Kenneth Robert Bertram
CIK 1645281 · CLO & Secretary · last filed 2026-03-06
"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
$5.85M
Companies
2
Total Filings
59
Lifetime Open-Market Net
-$13.42M
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.
Recent Filings · Page 2 of 6
59 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-01-29 | CAVA | Sell (S) | −678 | -$84.3K | EDGAR |
| 2025-01-23 | CAVA | Sell (S) | −958 | -$114.2K | EDGAR |
| 2024-12-27 | CAVA | Grant (A) | +111 | $8.9K | EDGAR |
| 2024-12-09 | CAVA | Sell (S) | −5,004 | -$752.0K | EDGAR |
| 2024-10-01 | CAVA | Tax (F) | −3,525 | -$436.3K | EDGAR |
| 2024-06-25 | CAVA | Grant (A) | +361 | $10.0K | EDGAR |
| 2024-06-18 | CAVA | Mixed | −6,864 | -$645.4K | EDGAR |
| 2024-01-26 | CAVA | Tax (F) | −689 | -$33.0K | EDGAR |
| 2024-01-23 | CAVA | Tax (F) | −1,090 | -$50.4K | EDGAR |
| 2023-12-18 | CAVA | Grant (A) | +586 | $16.1K | EDGAR |
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.