Ann C Berzin
CIK 1215820 · last filed 2026-06-09
Ann C Berzin is a corporate insider who has filed 102 SEC Form 4 insider transactions across 5 companies since 2007. The most recent filing, for TT, was dated Jun 9, 2026. Across all open-market trades the lifetime net is +$4.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $47.4M across reported positions. 34 SEC filings were submitted jointly with Trane Technologies plc.
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
IR price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
800-E BEATY STREET
DAVIDSON, NC 28036
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| TT | Director | 85,756 | $458.89 | $39.35M | $0 | 23 | 2026-06-09 |
| EXC | Director | 79,858 | $43.50 | $3.47M | $0 | 48 | 2023-04-03 |
| IR | Director | 58,898 | $77.78 | $4.58M | $4.2K | 19 | 2013-10-02 |
| CEG | Director | — | $271.37 | — | $0 | 5 | 2012-01-04 |
| KINDRED HEALTHCARE, INC (KND) Delisted | Director | 15,046 | — | — | $0 | 6 | 2011-02-18 |
Recent Filings
102 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-09 | TT | Mixed | +326 | -$51.2K | EDGAR |
| 2025-06-10 | TT | Tax (F) | −181 | -$77.6K | EDGAR |
| 2025-06-09 | TT | Grant (A) | +465 | $0 | EDGAR |
| 2024-06-10 | TT | Grant (A) | +627 | $0 | EDGAR |
| 2024-06-04 | TT | Tax (F) | −348 | -$114.0K | EDGAR |
| 2023-06-05 | TT | Mixed | +869 | -$58.3K | EDGAR |
| 2023-04-03 | EXC | Grant (A) | +1,027 | $41.3K | EDGAR |
| 2023-01-04 | EXC | Grant (A) | +936 | $38.8K | EDGAR |
| 2022-10-03 | EXC | Grant (A) | +845 | $38.7K | EDGAR |
| 2022-07-01 | EXC | Grant (A) | +842 | $38.7K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.