Lockridge Matthew 4/A

What Happened
Matthew Lockridge, Head, U.S. Value Investments at Westwood Holdings Group, had 5,379 shares withheld to satisfy tax withholding obligations related to equity compensation. The shares were valued at $16.22 each, for a total of approximately $87,247. This transaction is a disposition via tax withholding (transaction code F), a routine post‑compensation action rather than an open‑market sale.

Key Details

• Transaction date: 2026-02-23; price per share: $16.22; total value: ~$87,247.
• Transaction type/code: F — shares withheld to satisfy tax liability.
• Filing: Form 4/A (amendment) filed 2026-03-16 to correct the originally reported transaction code (previously reported as "S").
• Shares owned after transaction: not specified in the provided filing data.
• Notable: The amendment solely corrects the transaction code to reflect tax withholding; it does not change the economic substance of the disposition.

Context
Shares withheld to cover taxes commonly follow option exercises or award vesting and represent a cashless way to satisfy tax obligations. Such withholdings are routine and generally do not indicate a change in insider sentiment about the company.