HELFERT ADRIAN (CIO, Multi-Asset Inv.) sold 6.2% of their position (10.77K shares) of WESTWOOD HOLDINGS GROUP INC on the open market
Open‑market sale worth $174.7K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 3/13/2026ACC: 0001932834-26-000004
Officer· CIO, Multi-Asset Inv.
Since May 2022
-10.77K
Net shares
Net seller
$174.7K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
10.77K disposed
Non-Derivative Transactions1
common stock
Direct
Shares
−10.77K
Price / share
$16.22
Trade value
$174.72K
% of position
6.2%
2/23/2026
173.52K→162.75K
Total
Net shares
−10.77K
Net value
-$174.72K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| common stock Direct | 2/23/2026 | S · Sale | −10.77K | $16.22 | $174.72K | 6.2% | 173.52K | 162.75K |
| Total | −10.77K | -$174.72K | ||||||
Derivative Transactions0
No derivative transactions reported