WESTWOOD HOLDINGS GROUP INC·4/A

Jul 1, 7:07 PM ET

BYRNE SUSAN M 4/A

Research Summary

AI-generated summary

Updated

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.