Form 4 holding
CIO, Multi-Asset Inv.
WESTWOOD HOLDINGS GROUP INC
- Security class
- common stock
- Shares / value
- 162,751
- Estimated value
- $3,004,383
- Report date
- 23 Feb 2026
- Price
- $18.46
- Ownership
- Direct
Adrian Helfert - CIO, Multi-Asset Inv. at WESTWOOD HOLDINGS GROUP INC
Issuer-level insider activity
- Role
- CIO, Multi-Asset Inv.
- Issuer ticker
- WHG on NYSE
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
No buys or sells have been reported by Adrian Helfert since 17 Aug 2025
Reported holdings for Adrian Helfert in WESTWOOD HOLDINGS GROUP INC
Transaction history for Adrian Helfert in WESTWOOD HOLDINGS GROUP INC
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.