Joseph P Jr Bergstein
CIK 1661030 · EVP and CFO · last filed 2026-02-24
Joseph P Jr Bergstein is an EVP and CFO who has filed 36 SEC Form 4 insider transactions across 1 company since 2016. The most recent filing, for PPL, was dated Feb 24, 2026. Across all open-market trades the lifetime net is −$915.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $8.0M 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.
$8.04M
1
36
-$915.7K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PPL | EVP and CFO | 224,134 | $35.85 | $8.04M | -$915.7K | 36 | 2026-02-24 |
Recent Filings
36 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-24 | PPL | Mixed | +11,874 | $444.6K | EDGAR |
| 2026-02-02 | PPL | Mixed | +40,844 | $1.48M | EDGAR |
| 2026-01-21 | PPL | Mixed | +9,706 | $358.3K | EDGAR |
| 2025-02-18 | PPL | Mixed | +9,691 | $333.5K | EDGAR |
| 2025-02-03 | PPL | Mixed | +36,548 | $1.22M | EDGAR |
| 2025-01-29 | PPL | Mixed | +8,219 | $275.4K | EDGAR |
| 2024-11-08 | PPL | Gift (G) | −2,310 | $0 | EDGAR |
| 2024-03-05 | PPL | Mixed | +7,819 | $203.4K | EDGAR |
| 2024-01-29 | PPL | Mixed | +37,734 | $974.7K | EDGAR |
| 2023-02-22 | PPL | Mixed | +17,926 | $516.4K | EDGAR |