Insider · CIK 0001932834
Adrian Helfert
Files at WHG (WESTWOOD HOLDINGS GROUP INC). First filing Mar 13, 2026, latest Mar 13, 2026.
In brief
Adrian Helfert files SEC Form 4 as officer at WHG (WESTWOOD HOLDINGS GROUP INC). Since Mar 13, 2026, Adrian Helfert has reported 0 open-market buys worth $0 and 1 open-market sell worth $175k, the latest filed on Mar 13, 2026.
A track record needs three past buys with six months of prices behind them; Adrian Helfert has 0, so none is measured yet.
The newest scored trade: sold $175k of WHG on Feb 23, 2026, filed Mar 13, 2026, scored 41 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $175k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
WHG: WESTWOOD HOLDINGS GROUP INC
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 41Moderate | WESTWOOD HOLDINGS GROUP INC | $175k 10,772 shares | -6% | +13% from low-14% from high |
Transactions
Every row this insider has filed, 6 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Feb 23, 2026 | WHG WESTWOOD HOLDINGS GROUP INC | FTax withholding common stock | -10,772 | $16.22 | $175k | 162,751 | Mar 16, 2026 |
| Feb 23, 2026 | WHG WESTWOOD HOLDINGS GROUP INC | SOpen-market sale common stock | -10,772 | $16.22 | $175k | 162,751 | Mar 13, 2026 |
| Feb 21, 2025 | WHG WESTWOOD HOLDINGS GROUP INC | AGrant or award common stock | +30,414 | $0.00 | $0 | 186,918 | Feb 25, 2025 |
| Feb 21, 2025 | WHG WESTWOOD HOLDINGS GROUP INC | FTax withholding common stock | -13,395 | $16.44 | $220k | 173,523 | Feb 25, 2025 |
| Feb 23, 2024 | WHG WESTWOOD HOLDINGS GROUP INC | AGrant or award common stock | +41,667 | $0.00 | $0 | 168,115 | Feb 27, 2024 |
| Feb 23, 2024 | WHG WESTWOOD HOLDINGS GROUP INC | FTax withholding common stock | -11,611 | $12.00 | $139k | 156,504 | Feb 27, 2024 |
Questions about Adrian Helfert
Answered from the filings on this page, as of the latest one.
Is Adrian Helfert buying or selling?
In the last 12 months Adrian Helfert reported 0 open-market buys worth $0 and 1 open-market sell worth $175k on SEC Form 4; the latest was sold $175k of WHG on Feb 23, 2026. Grants, option exercises and tax withholding are not counted.
How did Adrian Helfert's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Adrian Helfert has 0.
Where does Adrian Helfert file Form 4?
Adrian Helfert has filed Form 4 at WHG (WESTWOOD HOLDINGS GROUP INC) as CIO, Multi-Asset Inv.. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.