Form 4: Westwood Holdings Group CIO Adrian Helfert Reports Stock Transactions
SEC Form 4 Filing
Adrian Helfert, CIO of Multi-Asset Investments at Westwood Holdings Group, reports the acquisition and disposal of company stock on February 23, 2024.
Summary
- On February 23, 2024, Adrian Helfert, the CIO of Multi-Asset Investments at Westwood Holdings Group, acquired 41,667 shares of common stock at $0.
- On the same day, Helfert disposed of 11,611 shares of common stock at $12.
- Following these transactions, Helfert beneficially owns 156,504 shares of Westwood Holdings Group.
- The transactions were reported on February 27, 2024.
Sentiment
Score: 5
Explanation: The document is a standard SEC filing reporting stock transactions by an insider, indicating a neutral sentiment.
Industry Context
This filing is a routine disclosure of stock transactions by a company insider, as required by the SEC. It provides transparency into the trading activities of key personnel within Westwood Holdings Group.
Stakeholder Impact
- The transactions may be of interest to shareholders as they provide insight into the actions of a key executive.
Key Dates
| Date | Description |
|---|---|
| 02/23/2024 | Date of stock acquisition and disposal transactions. |
| 02/27/2024 | Date of report filing. |
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