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 Shares
What Happened
Susan M. Byrne, Director Emerita of Westwood Holdings Group, sold a total of 12,557 shares in three open‑market transactions between June 26–30, 2026, for aggregate proceeds of about $247,812. The individual trades were: 4,274 shares on 2026‑06‑26 for $19.39/share ($82,856), 7,192 shares on 2026‑06‑29 for $20.03/share ($144,045), and 1,091 shares on 2026‑06‑30 for $19.17/share (~$20,911). The filing states the sales were effected under a Rule 10b5‑1 trading plan adopted 2026‑04‑01.
Key Details
- Transaction dates & reported prices:
- 2026‑06‑26: 4,274 shares at $19.39 — $82,856
- 2026‑06‑29: 7,192 shares at $20.03 — $144,045 (amended from 7,129 shares)
- 2026‑06‑30: 1,091 shares at $19.17 — $20,911
- Total shares sold: 12,557; total proceeds: ≈ $247,812.
- Filing status: This is an amended Form 4 correcting the June 29 quantity and updating reported beneficial ownership; no late‑filing flag is indicated.
- Footnotes: The filing notes reported prices reflect weighted average sale prices across multiple executions (ranges disclosed in footnotes, e.g., roughly $18.23–$20.555).
- Plan: Trades were made pursuant to a Rule 10b5‑1 trading plan adopted 4/1/2026.
Context
Sales made under a prearranged 10b5‑1 plan are typically scheduled in advance and are considered routine disposition activity; they do not necessarily indicate the insider’s current view of the company. The amendment corrects a previously reported share count and adjusts beneficial‑ownership figures in the filing. The Form 4 excerpt provided does not state the insider’s post‑sale total holdings, only that beneficial ownership was updated in the amendment.
Insider Transaction Report
- Sale
common stock
[F1]2026-06-26$19.39/sh−4,274$82,856→ 247,192 total - Sale
common stock
[F2][F3]2026-06-29$20.03/sh−7,192$144,045→ 240,000 total - Sale
common stock
[F4]2026-06-30$19.17/sh−1,091$20,911→ 238,909 total
Footnotes (4)
- [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.
- [F2]This amendment is being filed solely to correct the number of shares sold on June 29, 2026, which was inadvertently reported as 7,129 shares and should have been reported as 7,192 shares, and to update the reported beneficial ownership amounts accordingly.
- [F3]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.
- [F4]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.