Adrian Helfert

Companies

• Westwood Holdings GroupCIO, Multi-Asset Inv. Jun 8, 2022 to now¹

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• WWestwood Holdings Group WHG162,751 shares²$3.1M at $18.91Feb 23, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Feb 23, 2026Shares withheld for tax 10,772 shares at $16.22 of Westwood Holdings Group²
• Feb 23, 2026Sold 10,772 shares at $16.22 of Westwood Holdings Group³
• Feb 21, 2025Shares withheld for tax 13,395 shares at $16.44 of Westwood Holdings Group⁴
• Feb 21, 2025Granted 30,414 shares of Westwood Holdings Group⁴
• Feb 23, 2024Shares withheld for tax 11,611 shares at $12.00 of Westwood Holdings Group⁵
• Feb 23, 2024Granted 41,667 shares of Westwood Holdings Group⁵
• Feb 23, 2023Granted 40,519 shares of Westwood Holdings Group⁶
• Feb 23, 2023Shares withheld for tax 8,347 shares at $12.34 of Westwood Holdings Group⁶