Lockridge Matthew
Head, U.s. Value Inv.
1 company
Insider Signal Score
50
AverageTrades Analyzed
5
12M Win Rate
50.0%
Avg 3M Return
-1.1%
Avg 12M Return
-2.8%
Lockridge Matthew is a Head, U.s. Value Inv. at Westwood Holdings Group, Inc.. Recent SEC Form 4 filings include 0 buys and 5 sells.
Estimated insider holdings value: $1.5M based on current market prices.
Holdings by Company
WHGFeb 23, 2026
Current Shares77.9K
Value$1.49M
Net Activity-30,592
Bought: 0Sold: 30.6K
Transaction History
Showing 5 filings
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 23, 2026 | WHG Westwood Holdings Group, Inc. | Head, U.s. Value Inv. | Sell | 5,379 | $16.22 | $87,247.38 | -6.5% | -1.4% | - | |
| Mar 6, 2024 | WHG Westwood Holdings Group Inc | Head, U.s. Value Inv. | Sell | 14,000 | $12.01 | $168,086.80 | -19.9% | -0.7% | +29.8% | |
| Mar 7, 2023 | WHG Westwood Holdings Group Inc | Head, U.s. Value Inv. | Sell | 1,500 | $13.42 | $20,128.95 | -1.9% | +0.1% | -11.0% | |
| Mar 6, 2023 | WHG Westwood Holdings Group Inc | Head, U.s. Value Inv. | Sell | 3,000 | $13.91 | $41,718.90 | -3.6% | -1.5% | -12.2% | |
| Feb 22, 2023 | WHG Westwood Holdings Group Inc | Head, U.s. Value Inv. | Sell | 6,713 | $11.70 | $78,542.10 | -11.3% | +9.0% | +4.6% |