Bobby Berman
CIK 1388767 · GEVP Research & Strategy · last filed 2026-02-09
"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
$8.02M
Companies
1
Total Filings
69
Lifetime Open-Market Net
-$13.91M
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 |
|---|---|---|---|---|---|---|---|
| CFR | GEVP Research & Strategy | 48,280 | $166.01 | $8.02M | -$13.91M | 66 | 2026-02-09 |
Recent Filings · Page 6 of 7
69 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 |
|---|---|---|---|---|---|
| 2013-08-21 | CFR | Mixed | — | -$342.0K | EDGAR |
| 2012-10-24 | CFR | Mixed | +1,761 | -$49.3K | EDGAR |
| 2011-10-27 | CFR | Grant (A) | +3,050 | $0 | EDGAR |
| 2011-10-25 | CFR | Tax (F) | −899 | -$43.7K | EDGAR |
| 2011-03-01 | CFR | Gift (G) | −150 | $0 | EDGAR |
| 2010-10-28 | CFR | Grant (A) | +3,050 | $0 | EDGAR |
| 2010-10-26 | CFR | Tax (F) | −768 | -$40.6K | EDGAR |
| 2010-07-30 | CFR | Gift (G) | −40 | $0 | EDGAR |
| 2010-02-01 | CFR | Sell (S) | −2,000 | -$103.6K | EDGAR |
| 2010-01-29 | CFR | Mixed | — | -$28.8K | 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.