Steven P. Peltzman
CIK 1530736 · CBTO · last filed 2024-08-05
Steven P. Peltzman is a CBTO who has filed 39 SEC Form 4 insider transactions across 1 company since 2011. The most recent filing, for FORR, was dated Sep 3, 2024. Across all open-market trades the lifetime net is −$3.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $231.2K 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.
$231.2K
1
39
-$3.39M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| FORR | CBTO | 22,446 | $10.30 | $231.2K | -$3.39M | 37 | 2024-08-05 |
Recent Filings
39 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-09-03 | FORR | Notice (144) | −21,067 | -$404.1K | EDGAR |
| 2024-08-05 | FORR | Mixed | +2,046 | -$26.2K | EDGAR |
| 2024-04-03 | FORR | Grant (A) | — | $0 | EDGAR |
| 2024-03-05 | FORR | Mixed | +1,940 | -$30.7K | EDGAR |
| 2023-08-09 | FORR | Sell (S) | −1,200 | -$38.5K | EDGAR |
| 2023-08-07 | FORR | Notice (144) | −1,200 | -$38.5K | EDGAR |
| 2023-08-03 | FORR | Mixed | +3,190 | -$69.7K | EDGAR |
| 2023-03-09 | FORR | Sell (S) | −2,206 | -$74.9K | EDGAR |
| 2023-03-03 | FORR | Mixed | +767 | -$19.8K | EDGAR |
| 2022-08-03 | FORR | Mixed | +2,741 | -$123.6K | 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.