Watson Noel Bertram

Director · Officer · LZ, AFRM

As of 2026-09-16, Watson Noel Bertram has 40 Form 4 transactions on record across 2 companies — 15 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: $11.0MIndirect: $0$11.0Mas of 2026-09-16
  • Direct $11.0M
  • Indirect $0
LZdirect1,407,801 sh$8.5M
AFRMdirect34,076 sh$2.4M

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

LZ · 24 trades
2026-08-21: Sale, 83,629 sh ($488K)2026-08-20: Sale, 416,371 sh ($2.5M)2026-08-15: Withheld for tax, 82,501 sh ($464K)2026-07-09: Withheld for tax, 51,545 sh ($372K)2026-05-18: Sale, 15,000 sh ($97K)2026-05-15: Withheld for tax, 82,501 sh ($495K)2026-03-07: Award / grant, 656,488 sh ($0)2026-02-18: Sale, 15,000 sh ($104K)2026-02-15: Withheld for tax, 55,722 sh ($383K)2025-11-18: Sale, 15,000 sh ($143K)2025-11-15: Withheld for tax, 318,901 sh ($3.2M)2025-09-17: Option exercise, 208,031 sh ($0)2025-09-17: Award / grant, 208,031 sh ($0)2025-08-25: Sale, 27,319 sh ($303K)2025-08-22: Sale, 18,136 sh ($200K)2025-08-18: Sale, 15,000 sh ($162K)2025-08-15: Withheld for tax, 56,216 sh ($603K)2025-07-09: Withheld for tax, 48,516 sh ($435K)2025-05-15: Withheld for tax, 56,213 sh ($517K)2025-02-23: Option exercise, 312,047 sh ($0)2025-02-23: Option exercise, 312,047 sh ($0)2025-02-15: Withheld for tax, 25,908 sh ($238K)2025-02-06: Withheld for tax, 51,460 sh ($475K)2025-02-06: Award / grant, 300,120 sh ($0)
AFRM · 16 trades
2026-08-12: Sale, 2,000 sh ($156K)2026-05-13: Sale, 2,000 sh ($130K)2026-04-14: Sale, 2,000 sh ($110K)2025-12-15: Award / grant, 3,579 sh ($0)2025-06-16: Sale, 1,271 sh ($77K)2025-06-16: Sale, 1,229 sh ($75K)2025-03-17: Sale, 767 sh ($36K)2025-03-17: Sale, 535 sh ($24K)2025-03-17: Sale, 498 sh ($24K)2025-03-17: Sale, 500 sh ($22K)2025-03-17: Sale, 200 sh ($9K)2024-12-16: Sale, 1,000 sh ($73K)2024-12-16: Sale, 600 sh ($43K)2024-12-16: Sale, 500 sh ($37K)2024-12-16: Sale, 400 sh ($28K)2024-12-10: Award / grant, 3,015 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-21LZSale83,629 @ $5.83$488K−5.6% of holding1,407,801Form 4
2026-08-20LZSale416,371 @ $5.91$2.5M−21.8% of holding1,491,430Form 4
2026-08-12AFRMSale2,000 @ $77.86$156K−5.5% of holding34,076Form 4
2026-05-18LZSale15,000 @ $6.45$97K−0.7% of holding2,041,847Form 4
2026-05-13AFRMSale2,000 @ $65.00$130K−5.3% of holding36,076Form 4
2026-04-14AFRMSale2,000 @ $55.00$110K−5.0% of holding38,076Form 4
2026-02-18LZSale15,000 @ $6.96$104K−1.0% of holding1,480,860Form 4
2025-11-18LZSale15,000 @ $9.56$143K−1.0% of holding1,551,582Form 4
2025-08-25LZSale27,319 @ $11.07$303K−1.6% of holding1,676,426Form 4
2025-08-22LZSale18,136 @ $11.03$200K−1.1% of holding1,703,745Form 4
2025-08-18LZSale15,000 @ $10.81$162K−0.9% of holding1,721,881Form 4
2025-06-16AFRMSale1,271 @ $60.50$77K−3.3% of holding37,726Form 4
2025-06-16AFRMSale1,229 @ $61.23$75K−3.3% of holding36,497Form 4
2025-03-17AFRMSale767 @ $46.70$36K−1.9% of holding39,495Form 4
2025-03-17AFRMSale535 @ $44.74$24K−1.3% of holding40,462Form 4
2025-03-17AFRMSale498 @ $47.73$24K−1.3% of holding38,997Form 4
2025-03-17AFRMSale500 @ $43.56$22K−1.2% of holding40,997Form 4
2025-03-17AFRMSale200 @ $45.73$9K−0.5% of holding40,262Form 4
2024-12-16AFRMSale1,000 @ $72.53$73K−2.3% of holding41,997Form 4
2024-12-16AFRMSale600 @ $71.57$43K−1.4% of holding42,997Form 4
2024-12-16AFRMSale500 @ $73.11$37K−1.2% of holding41,497Form 4
2024-12-16AFRMSale400 @ $70.27$28K−0.9% of holding43,597Form 4
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-15LZWithheld for tax82,5011,907,801Form 4
2026-07-09LZWithheld for tax51,5451,990,302Form 4
2026-05-15LZWithheld for tax82,5012,056,847Form 4
2026-03-07LZAward / grant656,4882,137,348Form 4
2026-02-15LZWithheld for tax55,7221,495,860Form 4
2025-12-15AFRMAward / grant3,57940,076Form 4
2025-11-15LZWithheld for tax318,9011,566,582Form 4
2025-09-17LZOption exercise208,0311,144,172Form 4
2025-09-17LZAward / grant208,0311,884,457Form 4
2025-08-15LZWithheld for tax56,2161,736,881Form 4
2025-07-09LZWithheld for tax48,5161,793,097Form 4
2025-05-15LZWithheld for tax56,2131,841,613Form 4
2025-02-23LZOption exercise312,0471,895,826Form 4
2025-02-23LZOption exercise312,0471,352,203Form 4
2025-02-15LZWithheld for tax25,9081,583,779Form 4
2025-02-06LZWithheld for tax51,4601,609,687Form 4
2025-02-06LZAward / grant300,1201,661,147Form 4
2024-12-10AFRMAward / grant3,01543,997Form 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.