EQH
−$101.5K
2,470 sh @ $41
SCOTT BERTRAM L
Director · SEC CIK 1221780Advertisement
Buy track record
How this insider's open-market purchases have performedThis insider has no open-market purchases in the records we parsed, so there's no buy track record to score. Their full filing history is below.
Advertisement
Open-market buys
$0
0 trades
Open-market sells
$1.17M
8 trades
Net flow
−$1.17M
Net selling
Total filings
23
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstEQH
+$185K
4,400 sh @ $42
BDX
−$174K
953 sh @ $183
BDX
+$0
1,098 sh
BDX
−$38.3K
217 sh @ $177
Advertisement
EQH
−$134.8K
2,600 sh @ $52
EQH
+$0
3,393 sh
BDX
−$159.6K
700 sh @ $228
BDX
+$0
930 sh
EQH
+$0
4,306 sh
EQH
−$247K
7,000 sh @ $35
BDX
+$0
900 sh
EQH
+$0
6,473 sh
BDX
+$0
848 sh
EQH
−$218.1K
7,300 sh @ $30
EQH
+$0
5,770 sh
BDX
+$0
820 sh
EQH
−$98.4K
3,400 sh @ $29
AB
+$170K
3,918 sh @ $43
EQH
+$0
4,845 sh
BDX
+$0
829 sh
EQH
+$0
9,040 sh
BDX
+$0
765 sh
Frequently asked questions
How is SCOTT BERTRAM L's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from SCOTT BERTRAM L's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.