Kenneth Robert Bertram - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of Kenneth Robert Bertram. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

Companies with Reported Insider Positions

The SEC filings indicate Kenneth Robert Bertram has reported holdings or trades in the following companies:

How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Kenneth Robert Bertram. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases CAVA / CAVA Group, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CAVA / CAVA Group, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
2023-06-20	CAVA	Bertram Kenneth Robert	1,500	22.0000	1,500	22.0000	33,000	364	95.3900	110,085	333.59
2023-06-20	CAVA	Bertram Kenneth Robert	600	22.0000	600	22.0000	13,200
2023-06-20	CAVA	Bertram Kenneth Robert	195	22.0000	195	22.0000	4,290

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Sales CAVA / CAVA Group, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in CAVA / CAVA Group, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2025-06-16	CAVA	Bertram Kenneth Robert	1,824	74.9600	1,824	74.9600	136,727	84	65.3400	-17,547	-12.83
2025-06-16	CAVA	Bertram Kenneth Robert	374	76.1100	374	76.1100	28,465
2025-01-27	CAVA	Bertram Kenneth Robert	149	123.4700	149	123.4700	18,397
2025-01-27	CAVA	Bertram Kenneth Robert	380	124.4700	380	124.4700	47,299
2025-01-27	CAVA	Bertram Kenneth Robert	149	125.1200	149	125.1200	18,643
2025-01-21	CAVA	Bertram Kenneth Robert	757	119.0100	757	119.0100	90,091
2025-01-21	CAVA	Bertram Kenneth Robert	201	119.8000	201	119.8000	24,080
2024-12-06	CAVA	Bertram Kenneth Robert	5,004	150.2700	5,004	150.2700	751,951
2024-06-18	CAVA	Bertram Kenneth Robert	5,250	95.2800	5,250	95.2800	500,220

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Purchases OLLI / Ollie's Bargain Outlet Holdings, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CAVA / CAVA Group, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Sales OLLI / Ollie's Bargain Outlet Holdings, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in CAVA / CAVA Group, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2018-06-13	OLLI	Bertram Kenneth Robert	7,500	74.4100	7,500	74.4100	558,075	191	61.64	-95,775	-17.16
2016-02-24	OLLI	Bertram Kenneth Robert	10,000	19.7500	10,000	19.7500	197,500
2016-01-15	OLLI	Bertram Kenneth Robert	4,000	18.0200	4,000	18.0200	72,080
2016-01-15	OLLI	Bertram Kenneth Robert	3,500	18.2000	3,500	18.2000	63,700
2016-01-13	OLLI	Bertram Kenneth Robert	7,500	17.7000	7,500	17.7000	132,750

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Trading History

This table shows the complete list of insider trades made by Kenneth Robert Bertram as disclosed to the Securities Exchange Commission (SEC).