Matthew Lockridge
CIK 1932782 · Head, U.S. Value Inv. · last filed 2026-03-16
Matthew Lockridge is a Head, U.S. Value Inv. who has filed 8 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider had shares withheld for taxes covering $87.2K of WHG on Mar 16, 2026. Across all open-market trades the lifetime net is −$395.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.4M 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.
$1.36M
1
8
-$395.7K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WHG | Head, U.S. Value Inv. | 77,900 | $17.43 | $1.36M | -$395.7K | 8 | 2026-03-16 |
Recent Filings
8 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-16 | WHG | Tax (F) | −5,379 | -$87.2K | EDGAR |
| 2026-03-13 | WHG | Sell (S) | −5,379 | -$87.2K | EDGAR |
| 2025-02-25 | WHG | Mixed | +26,996 | -$81.2K | EDGAR |
| 2024-03-08 | WHG | Sell (S) | −14,000 | -$168.1K | EDGAR |
| 2024-02-27 | WHG | Tax (F) | −6,827 | -$81.9K | EDGAR |
| 2023-03-10 | WHG | Mixed | −2,294 | -$30.9K | EDGAR |
| 2023-03-08 | WHG | Sell (S) | −3,000 | -$41.7K | EDGAR |
| 2023-02-24 | WHG | Mixed | +22,863 | -$133.7K | EDGAR |