BYRNE SUSAN M 4/A
4/A · WESTWOOD HOLDINGS GROUP INC · Filed Jul 1, 2026
Research Summary
AI-generated summary of this filing
Westwood (WHG) Director Emerita Susan Byrne Sells 2,944 Shares
What Happened
- Susan M. Byrne, Director Emerita of Westwood Holdings Group, sold a total of 2,944 shares in open-market transactions between June 17–22, 2026, generating approximately $53,883 in proceeds. The individual transactions reported are:
- 2026-06-17: 350 shares at $18.10 — $6,335 (disposed)
- 2026-06-18: 1,594 shares at $18.35 — $29,243 (disposed) [amended]
- 2026-06-22: 1,000 shares at $18.31 — $18,305 (disposed)
- These were sales (routine disposition) rather than purchases; the filing does not indicate any purchase activity.
Key Details
- Transaction dates/prices: Jun 17 ($18.10), Jun 18 ($18.35), Jun 22 ($18.31). Footnotes note weighted-average prices across multiple executions (price ranges shown in footnotes F1, F3, F4).
- Total shares sold: 2,944; total proceeds ≈ $53,883.
- Shares owned after transaction: Not provided in this amended Form 4 (refer to the full filing for holdings details).
- Amendment: This is an amended Form 4 filed 2026-07-01 to correct the June 18 sale from 1,549 to 1,594 shares (Footnote F2).
- Trading plan: Transactions were effected pursuant to a Rule 10b5‑1 trading plan adopted 2026-04-01 (not indicative of current sentiment).
- Timeliness: The filing is an amendment; check the original Form 4 filing date for timeliness. Amended filings correct prior reporting errors and do not by themselves indicate new trades.
Context
- 10b5‑1 plans allow insiders to execute pre-established trades at predetermined times; such sales are often routine and not necessarily a signal of management’s view of the company.
- No options, awards, gifts, or tax-withholding transactions are reported here — only open-market sales.
Insider Transaction Report
Form 4/AAmended
BYRNE SUSAN M
Other
Transactions
- Sale
common stock
[F1]2026-06-17$18.10/sh−350$6,335→ 258,360 total - Sale
common stock
[F2][F3]2026-06-18$18.35/sh−1,594$29,243→ 256,766 total - Sale
common stock
[F4]2026-06-22$18.31/sh−1,000$18,305→ 255,766 total
Footnotes (4)
- [F1]The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.00 to $18.20. The reporting person will provide detailed information regarding such transactions upon request.
- [F2]This amendment is being filed solely to correct the number of shares sold on June 18, 2026, which was inadvertently reported as 1,549 shares and should have been reported as 1,594 shares.
- [F3]The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.20 to $18.58. The reporting person will provide detailed information regarding such transactions upon request.
- [F4]The reported price reflects the weighted average sale price for shares sold in multiple transactions at prices ranging from $18.03 to $18.89. The reporting person will provide detailed information regarding such transactions upon request.
Signature
Jonathan Richard Nahhat, as attorney-in-fact|2026-07-01