AllianceBernstein Holding L.P. - Limited Partnership
US ˙ NYSE ˙ US01881G1067

Introduction

This page provides a comprehensive analysis of the known insider trading history of Bertram L Scott. 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

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Bertram L Scott has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:EQH / Equitable Holdings, Inc. Director 26,001
US:BDX / Becton, Dickinson and Company Director 36,033
US:DLTR / Dollar Tree, Inc. Director 253
US:LOW / Lowe's Companies, Inc. Director 10,735
US:AB / AllianceBernstein Holding L.P. - Limited Partnership Director 8,060
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Bertram L Scott. 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 AB / AllianceBernstein Holding L.P. - Limited Partnership - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in AB / AllianceBernstein Holding L.P. - Limited Partnership. 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.

AB / AllianceBernstein Holding L.P. - Limited Partnership Insider Trades
Insider Sales AB / AllianceBernstein Holding L.P. - Limited Partnership - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in AB / AllianceBernstein Holding L.P. - Limited Partnership. 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 (%)
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.

AB / AllianceBernstein Holding L.P. - Limited Partnership Insider Trades
Insider Purchases EQH.PRC / Equitable Holdings, Inc. - Preferred Stock - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in AB / AllianceBernstein Holding L.P. - Limited Partnership. 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.

EQH.PRC / Equitable Holdings, Inc. - Preferred Stock Insider Trades
Insider Sales EQH.PRC / Equitable Holdings, Inc. - Preferred Stock - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in AB / AllianceBernstein Holding L.P. - Limited Partnership. 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 (%)
2025-08-21 EQH SCOTT BERTRAM L 2,600 51.8600 2,600 51.8600 134,836 0 51.8700 26 0.02
2024-03-18 EQH SCOTT BERTRAM L 7,000 35.2873 7,000 35.2873 247,011
2022-09-08 EQH SCOTT BERTRAM L 7,300 29.8734 7,300 29.8734 218,076
2021-07-15 EQH SCOTT BERTRAM L 3,400 28.9500 3,400 28.9500 98,430

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

EQH.PRC / Equitable Holdings, Inc. - Preferred Stock Insider Trades
Insider Trading History

