ANN C BERZIN
CIK 1215820 · last filed 2026-06-09
"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.
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Disclosed Exposure
$45.64M
Companies
5
Total Filings
102
Lifetime Open-Market Net
$4.2K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| TT | Director | 85,756 | $440.15 | $37.75M | $0 | 23 | 2026-06-09 |
| EXC | Director | 79,858 | $43.83 | $3.50M | $0 | 48 | 2023-04-03 |
| IR | Director | 58,898 | $74.64 | $4.40M | $4.2K | 19 | 2013-10-02 |
| CEG | Director | — | $280.31 | — | $0 | 5 | 2012-01-04 |
| KINDRED HEALTHCARE, INC (KND) Delisted | Director | 15,046 | — | — | $0 | 6 | 2011-02-18 |
Recent Filings · Page 3 of 11
102 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-10-01 | EXC | Grant (A) | +1,081 | $38.7K | EDGAR |
| 2020-07-01 | EXC | Grant (A) | +969 | $38.8K | EDGAR |
| 2020-06-09 | TT | Tax (F) | −802 | -$81.8K | EDGAR |
| 2020-06-08 | TT | Grant (A) | +1,701 | $0 | EDGAR |
| 2020-04-01 | EXC | Grant (A) | +899 | $38.8K | EDGAR |
| 2020-01-02 | EXC | Grant (A) | +867 | $38.8K | EDGAR |
| 2019-10-01 | EXC | Grant (A) | +801 | $38.7K | EDGAR |
| 2019-07-01 | EXC | Grant (A) | +782 | $38.8K | EDGAR |
| 2019-06-11 | TT | Tax (F) | −866 | -$108.4K | EDGAR |
| 2019-06-10 | TT | Grant (A) | +1,301 | $0 | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.
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.