Helfert Adrian
Insider CIK 1932834 · WHG CIO, Multi-Asset Inv.
Trades across companies
| Ticker | Code | Trade | Filed | Shares | Price | Value | Owned after | |
|---|---|---|---|---|---|---|---|---|
| WHG WESTWOOD HOLDINGS GROUP IN | S Sale | 2026-02-23 | 2026-03-13 | 10,772 | $16.22 | $174.7K | 162,751 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | F Tax w/h | 2026-02-23 | 2026-03-16 | 10,772 | $16.22 | $174.7K | 162,751 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | A Award | 2025-02-21 | 2025-02-25 | 30,414 | — | $0 | 186,918 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | F Tax w/h | 2025-02-21 | 2025-02-25 | 13,395 | $16.44 | $220.2K | 173,523 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | F Tax w/h | 2024-02-23 | 2024-02-27 | 11,611 | $12.00 | $139.3K | 156,504 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | A Award | 2024-02-23 | 2024-02-27 | 41,667 | — | $0 | 168,115 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | F Tax w/h | 2023-02-23 | 2023-02-27 | 8,347 | $12.34 | $103.0K | 85,929 | SEC↗ |
| WHG WESTWOOD HOLDINGS GROUP IN | A Award | 2023-02-23 | 2023-02-27 | 40,519 | — | $0 | 126,448 | SEC↗ |