STOCK TITAN

Westwood Holdings (NYSE: WHG) director sells 1,711 shares

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Westwood Holdings Group Director Emerita Susan M. Byrne reported open-market sales of a total of 1,711 shares of common stock over three days. She sold 994 shares on April 30, 2026 at a weighted average price of $16.2842, 478 shares on May 1, 2026 at $16.2199, and 239 shares on May 4, 2026 at $16.0167. After these transactions, she directly holds 290,405 shares of Westwood Holdings Group common stock.

Positive

  • None.

Negative

  • None.
Insider BYRNE SUSAN M
Role null
Sold 1,711 shs ($28K)
Type Security Shares Price Value
Sale common stock 239 $16.0167 $4K
Sale common stock 478 $16.2199 $8K
Sale common stock 994 $16.2842 $16K
Holdings After Transaction: common stock — 290,405 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 $16.13 to $16.54. 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 $16.00 to $16.40. 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 $16.00 to $16.02. The reporting person will provide detailed information regarding such transactions upon request.
Total shares sold 1,711 shares Net open-market sales reported in this Form 4
Shares sold on 2026-04-30 994 shares Open-market sale of common stock
Price on 2026-04-30 $16.2842 per share Weighted average sale price
Shares sold on 2026-05-01 478 shares Open-market sale of common stock
Price on 2026-05-01 $16.2199 per share Weighted average sale price
Shares sold on 2026-05-04 239 shares Open-market sale of common stock
Price on 2026-05-04 $16.0167 per share Weighted average sale price
Shares held after transactions 290,405 shares Direct ownership of WHG common stock
open-market sale financial
"transaction_action is described as an open-market sale of common stock"
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"
common stock financial
"security_title is listed as common stock for each transaction"
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.
Director Emerita financial
"other field identifies the reporting person’s role as Director Emerita"
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
Officer (give title below)XOther (specify below)
Director Emerita
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
common stock04/30/2026S994D$16.2842(1)291,122D
common stock05/01/2026S478D$16.2199(2)290,644D
common stock05/04/2026S239D$16.0167(3)290,405D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 $16.13 to $16.54. 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 $16.00 to $16.40. 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 $16.00 to $16.02. 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-fact05/04/2026
** Signature of Reporting PersonDate
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

What insider activity did Westwood Holdings (WHG) report in this Form 4?

Director Emerita Susan M. Byrne sold 1,711 Westwood Holdings common shares in three open-market transactions. The sales occurred on April 30, May 1, and May 4, 2026, at weighted average prices slightly above $16 per share.

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

After the reported sales, Susan M. Byrne holds 290,405 WHG common shares directly. This remaining position shows she kept the vast majority of her holdings while disposing of a relatively small number of shares in recent open-market transactions.

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

The reported weighted average sale prices were $16.2842, $16.2199, and $16.0167 per share across the three trading days. Footnotes note these averages reflect multiple trades within price ranges around $16.00–$16.54 per share.

Were the WHG insider sales executed as open-market transactions?

Yes, all three transactions are classified as open-market sales of common stock, coded “S” for sale. The filing describes them as sales in open market or private transactions, with reported weighted average prices and detailed trade ranges available upon request.

How many WHG shares did Susan M. Byrne sell on each transaction date?

Byrne sold 994 shares on April 30, 478 shares on May 1, and 239 shares on May 4, 2026. Together, these three open-market sales total 1,711 Westwood Holdings Group common shares according to the Form 4 transaction summary.