Kelly M Kaiser
CIK 1992312 · General Counsel and Secretary · last filed 2026-06-02
Kelly M Kaiser is a General Counsel and Secretary who has filed 15 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing, for PTLO, was dated Jun 2, 2026. Across all open-market trades the lifetime net is +$207.4K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $642.5K 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.
$642.5K
1
15
$207.4K
Filer Profile
STE 400
OAK BROOK, IL 60523-1903
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PTLO | General Counsel and Secretary | 145,357 | $4.42 | $642.5K | $207.4K | 15 | 2026-06-02 |
Recent Filings
15 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-02 | PTLO | Mixed | +3,069 | $11.8K | EDGAR |
| 2026-05-04 | PTLO | Tax (F) | −1,840 | -$11.9K | EDGAR |
| 2026-04-16 | PTLO | Mixed | +38,955 | -$10.0K | EDGAR |
| 2026-03-03 | PTLO | Mixed | +705 | $3.4K | EDGAR |
| 2025-12-02 | PTLO | Mixed | +93 | $437 | EDGAR |
| 2025-11-03 | PTLO | Grant (A) | +35,514 | $0 | EDGAR |
| 2025-09-05 | PTLO | Tax (F) | −437 | -$3.0K | EDGAR |
| 2025-09-03 | PTLO | Mixed | +803 | $5.1K | EDGAR |
| 2025-08-08 | PTLO | Buy (P) | +27,000 | $207.4K | EDGAR |
| 2025-06-03 | PTLO | Mixed | +1,419 | $15.3K | 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.