Bernstein David
CFO & CAO
All tracked transactions
Curated subset of Bernstein David's SEC Form 4 filings. Routine 10b5-1 schedule sales are flagged inline and weighted less in the conviction score.
| Date | Ticker | Action | Value |
|---|---|---|---|
| Apr 21, 2026 | CUK | sell | $280K 9,734 × $28.7402 |
| Apr 21, 2026 | CUK | sell | $218K 7,578 × $28.7402 |
| Apr 21, 2026 | CCL | sell | $280K 9,734 × $28.7402 |
| Apr 21, 2026 | CCL | sell | $218K 7,578 × $28.7402 |
| Apr 21, 2026 | CUK | sell | $280K 9,734 × $28.7402 |
| Apr 21, 2026 | CUK | sell | $218K 7,578 × $28.7402 |
| Apr 21, 2026 | CCL | sell | $280K 9,734 × $28.7402 |
| Apr 21, 2026 | CCL | sell | $218K 7,578 × $28.7402 |
Method
Conviction score = logistic(role_weight × (buy_value − 0.2 × discretionary_sell_value)) mapped to −100..+100. CEOs and founders carry role_weight 0.95-1.0; directors 0.5; former executives 0.3. Routine 10b5-1 schedule sales are weighted down sharply — insiders file pre-arranged selling plans that trigger independent of their view of the stock, so they carry minimal signal. Open-market discretionary buys are rare and carry the heaviest weight.
Role weight: 0.80 (CFO & CAO).
Data sourced from SEC Form 4 filings via EDGAR. Curated subset (not every filing) — we prioritize CEO/CFO/Chair/10%-owner transactions and material $ amounts over noise.
Tickers Bernstein has traded
SEC Form 4 filings disclose trades by corporate insiders within 2 business days. Conviction scoring is a synthesis — not investment advice.