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Helfert Adrian
CIOMulti-Asset Inv.CIK 0001932834
Total Volume
$349.4K
2 filings
Purchases
$0
0 buy txns
Sales
$174.7K
1 sell txns
Net Activity
-$174.7K
net sold
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 2
- Buy transactions
- 0
- Sell transactions
- 1
- Companies
- 1
- Active
- 2026
Helfert Adrian, CIO, Multi-Asset Inv., accounts for 2 disclosed filings worth $349.4K, all concentrated in WESTWOOD HOLDINGS GROUP INC (WHG), active 2026. The record is heavily weighted toward selling, with $0 in purchases against $174.7K in sales. Data is sourced from official SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
2 loaded
| Mar 16 | WHG WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv. | Tax withheld | $174.7K |
| Mar 13 | WHG WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | CIO, Multi-Asset Inv. | Sell | $174.7K |
2 filings