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Matthew Lockridge Insider Profile

4 Followers
Matthew Lockridge, Head, U.S. Value Inv at Westwood Holdings Group, holds 56.28K shares in Westwood Holdings Group (Ticker: WHG). Most recently, Matthew Lockridge Sold $14,000 shares of Westwood Holdings Group on Mar 08, 2024 for an estimated value of 168.00K.
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Matthew Lockridge

Matthew Lockridge
Westwood Holdings Group (WHG)
Head, U.S. Value Inv

Ranked #60,787 out of 99,635 Corporate Insiders

Profitable Transactions

50%
2 out of 4 Profitable Transactions

Average Return

-7.60%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$884K
100.00%
A breakdown of Matthew Lockridge's holdings

Insider Roles

Westwood Holdings Group
(WHG)
Head, U.S. Value Inv
Roles that Matthew Lockridge holds in companies

Most Profitable Insider Trade

Stock:
Westwood Holdings Group
(WHG)
Rating:Informative Sell
Date:Mar 08, 2023 - Mar 08, 2024
Return:+7.10%
The most profitable trade made by Matthew Lockridge

Matthew Lockridge's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Westwood Holdings Group
Mar 08, 2024
Head, U.S. Value Inv
Informative Sell
168.00K
$883.64K
Success Rate for
WHG
2 out of 4 profitable transactions on
WHG
50%
Average Return for
WHG
Average return per transaction on
WHG
-7.65%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Feb 24, 2023
Uninformative Buy
$0.00
-
$0.00
Feb 24, 2023
Informative Sell
$133.71K
-
$11.95
-5.40%
Feb 27, 2024
Uninformative Sell
$81.92K
-
$12.00
Mar 08, 2024
Informative Sell
$168.00K
-
$12.00
-38.80%
Mar 10, 2023
Informative Sell
$30.91K
-
$13.47
+6.50%
List of latest transactions for each holding click on a transaction to see Matthew Lockridge's performance on stock

Matthew Lockridge insider profile FAQ

What is the percentage of profitable transactions made by Matthew Lockridge?
The percentage of profitable transactions made by Matthew Lockridge is 50%.
    What is the average return per transaction made by Matthew Lockridge?
    The average return per transaction made by Matthew Lockridge is -7.60%.
      What stocks does Matthew Lockridge hold?
      Matthew Lockridge holds: WHG stocks.
        What was Matthew Lockridge’s latest transaction?
        Matthew Lockridge latest transaction was an Informative Sell of $168.00K.
          What was Matthew Lockridge's most profitable transaction?
          Matthew Lockridge’s most profitable transaction was an Informative Sell of WHG stock on March 8, 2023. The return on the trade was 7.10%.
            What is Matthew Lockridge's role in Westwood Holdings Group?
            Matthew Lockridge's role in Westwood Holdings Group is Head, U.S. Value Inv.
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