Helfert Adrian sold WHG

Source

Document

SEC Form 4

Publisher

U.S. Securities and Exchange Commission (EDGAR)

Document ID

0001932834-26-000004

Machine-readable

Structured copy

Timestamps

Event (reported)

Feb 23, 2026

Published

Mar 13, 2026

Ingested by INSIDER

Nov 5, 04:11 UTC

Last re-read

Nov 5, 04:11 UTC

Extracted facts

Filer

Helfert Adrian

Role

CIO, Multi-Asset Inv.

Transaction

Open-market saleAs filed: “S”

Asset

WESTWOOD HOLDINGS GROUP INC

Ticker

WHG

Shares

10.8K

Price per share

$16.22

Value

$174,722

Execution date (reported)

Feb 23, 2026

Owned after transaction

162.8K shares

Days from execution to publication

18

Calculation

What this establishes

Helfert Adrian filed this Form 4 reporting a open-market sale of WHG on Feb 23, 2026. It became public on Mar 13, 2026. The filing establishes the reported transaction and the filer's stated role. It does not establish why the trade was made or what the filer knew.

Extraction

Method

Form 4 XML

Confidence

1.00

CIO, Multi-Asset Inv.

Helfert Adriancik:0001932834

Issuer

WESTWOOD HOLDINGS GROUP INCcik:0001165002

Revision history · 0

No field has changed since this record was first ingested.