Adrian Helfert

Insider Reports History

Entity
Individual
Location
200 Crescent Court, Suite 1200, Dallas, TX
Signature
Jonathan R. Nahhat, attorney-in-fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Adrian Helfert:

Stock Role Class Num Shares Value Price $ Report Date Ownership
WESTWOOD HOLDINGS GROUP INC CIO, Multi-Asset Inv. common stock 174K $2.85M $16.44 Feb 21, 2025 Direct

Insider Reports Filed by Adrian Helfert

Symbol Company Period Transactions Value $ Form Type Date Filed Role
WHG WESTWOOD HOLDINGS GROUP INC Feb 21, 2025 2 -$220K 4 Feb 25, 2025 CIO, Multi-Asset Inv.
WHG WESTWOOD HOLDINGS GROUP INC Feb 23, 2024 2 -$139K 4 Feb 27, 2024 CIO, Multi-Asset Inv.
WHG WESTWOOD HOLDINGS GROUP INC Feb 23, 2023 2 -$103K 4 Feb 27, 2023 CIO, Multi-Asset Inv.
WHG WESTWOOD HOLDINGS GROUP INC May 27, 2022 0 $0 3 Jun 8, 2022 CIO, Multi-Asset Inv.