Brett H. Barth - Co-CEO, BBR Partners LLC at BBR ALO Fund, LLC

Insider Transactions and Holdings

Entity Type
Individual
Role
Co-CEO, BBR Partners LLC
Industry
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Brett H. Barth - trading volume in the past year for BBR ALO Fund, LLC

Holdings reported by Brett H. Barth for BBR ALO Fund, LLC

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Shares of Limited Liability Company Interests 224K $2.42M $11.43 Oct 10, 2025 By Grantor Retained Annuity Trust
Shares of Limited Liability Company Interests 203K $2.2M $11.43 Oct 10, 2025 By Self as Trustee for Irrevocable Trust
Shares of Limited Liability Company Interests 93.7K $1.38M $14.71 Oct 10, 2025 Direct
Shares of Limited Liability Company Interests 31.9K $389K $11.43 Oct 10, 2025 By Wife as Trustee for Irrevocable Trust

Transactions reported by Brett H. Barth for BBR ALO Fund, LLC

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.