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Insider Information:   Bertram Kenneth Robert
Relationship:   CLO & Secretary
City:   Harrisburg
State:   PA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   102,499    

Indirect Shares

  2,295      
Direct Value   $8,979,735    

Indirect Value

  $203,727      
Total Shares   104,794      
Total Value   $9,183,463      


Ollies Bargain Outlet Holdings, Inc.
 $2,422,384 Cava Group, Inc.
 $6,557,351 Ollies Bargain Outlet Holdings, Inc.
 $2,422,384 Cava Group, Inc.
 $6,557,351
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   60.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Ollies Bargain Outlet Holdings, ... OLLI 2021-08-03 28,630 2016-01-13 0    Premium*  
            Cava Group, Inc. CAVA CLO & Secretary 2024-01-24 73,869 2024-01-24 2,295    Premium*  
* Premium Members only  

Records found :    69         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CAVA Cava Group, Inc. CLO & Secretary   •       –      –    2023-04-03 4 A $0.00 $0 D/D 9,279 49,893 0 -
CAVA Cava Group, Inc. CLO & Secretary   •       –      –    2023-06-20 4 A $0.00 $0 D/D 20,454 77,382 0 -
CAVA Cava Group, Inc. CLO & Secretary   •       –      –    2023-12-10 4 A $27.40 $16,056 D/D 586 75,648 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       –      –    2016-06-16 4 AS $23.16 $115,800 D/D (5,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       –      –    2016-07-19 4 AS $26.49 $264,900 D/D (10,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2016-08-11 4 AS $27.49 $274,900 D/D (10,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       –      –    2016-09-01 4 AS $28.49 $284,900 D/D (10,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2017-03-13 4 AS $31.26 $171,930 D/D (5,500) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2017-06-12 4 AS $42.81 $449,505 D/D (10,500) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2017-07-17 4 AS $43.25 $259,500 D/D (6,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2017-12-04 4 AS $47.95 $191,800 D/D (4,000) 0 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2018-03-20 4 AS $59.65 $238,600 D/D (4,000) 5,708 0 -
OLLI Ollies Bargain Outlet Hol... VP and General Counsel   •       •      –    2018-06-13 4 AS $74.41 $558,075 D/D (7,500) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2018-08-22 4 AS $78.99 $533,183 D/D (6,750) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2018-11-12 4 AS $91.32 $821,880 D/D (9,000) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2019-02-12 4 AS $85.42 $341,680 D/D (4,000) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2019-03-12 4 AS $79.80 $1,276,800 D/D (16,000) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2019-06-12 4 AS $95.30 $812,433 D/D (8,525) 15,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2019-11-15 4 AS $64.71 $791,274 D/D (12,228) 24,967 0 -
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2020-09-29 4 AS $90.51 $216,027 D/D (2,386) 28,630 0 %
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2020-10-05 4 AS $90.54 $1,032,744 D/D (11,385) 28,630 0 %
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2021-03-26 4 AS $85.00 $418,370 D/D (4,922) 29,204 0 %
OLLI Ollies Bargain Outlet Hol... VP, General Counsel   •       •      –    2021-04-05 4 AS $90.00 $67,500 D/D (750) 29,204 0 %
OLLI Ollies Bargain Outlet Hol... SVP, General Counsel   •       •      –    2021-08-03 4 AS $91.62 $518,440 D/D (5,574) 28,630 0 %
CAVA Cava Group, Inc. CLO & Secretary   •       –      –    2023-06-20 4 B $22.00 $50,490 I/I 2,295 195 1.99 %

  69  Records found
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  Page 1 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed