Matthew Lockridge
Insider
First SEC filing: June 8, 2022 · Latest: June 8, 2022
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net: $-87,247
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Feb. 23, 2026 | WHG | F | 5,379 | $16.22 | $87,247 | 77,900 Direct | -6.46% | Disposed | 20.9% (price as of 2026-10-02) |
| Feb. 23, 2026 | WHG | S | 5,379 | $16.22 | $87,247 | 77,900 Direct | -6.46% | Disposed | 20.9% (price as of 2026-10-02) |
| Feb. 21, 2025 | WHG | A | 31,935 | · | · | 88,218 Direct | +56.74% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2025 | WHG | F | 4,939 | $16.44 | $81,197 | 83,279 Direct | -5.60% | Disposed | 19.3% (price as of 2026-10-02) |
| March 6, 2024 | WHG | S | 14,000 | $12.01 | $168,140 | 56,283 Direct | -19.92% | Disposed | 63.3% (price as of 2026-10-02) |
| Feb. 23, 2024 | WHG | F | 6,827 | $12.00 | $81,924 | 70,283 Direct | -8.85% | Disposed | 63.4% (price as of 2026-10-02) |
| March 9, 2023 | WHG | F | 794 | $13.60 | $10,798 | 77,110 Direct | -1.02% | Disposed | 44.2% (price as of 2026-10-02) |
| March 7, 2023 | WHG | S | 1,500 | $13.42 | $20,130 | 77,904 Direct | -1.89% | Disposed | 46.1% (price as of 2026-10-02) |
| March 6, 2023 | WHG | S | 3,000 | $13.91 | $41,730 | 79,404 Direct | -3.64% | Disposed | 41.0% (price as of 2026-10-02) |
| Feb. 23, 2023 | WHG | F | 4,471 | $12.34 | $55,172 | 48,357 Direct | -8.46% | Disposed | 58.9% (price as of 2026-10-02) |
| Feb. 22, 2023 | WHG | S | 6,713 | $11.70 | $78,542 | 52,828 Direct | -11.27% | Disposed | 67.6% (price as of 2026-10-02) |
| Feb. 22, 2023 | WHG | A | 34,047 | · | · | 82,404 Direct | +70.41% | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 8, 2022 | WHG | common stock | 59,541 | Direct |