Berner Robert L Iii - Net Worth and Insider Trading
Berner Robert L Iii Net Worth
The estimated net worth of Berner Robert L Iii is at least $601 dollars as of 2025-04-14. Berner Robert L Iii is the Director, 10% Owner of Vintage Wine Estates Inc and owns about 6,010,000 shares of Vintage Wine Estates Inc (VWESQ) stock worth over $601. Details can be seen in Berner Robert L Iii's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Berner Robert L Iii has not made any transactions after 2021-12-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Berner Robert L Iii
Berner Robert L Iii Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Berner Robert L Iii owns 2 companies in total, including Watsco Inc (WSO) , and Vintage Wine Estates Inc (VWESQ) .
Click here to see the complete history of Berner Robert L Iii’s form 4 insider trades.
Insider Ownership Summary of Berner Robert L Iii
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WSO | Watsco Inc | 2007-05-25 | director |
| VWESQ | Vintage Wine Estates Inc | 2021-12-08 | director |
Berner Robert L Iii Latest Holdings Summary
Berner Robert L Iii currently owns a total of 1 stock. Berner Robert L Iii owns 6,010,000 shares of Vintage Wine Estates Inc (VWESQ) as of December 8, 2021, with a value of $601.
Latest Holdings of Berner Robert L Iii
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| VWESQ | Vintage Wine Estates Inc | 2021-12-08 | 6,010,000 | 0.00 | 601 |
Holding Weightings of Berner Robert L Iii
Berner Robert L Iii Form 4 Trading Tracker
According to the SEC Form 4 filings, Berner Robert L Iii has made a total of 1 transactions in Vintage Wine Estates Inc (VWESQ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Vintage Wine Estates Inc is the acquisition of 10,000 shares on December 8, 2021, which cost Berner Robert L Iii around $106,300.
Insider Trading History of Berner Robert L Iii
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Berner Robert L Iii Trading Performance
GuruFocus tracks the stock performance after each of Berner Robert L Iii's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Berner Robert L Iii is -28.16%. GuruFocus also compares Berner Robert L Iii's trading performance to market benchmark return within the same time period. The performance of stocks bought by Berner Robert L Iii within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Berner Robert L Iii's insider trading performs compared to the benchmark.
Performance of Berner Robert L Iii
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.34 | | | | | |
| Relative Return to S&P 500(%) | 2.85 | | | | | |
Berner Robert L Iii Ownership Network
Ownership Network List of Berner Robert L Iii
Ownership Network Relation of Berner Robert L Iii
Berner Robert L Iii Owned Company Details
What does Watsco Inc do?
Who are the key executives at Watsco Inc?
Berner Robert L Iii is the director of Watsco Inc. Other key executives at Watsco Inc include EVP and COO Stephen F. Rush , Senior Vice President Barry S Logan , and 10 percent owner United Technologies Corp /de/ .
Watsco Inc (WSO) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Watsco Inc (WSO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Watsco Inc (WSO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Watsco Inc (WSO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Watsco Inc Insider Transactions
Berner Robert L Iii Mailing Address
Above is the net worth, insider trading, and ownership report for Berner Robert L Iii. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Berner Robert L Iii's mailing address is: New York Ny 10022.
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