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

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2025-08-22 2025-08-21 4 EQH Equitable Holdings, Inc.
Common Stock
S - Sale -2,600 26,001 -9.09 51.86 -134,836 1,348,412
2025-05-23 2025-05-21 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 3,393 28,601 13.46
2025-02-12 2025-02-12 4 BDX BECTON DICKINSON & CO
Common Stock
S - Sale -700 36,033 -1.91 227.99 -159,593 8,215,164
2025-01-30 2025-01-28 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 930 36,733 2.60
2024-05-24 2024-05-22 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 4,306 25,208 20.60
2024-03-18 2024-03-18 4 EQH Equitable Holdings, Inc.
Common Stock
S - Sale -7,000 20,902 -25.09 35.29 -247,011 737,575
2024-01-25 2024-01-23 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 900 35,197 2.62
2023-06-05 2023-05-24 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 6,473 27,902 30.21
2023-01-26 2023-01-24 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 848 33,779 2.58
2022-09-09 2022-09-08 4 EQH Equitable Holdings, Inc.
Common Stock
S - Sale -7,300 21,429 -25.41 29.87 -218,076 640,157
2022-05-20 2022-05-19 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 5,770 28,729 25.13
2022-04-20 2022-04-18 4 DLTR DOLLAR TREE, INC.
Phantom Stock
A - Award 253 253
2022-03-22 3 DLTR DOLLAR TREE, INC.
Common Stock
0
2022-01-26 2022-01-25 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 820 31,860 2.64
2021-07-16 2021-07-15 4 EQH Equitable Holdings, Inc.
Common Stock
S - Sale -3,400 22,959 -12.90 28.95 -98,430 664,663
2021-06-02 2021-05-28 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 900 10,735 9.15
2021-05-24 2021-05-20 4 AB ALLIANCEBERNSTEIN HOLDING L.P.
AB Holding Units
A - Award 3,918 8,060 94.59 43.40 170,041 349,804
2021-05-21 2021-05-20 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 4,845 26,359 22.52
2021-02-03 2021-02-02 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 198 16,138 1.24 260.53 51,585 4,204,433
2021-01-28 2021-01-26 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 829 30,515 2.79
2020-11-06 2020-11-04 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 115 15,887 0.73 237.66 27,331 3,775,704
2020-10-02 3 AB ALLIANCEBERNSTEIN HOLDING L.P.
AB Holding Units
4,142
2020-08-14 2020-08-13 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 57 15,619 0.37 261.50 14,906 4,084,368
2020-06-02 2020-05-29 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 1,400 9,703 16.86
2020-05-29 2020-05-27 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 106 15,562 0.69 234.59 24,867 3,650,690
2020-05-21 2020-05-20 4 EQH Equitable Holdings, Inc.
Common Stock
A - Award 9,040 21,514 72.47
2020-02-14 2020-02-14 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 188 15,456 1.23 275.18 51,734 4,253,182
2020-01-30 2020-01-28 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 765 29,357 2.68
2019-11-13 2019-11-13 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 104 15,268 0.69 256.00 26,624 3,908,608
2019-08-09 2019-08-08 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 106 15,164 0.70 249.86 26,485 3,788,877
2019-06-04 2019-05-31 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 1,900 8,134 30.48
2019-05-28 2019-05-23 4 EQH AXA Equitable Holdings, Inc.
Common Stock
A - Award 7,630 12,474 157.51
2019-05-13 2019-05-10 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 111 15,058 0.74 240.74 26,722 3,625,063
2019-04-03 3 EQH AXA Equitable Holdings, Inc.
Common Stock
9,688
2019-04-03 3 EQH AXA Equitable Holdings, Inc.
Common Stock
9,688
2019-04-03 3 EQH AXA Equitable Holdings, Inc.
Common Stock
9,688
2019-02-19 2019-02-15 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 187 14,947 1.27 246.58 46,110 3,685,631
2019-01-24 2019-01-22 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 923 28,248 3.38
2018-11-07 2018-11-06 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 116 14,567 0.80 230.50 26,738 3,357,694
2018-08-07 2018-08-03 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 107 14,451 0.75 250.37 26,790 3,618,097
2018-06-05 2018-06-01 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 1,900 6,115 45.07
2018-05-18 2018-05-16 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 115 14,344 0.81 224.22 25,785 3,216,212
2018-02-13 2018-02-09 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 182 14,229 1.30 242.94 44,215 3,456,793
2018-01-25 2018-01-23 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 941 26,975 3.61
2017-11-03 2017-11-03 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 116 13,818 0.85 208.67 24,206 2,883,402
2017-08-08 2017-08-07 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 120 13,651 0.89 201.40 24,168 2,749,311
2017-06-06 2017-06-02 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 2,200 4,135 113.70
2017-05-10 2017-05-08 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 129 13,481 0.97 186.97 24,119 2,520,543
2017-02-08 2017-02-07 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 243 13,302 1.86 177.29 43,081 2,358,312
2017-01-26 2017-01-24 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 1,181 25,647 4.83
2016-11-03 2016-11-02 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 136 13,002 1.06 167.91 22,836 2,183,166
2016-08-05 2016-08-05 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 130 12,818 1.02 176.78 22,981 2,265,966
2016-06-01 2016-05-27 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 1,900 1,900
2016-05-04 2016-05-04 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 142 12,638 1.14 160.90 22,848 2,033,454
2016-02-03 2016-02-02 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 263 12,441 2.16 145.37 38,232 1,808,548
2016-01-29 2016-01-26 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 1,267 23,683 5.65
2016-01-04 2015-12-31 4 LOW LOWES COMPANIES INC
Phantom Stock
A - Award 263 263 76.04 20,000 20,000
2015-11-03 2015-11-03 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 161 12,126 1.35 142.52 22,946 1,728,198
2015-08-05 2015-08-04 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 151 11,911 1.28 152.15 22,975 1,812,259
2015-05-19 2015-05-18 4 BDX BECTON DICKINSON & CO
Common Stock
S - Sale -2,160 22,416 -8.79 141.74 -306,158 3,177,244
2015-05-05 2015-05-04 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 163 11,710 1.41 140.87 22,962 1,649,588
2015-01-29 2015-01-27 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 1,345 24,576 5.79
2014-01-30 2014-01-28 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 1,597 22,849 7.51
2013-08-26 2013-08-23 4 BDX BECTON DICKINSON & CO
Stock Option (right to buy)
M - Exercise -2,160 0 -100.00
2013-08-26 2013-08-23 4 BDX BECTON DICKINSON & CO
Stock Option (right to buy)
M - Exercise -2,276 0 -100.00
2013-08-26 2013-08-23 4 BDX BECTON DICKINSON & CO
Common Stock
S - Sale -4,047 20,768 -16.31 98.61 -399,075 2,047,932
2013-08-26 2013-08-23 4 BDX BECTON DICKINSON & CO
Common Stock
M - Exercise 2,160 24,815 9.53 57.21 123,574 1,419,666
2013-08-26 2013-08-23 4 BDX BECTON DICKINSON & CO
Common Stock
M - Exercise 2,276 22,655 11.17 49.05 111,638 1,111,228
2013-02-11 2013-02-08 4 BDX BECTON DICKINSON & CO
Stock Option (right to buy)
M - Exercise -2,781 0 -100.00
2013-02-11 2013-02-08 4 BDX BECTON DICKINSON & CO
Common Stock
F - Taxes -1,010 20,379 -4.72 88.36 -89,244 1,800,688
2013-02-11 2013-02-08 4 BDX BECTON DICKINSON & CO
Common Stock
M - Exercise 2,781 21,389 14.95 32.07 89,187 685,945
2013-02-04 2013-01-31 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 241 11,067 2.23 84.04 20,254 930,071
2013-01-31 2013-01-29 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 2,007 18,608 12.09
2012-11-02 2012-10-31 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 268 10,818 2.54 75.68 20,282 818,706
2012-08-02 2012-07-31 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 268 10,431 2.64 75.71 20,290 789,731
2012-05-02 2012-04-30 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 259 10,103 2.63 78.45 20,319 792,580
2012-02-02 2012-01-31 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 240 9,788 2.51 78.41 18,818 767,477
2012-02-02 2012-01-31 4 BDX BECTON DICKINSON & CO
Common Stock
A - Award 2,132 16,228 15.12
2004-02-02 2004-01-30 4 BDX BECTON DICKINSON & CO
Rights to Common Stock Under 1996 Directors Deferral Plan
A - Award 378 1,075 54.14 44.70 16,875 48,046
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)