Helfert Adrian
SEC CIK 1932834 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | CIO, Multi-Asset Inv | 162.8K | — | $174.7K | 8 | 2023-02-23 | 2026-02-23 |
Most active insiders at WHG, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | BYRNE SUSAN M | Dir Emerita | — | $1.63M |
| 2 | CASEY BRIAN O | CEO, Dir | — | $531.5K |
| 3 | Helfert Adrian | CIO, Multi-Asset Inv | — | $174.7K |
| 4 | Gomez Fabian | Pres, COO | — | $100.9K |
| 5 | Lockridge Matthew | Head, U.S. Value Inv | — | $87.2K |
| 6 | Forbes Murray III | CFO | — | $46.4K |
| 7 | Linton David O | Head of Distribution | — | $43.0K |
| 8 | Ryan Janice | Dir | — | — |
| 9 | Ehinger John Anthony Jr | Head of Legal, Compliance | — | — |
| 10 | Murray Katherine | Dir | — | — |
Transactions 8
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 2026-03-16 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $16.22 | -10.8K | 162.8K | -6% | -$174.7K |
| 2026-03-13 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | S - Sale | $16.22 | -10.8K | 162.8K | -6% | -$174.7K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $16.44 | -13.4K | 173.5K | -7% | -$220.2K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +30.4K | 186.9K | +19% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +41.7K | 168.1K | +33% | $0 | |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $12.00 | -11.6K | 156.5K | -7% | -$139.3K | |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | A - Grant | $0.00 | +40.5K | 126.4K | +47% | $0 | |
| 2023-02-27 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv | F - Tax | $12.34 | -8,347 | 85.9K | -9% | -$103.0K |
Purchase Sale Sale after option exercise All abbreviations