Bernard D Berman
CIK 1421840 · President and Chairman · last filed 2022-05-02
"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.
FSC 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
SUITE 1770
WEST PALM BEACH, FL 33401
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SBH | President and CCO | 2,130,808 | $19.49 | $41.53M | $0 | 7 | 2017-11-02 |
| Oaktree Strategic Income Corp (FSC) Delisted | Chief Executive Officer | 94,027 | — | — | $783.3K | 16 | 2017-10-03 |
| Oaktree Specialty Lending Corp (FSFR) Delisted | Chief Executive Officer | 35,968 | — | — | $65.5K | 7 | 2017-10-03 |
| Fifth Street Asset Management Inc. (FSAM) Delisted | Co-President & CCO | 2,665,769 | — | — | $0 | 2 | 2014-11-04 |
Recent Filings · Page 2 of 5
47 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-03-06 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +1,000 | $9.0K | EDGAR |
| 2017-03-06 | Oaktree Specialty Lending Corp (FSFR) Delisted | Buy (P) | +15,000 | $65.6K | EDGAR |
| 2017-02-13 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +10,000 | $88.8K | EDGAR |
| 2017-02-13 | Oaktree Specialty Lending Corp (FSFR) Delisted | Buy (P) | +10,000 | $46.0K | EDGAR |
| 2017-01-17 | SBH | Grant (A) | — | $0 | EDGAR |
| 2017-01-06 | SBH | Mixed | — | $0 | EDGAR |
| 2016-02-26 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +26,500 | $194.3K | EDGAR |
| 2016-02-10 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +20,000 | $148.4K | EDGAR |
| 2016-02-05 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +20,000 | $153.6K | EDGAR |
| 2015-08-12 | Oaktree Strategic Income Corp (FSC) Delisted | Buy (P) | +2,000 | $18.0K | 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.