Comparable stake leader
Katharina Otto-Bernstein
SEC ownership of Retail Value Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001735184.
Disclosed value leader
Katharina Otto-Bernstein
Comparable rows
0/6
Latest evidence
18 Nov 2022
- Parsed ownership sources
- 3/4/5
- Largest SEC-reported holder
- Katharina Otto-Bernstein
- Latest parsed ownership date
- 18 Nov 2022
- Issuer CIK
- 0001735184
- Issuer location
- Beachwood, OH
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Retail Value Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Katharina Otto-Bernstein
Disclosed value leader
Katharina Otto-Bernstein
Comparable rows
0/6
Latest evidence
18 Nov 2022
3/4/5
Highest disclosed value: $1,306,294
6 rows are not safely comparable across share classes.
Quick read
Katharina Otto-Bernstein has the largest disclosed position value at $1.31M.
0 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Katharina Otto-Bernstein's linked filing trail.
Disclosed position value
Top 5
Katharina Otto-Bernstein
$1.31M
Scott D. Roulston
$9K
Barry A. Sholem
$8.7K
Gary N. Boston
$7.2K
Henrie W. Koetter
$5K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Katharina Otto-Bernstein |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$1,306,294
3,349,471 shares
|
— | 20 Sep 2022 |
| Scott D. Roulston |
3/4/5
Director
|
—
class O/S missing
|
$8,996
23,068 shares
|
— | 12 May 2021 |
| Barry A. Sholem |
3/4/5
Director
|
—
class O/S missing
|
$8,691
22,284 shares
|
— | 12 May 2021 |
| Gary N. Boston |
3/4/5
Director
|
—
class O/S missing
|
$7,205
18,475 shares
|
— | 12 May 2021 |
| Henrie W. Koetter |
3/4/5
Director
|
—
class O/S missing
|
$5,006
12,835 shares
|
— | 02 Jul 2021 |
| Daniel Ken Silverstein |
3/4/5
5% OWNER
|
—
class O/S missing
|
—
1,681,068 shares
|
— | 18 Nov 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 08 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to Retail Value Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Katharina Otto-Bernstein
Net 12M change
$0
Latest report
18 Nov 2022
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Katharina Otto-Bernstein | 10%+ Owner | $1,306,294 | Filing P/S | 20 Sep 2022 | ||
| Scott D. Roulston | Director | $8,996 | Mixed | 12 May 2021 | ||
| Barry A. Sholem | Director | $8,691 | Mixed | 12 May 2021 | ||
| Gary N. Boston | Director | $7,205 | Mixed | 12 May 2021 | ||
| Henrie W. Koetter | Director | $5,006 | Mixed | 02 Jul 2021 | ||
| Daniel Ken Silverstein | 5% Owner | Mixed | 18 Nov 2022 | |||
| Alexander Otto | 10%+ Owner | Mixed | 28 Sep 2021 |
Recent insider transactions for Retail Value Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.