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: 2/27/2024ACC: 0001932834-24-000002
Officer· CIO, Multi-Asset Inv.
Since May 2022
+30.06K
Net shares
Net buyer
$139.3K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
41.67K acquired · 11.61K disposed
Non-Derivative Transactions2
common stock
Direct
Shares
+41.67K
Price / share
—
Trade value
—
% of position
33.0%
2/23/2024
126.45K→168.12K
common stock
Direct
Shares
−11.61K
Price / share
$12.00
Trade value
$139.33K
% of position
6.9%
2/23/2024
168.12K→156.50K
Total
Net shares
+30.06K
Net value
-$139.33K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| common stock Direct | 2/23/2024 | A · Award | +41.67K | — | — | 33.0% | 126.45K | 168.12K |
| common stock Direct | 2/23/2024 | F · Tax Withholding | −11.61K | $12.00 | $139.33K | 6.9% | 168.12K | 156.50K |
| Total | +30.06K | -$139.33K | ||||||
Derivative Transactions0
No derivative transactions reported