Lockridge Matthew
SEC CIK 1932782 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | Head, U.S. Value Inv | 77.9K | — | $395.8K | 12 | 2023-02-22 | 2026-02-23 |
Most active insiders at WHG, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | BYRNE SUSAN M | Dir Emerita | — | $1.63M |
| 2 | CASEY BRIAN O | CEO, Dir | — | $531.5K |
| 3 | Helfert Adrian | CIO, Multi-Asset Inv | — | $174.7K |
| 4 | Gomez Fabian | Pres, COO | — | $100.9K |
| 5 | Lockridge Matthew | Head, U.S. Value Inv | — | $87.2K |
| 6 | Forbes Murray III | CFO | — | $46.4K |
| 7 | Linton David O | Head of Distribution | — | $43.0K |
| 8 | Ryan Janice | Dir | — | — |
| 9 | Ehinger John Anthony Jr | Head of Legal, Compliance | — | — |
| 10 | Murray Katherine | Dir | — | — |
Transactions 12
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 2026-03-16 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $16.22 | -5,379 | 77.9K | -6% | -$87.2K |
| 2026-03-13 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $16.22 | -5,379 | 77.9K | -6% | -$87.2K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $16.44 | -4,939 | 83.3K | -6% | -$81.2K | |
| 2025-02-25 | 2025-02-21 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | A - Grant | $0.00 | +31.9K | 88.2K | +57% | $0 | |
| 2024-03-08 | 2024-03-06 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $12.01 | -14.0K | 56.3K | -20% | -$168.1K | |
| 2024-02-27 | 2024-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $12.00 | -6,827 | 70.3K | -9% | -$81.9K | |
| 2023-03-10 | 2023-03-07 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $13.42 | -1,500 | 77.9K | -2% | -$20.1K | |
| 2023-03-10 | 2023-03-09 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $13.60 | -794 | 77.1K | -1% | -$10.8K | |
| 2023-03-08 | 2023-03-06 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $13.91 | -3,000 | 79.4K | -4% | -$41.7K | |
| 2023-02-24 | 2023-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | F - Tax | $12.34 | -4,471 | 48.4K | -8% | -$55.2K | |
| 2023-02-24 | 2023-02-22 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | S - Sale | $11.70 | -6,713 | 52.8K | -11% | -$78.5K | |
| 2023-02-24 | 2023-02-22 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Head, U.S. Value Inv | A - Grant | $0.00 | +34.0K | 82.4K | +70% | $0 |
Purchase Sale Sale after option exercise All abbreviations