Susan Byrne (WHG) logs small open-market sale of 4,300 Westwood shares, retains large stake

Rhea-AI Filing Summary

Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 4,300 shares of common stock over three days. She sold 2,500 shares at a weighted average price of about $18.45, 1,300 shares at about $18.32, and 500 shares at about $18.21. After these transactions, she directly holds 251,511 shares, so the sales represent a small portion of her overall position.

Insider Trade Summary 10b5-1

Net Seller: 4,300 shares ($79,041)

Net Sell 3 txns

Insider BYRNE SUSAN M

Role null

Sold 4,300 shs ($79K)

Type	Security	Shares	Price	Value
Sale	common stock	500	$18.2085	$9K
Sale	common stock	1,300	$18.3228	$24K
Sale	common stock	2,500	$18.447	$46K

Holdings After Transaction: common stock — 251,511 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 $18.19 to $18.79. 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 $18.07 to $18.59. 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 $18.00 to $18.34. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Total shares sold: 4,300 shares Shares sold on Jun 23: 2,500 shares at $18.4470 Shares sold on Jun 24: 1,300 shares at $18.3228 +5 more

8 metrics

Total shares sold 4,300 shares Open-market sales of WHG common stock

Shares sold on Jun 23 2,500 shares at $18.4470 Open-market sale of common stock

Shares sold on Jun 24 1,300 shares at $18.3228 Open-market sale of common stock

Shares sold on Jun 25 500 shares at $18.2085 Open-market sale of common stock

Post-transaction holdings 251,511 shares Direct ownership after reported sales

Price range footnote F1 $18.19–$18.79 Weighted average sale range for one transaction day

Price range footnote F2 $18.07–$18.59 Weighted average sale range for another transaction day

Price range footnote F3 $18.00–$18.34 Weighted average sale range for another transaction day

Key Terms

open-market sale, weighted average sale price, common stock, non-derivative, +1 more

5 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.

non-derivative financial

"transaction_type": "non-derivative""

direct ownership financial

"ownership_type": "direct""

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/25/2026 - 04:50 PM Accepted by SEC EDGAR 06/25/2026 - 04:49 PM Learn about SEC filing dates

FAQ

What insider activity did WHG’s Susan M. Byrne report on this Form 4?

Susan M. Byrne reported selling 4,300 shares of Westwood Holdings Group common stock in open-market transactions. These sales occurred over three days and were reported as routine dispositions, with Byrne retaining a substantial direct ownership stake afterward.

Over what dates did Susan M. Byrne sell WHG shares and how many each day?

She sold WHG common stock on three dates: 2,500 shares on June 23, 1,300 shares on June 24, and 500 shares on June 25. Each day’s transaction was reported separately with its own weighted average sale price.

What prices did Susan M. Byrne receive for the WHG shares she sold?

The reported weighted average sale prices were $18.4470 for 2,500 shares, $18.3228 for 1,300 shares, and $18.2085 for 500 shares. Footnotes note that each figure reflects multiple trades within specified intraday price ranges.

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

After these open-market sales, Susan M. Byrne directly owns 251,511 shares of Westwood Holdings Group common stock. This indicates that the 4,300 shares sold represent a small fraction of her total direct holdings reported in this filing.

Were Susan M. Byrne’s WHG stock sales single trades or multiple transactions?

Each reported sale price is a weighted average for multiple trades executed within a price range on that date. Footnotes state the trades spanned specific intraday price ranges, and detailed trade information is available from the reporting person upon request.

Does this WHG Form 4 involve any stock options or derivative securities?

No derivative securities are reported in this Form 4. All three transactions involve non-derivative WHG common stock, and the derivative securities summary is empty, indicating no option exercises or other derivative activity in this filing.

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)
06/23/2026

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	06/23/2026		S		2,500	D	$18.447(1)	253,311	D
common stock	06/24/2026		S		1,300	D	$18.3228(2)	252,011	D
common stock	06/25/2026		S		500	D	$18.2085(3)	251,511	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 $18.19 to $18.79. 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 $18.07 to $18.59. 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 $18.00 to $18.34. 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	06/25/2026
	** 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)