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SCOTT BERTRAM L

Insider profile

Performance

Overall performance
3.1

Performance over holding periods
3.1
30 days 90 days 120 days
Average return 3% 8.2% 15.1%
Success rate 57% 68% 82%
Transactions
6 0% Buy
34 71% Buy
47 69% Buy
SCOTT BERTRAM L's trades of Equitable Holdings Inc's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2026-06-05 2026-06-04 S Sale
81,466 -37.4%
84.07
US$1,156,266
81,466 -37.4% 84.07 US$1,156,266
2026-06-05 2026-06-04 S Sale
44,869 -45.0%
57.91
US$836,308
44,869 -45.0% 57.91 US$836,308
2026-06-04 2026-06-04 PrS Proposed sale
10,481
111.37
US$4,863,800
10,481 111.37 US$4,863,800
2026-05-08 2026-05-08 PrS Proposed sale
5,906
42.59
US$251,537
5,906 42.59 US$251,537
2026-02-18 2026-02-18 S Sale
953 -2.5%
182.61
US$174,027
953 -2.5% 182.61 US$174,027
2026-02-18 2026-02-18 PrS Proposed sale
953
182.61
US$174,027
953 182.61 US$174,027
2025-11-07 2025-11-07 PrS Proposed sale
217
176.58
US$38,318
217 176.58 US$38,318
2025-11-07 2025-11-07 S Sale
217 -0.6%
176.58
US$38,318
217 -0.6% 176.58 US$38,318
2025-08-22 2025-08-21 S Sale
2,600 -9.1%
51.86
US$134,836
2,600 -9.1% 51.86 US$134,836
2025-08-21 2025-08-21 PrS Proposed sale
2,600
51.86
US$134,836
2,600 51.86 US$134,836
2025-02-12 2025-02-12 PrS Proposed sale
700
227.99
US$159,593
700 227.99 US$159,593
2025-02-12 2025-02-12 S Sale
700 -1.9%
227.99
US$159,593
700 -1.9% 227.99 US$159,593
2024-03-18 2024-03-18 PrS Proposed sale
7,000
35.29
US$247,011
7,000 35.29 US$247,011
2024-03-18 2024-03-18 S Sale
7,000 -25.1%
35.29
US$247,011
7,000 -25.1% 35.29 US$247,011
2022-09-09 2022-09-08 S Sale
7,300 -25.4%
29.87
US$218,076
7,300 -25.4% 29.87 US$218,076