SCOTT BERTRAM L

Track

Insider profile

Performance

Overall performance
2.9
Performance over holding periods
2.9
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 44% 68% 82%
Transactions
9 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
SCOTT BERTRAM L's trades of Equitable Holdings, Inc.'s stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
320.87
Quantity 4,028
Value US$2,311,082
Transaction date
Proposed sale
Price
51.15
Quantity 1,466
Value US$74,987
Transaction date
Proposed sale
Price
41.08
Quantity 2,470
Value US$101,478
Transaction date
Proposed sale
Price
42.59
Quantity 5,906
Value US$251,537
Transaction date
Sale
Price
182.61
Quantity 953 -2.5%
Value US$174,027
Transaction date
Proposed sale
Price
182.61
Quantity 953
Value US$174,027
Transaction date
Proposed sale
Price
176.58
Quantity 217
Value US$38,318
Transaction date
Sale
Price
176.58
Quantity 217 -0.6%
Value US$38,318
Transaction date
Sale
Price
51.86
Quantity 2,600 -9.1%
Value US$134,836
Transaction date
Proposed sale
Price
51.86
Quantity 2,600
Value US$134,836
Transaction date
Proposed sale
Price
227.99
Quantity 700
Value US$159,593
Transaction date
Sale
Price
227.99
Quantity 700 -1.9%
Value US$159,593
Transaction date
Proposed sale
Price
35.29
Quantity 7,000
Value US$247,011
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-09-21 2026-09-21
S Sale
49,722 -34.8%
497.63
US$2,120,774 		49,722 -34.8% 497.63 US$2,120,774
2026-09-21 2026-09-21
PrS Proposed sale
4,028
320.87
US$2,311,082 		4,028 320.87 US$2,311,082
2026-08-10 2026-08-06
S Sale
47,395 -47.0%
151.86
US$4,918,420 		47,395 -47.0% 151.86 US$4,918,420
2026-08-06 2026-08-06
PrS Proposed sale
1,466
51.15
US$74,987 		1,466 51.15 US$74,987
2026-06-05 2026-06-04
S Sale
2,470 -8.1%
41.08
US$101,478 		2,470 -8.1% 41.08 US$101,478
2026-06-05 2026-06-04
S Sale
2,470 -8.1%
41.08
US$101,478 		2,470 -8.1% 41.08 US$101,478
2026-06-04 2026-06-04
PrS Proposed sale
2,470
41.08
US$101,478 		2,470 41.08 US$101,478
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