Adrian Helfert - Net Worth and Insider Trading

Adrian Helfert Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Adrian Helfert owns 1 companies in total, including Westwood Holdings Group Inc (WHG) .

Click here to see the complete history of Adrian Helfert’s form 4 insider trades.

Insider Ownership Summary of Adrian Helfert

Ticker	Comapny	Transaction Date	Type of Owner
WHG	Westwood Holdings Group Inc	2022-05-27	CIO & Multi-Asset Inv.

Adrian Helfert Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Adrian Helfert Ownership Network

Ownership Network List of Adrian Helfert

No Data

Ownership Network Relation of Adrian Helfert

Adrian Helfert Owned Company Details

What does Westwood Holdings Group Inc do?

Who are the key executives at Westwood Holdings Group Inc?

Adrian Helfert is the CIO & Multi-Asset Inv. of Westwood Holdings Group Inc. Other key executives at Westwood Holdings Group Inc include Head & U.S. Value Inv. Matthew Lockridge , COO John Porter Montgomery , and President-Westwood Wealth Mgmt Leah Bennett .

Westwood Holdings Group Inc (WHG) Insider Trades Summary

Over the past 18 months, Adrian Helfert made no insider transaction in Westwood Holdings Group Inc (WHG). Other recent insider transactions involving Westwood Holdings Group Inc (WHG) include a net sale of 25,213 shares made by Matthew Lockridge , a net sale of 3,090 shares made by Leah Bennett , and a net sale of 1,667 shares made by John Porter Montgomery .

In summary, during the past 3 months, insiders sold 14,000 shares of Westwood Holdings Group Inc (WHG) in total and bought 0 shares, with a net sale of 14,000 shares. During the past 18 months, 29,970 shares of Westwood Holdings Group Inc (WHG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 29,970 shares.

Westwood Holdings Group Inc (WHG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Westwood Holdings Group Inc Insider Transactions

No Available Data

Adrian Helfert Mailing Address

Above is the net worth, insider trading, and ownership report for Adrian Helfert. You might contact Adrian Helfert via mailing address: 200 Crescent Court, Suite 1200, Dallas Tx 75201.

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