SVP Excelsior Management LLC
CIK 1919729 · last filed 2024-07-31
SVP Excelsior Management LLC is a corporate insider who has filed 2 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing shows the insider sold $1.1M of CBL on Jul 31, 2024. Across all open-market trades the lifetime net is −$1.6M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $23.8M 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.
$23.77M
1
2
-$1.56M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CBL | 10%+ Owner | 478,341 | $49.70 | $23.77M | -$1.56M | 2 | 2024-07-31 |
Recent Filings
2 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-07-31 | CBL | Sell (S) | −40,503 | -$1.05M | EDGAR |
| 2024-07-29 | CBL | Sell (S) | −19,710 | -$509.4K | EDGAR |