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Who

Adrian Helfert

CIO, Multi-Asset Inv.

Company insider

Files Form 4 as: CIO, Multi-Asset Inv., Westwood Holdings Group.

Every Form 4 they filed

In numbers

Trades disclosed
10
Buys
0
Sells
1
Bought
$0
Sold
$349K
Companies
1
Companies where not an officer
0
First trade
23 Feb 2023
Last trade
23 Feb 2026
Last filed
16 Mar 2026

Companies traded

Where they are an officer
WHG Westwood Holdings GroupOfficer · Capital Markets & Asset Management · last 23 Feb 20260 buys · 1 sell

Activity over time

1 Feb – 1 Oct
10Feb 26Apr 26Jun 26Aug 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
23 Feb 2026filed 16 Mar 2026WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code F$175K10,772 at $16.22filing
23 Feb 2026filed 16 Mar 2026WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code F$175K10,772 at $16.22filing
23 Feb 2026filed 13 Mar 2026WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Sold$175K10,772 at $16.22filing
23 Feb 2026filed 13 Mar 2026WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Sold$175K10,772 at $16.22filing
21 Feb 2025filed 25 Feb 2025WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code A—30,414 at $0.00filing
21 Feb 2025filed 25 Feb 2025WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code F$220K13,395 at $16.44filing
23 Feb 2024filed 27 Feb 2024WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code A—41,667 at $0.00filing
23 Feb 2024filed 27 Feb 2024WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code F$139K11,611 at $12.00filing
23 Feb 2023filed 27 Feb 2023WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code F$103K8,347 at $12.34filing
23 Feb 2023filed 27 Feb 2023WHG Westwood Holdings GroupCapital Markets & Asset ManagementSEC FORM 4 Code A—40,519 at $0.00filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials1

Buys in green, sells in red, by the company’s sector.

Related people

Janice RyanDirector · Director at Westwood Holdings Group, filing Form 4 there in the last year
Susan M. ByrneOther role · Other at Westwood Holdings Group, filing Form 4 there in the last year
Randy A. BowmanDirector · Director at Westwood Holdings Group, filing Form 4 there in the last year
J. Hale HoakDirector · Director at Westwood Holdings Group, filing Form 4 there in the last year
Ellen H. MastersonDirector · Director at Westwood Holdings Group, filing Form 4 there in the last year