Bertram Growth Capital Iii Annex Fund, L.p. - Net Worth and Insider Trading

Bertram Growth Capital Iii Annex Fund, L.p. Net Worth

The estimated net worth of Bertram Growth Capital Iii Annex Fund, L.p. is at least $436,921 dollars as of 2024-11-13. Bertram Growth Capital Iii Annex Fund, L.p. is the 10% Owner of Solo Brands Inc and owns about 361,301 shares of Solo Brands Inc (DTC) stock worth over $436,921. Details can be seen in Bertram Growth Capital Iii Annex Fund, L.p.'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 Bertram Growth Capital Iii Annex Fund, L.p. has not made any transactions after 2023-05-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Bertram Growth Capital Iii Annex Fund, L.p.

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Bertram Growth Capital Iii Annex Fund, L.p. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bertram Growth Capital Iii Annex Fund, L.p. owns 1 companies in total, including Solo Brands Inc (DTC) .

Click here to see the complete history of Bertram Growth Capital Iii Annex Fund, L.p.’s form 4 insider trades.

Insider Ownership Summary of Bertram Growth Capital Iii Annex Fund, L.p.

Ticker Comapny Transaction Date Type of Owner
DTC Solo Brands Inc 2023-05-16 10 percent owner

Bertram Growth Capital Iii Annex Fund, L.p. Latest Holdings Summary

Bertram Growth Capital Iii Annex Fund, L.p. currently owns a total of 1 stock. Bertram Growth Capital Iii Annex Fund, L.p. owns 361,301 shares of Solo Brands Inc (DTC) as of May 16, 2023, with a value of $436,921.

Latest Holdings of Bertram Growth Capital Iii Annex Fund, L.p.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DTC Solo Brands Inc 2023-05-16 361,301 1.21 436,921

Holding Weightings of Bertram Growth Capital Iii Annex Fund, L.p.


Bertram Growth Capital Iii Annex Fund, L.p. Form 4 Trading Tracker

According to the SEC Form 4 filings, Bertram Growth Capital Iii Annex Fund, L.p. has made a total of 1 transactions in Solo Brands Inc (DTC) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Solo Brands Inc is the sale of 3,603,064 shares on May 16, 2023, which brought Bertram Growth Capital Iii Annex Fund, L.p. around $18 Million.

Insider Trading History of Bertram Growth Capital Iii Annex Fund, L.p.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Bertram Growth Capital Iii Annex Fund, L.p. Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Bertram Growth Capital Iii Annex Fund, L.p. Ownership Network

Ownership Network List of Bertram Growth Capital Iii Annex Fund, L.p.

No Data

Ownership Network Relation of Bertram Growth Capital Iii Annex Fund, L.p.

Insider Network Chart

Bertram Growth Capital Iii Annex Fund, L.p. Owned Company Details

What does Solo Brands Inc do?

Who are the key executives at Solo Brands Inc?

Bertram Growth Capital Iii Annex Fund, L.p. is the 10 percent owner of Solo Brands Inc. Other key executives at Solo Brands Inc include Chief Financial Officer Somer Webb , 10 percent owner Bertram Growth Capital Iii-a, L.p. , and 10 percent owner Bertram Growth Capital Iii, L.p. .

Solo Brands Inc (DTC) Insider Trades Summary

Over the past 18 months, Bertram Growth Capital Iii Annex Fund, L.p. made 1 insider transaction in Solo Brands Inc (DTC) with a net sale of 3,603,064. Other recent insider transactions involving Solo Brands Inc (DTC) include a net purchase of 500,000 shares made by Christopher T Metz , a net sale of 6,255,595 shares made by Nb Crossroads Private Markets Fund V Holdings Lp , and a net sale of 4,903,450 shares made by Bertram Growth Capital Iii, L.p. .

In summary, during the past 3 months, insiders sold 0 shares of Solo Brands Inc (DTC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 17,025,394 shares of Solo Brands Inc (DTC) were sold and 500,000 shares were bought by its insiders, resulting in a net sale of 16,525,394 shares.

Solo Brands Inc (DTC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Solo Brands Inc Insider Transactions

No Available Data

Bertram Growth Capital Iii Annex Fund, L.p. Mailing Address

Above is the net worth, insider trading, and ownership report for Bertram Growth Capital Iii Annex Fund, L.p.. You might contact Bertram Growth Capital Iii Annex Fund, L.p. via mailing address: 950 Tower Lane, Suite 1000, Foster City Ca 94404.