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Insider Transactions Reported by 15 Insiders of BBR ALO Fund, LLC

Location
New York, NY

Insiders trading volume in the past year

BBR ALO Fund, LLC executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Brett H. Barth Co-CEO, BBR Partners LLC $6,437,850 -$250,000 -3.7% 31 Dec 2025
Anthony H. Leness Managing Partner, LPC $939,255 01 Jul 2021
Brandon S. Pick Director of Invest. Research, BBR Partners, LLC $323,453 31 Dec 2022
Michael Wingertzahn Director $56,886 +$15,000 +36% 02 Jan 2026
Justin A. Molinaro Partner, Director of Investment Research, BBR Partners $28,430 01 Nov 2023
Samuel A. Snider Fmr. VP Inv Rsrch BBR Partners $25,387 27 Jan 2023
Sophie L. Holt VP Inv Rsrch BBR Partners, LLC $6,571 28 Jun 2023
Barry M. Klayman Principal Executive Officer(1) $0 -$108,750 -100% 31 Dec 2025
Todd C. Whitenack Mng Partner, BBR Partners, LLC $0 -$83,865 -100% 30 Sep 2025
LINCOLN PEAK CAPITAL, LLC Affiliate of Invest. Adv. 01 May 2020
Emily Mackenzie Hiles Vice President 02 Jan 2025
Theodore D. Seides Director 30 Jun 2022
Kent A. Clark Director 27 Jan 2023
Seth W. Brennan Managing Partner, LPC 01 May 2020
Connor Gunsalus Vice President 02 Jan 2025

Recent Insider Transactions by Companies or Individuals for BBR ALO Fund, LLC

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Michael Wingertzahn Shares of Limited Liability Company Interests Purchase 9.64% $5,000 $13.73 364 4,144 02 Jan 2026 Direct
Brett H. Barth Shares of Limited Liability Company Interests Sale -28.7% -69,198 171,899 31 Dec 2025 By Grantor Retained Annuity Trust
Barry M. Klayman Shares of Limited Liability Company Interests Sale -100% $58,750 $13.73 -4,279 0 31 Dec 2025 Direct
Brett H. Barth Shares of Limited Liability Company Interests Sale -15.4% $250,000 $14.71 -17,000 93,664 10 Oct 2025 Direct
Michael Wingertzahn Shares of Limited Liability Company Interests Purchase 9.69% $5,000 $14.71 340 3,848 01 Oct 2025 Direct
Todd C. Whitenack Shares of Limited Liability Company Interests Sale -100% $83,865 $14.71 -5,703 0 30 Sep 2025 Direct
Barry M. Klayman Shares of Limited Liability Company Interests Sale -46.1% $50,000 $14.71 -3,400 3,974 30 Sep 2025 Direct
Michael Wingertzahn Shares of Limited Liability Company Interests Purchase 11.2% $5,000 $14.21 352 3,508 01 Jul 2025 Direct
Michael Wingertzahn Shares of Limited Liability Company Interests Purchase 13.5% 375 3,156 01 Apr 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.