Adrian Helfert is a CIO, Multi-Asset Inv. who has filed 5 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider had shares withheld for taxes covering $174.7K of WHG on Mar 16, 2026. Across all open-market trades the lifetime net is −$174.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.8M across reported positions.

"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.