Susan Byrne sells 12,494 Westwood shares

Westwood Holdings Group director emerita Susan M. Byrne reported selling 12,494 shares of common stock in open-market transactions.

Accepted by SEC EDGAR 06/30/2026 - 06:24 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Westwood Holdings Group director emerita Susan M. Byrne reported selling 12,494 shares of common stock in open-market transactions. The sales occurred on June 26, 29, and 30, 2026 at weighted average prices between about $18.23 and $20.56 per share across multiple trades. After these transactions, she directly holds 239,017 shares of Westwood Holdings Group common stock.

Insider Trade Summary 10b5-1

Net Seller: 12,494 shares

Net Sell 3 txns

Insider BYRNE SUSAN M

Role Insider

Sold 12,494 shs ($247K)

Type	Security	Shares	Price	Value
Sale	common stock	1,091	$19.167	$21K
Sale	common stock	7,129	$20.0285	$143K
Sale	common stock	4,274	$19.3861	$83K

Holdings After Transaction: common stock — 239,017 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 $18.23 to $20.33. 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 $19.05 to $20.555. 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 $19.01 to $19.33. The reporting person will provide detailed information regarding such transactions upon request.

Key Figures

Total shares sold: 12,494 shares Shares sold on June 26, 2026: 4,274 shares Shares sold on June 29, 2026: 7,129 shares +5 more

8 metrics

Total shares sold 12,494 shares Aggregate open-market sales reported in this Form 4

Shares sold on June 26, 2026 4,274 shares Common stock open-market sale at $19.3861 per share

Shares sold on June 29, 2026 7,129 shares Common stock open-market sale at $20.0285 per share

Shares sold on June 30, 2026 1,091 shares Common stock open-market sale at $19.1670 per share

Post-transaction holdings 239,017 shares Direct ownership after June 30, 2026 sale

Price range June 26 trades $19.01–$19.33 per share Weighted average price $19.3861; multiple transactions per footnote

Price range June 29 trades $19.05–$20.555 per share Weighted average price $20.0285; multiple transactions per footnote

Price range June 30 trades $18.23–$20.33 per share Weighted average price $19.1670; multiple transactions per footnote

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"

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 activity did Susan M. Byrne report for WHG?

Susan M. Byrne reported open-market sales of Westwood Holdings Group common stock totaling 12,494 shares. The transactions occurred over three days and were disclosed on a Form 4 insider trading report for transparency to shareholders and regulators.

On which dates did Susan M. Byrne sell WHG shares?

Susan M. Byrne sold Westwood Holdings Group common stock on June 26, 29, and 30, 2026. Each day’s activity was reported as a separate open-market sale transaction in the Form 4, reflecting standard disclosure requirements for company insiders.

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

The reported prices are weighted averages for multiple trades. For the three days, weighted average prices were $19.3861, $20.0285, and $19.1670 per share, with individual trade prices ranging from $18.23 to $20.555 according to the footnotes.

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

After the reported open-market sales, Susan M. Byrne directly holds 239,017 shares of Westwood Holdings Group common stock. This post-transaction figure comes from the Form 4 totals shown after the final reported sale on June 30, 2026.

What type of insider is Susan M. Byrne at Westwood Holdings Group (WHG)?

Susan M. Byrne is identified as a Director Emerita of Westwood Holdings Group. Though not a current director or officer, her holdings and transactions in WHG common stock are still reportable under insider trading rules and disclosed on Form 4.

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)
06/26/2026

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	06/26/2026		S		4,274	D	$19.3861(1)	247,237	D
common stock	06/29/2026		S		7,129	D	$20.0285(2)	240,108	D
common stock	06/30/2026		S		1,091	D	$19.167(3)	239,017	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 $18.23 to $20.33. 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 $19.05 to $20.555. 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 $19.01 to $19.33. 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	06/30/2026
	** 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)