Barth Brett H 4
4 · BBR ALO Fund, LLC · Filed Jul 2, 2026
Research Summary
AI-generated summary of this filing
BBR ALO Fund Co-CEO Barth Brett H Sells Shares
What Happened
- Barth Brett H, Co-CEO (BBR Partners LLC), disposed of 50,808.533 shares of BBR ALO Fund, LLC on 2026-06-30. The transaction was reported as an open market or private sale at $14.76 per share, for a total value of $750,000. This was a sale (disposition), which is commonly a routine liquidity event rather than a direct bullish signal.
Key Details
- Transaction date and terms: 2026-06-30 — sale of 50,808.533 shares at $14.76 per share, total $750,000.
- Transaction type: S (sale) — reported as open market or private sale.
- Shares owned after transaction: not specified in the provided filing excerpt.
- Filing date: 2026-07-02 — appears timely (filed within the standard 2-business-day window).
- Notable footnote: The securities are now directly held by Merrick Investors LLC following a non‑reportable change in form. They were previously held by a grantor retained annuity trust and an irrevocable trust and transferred into Merrick Investors LLC (footnote F1).
Context
- Sales by insiders can reflect personal liquidity needs or portfolio rebalancing; they are not, by themselves, proof of company outlook. The footnote indicates only a change in how ownership is structured (transferred into Merrick Investors LLC), not an economic sale of underlying holdings prior to this reported disposition.
Insider Transaction Report
Form 4
Barth Brett H
Other
Transactions
- Sale
Shares of Limited Liability Company Interests
2026-06-30$14.76/sh−50,808.533$750,000→ 50,044.611 total
Holdings
- 390,837.508(indirect: By LLC)
Shares of Limited Liability Company Interests
[F1] - 52,035.055(indirect: By Trust)
Shares of Limited Liability Company Interests
- 34,394.551(indirect: By Trust)
Shares of Limited Liability Company Interests
Footnotes (1)
- [F1]The reported securities are directly held by Merrick Investors LLC after giving effect to a transfer that represented a nonreportable change in form. In this regard, the securities were previously reported as held by a grantor retained annuity trust and an irrevocable trust, which transferred the reported securities to, and now hold indirectly through, Merrick Investors LLC.
Signature
/s/ Kim Kaufman, Attorney-in-fact|2026-07-02