Ann C Berzin's Net Worth
$38.2 Million
Who is Ann C Berzin?
Ann C Berzin has an estimated net worth of $38.2 Million. This is based on reported shares across multiple companies, which include EXELON CORP, INGERSOLL RAND CO LTD, Trane Technologies plc, KINDRED HEALTHCARE, INC, and CONSTELLATION ENERGY GROUP INC.
SEC CIK
Ann C Berzin's CIK is 0001215820
Past Insider Trading and Trends
2006 was Ann C Berzin's most active year for acquiring shares with 9 total transactions. Ann C Berzin's most active month to acquire stocks was the month of May. 2012 was Ann C Berzin's most active year for disposing of shares, totalling 3 transactions. Ann C Berzin's most active month to dispose stocks was the month of May. 2022 saw Ann C Berzin paying a total of $750,924.20 for 18,166 shares, this is the most they've acquired in one year. In 2021 Ann C Berzin cashed out on 654 shares for a total of $118,792.56, their largest year based on trade value.
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EXELON CORP (EXC) Snapshot price: $38.08
InvestorAnn C Berzin owns 21,855 units of Common stock - phantom shares which is worth $832,238.40. From 2012 to 2023 Ann C Berzin acquired a total of 21,855 shares in EXELON CORP.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +1.80% | 1.03K |
$40.18 | $41,264.86 | 58K |
Mar 31
| |||
Form 4
| +1.69% | 936 |
$41.42 | $38,769.12 | 56.47K |
Dec 31
| |||
Form 4
| +1.56% | 845 |
$45.84 | $38,734.80 | 55.09K |
Sep 30
| |||
Form 4
| +1.59% | 842 |
$46.01 | $38,740.42 | 53.84K |
Jun 30
| |||
Form 4
| +1.72% | 889 |
$43.60 | $38,760.40 | 52.62K |
Mar 31
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 24
| |||
Form 4
| +1.88% | 719 |
$53.91 | $38,761.29 | 38.93K |
Dec 31
| |||
Form 4
| +2.09% | 776 |
$49.91 | $38,730.16 | 37.95K |
Sep 30
| |||
Form 4
| +2.30% | 830 |
$46.71 | $38,769.30 | 36.89K |
Jun 30
| |||
Form 4
| +2.56% | 894 |
$43.36 | $38,763.84 | 35.76K |
Mar 31
| |||
Form 4
| +2.80% | 941 |
$41.20 | $38,769.20 | 34.56K |
Dec 31
| |||
Form 4
| +3.35% | 1.08K |
$35.84 | $38,743.04 | 33.31K |
Sep 30
| |||
Form 4
| +3.13% | 969 |
$40.00 | $38,760.00 | 31.89K |
Jun 30
| |||
Form 4
| +3.02% | 899 |
$43.12 | $38,764.88 | 30.63K |
Mar 31
| |||
Form 4
| +3.03% | 867 |
$44.72 | $38,772.24 | 29.47K |
Dec 31
| |||
Form 4
| +2.90% | 801 |
$48.35 | $38,728.35 | 28.38K |
Sep 30
| |||
Form 4
| +2.94% | 782 |
$49.57 | $38,763.74 | 27.37K |
Jun 30
| |||
Form 4
| +3.10% | 794 |
$48.78 | $38,731.32 | 26.39K |
Mar 31
| |||
Form 4
| +3.13% | 771 |
$47.00 | $36,237.00 | 25.41K |
Dec 31
| |||
Form 4
| +3.43% | 812 |
$44.62 | $36,231.44 | 24.46K |
Sep 30
| |||
Form 4
| +4.02% | 906 |
$40.00 | $36,240.00 | 23.47K |
Jun 30
| |||
Form 4
| +4.52% | 967 |
$37.50 | $36,262.50 | 22.37K |
Mar 31
| |||
Form 4
| +4.35% | 883 |
$41.05 | $36,247.15 | 21.2K |
Dec 31
| |||
Form 4
| +4.95% | 950 |
$38.17 | $36,261.50 | 20.16K |
Sep 29 - Sep 30
| |||
Form 4
| +5.48% | 990 |
$36.62 | $36,253.80 | 19.05K |
Jun 30
| |||
Form 4
| +5.97% | 1.01K |
$35.97 | $36,257.76 | 17.9K |
Mar 31
| |||
Form 4
| +6.62% | 1.04K |
$34.90 | $36,261.10 | 16.74K |
Dec 30 - Dec 31
| |||
Form 4
| +6.66% | 972 |
$33.40 | $32,464.80 | 15.56K |
Sep 30
| |||
Form 4
| +5.27% | 723 |
$34.60 | $25,015.80 | 14.45K |
Jun 30
| |||
Form 4
