Helfert Adrian, CIO of Multi-Asset Investments, made one open market sale of Westwood Holdings Group Inc (WHG) shares in the past year, totaling about $175,000. His most recent sale occurred on February 23, 2026. This activity ranks 8,718th among 11,678 insiders by sale value, well below the average of $8.6 million per person across roughly 6.4 transactions. Helfert Adrian recorded no open market purchases in the last 365 days.
| Transaction Date | Company | Ticker | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb. 23, 2026 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 10772 | $16.22 | 162,751.0000 | 9,408,125 | 6.21% | 0.11% |
| Feb. 23, 2026 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | S | common stock | 10772 | $16.22 | 162,751.0000 | 9,408,125 | 6.21% | 0.11% |
| Feb. 21, 2025 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 30414 | $0.00 | 186,918.0000 | 9,234,575 | 19.43% | 0.33% |
| Feb. 21, 2025 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 13395 | $16.44 | 173,523.0000 | 9,234,575 | 7.17% | 0.15% |
| Feb. 23, 2024 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 41667 | $0.00 | 168,115.0000 | 9,140,760,000 | 32.95% | 0.00% |
| Feb. 23, 2024 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 11611 | $12.00 | 156,504.0000 | 9,140,760,000 | 6.91% | 0.00% |
| Feb. 23, 2023 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | F | common stock | 8347 | $12.34 | 85,929.0000 | 8,881,831 | 8.85% | 0.09% |
| Feb. 23, 2023 | WESTWOOD HOLDINGS GROUP INC | $WHG | Helfert Adrian | CIO, Multi-Asset Inv. | A | common stock | 40519 | $0.00 | 126,448.0000 | 8,881,831 | 47.15% | 0.46% |