| 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% | SEC |
|---|---|---|---|---|---|---|---|---|
| Nov 12, 2018 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 9,000 | $91.32 | $821,880.00 | -36.0% | |
| Aug 22, 2018 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 6,750 | $78.99 | $533,182.50 | -29.7% | |
| Jun 13, 2018 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 7,500 | $74.41 | $558,075.00 | -32.0% | |
| Mar 20, 2018 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 4,000 | $59.65 | $238,600.00 | -41.2% | |
| Dec 4, 2017 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 4,000 | $47.95 | $191,800.00 | - | |
| Jul 17, 2017 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 6,000 | $43.25 | $259,500.00 | - | |
| Jun 12, 2017 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 10,500 | $42.81 | $449,505.00 | - | |
| Mar 13, 2017 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 5,500 | $31.26 | $171,930.00 | - | |
| Sep 1, 2016 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 10,000 | $28.49 | $284,900.00 | - | |
| Aug 11, 2016 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP and General Counsel | Sale+OE | 10,000 | $27.49 | $274,900.00 | - |