Jeffrey R Herold

CIK 1738551 · COO Maint.;Pres-Evergreen West · last filed 2022-11-30

Jeffrey R Herold is a COO Maint.;Pres-Evergreen West who has filed 9 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing shows the insider had shares withheld for taxes covering $10.7K of BV on Nov 30, 2022. Current disclosed insider exposure totals $4.2M 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.

Disclosed Exposure

$4.17M

Companies

1

Total Filings

9

Lifetime Open-Market Net

$0

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
BV	COO Maint.;Pres-Evergreen West	363,944	$11.45	$4.17M	$0	9	2022-11-30

Recent Filings

9 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2022-11-30	BV	Tax (F)	−1,540	-$10.7K	EDGAR
2022-11-23	BV	Mixed	+3,077	-$9.0K	EDGAR
2022-11-22	BV	Mixed	+7,300	-$21.8K	EDGAR
2021-11-24	BV	Exer (M)	+5,799	$0	EDGAR
2021-11-22	BV	Mixed	+3,772	-$23.3K	EDGAR
2020-11-30	BV	Tax (F)	−1,540	-$22.0K	EDGAR
2020-11-23	BV	Mixed	+5,716	$0	EDGAR
2019-11-26	BV	Grant (A)	—	$0	EDGAR
2018-11-30	BV	Grant (A)	+480,244	$0	EDGAR

Form 4 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.
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.