HELFERT ADRIAN (CIO, Multi-Asset Inv.) received a stock award from WESTWOOD HOLDINGS GROUP INC
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 1 award
Filed: 2/27/2023ACC: 0001932834-23-000002
Officer· CIO, Multi-Asset Inv.
Since May 2022
+32.17K
Net shares
Net buyer
$103.0K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
40.52K acquired · 8.35K disposed
Non-Derivative Transactions2
common stock
Direct
Shares
−8.35K
Price / share
$12.34
Trade value
$103K
% of position
8.9%
2/23/2023
94.28K→85.93K
common stock
Direct
Shares
+40.52K
Price / share
—
Trade value
—
% of position
47.2%
2/23/2023
85.93K→126.45K
Total
Net shares
+32.17K
Net value
-$103K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| common stock Direct | 2/23/2023 | F · Tax Withholding | −8.35K | $12.34 | $103K | 8.9% | 94.28K | 85.93K |
| common stock Direct | 2/23/2023 | A · Award | +40.52K | — | — | 47.2% | 85.93K | 126.45K |
| Total | +32.17K | -$103K | ||||||
Derivative Transactions0
No derivative transactions reported