Who
Matthew Lockridge
Head, U.S. Value Inv.
Company insider
Files Form 4 as: Head, U.S. Value Inv., Westwood Holdings Group.
In numbers
- Trades disclosed
- 14
- Buys
- 0
- Sells
- 5
- Bought
- $0
- Sold
- $483K
- Companies
- 1
- Companies where not an officer
- 0
- First trade
- 22 Feb 2023
- Last trade
- 23 Feb 2026
- Last filed
- 16 Mar 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 23 Feb 2026filed 16 Mar 2026 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $87K5,379 at $16.22 | filing |
| 23 Feb 2026filed 16 Mar 2026 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $87K5,379 at $16.22 | filing |
| 23 Feb 2026filed 13 Mar 2026 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $87K5,379 at $16.22 | filing |
| 23 Feb 2026filed 13 Mar 2026 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $87K5,379 at $16.22 | filing |
| 21 Feb 2025filed 25 Feb 2025 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code A | —31,935 at $0.00 | filing |
| 21 Feb 2025filed 25 Feb 2025 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $81K4,939 at $16.44 | filing |
| 6 Mar 2024filed 8 Mar 2024 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $168K14,000 at $12.01 | filing |
| 23 Feb 2024filed 27 Feb 2024 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $82K6,827 at $12.00 | filing |
| 9 Mar 2023filed 10 Mar 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $11K794 at $13.60 | filing |
| 7 Mar 2023filed 10 Mar 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $20K1,500 at $13.42 | filing |
| 6 Mar 2023filed 8 Mar 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $42K3,000 at $13.91 | filing |
| 23 Feb 2023filed 24 Feb 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code F | $55K4,471 at $12.34 | filing |
| 22 Feb 2023filed 24 Feb 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Sold | $79K6,713 at $11.70 | filing |
| 22 Feb 2023filed 24 Feb 2023 | WHG Westwood Holdings GroupCapital Markets & Asset Management | SEC FORM 4 Code A | —34,047 at $0.00 | filing |
News
No headline names them, or the companies they trade most, lately.