Bobby Berman
CIK 1388767 · GEVP Research & Strategy · last filed 2026-02-09
Bobby Berman is a GEVP Research & Strategy who has filed 69 SEC Form 4 insider transactions across 1 company since 2007. The most recent filing, for CFR, was dated Feb 9, 2026. Across all open-market trades the lifetime net is −$13.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $8.0M 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.
$8.00M
1
69
-$13.91M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CFR | GEVP Research & Strategy | 48,280 | $165.65 | $8.00M | -$13.91M | 66 | 2026-02-09 |
Recent Filings
69 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-09 | CFR | Mixed | +744 | -$78.8K | EDGAR |
| 2026-02-02 | CFR | Sell (S) | −1,000 | -$137.1K | EDGAR |
| 2026-01-30 | CFR | Notice (144) | −1,000 | -$137.1K | EDGAR |
| 2025-10-30 | CFR | Grant (A) | — | $0 | EDGAR |
| 2025-10-27 | CFR | Mixed | +957 | -$76.9K | EDGAR |
| 2025-02-07 | CFR | Mixed | +1,470 | -$75.8K | EDGAR |
| 2024-11-04 | CFR | Sell (S) | −3,506 | -$442.8K | EDGAR |
| 2024-11-01 | CFR | Notice (144) | −3,506 | -$446.5K | EDGAR |
| 2024-10-31 | CFR | Grant (A) | — | $0 | EDGAR |
| 2024-10-28 | CFR | Mixed | +2,352 | -$98.8K | 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.