SCOTT BERTRAM L

Director · EQH, DLTR, LOW, BDX

As of 2026-09-16, SCOTT BERTRAM L has 14 Form 4 transactions on record across 4 companies — 8 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $11.6MIndirect: $0$11.6Mas of 2026-09-16
  • Direct $11.6M
  • Indirect $0
BDXdirect36,763 sh$6.7M
LOWdirect17,121 sh$3.3M
EQHdirect26,465 sh$1.4M
DLTRdirect1,238 sh$139K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

EQH · 5 trades
2026-08-06: Sale, 1,466 sh ($75K)2026-06-04: Sale, 2,470 sh ($101K)2026-05-20: Award / grant, 4,400 sh ($185K)2025-08-21: Sale, 2,600 sh ($135K)2025-05-21: Award / grant, 3,393 sh ($0)
BDX · 5 trades
2026-02-18: Sale, 953 sh ($174K)2026-01-27: Award / grant, 1,098 sh ($0)2025-11-07: Sale, 217 sh ($38K)2025-02-12: Sale, 700 sh ($160K)2025-01-28: Award / grant, 930 sh ($0)
DLTR · 2 trades
2026-07-01: Award / grant, 1,238 sh ($150K)2025-07-01: Award / grant, 1,478 sh ($150K)
LOW · 2 trades
2026-05-29: Award / grant, 1,003 sh ($0)2025-05-30: Award / grant, 1,000 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-06EQHSale1,466 @ $51.15$75K−5.2% of holding26,465Form 4
2026-06-04EQHSale2,470 @ $41.08$101K−8.1% of holding27,931Form 4
2026-02-18BDXSale953 @ $182.61$174K−2.5% of holding36,763Form 4
2025-11-07BDXSale217 @ $176.58$38K−0.6% of holding35,816Form 4
2025-08-21EQHSale2,600 @ $51.86$135K−9.1% of holding26,001Form 4
2025-02-12BDXSale700 @ $227.99$160K−1.9% of holding36,033Form 4
8 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-01DLTRAward / grant1,2381,238Form 4
2026-05-29LOWAward / grant1,00317,121Form 4
2026-05-20EQHAward / grant4,40030,401Form 4
2026-01-27BDXAward / grant1,09837,716Form 4
2025-07-01DLTRAward / grant1,4781,478Form 4
2025-05-30LOWAward / grant1,00015,809Form 4
2025-05-21EQHAward / grant3,39328,601Form 4
2025-01-28BDXAward / grant93036,733Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.