Matthew Lockridge has sold WHG and made no open-market buys since Feb 2023

Matthew Lockridge is Senior Vice President, Head of U.S. Value, and Senior Portfolio Manager at Westwood Holdings Group, Inc., where he leads the firm's U.S. Value investment team from Dallas, Texas( In this role, he oversees value equity strategies, serves as a senior portfolio manager on the LargeCap Value and SmallCap Value portfolio teams, and drives security selection and portfolio risk management( His investment expertise focuses on the U.S. equity markets with particular emphasis on value-oriented strategies targeting high-quality, undervalued companies, with demonstrated sector expertise in macroeconomic trends, regional banks, and technology themes impacting large-cap equities(

Lockridge joined Westwood Holdings Group in 2010 and has held successive senior investment positions since 2015, advancing through roles as Vice President, Portfolio Manager and Analyst, and then Senior Vice President, Co-Director of Equity Portfolios before assuming his current position in February 2022( Prior to joining Westwood, he spent approximately six years as Managing Director and Partner at Dearborn Partners, where he served on the firm's Investment Committee overseeing investments in the Consumer and Industrial sectors, and earlier worked as Senior Consultant at Deloitte Consulting( Lockridge holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business and a BBA in Finance from Southern Methodist University( As of February 2026, he directly held 77,900 shares of Westwood Holdings Group common stock(

Written by Perplexity from public sources.