Susan M. Byrne - 07 Apr 2026 Form 4 Insider Report for WESTWOOD HOLDINGS GROUP INC (WHG)

Reporting relationship: Director Emerita
Issuer ticker: WHG
Reported as of: 07 Apr 2026
Net transaction value: -$164,877
SEC form: 4
Accepted by SEC: 07 Jul 2026, 19:32:47 UTC
Prior SEC filing: 08 Apr 2026
Next SEC filing: 13 Apr 2026
Source filing: View source filing
Reporting owner signature: Jonathan Richard Nahhat, as attorney-in-fact

Key filing fact

Susan M. Byrne filed Form 4 for WESTWOOD HOLDINGS GROUP INC (WHG) on 07 Jul 2026.

Key facts

This page summarizes Susan M. Byrne's Form 4 filing for WESTWOOD HOLDINGS GROUP INC (WHG).
3 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 07 Jul 2026, 19:32.

Change

Previous filing in this sequence was filed on 08 Apr 2026.
Current net transaction value: -$164,877.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001171441 Primary reporting owner

BYRNE SUSAN M

Relationship: Director Emerita
Address: 200 CRESCENT COURT, SUITE 1200, DALLAS
Signature: Jonathan Richard Nahhat, as attorney-in-fact
Signature date: 07 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WHG transaction

common stock

Sale

Transaction value: $6,451
Shares: -400
Change %: -0.17%
Price: $16.13
Shares after: 238,509
Date: 07 Apr 2026
Ownership: Direct
Footnotes: F1, F2

WHG transaction

common stock

Sale

Transaction value: $69,361
Shares: -3,584
Change %: -1.5%
Price: $19.35
Shares after: 234,925
Date: 01 Jul 2026
Ownership: Direct
Footnotes: F3

WHG transaction

common stock

Sale

Transaction value: $89,065
Shares: -4,481
Change %: -1.9%
Price: $19.88
Shares after: 230,444
Date: 02 Jul 2026
Ownership: Direct
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 4 footnotes

Footnote F1

This transaction was effected on April 7, 2026 pursuant to a 10b5-1 trading plan and was identified during a subsequent reconciliation with the broker. Due to an administrative oversight, the transaction was not reported within the required time period.

Footnote F2

The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $16.04 to $16.36. The reporting person will provide detailed information regarding such transactions upon request.

Footnote F3

The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.07 to $19.72. The reporting person will provide detailed information regarding such transactions upon request.

Footnote F4

The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $19.00 to $20.19. The reporting person will provide detailed information regarding such transactions upon request.

SEC remarks

The reported transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 4/1/2026.