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 9 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 $1.5M 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.

Disclosed Exposure

$1.52M

Companies

1

Total Filings

9

Lifetime Open-Market Net

-$395.7K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
WHG	Head, U.S. Value Inv.	77,900	$19.48	$1.52M	-$395.7K	8	2026-03-16

Recent Filings

9 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

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
2024-03-06	WHG	Notice (144)	−14,000	-$168.0K	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

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.