| +5.59% | 720 |
$34.73 | $25,005.60 | 13.6K |
Mar 31
| |||
Form 4
| +7.98% | 944 |
$26.48 | $24,997.12 | 12.77K |
Dec 31
| |||
Form 4
| +7.74% | 840 |
$29.75 | $24,990.00 | 11.69K |
Sep 30
| |||
Form 4
| +7.31% | 731 |
$34.18 | $24,985.58 | 10.73K |
Jun 30
| |||
Form 4
| +8.52% | 778 |
$32.13 | $24,997.14 | 9.91K |
Mar 31
| |||
Form 4
| +8.33% | 696 |
$35.94 | $25,014.24 | 9.05K |
Dec 31
| |||
Form 4
| +10.06% | 757 |
$33.04 | $25,011.28 | 8.28K |
Sep 30
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jul 14
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jul 1
| |||
Form 4
| +9.93% | 673 |
$37.16 | $25,008.68 | 7.45K |
Jun 30
| |||
Form 4
| +14.22% | 837 |
$29.88 | $25,009.56 | 6.72K |
Mar 31
| |||
Form 4
| +17.96% | 887 |
$28.20 | $25,013.40 | 5.83K |
Dec 31
| |||
Form 4
| +19.99% | 814 |
$30.73 | $25,014.22 | 4.89K |
Sep 30
| |||
Form 4
| +24.59% | 796 |
$31.39 | $24,986.44 | 4.03K |
Jun 28 - Jun 30
| |||
Form 4
| +32.06% | 778 |
$32.13 | $24,997.14 | 3.21K |
Mar 28 - Mar 31
| |||
Form 4
| +54.36% | 841 |
$29.73 | $25,002.93 | 2.39K |
Dec 31
| |||
Form 4
| +85.37% | 700 |
$35.70 | $24,990.00 | 1.52K |
Sep 30
| |||
Form 4
| +477.14% | 668 |
$37.41 | $24,989.88 | 808 |
Jun 30
| |||
Form 4
|
∞
| 138 |
$38.91 | $5,369.58 | 138 |
Mar 31
| |||
Form 4
|
∞
| 21.86K |
—
|
—
| 21.86K |
Mar 12
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
INGERSOLL RAND CO LTD No price found
InvestorAnn C Berzin owns 4,542.66 units of Phantom Stock Units (Dir Def Comp), 13,566.93 units of Class A Common Shares (DDCP) and 13,968.13 units of Class A Common Shares (DDCP II).acquired a total of 3,525.31 shares in INGERSOLL RAND CO LTD at a cost of $67,740.59.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +7.02% | 1.99K |
$14.52 | $28,847.76 | 30.31K |
Dec 1
| |||
Form 4
| +2.86% | 786.26 |
—
|
—
| 28.32K |
Sep 2
| |||
Form 4
| +2.45% | 658.71 |
—
|
—
| 27.54K |
Jun 2
| |||
Form 4
| +2.55% | 667.32 |
—
|
—
| 26.88K |
Mar 3
| |||
Form 4
| +2.17% | 556.23 |
—
|
—
| 26.21K |
Dec 3
| |||
Form 4
| +2.15% | 539.31 |
—
|
—
| 25.65K |
Sep 4
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jun 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Dec 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Sep 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jun 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Dec 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Sep 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jun 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Dec 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Sep 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jun 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 1
| |||
Form 4
| +17.00% | 660.07 |
$63.07 | $41,630.61 | 4.54K |
Dec 1
| |||
Form 4
| +12.90% | 443.67 |
$58.85 | $26,109.98 | 3.88K |
Sep 2
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
| ||||
Form 4
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
Trane Technologies plc (TT) Snapshot price: $342.07
