Adrian Helfert
CIO, Multi-Asset Inv. · WESTWOOD HOLDINGS GROUP INC
- 2026
- Mar 16, 2026
- 2
Other insiders active in the same stocks
Insiders who reported open-market trades in the last 12 months at the companies Adrian Helfert files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
- Susan M. Byrne - $1.38M in WHG purchases and sales in the last 12 months
- Brian O. Casey - $316K in WHG purchases and sales in the last 12 months
- Fabian Gomez - $101K in WHG purchases and sales in the last 12 months
- Matthew Lockridge - $87K in WHG purchases and sales in the last 12 months
- Murray Forbes III - $46K in WHG purchases and sales in the last 12 months
- David O. Linton - $43K in WHG purchases and sales in the last 12 months
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Frequently asked questions
Who is Adrian Helfert?
Adrian Helfert is a corporate insider, tracked as CIO, Multi-Asset Inv. of WESTWOOD HOLDINGS GROUP INC (WHG). InsiderAlpha holds 2 primary Form 4 filings for them, the earliest from 2026, updated as new SEC EDGAR filings are processed.
When did Adrian Helfert last file a Form 4?
The most recent primary Form 4 on record is dated 16 March 2026, one of 2 filings going back to 2026.
Has Adrian Helfert been buying or selling stock?
Recorded transactions: 0 open-market purchases and 1 open-market sale ($175K) across all tracked filings.
