Adrian Helfert - 23 Feb 2026 Form 4/A - Amendment Insider Report for WESTWOOD HOLDINGS GROUP INC (WHG)

Reporting relationship: CIO, Multi-Asset Inv.
Issuer ticker: WHG
Reported as of: 23 Feb 2026
Net transaction value: $0
SEC form: 4/A - Amendment
Accepted by SEC: 16 Mar 2026, 16:27:49 UTC
Original report date: 13 Mar 2026
Prior SEC filing: 25 Feb 2025
Source filing: View source filing
Reporting owner signature: Jonathan Richard Nahhat, as attorney-in-fact

Key filing fact

Adrian Helfert filed Form 4/A - Amendment for WESTWOOD HOLDINGS GROUP INC (WHG) on 16 Mar 2026.

Key facts

This page summarizes Adrian Helfert's Form 4/A - Amendment filing for WESTWOOD HOLDINGS GROUP INC (WHG).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 16 Mar 2026, 16:27.

Change

Previous filing in this sequence was filed on 25 Feb 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4/A - Amendment disclosures.

View source filing

Reporting Owners (1)

CIK 0001932834 Primary reporting owner

Helfert Adrian

Relationship: CIO, Multi-Asset Inv.
Address: 200 CRESCENT COURT, STE 1200, DALLAS
Signature: Jonathan Richard Nahhat, as attorney-in-fact
Signature date: 16 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WHG transaction

common stock

Tax liability

Transaction value
Shares: -10,772
Change %: -6.2%
Price: $16.22^*
Shares after: 162,751
Date: 23 Feb 2026
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

SEC remarks

This Form 4/A is being filed solely to correct the transaction code previously reported for the reported disposition. The 'Disposed of' transaction was incorrectly coded as 'S'. The correct transaction code is 'F' to reflect shares withheld to satisfy tax withholding obligations.