SCOTT BERTRAM L — SEC Form 4 filings
SEC reporting owner CIK 1221780. 19 Form 4 filings on record with FilingPulse; latest filed 2026-08-10.
Transaction summary — filings shown
Covers all 19 filings on record, filed 2024-01-25 to 2026-08-10. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 7 legs across 7 filings — 15,406 shares, $930,250 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 12.
- Largest priced transaction: sale of 7,000 shares @ $35.29 ($247,011) in Equitable Holdings, Inc., filed 2024-03-18.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. (EQH) | Director | 7 | — | 4 legs · 13,536 sh · $558,312 | 3 |
| BECTON DICKINSON & CO (BDX) | Director | 6 | — | 3 legs · 1,870 sh · $371,938 | 3 |
| DOLLAR TREE, INC. (DLTR) | Director | 3 | — | — | 3 |
| LOWES COMPANIES INC (LOW) | Director | 3 | — | — | 3 |
Form 4 filings — SCOTT BERTRAM L
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-10 | 4 | Equitable Holdings, Inc. (EQH) | Sale (S): 1,466 @ $51.15 | EDGAR |
| 2026-07-06 | 4 | DOLLAR TREE, INC. (DLTR) | Grant/award (A): 1,238.13 (derivative) @ $121.15 | EDGAR |
| 2026-06-05 | 4 | Equitable Holdings, Inc. (EQH) | Sale (S): 2,470 @ $41.08 | EDGAR |
| 2026-06-01 | 4 | LOWES COMPANIES INC (LOW) | Grant/award (A): 1,003 (derivative) @ $0 | EDGAR |
| 2026-05-21 | 4 | Equitable Holdings, Inc. (EQH) | Grant/award (A): 4,400 @ $42.05 | EDGAR |
| 2026-02-18 | 4 | BECTON DICKINSON & CO (BDX) | Sale (S): 953 @ $182.61 | EDGAR |
| 2026-01-29 | 4 | BECTON DICKINSON & CO (BDX) | Grant/award (A): 1,098 @ $0 | EDGAR |
| 2025-11-07 | 4 | BECTON DICKINSON & CO (BDX) | Sale (S): 217 @ $176.58 | EDGAR |
| 2025-08-22 | 4 | Equitable Holdings, Inc. (EQH) | Sale (S): 2,600 @ $51.86 | EDGAR |
| 2025-07-03 | 4 | DOLLAR TREE, INC. (DLTR) | Grant/award (A): 1,477.83 (derivative) @ $101.50 | EDGAR |
| 2025-06-03 | 4 | LOWES COMPANIES INC (LOW) | Grant/award (A): 1,000 (derivative) @ $0 | EDGAR |
| 2025-05-23 | 4 | Equitable Holdings, Inc. (EQH) | Grant/award (A): 3,393 @ $0 | EDGAR |
| 2025-02-12 | 4 | BECTON DICKINSON & CO (BDX) | Sale (S): 700 @ $227.99 | EDGAR |
| 2025-01-30 | 4 | BECTON DICKINSON & CO (BDX) | Grant/award (A): 930 @ $0 | EDGAR |
| 2024-07-02 | 4 | DOLLAR TREE, INC. (DLTR) | Grant/award (A): 1,398.60 (derivative) @ $107.25 | EDGAR |
| 2024-06-04 | 4 | LOWES COMPANIES INC (LOW) | Grant/award (A): 1,000 (derivative) @ $0 | EDGAR |
| 2024-05-24 | 4 | Equitable Holdings, Inc. (EQH) | Grant/award (A): 4,306 @ $0 | EDGAR |
| 2024-03-18 | 4 | Equitable Holdings, Inc. (EQH) | Sale (S): 7,000 @ $35.29 | EDGAR |
| 2024-01-25 | 4 | BECTON DICKINSON & CO (BDX) | Grant/award (A): 900 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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