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
$7.48M
Companies
4
Total Filings
66
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 |
|---|---|---|---|---|---|---|---|
| CFRpB | GEVP Research & Strategy | 48,280 | $16.48 | $795.7K | -$3.03M | 24 | 2026-02-09 |
| CFR | Group Executive Vice President | 45,150 | $148.00 | $6.68M | -$1.70M | 20 | 2020-10-29 |
| CULLEN/FROST BANKERS, INC. (CFRpA.CL) Delisted | Group Executive Vice President | 42,995 | — | — | $0 | 1 | 2020-03-06 |
| CULLEN/FROST BANKERS, INC. (CFRpA) Delisted | Group Executive Vice President | 27,787 | — | — | -$9.19M | 21 | 2019-10-31 |
Recent Filings · Page 7 of 7
66 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2008-10-20 | CFR | Tax (F) | −1,005 | $0 | EDGAR |
| 2008-05-02 | CFR | Mixed | — | -$193.8K | EDGAR |
| 2007-12-27 | CFR | Tax (F) | −1,005 | -$51.0K | EDGAR |
| 2007-10-24 | CFR | Grant (A) | +3,400 | $0 | EDGAR |
| 2007-08-01 | CFR | Exer (M) | +500 | $12.1K | EDGAR |
| 2007-05-30 | CFR | Mixed | — | -$427.5K | EDGAR |
Showing 61–66 of 66
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Page 7 of 7
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.