DAVID HELFAND
CIK 1201466 · President & CEO · last filed 2026-07-01
DAVID HELFAND is a President & CEO who has filed 33 SEC Form 4 insider transactions across 5 companies since 2014. The most recent filing, for GCMG, was dated Jul 1, 2026. Across all open-market trades the lifetime net is +$1.0M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $4.6M across reported positions. 7 SEC filings were submitted jointly with GCM Grosvenor Inc.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$4.59M
5
33
$1.00M
Filer Profile
900 NORTH MICHIGAN AVENUE, SUITE 1100
CHICAGO, IL 60611
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| GCMG | Director | — | $13.27 | — | $0 | 3 | 2026-07-01 |
| GCM Grosvenor Inc. (GCMGW) Delisted | Director | — | $0.01 | — | $0 | 3 | 2025-10-01 |
| Equity Commonwealth (EQC) Delisted | President & CEO | 1,239,945 | $1.58 | $1.96M | $0 | 25 | 2025-03-05 |
| Jaws Mustang Acquisition Corp (JWSM.U) Delisted | Director | 100,000 | $11.48 | $1.15M | $1.00M | 1 | 2021-02-05 |
| CWH | President & CEO | 659,480 | $6.96 | $4.59M | $0 | 1 | 2014-07-18 |
Recent Filings
33 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-01 | GCMG | Grant (A) | — | $0 | EDGAR |
| 2026-04-02 | GCMG | Grant (A) | — | $0 | EDGAR |
| 2026-01-02 | GCMG | Grant (A) | — | $0 | EDGAR |
| 2025-10-01 | GCM Grosvenor Inc. (GCMGW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-07-01 | GCM Grosvenor Inc. (GCMGW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-03-05 | Equity Commonwealth (EQC) Delisted | Mixed | +93,622 | -$267.4K | EDGAR |
| 2025-02-24 | GCM Grosvenor Inc. (GCMGW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-02-05 | Equity Commonwealth (EQC) Delisted | Mixed | +37,440 | -$104.1K | EDGAR |
| 2024-02-08 | Equity Commonwealth (EQC) Delisted | Mixed | +52,278 | -$1.20M | EDGAR |
| 2024-01-30 | Equity Commonwealth (EQC) Delisted | Grant (A) | +60,332 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.