Adrian Helfert Westwood Holdings Group Inc (WHG) insider trading activity

WHG Quotes by TradingView

Adrian Helfert is CIO, Multi-Asset Inv. of WESTWOOD HOLDINGS GROUP INC. Currently has a direct ownership of 173,523 shares of WHG, which is worth approximately $2.67 Million. The most recent transaction as insider was on Feb 21, 2025, when has been sold 13,395 shares (Common Stock) at a price of $16.44 per share, resulting in proceeds of $220,213. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 174K
10.87% 3M change
10.87% 12M change
Total Value Held $2.67 Million

Adrian Helfert Transaction History

Date Transaction Value Shares Traded Shares Held Form
Feb 21 2025
SELL
Payment of exercise price or tax liability
$220,213 $16.44 p/Share
13,395 Reduced 7.17%
173,523 Common Stock
Feb 21 2025
BUY
Grant, award, or other acquisition
-
30,414 Added 13.99%
186,918 Common Stock
Feb 23 2024
SELL
Payment of exercise price or tax liability
$139,332 $12.0 p/Share
11,611 Reduced 6.91%
156,504 Common Stock
Feb 23 2024
BUY
Grant, award, or other acquisition
-
41,667 Added 19.86%
168,115 Common Stock
Feb 23 2023
SELL
Payment of exercise price or tax liability
$103,001 $12.34 p/Share
8,347 Reduced 8.85%
85,929 Common Stock
Feb 23 2023
BUY
Grant, award, or other acquisition
-
40,519 Added 24.27%
126,448 Common Stock
AH

Adrian Helfert

CIO, Multi-Asset Inv.
Dallas, TX

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