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  • Insider Trading

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

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
Brett H. Barth Shares of Limited Liability Company Interests Purchase 16.1% 6,705 48,326 01 Mar 2025 By Wife as Trustee for Irrevocable Trust
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 15.6% 375 2,781 01 Jan 2025 Direct
Brett H. Barth Shares of Limited Liability Company Interests Sale -27.1% -41,208 110,664 31 Dec 2024 Direct
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 18% 346 2,276 01 Oct 2024 Direct
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 23.6% 369 1,930 01 Jul 2024 Direct
Brett H. Barth Shares of Limited Liability Company Interests Purchase 15.7% 5,334 39,369 01 May 2024 By Wife as Trustee for Irrevocable Trust
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 29.6% 356 1,561 01 Apr 2024 Direct
Brett H. Barth Shares of Limited Liability Company Interests Purchase 15.9% 4,672 34,035 01 Mar 2024 By Wife as Trustee for Irrevocable Trust
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 46.3% 381 1,205 02 Jan 2024 Direct
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 46.3% 381 1,205 02 Jan 2024 Direct
Justin A. Molinaro Shares of Limited Liability Company Interests Purchase 32.2% 569 2,334 01 Nov 2023 Direct
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 105.6% 423 823 02 Oct 2023 Direct
Brett H. Barth Shares of Limited Liability Company Interests Sale -37.1% -84,571 143,655 30 Sep 2023 Direct
MICHAEL WINGERTZAHN Shares of Limited Liability Company Interests Purchase 400 400 01 Aug 2023 Direct
Brett H. Barth Shares of Limited Liability Company Interests Sale -13% -4,515 30,215 30 Jun 2023 By Wife as Trustee for Irrevocable Trust
Brandon S. Pick Shares of Limited Liability Company Interests Sale -13.4% -2,846 18,460 31 Dec 2022 Direct
Theodore D. Seides Shares of Limited Liability Company Interests Sale -100% -2,743 0 30 Jun 2022 Direct
Samuel A. Snider Shares of Limited Liability Company Interests Purchase 22.5% 383 2,084 01 Apr 2022 Direct
Brett H. Barth Shares of Limited Liability Company Interests Purchase 9.98% 2,581 28,437 01 Feb 2022 By Wife as Trustee for Irrevocable Trust
Theodore D. Seides Shares of Limited Liability Company Interests Purchase 13.6% 329 2,743 03 Jan 2022 Direct
Theodore D. Seides Shares of Limited Liability Company Interests Purchase 16.7% 332 2,321 01 Oct 2021 Direct
Brett H. Barth Shares of Limited Liability Company Interests Purchase 13.4% 23,251 197,218 01 Oct 2021 By Grantor Retained Annuity Trust
Anthony H. Leness Shares of Limited Liability Company Interests Purchase 66,696 66,696 01 Jul 2021 By Self as Trustee for Revocable Trust
Anthony H. Leness Shares of Limited Liability Company Interests Purchase 10,405 10,405 01 Jul 2021 By Wife and Brother-in-Law as Trustees for Irrevocable Trust
Theodore D. Seides Shares of Limited Liability Company Interests Purchase 20.2% 333 1,988 01 Jul 2021 Direct
Brandon S. Pick Shares of Limited Liability Company Interests Purchase 29.9% 4,563 19,840 01 Feb 2021 Direct
Brett H. Barth Shares of Limited Liability Company Interests Purchase 10.1% 2,281 24,861 01 Feb 2021 By Wife as Trustee for Irrevocable Trust
* An asterisk sign (*) next to the price indicates that the price is likely invalid.