Helfert Adrian Insider Trades

Insider Trading History

Track insider trading activity for Helfert Adrian. See latest buy and sell transactions across all companies.

Holdings

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price

Insider Trades History

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.69M 162,751 shares
Last Trade
Feb 23, 2026 Sale (In-Kind)Shares used to pay exercise costs or tax withholding, or another in-kind transfer tied to compensation.
$175k 10,772 shares
$16.22
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.69M 162,751 shares
Last Trade
Feb 23, 2026 Sale (Open Market)Shares sold on the open market or in a private sale.
$175k 10,772 shares
$16.22
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $3.09M 186,918 shares
Last Trade
Feb 21, 2025 Purchase (Award)Shares received as a grant, bonus, or other company award rather than an open-market purchase.
$500k 30,414 shares
$16.44
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.87M 173,523 shares
Last Trade
Feb 21, 2025 Sale (In-Kind)Shares used to pay exercise costs or tax withholding, or another in-kind transfer tied to compensation.
$220k 13,395 shares
$16.44
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.78M 168,115 shares
Last Trade
Feb 23, 2024 Purchase (Award)Shares received as a grant, bonus, or other company award rather than an open-market purchase.
$500k 41,667 shares
$12.00
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.59M 156,504 shares
Last Trade
Feb 23, 2024 Sale (In-Kind)Shares used to pay exercise costs or tax withholding, or another in-kind transfer tied to compensation.
$139k 11,611 shares
$12.00
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $1.42M 85,929 shares
Last Trade
Feb 23, 2023 Sale (In-Kind)Shares used to pay exercise costs or tax withholding, or another in-kind transfer tied to compensation.
$103k 8,347 shares
$12.34
$16.54
Westwood Holdings Group
Westwood Holdings Group WHG
Cio, Multi-asset Inv.
Holding Value $2.09M 126,448 shares
Last Trade
Feb 23, 2023 Purchase (Award)Shares received as a grant, bonus, or other company award rather than an open-market purchase.
$500k 40,519 shares
$12.34
$16.54

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