InvestorAnn C Berzin owns 14,396.05 units of Ordinary Shares (DDCP) which is worth $4,924,456.82, 9,863.26 units of Ordinary Shares (DDCP II) which is worth $3,373,925.35 and 83,554.03 units of Ordinary Shares which is worth $28,581,327.04. From 2014 to 2024 Ann C Berzin acquired a total of 29,570.81 shares in Trane Technologies plc at a cost of $242,422.80, Ann also disposed a total of 7,213 shares of Trane Technologies plc equalling to $823,302.44.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +0.76% | 627 |
—
|
—
| 83.55K |
Jun 7
| |||
Form 4
| -0.42% | -348.00 |
$327.46 | -$113,956.08 | 82.93K |
Jun 1
| |||
Form 4
| +1.07% | 869 |
$173.01 | -$58,304.37 | 82.17K |
Jun 1 - Jun 2
| |||
Form 4
| -0.32% | -256.00 |
$138.44 | -$35,440.64 | 79.91K |
Jun 3
| |||
Form 4
| +1.48% | 1.17K |
—
|
—
| 80.17K |
Jun 2
| |||
Form 4
| +0.30% | 233 |
$181.64 | -$118,792.56 | 77.93K |
Jun 3 - Jun 4
| |||
Form 4
| -1.04% | -802.00 |
$102.01 | -$81,812.02 | 76.39K |
Jun 6
| |||
Form 4
| +2.25% | 1.7K |
—
|
—
| 77.19K |
Jun 4
| |||
Form 4
| -1.34% | -866.00 |
$125.22 | -$108,440.52 | 63.9K |
Jun 7
| |||
Form 4
| +2.05% | 1.3K |
—
|
—
| 64.76K |
Jun 6
| |||
Form 4
| -1.24% | -778.00 |
$90.51 | -$70,412.89 | 62.2K |
Jun 8
| |||
Form 4
| +2.95% | 1.8K |
—
|
—
| 62.98K |
Jun 7
| |||
Form 4
| +2.78% | 1.62K |
—
|
—
| 59.97K |
Jun 8
| |||
Form 4
| -1.74% | -1.03K |
$89.64 | -$92,503.32 | 58.35K |
Jun 2
| |||
Form 4
| -1.68% | -1.00K |
$65.90 | -$65,636.40 | 58.29K |
Jun 4
| |||
Form 4
| +3.76% | 2.15K |
—
|
—
| 59.29K |
Jun 2
| |||
Form 4
| +3.85% | 2.08K |
—
|
—
| 56.03K |
Jun 4
| |||
Form 4
| -2.08% | -1.14K |
$68.19 | -$78,003.64 | 53.73K |
Feb 25
| |||
Form 4/A
| +4.61% | 2.38K |
—
|
—
| 54.01K |
Feb 25
| |||
Form 4
| +4.61% | 2.38K |
—
|
—
| 54.01K |
Feb 25
| |||
Form 4
| +0.32% | 145.52 |
$64.86 | $9,437.72 | 45.1K |
Sep 30
| |||
Form 4
| +0.21% | 93.83 |
$55.52 | $5,209.44 | 44.95K |
Jun 28
| |||
Form 4
| +0.21% | 94.34 |
$55.01 | $5,189.64 | 44.86K |
Mar 28
| |||
Form 4
| +0.19% | 84.06 |
$46.88 | $3,940.73 | 44.76K |
Dec 28
| |||
Form 4
| +0.20% | 87.61 |
$44.82 | $3,926.68 | 44.68K |
Sep 28
| |||
Form 4
| +0.21% | 92.74 |
$42.18 | $3,911.77 | 44.59K |
Jun 29
| |||
Form 4
| +0.21% | 94.24 |
$41.35 | $3,896.82 | 44.5K |
Mar 30
| |||
Form 4
| +25.42% | 9K |
$22.99 | $206,910.00 | 44.4K |
Feb 7
| |||
Form 4
| +0.27% | 95.01 |
—
|
—
| 35.4K |
Dec 29
| |||
Form 4
| +0.43% | 103.2 |
—
|
—
| 24.26K |
Sep 30
| |||
Form 4
| +1.59% | 378.26 |
—
|
—
| 24.16K |
Sep 1
| |||
| No matching records found | |||||||||
KINDRED HEALTHCARE, INC No price found
InvestorAnn C Berzin owns 15,046 units of Common Stock. From 2006 to 2011 Ann C Berzin acquired a total of 15,046 shares in KINDRED HEALTHCARE, INC.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +37.22% | 4.08K |
—
|
—
| 15.05K |
Feb 16
| |||
Form 4
| +61.25% | 4.17K |
—
|
—
| 10.96K |
Feb 17
| |||
Form 4
| +172.00% | 4.3K |
—
|
—
| 6.8K |
Mar 20
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 12
| |||
Form 4
|
∞
| 2.5K |
—
|
—
| 2.5K |
Feb 19
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 10
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Nov 6
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
CONSTELLATION ENERGY GROUP INC No price found
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
|
—
|
0
|
—
|
—
|
0
|
Mar 12
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jan 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Feb 22
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||