Brett H Barth insider trades: BBR ALO Fund stock buys and sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Brett reports to the SEC
Open-market buys and sales
24 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | NONE | ↓ Sell | 50,809 | $14.76 | $750K | Direct | Jul 2, 2026 (2d) |
| Dec 31, 2025 | NONE | ↓ Sell | 69,198 | $13.73 | $950K | By Grantor Retained Annuity Trust | Jan 21, 2026 (21d) |
| Dec 31, 2025 | NONE | ↓ Sell | 64,270 | $14.78 | $950K | By Grantor Retained Annuity Trust | Jan 5, 2026 (5d) |
| Oct 10, 2025 | NONE | ↓ Sell | 17,000 | $14.71 | $250K | Direct | Oct 14, 2025 (4d) |
| Mar 1, 2025 | NONE | ↑ Buy | 6,706 | $13.79 | $92K | By Wife as Trustee for Irrevocable Trust | Mar 4, 2025 (3d) |
| Dec 31, 2024 | NONE | ↓ Sell | 38,982 | $14.11 | $550K | Direct | Jan 3, 2025 (3d) |
| May 1, 2024 | NONE | ↑ Buy | 5,334 | $13.12 | $70K | By Wife as Trustee for Irrevocable Trust | May 3, 2024 (2d) |
| Mar 1, 2024 | NONE | ↑ Buy | 4,672 | $13.70 | $64K | By Wife as Trustee for Irrevocable Trust | Mar 5, 2024 (4d) |
| Sep 30, 2023 | NONE | ↓ Sell | 84,582 | $11.82 | $1000K | Direct | Oct 3, 2023 (3d) |
| Jun 30, 2023 | NONE | ↑ Buy | 4,515 | $12.18 | $55K | By Wife as Trustee for Irrevocable Trust | Oct 2, 2023 (94d) |
| Feb 23, 2022 | COWN | ↑ Buy | 10,000 | $28.78 | $288K | Direct | Feb 23, 2022 (0d) |
| Feb 1, 2022 | NONE | ↑ Buy | 2,580 | $13.57 | $35K | By Wife as Trustee for Irrevocable Trust | Feb 3, 2022 (2d) |
| Nov 26, 2021 | COWN | ↑ Buy | 10,000 | $35.85 | $358K | Direct | Nov 29, 2021 (3d) |
| Oct 1, 2021 | NONE | ↑ Buy | 23,253 | $15.05 | $350K | By Grantor Retained Annuity Trust | Oct 4, 2021 (3d) |
| Feb 1, 2021 | NONE | ↑ Buy | 2,282 | $13.15 | $30K | By Wife as Trustee for Irrevocable Trust | Feb 3, 2021 (2d) |
| Dec 1, 2020 | NONE | ↑ Buy | 30,883 | $12.95 | $400K | By Grantor Retained Annuity Trust | Dec 3, 2020 (2d) |
| Oct 1, 2020 | NONE | ↑ Buy | 49,716 | $12.07 | $600K | Direct | Oct 5, 2020 (4d) |
| May 1, 2020 | N | ↑ Buy | 53,200 | $10.00 | $532K | By Wife as Trustee for Irrevocable Trust | May 1, 2020 (0d) |
| Mar 19, 2020 | COWN | ↑ Buy | 10,000 | $6.29 | $63K | Direct | Mar 20, 2020 (1d) |
| Mar 12, 2020 | COWN | ↑ Buy | 10,000 | $10.04 | $100K | Direct | Mar 13, 2020 (1d) |
| Mar 9, 2020 | COWN | ↑ Buy | 10,000 | $12.13 | $121K | Direct | Mar 11, 2020 (2d) |
| May 31, 2019 | COWN | ↑ Buy | 20,000 | $15.29 | $306K | Direct | Jun 4, 2019 (4d) |
| Dec 21, 2018 | COWN | ↑ Buy | 5,000 | $12.92 | $65K | Direct | Dec 26, 2018 (5d) |
| Nov 21, 2018 | COWN | ↑ Buy | 10,000 | $15.33 | $153K | Direct | Nov 26, 2018 (5d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
About Brett H Barth's insider trades
Brett H Barth is an insider at BBR ALO Fund. Since Nov 21, 2018, Brett has reported 18 open-market purchases worth $3.7M and 6 sales worth $4.5M on SEC Form 4. In the last 12 months: 3 sales ($2.6M).
Their filings also include grants and awards (5 filings), gifts (3 filings), conversions (1 filing), shares returned to the company (1 filing). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.