ROBERT L III BERNER
CIK 1075376 · last filed 2023-12-22
ROBERT L III BERNER is a corporate insider who has filed 10 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for VWEWW, was dated Dec 22, 2023. Across all open-market trades the lifetime net is +$154.7K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $350.0K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$350.0K
3
10
$154.7K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Vintage Wine Estates, Inc. (VWEWW) Delisted | Director | 6,777,561 | $0.01 | $64.4K | $0 | 6 | 2023-12-22 |
| Vintage Wine Estates, Inc. (VWE) Delisted | Director | 6,017,072 | $0.03 | $157.6K | $106.3K | 2 | 2022-04-11 |
| WSO.B | Director | 1,000 | $350.00 | $350.0K | $48.4K | 2 | 2007-12-19 |
Recent Filings
10 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-12-22 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Grant (A) | +78,316 | $0 | EDGAR |
| 2023-12-08 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Other (J) | +84,900 | $0 | EDGAR |
| 2023-11-27 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Other (J) | +6,458 | $0 | EDGAR |
| 2023-06-13 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Other (J) | +82,311 | $0 | EDGAR |
| 2023-05-26 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Other (J) | +329,250 | $0 | EDGAR |
| 2022-12-01 | Vintage Wine Estates, Inc. (VWEWW) Delisted | Grant (A) | +10,478 | $0 | EDGAR |
| 2022-04-11 | Vintage Wine Estates, Inc. (VWE) Delisted | Grant (A) | +7,072 | $0 | EDGAR |
| 2021-12-10 | Vintage Wine Estates, Inc. (VWE) Delisted | Buy (P) | +10,000 | $106.3K | EDGAR |
| 2007-12-19 | WSO.B | Grant (A) | — | $0 | EDGAR |
| 2007-08-27 | WSO.B | Buy (P) | +1,000 | $48.4K | EDGAR |