Helfert Adrian
SEC insider (Form 3/4/5 filer). CIK 0001932834. CIO, Multi-Asset Inv. at WESTWOOD HOLDINGS GROUP INC (WHG). 4 reported Form 4/5 transactions since Sep 2024; latest on Feb 23, 2026. Located in DALLAS, TX.
Companies Helfert Adrian has filed insider reports for
- WESTWOOD HOLDINGS GROUP INC (WHG): Officer, CIO, Multi-Asset Inv.
Helfert Adrian
CIK: 0001932834
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)1 (25.0%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)1 (25.0%)
Compensation grants
Other (G, F, J, C, D, …)2 (50.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
WHG
WESTWOOD HOLDINGS GROUP INC
Officer
Discretionary Trading P&L
Holdings
Transaction History (4 total)
- Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
Tax PaymentDirect10.8K shares at avg. $16.22$175K - Feb 23, 2026WHG
WESTWOOD HOLDINGS GROUP INC
SaleDirect10.8K shares at avg. $16.22$175K - Feb 21, 2025WHG
WESTWOOD HOLDINGS GROUP INC
AwardDirect30.4K shares- - Feb 21, 2025WHG
WESTWOOD HOLDINGS GROUP INC
Tax PaymentDirect13.4K shares at avg. $16.44$220K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Feb 23, 2026 | WHG WESTWOOD HOLDINGS GROUP INC | Tax Payment | 10,772 | $16.22 | $174,722 | Direct |
| Feb 23, 2026 | WHG WESTWOOD HOLDINGS GROUP INC | Sale | 10,772 | $16.22 | $174,722 | Direct |
| Feb 21, 2025 | WHG WESTWOOD HOLDINGS GROUP INC | Award | 30,414 | - | - | Direct |
| Feb 21, 2025 | WHG WESTWOOD HOLDINGS GROUP INC | Tax Payment | 13,395 | $16.44 | $220,214 | Direct |
1-4 of 4 transactions