Adrian Helfert
Insider
First SEC filing: June 8, 2022 · Latest: June 8, 2022
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net: $-174,722
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Feb. 23, 2026 | WHG | F | 10,772 | $16.22 | $174,722 | 162,751 Direct | -6.21% | Disposed | 20.9% (price as of 2026-10-02) |
| Feb. 23, 2026 | WHG | S | 10,772 | $16.22 | $174,722 | 162,751 Direct | -6.21% | Disposed | 20.9% (price as of 2026-10-02) |
| Feb. 21, 2025 | WHG | A | 30,414 | · | · | 186,918 Direct | +19.43% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2025 | WHG | F | 13,395 | $16.44 | $220,214 | 173,523 Direct | -7.17% | Disposed | 19.3% (price as of 2026-10-02) |
| Feb. 23, 2024 | WHG | A | 41,667 | · | · | 168,115 Direct | +32.95% | Acquired | (price as of 2026-10-02) |
| Feb. 23, 2024 | WHG | F | 11,611 | $12.00 | $139,332 | 156,504 Direct | -6.91% | Disposed | 63.4% (price as of 2026-10-02) |
| Feb. 23, 2023 | WHG | F | 8,347 | $12.34 | $103,002 | 85,929 Direct | -8.85% | Disposed | 58.9% (price as of 2026-10-02) |
| Feb. 23, 2023 | WHG | A | 40,519 | · | · | 126,448 Direct | +47.15% | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 8, 2022 | WHG | common stock | 94,276 | Direct |