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: 2/25/2025ACC: 0001932834-25-000002
Officer· CIO, Multi-Asset Inv.
Since May 2022
+17.02K
Net shares
Net buyer
$220.2K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
30.41K acquired · 13.39K disposed
Non-Derivative Transactions2
common stock
Direct
Shares
+30.41K
Price / share
—
Trade value
—
% of position
19.4%
2/21/2025
156.50K→186.92K
common stock
Direct
Shares
−13.39K
Price / share
$16.44
Trade value
$220.21K
% of position
7.2%
2/21/2025
186.92K→173.52K
Total
Net shares
+17.02K
Net value
-$220.21K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| common stock Direct | 2/21/2025 | A · Award | +30.41K | — | — | 19.4% | 156.50K | 186.92K |
| common stock Direct | 2/21/2025 | F · Tax Withholding | −13.39K | $16.44 | $220.21K | 7.2% | 186.92K | 173.52K |
| Total | +17.02K | -$220.21K | ||||||
Derivative Transactions0
No derivative transactions reported