| |
| |
|
| Insider
Information: |
Berner Robert L Iii |
| Relationship: |
Director |
| City: |
Coconut Grove |
| State: |
FL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
777,661 |
|
|
Indirect Shares
|
6,000,000 |
|
|
| Direct
Value |
$286,177 |
|
|
|
Indirect Value
|
$1,849,800 |
|
|
| Total
Shares |
6,777,661 |
|
|
| Total
Value |
$2,135,977 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
0.0
|
| Percentage
Gain/Loss : |
 -46.7%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Watsco Inc |
WSO |
Director |
2007-08-24 |
100 |
2007-08-24 |
0 |
Premium* |
|
|
Vintage Wine Estates Ord Shs |
VWE |
Director |
2023-12-21 |
777,561 |
2022-11-30 |
6,000,000 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
10 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2023-12-21 |
4 |
A |
$0.00 |
$0 |
D/D |
78,316 |
777,561 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2023-12-07 |
4 |
A |
$0.00 |
$0 |
D/D |
84,900 |
699,245 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2023-11-22 |
4 |
A |
$0.00 |
$0 |
D/D |
6,458 |
614,345 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2023-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
82,311 |
607,887 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2023-05-16 |
4 |
A |
$0.00 |
$0 |
D/D |
329,250 |
525,576 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • • |
2022-11-30 |
4 |
A |
$0.00 |
$0 |
D/D |
10,478 |
27,550 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • • |
2022-04-07 |
4 |
A |
$0.00 |
$0 |
D/D |
7,072 |
17,072 |
0 |
- |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • • |
2021-12-08 |
4 |
B |
$10.63 |
$106,300 |
D/D |
10,000 |
10,000 |
3.92 |
% |
|
| VWE |
Vintage Wine Estates Ord ... |
Director |
– • – |
2021-06-07 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
6,000,000 |
|
- |
|
| WSO |
Watsco Inc |
Director |
– • – |
2007-08-24 |
4 |
B |
$48.40 |
$48,411 |
D/D |
1,000 |
100 |
2.39 |
- |
|
10 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
|
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|
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|
