Westwood Holdings exec sells 5,379 shares

Westwood Holdings Group executive Matthew Lockridge reported an open‑market sale of company stock.

Accepted by SEC EDGAR 03/13/2026 - 05:27 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Westwood Holdings Group executive Matthew Lockridge reported an open‑market sale of company stock. On February 23, 2026, he sold 5,379 shares of Westwood Holdings Group common stock at an average price of $16.22 per share. After this transaction, he directly holds 77,900 shares of common stock. The filing notes it was submitted after the standard two‑business‑day deadline due to administrative matters related to the filer’s EDGAR Next registration.

Insider Trade Summary

Net Seller: 5,379 shares

Net Sell 1 txn

Insider Lockridge Matthew

Role Head, U.S. Value Inv.

Sold 5,379 shs ($87K)

Type	Security	Shares	Price	Value
Sale	common stock	5,379	$16.22	$87K

Holdings After Transaction: common stock — 77,900 shares (Direct)

Footnotes (1)

1. F1. This Form 4 is being filed later than the two-business-day reporting deadline due to administrative matters related to the filer EDGAR Next registration.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did WHG’s Matthew Lockridge report on this Form 4?

Matthew Lockridge reported an open‑market sale of Westwood Holdings Group common stock. He sold 5,379 shares on February 23, 2026, as disclosed in the Form 4, reflecting a routine disposition rather than a new acquisition of shares.

How many Westwood Holdings Group (WHG) shares did Matthew Lockridge sell and at what price?

He sold 5,379 shares of Westwood Holdings Group common stock at an average price of $16.22 per share. This transaction was classified as an open‑market sale, indicating the shares were sold into the market rather than through a private award or grant.

How many WHG shares does Matthew Lockridge hold after this reported sale?

Following the reported sale, Matthew Lockridge directly holds 77,900 shares of Westwood Holdings Group common stock. This post‑transaction balance shows he retains a substantial position in the company even after the open‑market disposition of 5,379 shares.

What is Matthew Lockridge’s role at Westwood Holdings Group (WHG)?

Matthew Lockridge is identified as an officer of Westwood Holdings Group with the title “Head, U.S. Value Inv.” This indicates he holds a senior investment leadership role focused on U.S. value investing strategies within the firm’s overall asset management operations.

Was the Form 4 for WHG’s Matthew Lockridge filed on time with the SEC?

The Form 4 was filed later than the standard two‑business‑day deadline. A footnote explains the delay was due to administrative matters related to the filer’s EDGAR Next registration, indicating a processing issue rather than a deliberate reporting omission.

Does the Form 4 for WHG show any option exercises or derivative transactions by Matthew Lockridge?

The Form 4 shows only a non‑derivative transaction involving common stock, specifically an open‑market sale. The derivative summary section is empty, indicating no reported option exercises, conversions, or other derivative security transactions for this reporting period.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Lockridge Matthew

(Last) (First) (Middle)

200 CRESCENT COURT

STE 1200

(Street)

DALLAS TX 75201

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
WESTWOOD HOLDINGS GROUP INC [ WHG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Head, U.S. Value Inv.

3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
common stock	02/23/2026(1)		S		5,379	D	$16.22	77,900	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This Form 4 is being filed later than the two-business-day reporting deadline due to administrative matters related to the filer EDGAR Next registration.

Remarks:

	Jonathan Richard Nahhat, as attorney-in-fact	03/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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