| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 20, 2023 | CAVA Cava Group, Inc. | CLO &Secretary | Buy | 2,295 | $22.00 | $50,490.00 | -109.3% | -10.6% | +140.0% | |
| Aug 3, 2021 | OLLI Ollie's Bargain Outlet Holdings, Inc. | SVP, General Counsel | Sale+OE | 5,574 | $93.01 | $518,440.03 | -16.3% | -23.0% | -30.7% | |
| Apr 5, 2021 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 750 | $90.00 | $67,500.00 | -2.5% | -3.9% | -47.6% | |
| Mar 26, 2021 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 4,922 | $85.00 | $418,370.00 | -14.4% | -4.1% | -51.1% | |
| Oct 5, 2020 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 11,385 | $90.71 | $1,032,743.66 | -28.5% | - | - | |
| Sep 29, 2020 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 2,386 | $90.54 | $216,027.02 | -7.7% | - | - | |
| Nov 15, 2019 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 12,228 | $64.71 | $791,273.88 | -32.9% | - | - | |
| Jun 12, 2019 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 8,525 | $95.30 | $812,432.50 | -34.8% | - | - | |
| Mar 12, 2019 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 16,000 | $79.80 | $1,276,800.00 | -50.1% | - | - | |
| Feb 12, 2019 | OLLI Ollie's Bargain Outlet Holdings, Inc. | VP, General Counsel | Sale+OE | 4,000 | $85.42 | $341,680.00 | -20.0% | - | - |