Helfert Adrian — SEC Form 4 filings
SEC reporting owner CIK 1932834. 4 Form 4 filings on record with FilingPulse; latest filed 2026-03-16.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-02-27 to 2026-03-16. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 10,772 shares, $174,722 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 5.
- Largest priced transaction: sale of 10,772 shares @ $16.22 ($174,722) in WESTWOOD HOLDINGS GROUP INC, filed 2026-03-13.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC (WHG) | CIO, Multi-Asset Inv. | 4 | — | 1 leg · 10,772 sh · $174,722 | 5 |
Form 4 filings — Helfert Adrian
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-16 | 4/A | WESTWOOD HOLDINGS GROUP INC (WHG) | Tax withholding (F): 10,772 @ $16.22 | EDGAR |
| 2026-03-13 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Sale (S): 10,772 @ $16.22 | EDGAR |
| 2025-02-25 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 30,414 @ $0 · Tax withholding (F): 13,395 @ $16.44 | EDGAR |
| 2024-02-27 | 4 | WESTWOOD HOLDINGS GROUP INC (WHG) | Grant/award (A): 41,667 @ $0 · Tax withholding (F): 11,611 @ $12 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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