| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CLO &Secretary | SVP, General Counsel | VP, General Counsel +1 more
2 companies
Bertram Kenneth Robert serves as a CLO &Secretary at CAVA and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 3 buys and 59 sells. Those positions are worth an estimated $5.7M at current prices.
Historically, Bertram Kenneth Robert's trades have earned a strong insider score of 82/100 across 14 rated trades. Over a 12-month horizon, 90.0% of those trades were profitable, with an average 12-month return of +40.2%.
The biggest single holding is CAVA (~$3.0M) as CLO &Secretary. The recent filings there lean toward selling, a net 36,420 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 5, 2026 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 15,000 | $80.33 | $1,204,950.00 | -28.3% | -10.1% | - | |
| Jan 27, 2026 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 994 | $62.14 | $61,769.68 | -2.0% | +51.2% | - | |
| Jan 21, 2026 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 1,074 | $67.41 | $72,398.34 | -2.1% | +43.9% | - | |
| Nov 26, 2025 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 3,788 | $50.70 | $192,051.60 | -6.9% | +36.6% | - | |
| Sep 29, 2025 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 3,771 | $58.86 | $221,961.06 | -6.4% | +2.0% | -9.6% | |
| Jun 16, 2025 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 2,198 | $75.16 | $165,192.18 | -3.6% | -16.1% | +17.2% | |
| Jan 27, 2025 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 678 | $124.39 | $84,338.51 | -1.2% | -24.2% | -49.3% | |
| Jan 21, 2025 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 958 | $119.18 | $114,170.37 | -1.6% | -33.3% | -44.5% | |
| Dec 6, 2024 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 5,004 | $150.27 | $751,951.08 | -7.8% | -45.2% | -64.6% | |
| Jun 18, 2024 | CAVA Cava Group, Inc. | CLO &Secretary | Sell | 5,250 | $95.28 | $500,220.00 | -7.3% | +28.8% | -22.0% |