Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director Emerita | April 07, 2026 | July 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WESTWOOD HOLDINGS GROUP INC
Report date April 07, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 230,444 |
Ending reported balance
After 2026-07-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-07 · Sale · Disposed 400 · Balance 238,509 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. 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. Row 2 · 2026-07-01 · Sale · Disposed 3,584 · Balance 234,925 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. Row 3 · 2026-07-02 · Sale · Disposed 4,481 · Balance 230,444 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. |
Filing footnotes · ownership attribution and instrument terms
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.
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.
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.
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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 30, 2017 Filed Jun 1, 2017 21:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 2,500 | $54.20 | $135,489.00 |
DisclosureSEC source: 0001214659-17-003767 · marketforms-38965.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · Family Foundation Disclosed balance after: 7,500 F1 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transactions reported was $54.00 to $54.43 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002821 · marketforms-38653.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,181 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:15 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Giftcommon stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-16-014890 · marketforms-37165.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,520 Read SEC document |
| June 21, 2012 Filed Apr 26, 2018 20:05 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 273 | $37.00 | $10,101.00 |
DisclosureSEC source: 0001214659-18-003038 · marketforms-41742.xml · nonDerivative · entry 2 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 37,759 F2 · date: The original Form 4 for this transaction was filed on June 22, 2012. F3 · shares: The sales reported on this Form 4/A were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on March 9, 2012. The transactions are being amended to correct inaccurate data previously given to the reporting person by the executing broker. Read SEC document |
| April 03, 2012 Filed Apr 26, 2018 20:05 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Salecommon stock | 1,440 | $38.86 | $55,959.98 |
DisclosureSEC source: 0001214659-18-003038 · marketforms-41742.xml · nonDerivative · entry 1 BYRNE SUSAN M · CIK 0001171441 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 43,120 F1 · date: The original Form 4 for this transaction was filed on April 5, 2012. F3 · shares: The sales reported on this Form 4/A were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person's spouse on March 9, 2012. The transactions are being amended to correct inaccurate data previously given to the reporting person by the executing broker. F4 · price: Price reflected is the weighted-average sale price for shares sold. The range of sale prices for the transaction reported was $38.75 to $39.00 per share. Full information regarding the number of shares sold at each separate price will be provided to the Commission staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.