Adrian Helfert

Insider Reports History

Location
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:

Company Role Class Num Shares Value Price $ Report Date Ownership
WESTWOOD HOLDINGS GROUP INC CIO, Multi-Asset Inv. common stock 173,523 $2,852,718 $16.44 21 Feb 2025 Direct

Insider Reports Filed by Adrian Helfert

Symbol Company Period Transactions Value $ Form Type Role Filing Time
WHG WESTWOOD HOLDINGS GROUP INC 21 Feb 2025 2 -$220,214 4 CIO, Multi-Asset Inv. 25 Feb 2025, 17:10
WHG WESTWOOD HOLDINGS GROUP INC 23 Feb 2024 2 -$139,332 4 CIO, Multi-Asset Inv. 27 Feb 2024, 16:39
WHG WESTWOOD HOLDINGS GROUP INC 23 Feb 2023 2 -$103,002 4 CIO, Multi-Asset Inv. 27 Feb 2023, 18:35
WHG WESTWOOD HOLDINGS GROUP INC 27 May 2022 0 $0 3 CIO, Multi-Asset Inv. 08 Jun 2022, 17:21