnotes for each transaction date.

What prices did Susan M. Byrne receive for her WHG share sales?

The reported weighted average sale prices were $18.1006, $18.3454 and $18.3051 per share. Footnotes explain these are averages for multiple trades, with actual transaction prices ranging from $18.00 to $18.89 across the three trading days.

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

After completing the reported sales, Susan M. Byrne directly holds 255,811 shares of Westwood Holdings Group common stock. This post-transaction figure is disclosed in the Form 4 for each transaction line and reflects her remaining direct ownership position.

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

Yes. Each transaction is coded “S” and described as a sale in open market or private transaction, with the context indicating open-market sales. The filing lists weighted average sale prices and execution ranges, which are typical for open-market trading activity.

Does the Form 4 show any option exercises or derivative trades for WHG?

No. The filing only reports non-derivative common stock sales by Susan M. Byrne. The derivative section is empty in this excerpt, and the transaction codes are all “S,” which indicate straightforward sales rather than option exercises, conversions or other derivative-related activity.