Lockridge Matthew
CIK 0001932782
Head, U.S. Value Inv.
Filings
8
Latest Mar 16, 2026
Issuers covered
1
Showing
8 of 8
Page 1
Track record
5 of 5 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).
| Horizon | Trades | Win rate | Avg | Median | Best | Worst |
|---|---|---|---|---|---|---|
| 30 days | 5 | 80% | +9.1% | +8.9% | +22.6% | -8.3% |
| 90 days | 5 | 40% | -1.4% | -0.1% | +1.5% | -9.0% |
| 180 days | 4 | 75% | +13.7% | +16.9% | +27.1% | -6.2% |
| 365 days | 4 | 50% | -2.8% | +3.2% | +12.2% | -29.8% |
Issuers
Companies where Lockridge Matthew has filed
| Ticker | Issuer | Filings | Last filed |
|---|---|---|---|
| WHG | Westwood Holdings Group Inc | 8 | Mar 16, 2026 |
All filings
8 Form 4 / 4-A filings, newest first
| Filed | Top transaction | Shares | Price | Value | ||
|---|---|---|---|---|---|---|