Helfert Adrian
Officer · WHG
As of 2026-09-16, Helfert Adrian has 3 Form 4 transactions on record across 1 company — 1 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $3.0M
- Indirect $0
| WHG | direct | 162,751 sh | $3.0M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-02-23 | WHG | Sale | 10,772 @ $16.22 | $175K | −6.2% of holding | 162,751 | Form 4 |
2 award / exercise / gift records — not counted as purchases
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.