List of insiders holdings for BBR ALO Fund LLC:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| Barth Brett H Co-CEO, BBR Partners, LLC | 2024-05-03 14:30:35 | 143,655 473,710 | 617,365 | Form 4 |
| Pick Brandon S. See Remarks below | 2023-01-24 17:30:33 | 18,460 8,091 | 26,551 | Form 4/A |
| Leness Anthony H. Managing Partner, LPC | 2021-08-06 14:08:46 | 0 10,405 | 10,405 | Form 4/A |
| Klayman Barry M. Principal Executive Officer(1) | 2020-05-01 18:37:52 | 5,755 0 | 5,755 | Form 3 |
| Squires Nicholas W. VP Inv Rsrch BBR Partners, LLC | 2020-05-01 18:57:37 | 5,555 0 | 5,555 | Form 3 |
| Whitenack Todd C. Mng Partner, BBR Partners, LLC | 2020-05-01 19:33:22 | 5,000 0 | 5,000 | Form 4 |
| Anson Michael W. Chief Compliance Officer(1) | 2020-05-01 18:36:07 | 4,630 0 | 4,630 | Form 3 |
| Page William C. Partner, Dir. IR, BBR Partners | 2020-10-22 14:56:34 | 4,029 0 | 4,029 | Form 4/A |
| Molinaro Justin A. See Remarks | 2023-11-13 19:56:06 | 2,334 0 | 2,334 | Form 4/A |
| WINGERTZAHN MICHAEL Director | 2024-10-11 17:37:04 | 2,276 0 | 2,276 | Form 4/A |
| Kass Steven M. Director | 2020-10-22 14:57:07 | 2,014 0 | 2,014 | Form 4/A |
| Koslowsky Marc R. Partner, Head of IR, BBR | 2020-05-01 19:34:22 | 2,000 0 | 2,000 | Form 4 |
| Rumph Sarah N. Partner, Dir. IR, BBR Partners | 2020-05-01 18:51:52 | 1,478 0 | 1,478 | Form 3 |
| Holt Sophie L. VP Inv Rsrch BBR Partners, LLC | 2023-06-29 17:26:22 | 539.42 0 | 539.42 | Form 3 |
| Zhu Anxin VP, BBR Partners, LLC | 2020-05-01 19:59:07 | 200 0 | 200 | Form 4 |
| BBR PARTNERS LLC Investment Adviser | 2020-05-01 18:42:22 | 1 0 | 1 | Form 3 |
| Fitzpatrick Clement Tranum CEO & CIO, Vulcan | 2020-05-04 13:26:53 | 0 0 | 0 | Form 3 |
| Hood Aaron F. Director | 2020-05-01 18:31:25 | 0 0 | 0 | Form 3 |
| Muffler Mark Principal Accounting Officer | 2020-05-01 18:39:22 | 0 0 | 0 | Form 3 |
| Shapiro Lee Matthew Secretary(1) | 2020-05-01 18:40:53 | 0 0 | 0 | Form 3 |
| Snider Samuel A. Fmr. VP Inv Rsrch BBR Partners | 2023-04-07 15:42:48 | 0 0 | 0 | Form 4 |
| Clark Kent A Director | 2023-02-14 18:06:02 | 0 0 | 0 | Form 4 |
| Seides Theodore D. Director | 2022-07-22 18:41:49 | 0 0 | 0 | Form 4/A |
| BRENNAN SETH W Managing Partner, LPC | 2021-07-02 15:37:55 | 0 0 | 0 | Form 3 |
| LINCOLN PEAK CAPITAL LLC Affiliate of Invest. Adv. | 2021-07-01 18:18:56 | 0 0 | 0 | Form 3 |
| POLEN CAPITAL MANAGEMENT LLC Subadviser | 2020-05-01 19:02:07 | 0 0 | 0 | Form 3 |
| Fields Daniel PM & Analyst Polen Cap Mg, LLC | 2020-05-01 19:05:08 | 0 0 | 0 | Form 3 |
| Morris James Todd PM & Analyst Polen Cap Mg, LLC | 2020-05-01 19:03:52 | 0 0 | 0 | Form 3 |
| Dunbar MacGavock Dir of Research, Vulcan | 2020-05-01 19:25:07 | 0 0 | 0 | Form 3 |
| Vulcan Value Partners LLC Subadviser | 2020-05-01 19:22:52 | 0 0 | 0 | Form 3 |
| Wismer Hannah L. Trad., Acctg., Compl., Quantum | 2020-05-01 19:16:52 | 0 0 | 0 | Form 3 |
| Park Jennifer C. Invst. Svcs., Admin., Quantum | 2020-05-01 19:15:07 | 0 0 | 0 | Form 3 |
| Ivanov Gueorgui H. COO & CCO Quantum Capl Mgm LLC | 2020-05-01 19:13:52 | 0 0 | 0 | Form 3 |
| Cruz Leonardo D. Jr. RA, Quantum Cap Management LLC | 2020-05-01 19:12:22 | 0 0 | 0 | Form 3 |
| Reddy Giridhar VP of IR, Quantum Cap Mgm LLC | 2020-05-01 19:10:38 | 0 0 | 0 | Form 3 |
| Hughes John J. Pres & CIO Quantum Cp Mgm LLC | 2020-05-01 19:08:53 | 0 0 | 0 | Form 3 |
| Quantum Capital Management LLC Subadviser | 2020-05-01 19:07:37 | 0 0 | 0 | Form 3 |