| 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 |
|---|---|---|---|---|---|---|---|---|---|
President | Chief Executive Officer
1 company
Bernau James W serves as a President at WVVI. Across recent SEC filings that breaks down to 21 buys and 152 sells. Those positions are worth an estimated $897K at current prices.
Historically, Bernau James W's trades have earned a strong insider score of 72/100 across 19 rated trades. Over a 12-month horizon, 88.9% of those trades were profitable, with an average 12-month return of +33.9%.
The biggest single holding is WVVI (~$897K) as President. The recent filings there lean toward selling, a net 165,792 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 18, 2021 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 17,200 | $13.76 | $236,627.65 | -0.5% | -7.5% | -50.9% | |
| Feb 5, 2021 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Buy | 947 | $7.00 | $6,629.00 | +0.2% | - | - | |
| Jan 25, 2021 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Buy | 3,271 | $6.73 | $21,998.52 | +0.1% | - | - | |
| Jan 12, 2021 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Buy | 729 | $6.32 | $4,607.28 | +0.2% | - | - | |
| Apr 11, 2019 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 13,100 | $7.00 | $91,755.37 | -0.4% | - | - | |
| Apr 9, 2019 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 899 | $7.10 | $6,382.90 | - | - | - | |
| Apr 3, 2019 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 401 | $7.10 | $2,847.10 | - | - | - | |
| Jul 13, 2018 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 3,258 | $8.30 | $27,041.40 | -0.4% | - | - | |
| Jul 9, 2018 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 4,521 | $8.34 | $37,693.64 | - | - | - | |
| Jun 22, 2018 | WVVI Willamette Valley Vineyards Inc | Chief Executive Officer | Sell | 3,882 | $8.25 | $32,026.50 | -0.9% | - | - |