Insider Trading July 1, 2026 07:30 PM

Westwood Holdings Director Emerita Susan Byrne Executes $247,812 in Stock Sales

Insider transactions reveal multiple share disposals under a pre-arranged trading plan as the asset manager's stock nears its 52-week peak.

By Marcus Reed
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WHG

Susan M. Byrne, serving as Director Emerita at Westwood Holdings Group Inc. (NASDAQ: WHG), completed a series of stock sales totaling $247,812 between June 26 and June 30, 2026. The transactions were processed through a Rule 10b5-1 trading plan established on April 1, 2026. These sales occurred while WHG shares were trading at $19.22, hovering close to their 52-week high of $20.97, following a 26% gain over the previous year. Recent corporate disclosures indicate WHG reported first-quarter 2026 earnings per share of $0.09, aligning with market forecasts, alongside revenue of $25 million, which slightly exceeded the $24.97 million projection. Despite these results, the company faced pressures from reduced quarterly revenues and rising compensation expenses. An analysis suggests the stock may currently be overvalued relative to its fair value.

Westwood Holdings Director Emerita Susan Byrne Executes $247,812 in Stock Sales
WHG
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Key Points

  • Insider Activity: Susan M. Byrne, Director Emerita, sold $247,812 worth of WHG stock between June 26 and June 30, 2026, under a Rule 10b5-1 trading plan adopted in April 2026.
  • Financial Performance: WHG reported Q1 2026 EPS of $0.09, meeting expectations, and revenue of $25 million, slightly beating the $24.97 million forecast despite challenges from lower revenues and higher compensation costs.
  • Market Context: WHG stock trades at $19.22, near its 52-week high of $20.97, with a 26% gain over the past year, though some analysis suggests it may be overvalued relative to fair value.

Susan M. Byrne, holding the position of Director Emerita at Westwood Holdings Group Inc. (NASDAQ: WHG), has completed a series of stock sales totaling $247,812. These transactions occurred between June 26 and June 30, 2026, involving the disposal of common shares at weighted average prices ranging from $19.167 to $20.0285 per share. The execution of these sales was governed by a Rule 10b5-1 trading plan that was adopted on April 1, 2026. The insider activity takes place as WHG stock trades at $19.22, a level near its 52-week high of $20.97, with the share price having climbed 26% over the past year. According to InvestingPro analysis, the stock currently appears overvalued relative to its Fair Value.

On June 26, Ms. Byrne sold 4,274 shares of Westwood Holdings common stock at a weighted average price of $19.3861 per share. The individual sale prices for these shares ranged from $18.23 to $20.33. Following this transaction, Ms. Byrne directly held 247,192 shares of the company.

An amended filing clarified that on June 29, Ms. Byrne sold 7,192 shares of common stock. This corrected an earlier report which inadvertently stated 7,129 shares. The shares were sold at a weighted average price of $20.0285, with individual sale prices ranging from $19.05 to $20.555. After this sale, her direct holdings amounted to 240,000 shares.

The final reported transaction occurred on June 30, when Ms. Byrne sold 1,091 shares at a weighted average price of $19.167 per share. The prices for these individual sales ranged from $19.01 to $19.33. Her direct ownership in Westwood Holdings Group Inc. subsequently stood at 238,909 shares.

Westwood Holdings Group Inc. recently announced its financial results for the first quarter of 2026, showing a mixed performance. The company reported earnings per share (EPS) of $0.09, meeting market expectations. Revenue for the quarter reached $25 million, slightly surpassing the forecast of $24.97 million. These results came amid challenges, including lower quarterly revenues and increased compensation costs. Despite this, the company’s revenue was slightly above projections. There has been no recent mention of mergers or acquisitions involving Westwood Holdings. Analyst firms have not reported any upgrades or downgrades for the company at this time.

Investors seeking deeper insights into WHG’s financial health can access the full Pro Research Report, available exclusively on InvestingPro for this and 1,400+ other US equities. The stock closed at 19.22, up 0.06 (+0.31%), with after-hours trading showing a decline of 0.03 (-0.16%).

Risks

  • Valuation Concerns: Analysis indicates WHG stock may currently be overvalued relative to its fair value, posing a risk to potential investors.
  • Operational Pressures: The company faces challenges including lower quarterly revenues and increased compensation costs, which could impact future financial health.
  • Lack of Strategic Catalysts: There has been no recent mention of mergers or acquisitions involving Westwood Holdings, and no analyst upgrades or downgrades have been reported, limiting near-term catalysts.

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