Adrian Helfert's most recent trade in Westwood Holdings Group Inc was a trade of 30,414 common stock done . Disclosure was reported to the exchange on Feb. 21, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Westwood Holdings Group Inc | Adrian Helfert | CIO, Multi-Asset Inv. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 30,414 | 186,918 (2%) | 0% | 0 | common stock | |
| Westwood Holdings Group Inc | Adrian Helfert | CIO, Multi-Asset Inv. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.44 per share. | 21 Feb 2025 | 13,395 | 173,523 (1%) | 0% | 16.4 | 220,214 | common stock |
| Westwood Holdings Group Inc | Helfert Adrian | CIO, Multi-Asset Inv. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Feb 2024 | 41,667 | 168,115 (1%) | 0% | 0 | common stock | |
| Westwood Holdings Group Inc | Adrian Helfert | CIO, Multi-Asset Inv. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.00 per share. | 23 Feb 2024 | 11,611 | 156,504 (1%) | 0% | 12 | 139,332 | common stock |
| Westwood Holdings Group Inc | Adrian Helfert | CIO, Multi-Asset Inv. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Feb 2023 | 40,519 | 126,448 (1%) | 0% | 0 | common stock | |
| Westwood Holdings Group Inc | Adrian Helfert | CIO, Multi-Asset Inv. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.34 per share. | 23 Feb 2023 | 8,347 | 85,929 (0%) | 0% | 12.3 | 103,002 | common stock |