SCOTT BERTRAM L
SEC insider (Form 3/4/5 filer). CIK 0001221780. Director at Equitable Holdings, Inc. (EQH) and 3 other issuers. 15 reported Form 4/5 transactions since Sep 2024; latest on Sep 21, 2026. Located in NEW YORK, NY.
Companies SCOTT BERTRAM L has filed insider reports for
- Equitable Holdings, Inc. (EQH): Director
- DOLLAR TREE, INC. (DLTR): Director
- LOWES COMPANIES INC (LOW): Director
- BECTON DICKINSON & CO (BDX): Director
SCOTT BERTRAM L
CIK: 0001221780
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (15 total)
- Sep 21, 2026EQH
Equitable Holdings, Inc.
SaleDirect2.8K shares at avg. $54.35$151K - Aug 6, 2026EQH
Equitable Holdings, Inc.
SaleDirect1.5K shares at avg. $51.15$75K - Jul 1, 2026DLTR
DOLLAR TREE, INC.
AwardDirectPhantom Stock
1.2K shares at avg. $121.15- - Jun 4, 2026EQH
Equitable Holdings, Inc.
SaleDirect2.5K shares at avg. $41.08$101K - May 29, 2026LOW
LOWES COMPANIES INC
AwardDirectDeferred Stock Units
1K shares- - May 20, 2026EQH
Equitable Holdings, Inc.
AwardDirect4.4K shares at avg. $42.05$185K - Feb 18, 2026BDX
BECTON DICKINSON & CO
SaleDirect953 shares at avg. $182.61$174K - Jan 27, 2026BDX
BECTON DICKINSON & CO
AwardDirect1.1K shares- - Nov 7, 2025BDX
BECTON DICKINSON & CO
SaleDirect217 shares at avg. $176.58$38K - Aug 21, 2025EQH
Equitable Holdings, Inc.
SaleDirect2.6K shares at avg. $51.86$135K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 21, 2026 |  EQH Equitable Holdings, Inc. | Sale | 2,780 | $54.35 | $151,093 | Direct |
| Aug 6, 2026 | EQH Equitable Holdings, Inc. | Sale | 1,466 | $51.15 | $74,987 | Direct |
| Jul 1, 2026 |  DLTR DOLLAR TREE, INC. | Award Phantom Stock | 1,238 | $121.15 | - | Direct |
| Jun 4, 2026 | EQH Equitable Holdings, Inc. | Sale | 2,470 | $41.08 | $101,478 | Direct |
| May 29, 2026 |  LOW LOWES COMPANIES INC | Award Deferred Stock Units | 1,003 | - | - | Direct |
| May 20, 2026 | EQH Equitable Holdings, Inc. | Award | 4,400 | $42.05 | $185,020 | Direct |
| Feb 18, 2026 |  BDX BECTON DICKINSON & CO | Sale | 953 | $182.61 | $174,027 | Direct |
| Jan 27, 2026 | BDX BECTON DICKINSON & CO | Award | 1,098 | - | $0 | Direct |
| Nov 7, 2025 | BDX BECTON DICKINSON & CO | Sale | 217 | $176.58 | $38,318 | Direct |
| Aug 21, 2025 | EQH Equitable Holdings, Inc. | Sale | 2,600 | $51.86 | $134,836 | Direct |
1-10 of 15 transactions