Brett H. Barth

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
New York, NY
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Kim Kaufman, Attorney-in-fact
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Brett H. Barth

Form 4 holding Co-CEO, BBR Partners LLC

BBR ALO Fund, LLC

Security class
Shares of Limited Liability Company Interests
Shares / value
171,899
Estimated value
$2,359,704
Report date
31 Dec 2025
Price
$14.78
Ownership
By Grantor Retained Annuity Trust
Form 4 holding Co-CEO, BBR Partners LLC

BBR ALO Fund, LLC

Security class
Shares of Limited Liability Company Interests
Shares / value
218,939
Estimated value
$2,343,010
Report date
31 Dec 2025
Price
$12.18
Ownership
By Self as Trustee for Irrevocable Trust
Form 4 holding Co-CEO, BBR Partners LLC

BBR ALO Fund, LLC

Security class
Shares of Limited Liability Company Interests
Shares / value
50,049
Estimated value
$1,377,427
Report date
30 Jun 2026
Price
$14.71
Ownership
Direct
Form 4 holding Co-CEO, BBR Partners LLC

BBR ALO Fund, LLC

Security class
Shares of Limited Liability Company Interests
Shares / value
34,395
Estimated value
$357,709
Report date
30 Jun 2026
Price
$12.18
Ownership
By Wife as Trustee for Irrevocable Trust
Form 4 holding Director

Golden Arrow Merger Corp.

Security class
Common Stock
Shares / value
35,000
Estimated value
$11,900
Report date
13 Aug 2024
Price
$0.3400
Ownership
Direct
Form 4 holding Co-CEO, BBR Partners LLC

BBR ALO Fund, LLC

Security class
Shares of Limited Liability Company Interests
Shares / value
390,838
Estimated value
Report date
30 Jun 2026
Price
Ownership
By LLC
Form 4 holding Director

COWEN INC.

Security class
Class A Common Stock
Shares / value
0
Estimated value
Report date
01 Mar 2023
Price
$39.00
Ownership
Direct
Form 4 holding Director

Golden Arrow Merger Corp.

Security class
Class B Common Stock
Shares / value
0
Estimated value
Report date
13 Aug 2024
Price
Ownership
Direct
Underlying class
Common Stock
Underlying amount

Insider Reports Filed by Brett H. Barth

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