Susan Byrne (NYSE: WHG) trims Westwood stake with 5,100-share sale

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Westwood Holdings Group Director Emerita Susan M. Byrne reported selling a total of 5,100 shares of common stock in open-market transactions. She sold 3,300 shares on June 11, 2026 at a weighted average price of $17.4301 per share, in multiple trades priced between $17.385 and $17.74.

Byrne also sold 1,800 shares on June 10, 2026 at a weighted average price of $17.5483 per share, in trades between $17.20 and $17.64. After these sales, she directly holds 267,621 shares of Westwood common stock.

Insider Trade Summary 10b5-1

Net Seller: 5,100 shares ($89,106)

Net Sell 2 txns

Insider BYRNE SUSAN M

Role null

Sold 5,100 shs ($89K)

Type	Security	Shares	Price	Value
Sale	common stock	3,300	$17.4301	$58K
Sale	common stock	1,800	$17.5483	$32K

Holdings After Transaction: common stock — 267,621 shares (Direct, null)

Footnotes (1)

The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $17.385 to $17.74. 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 $17.20 to $17.64. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Shares sold June 11, 2026: 3,300 shares Weighted average price June 11, 2026: $17.4301 per share Shares sold June 10, 2026: 1,800 shares +3 more

6 metrics

Shares sold June 11, 2026 3,300 shares Open-market sale of common stock

Weighted average price June 11, 2026 $17.4301 per share Common stock sale; trades $17.385–$17.74

Shares sold June 10, 2026 1,800 shares Open-market sale of common stock

Weighted average price June 10, 2026 $17.5483 per share Common stock sale; trades $17.20–$17.64

Total shares sold 5,100 shares Sum of June 10 and June 11, 2026 sales

Shares held after transactions 267,621 shares Direct ownership of Westwood common stock

Key Terms

open-market sale, weighted average sale price, multiple transactions, non-derivative

4 terms

open-market sale financial

"Sale in open market or private 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"

multiple transactions financial

"shares sold in multiple transactions at prices ranging"

non-derivative financial

"transaction_type": "non-derivative""

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Form 4 Insider Transactions: What Each Field Means →

06/12/2026 - 06:11 PM

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).

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)
06/10/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
common stock	06/10/2026		S		1,800	D	$17.5483⁽¹⁾	270,921	D
common stock	06/11/2026		S		3,300	D	$17.4301⁽²⁾	267,621	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $17.385 to $17.74. 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 $17.20 to $17.64. 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	06/12/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Susan Byrne report for WESTWOOD HOLDINGS (WHG)?

Director Emerita Susan Byrne reported selling 5,100 shares of Westwood Holdings common stock. The sales occurred over two days in open-market transactions, as disclosed in a Form 4 insider trading report filed with the SEC.

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

Susan Byrne sold 3,300 Westwood Holdings shares on June 11, 2026, and 1,800 shares on June 10, 2026. Together, these two open-market sales totaled 5,100 shares of WHG common stock reported in the Form 4 filing.

At what prices did Susan Byrne sell her WHG common stock shares?

Susan Byrne’s June 11, 2026 sale had a weighted average price of $17.4301 per share, with trades from $17.385 to $17.74. Her June 10, 2026 sale averaged $17.5483 per share, with individual trades between $17.20 and $17.64.

How many WHG shares does Susan Byrne hold after the reported sales?

After selling 5,100 shares, Susan Byrne directly holds 267,621 shares of Westwood Holdings common stock. This post-transaction figure reflects her remaining direct ownership as stated in the Form 4 insider trading disclosure.

What type of insider transactions did Susan Byrne execute in WHG stock?

The transactions were open-market sales of non-derivative common stock, coded “S” on Form 4. Both trades are described as sales in open-market or private transactions, with detailed price ranges available in the filing’s footnotes.

Do the WHG Form 4 footnotes provide more detail on Susan Byrne’s sales?

Yes. The footnotes explain that each reported price is a weighted average across multiple trades. They note price ranges for the June 10 and June 11, 2026 sales and state that detailed trade information is available from the reporting person on request.