[Form 4] CAVA Group, Inc. Insider Trading Activity
Rhea-AI Filing Summary
CAVA Group CLO & Secretary Kenneth Robert Bertram reported insider trading activity on June 28, 2025. The transactions include:
- Purchase of 169 shares of common stock at $63.38 per share through the company's Employee Stock Purchase Plan (ESPP) on June 16, 2025
- Current beneficial ownership includes: - 58,702 shares held directly (including unvested RSUs) - 1,500 shares held indirectly through spouse - 195 shares held indirectly through daughter
The ESPP purchase was made at 85% of the closing price on June 13, 2025, qualifying as an exempt transaction under Rule 16b-3. The purchase period covered December 16, 2024, through June 15, 2025.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 169 shares
Net Buy
3 txns
Insider
Bertram Kenneth Robert
Role
CLO & Secretary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 169 | $63.38 | $11K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 58,702 shares (Direct);
Common Stock — 1,500 shares (Indirect, By Spouse);
Common Stock — 195 shares (Indirect, By Daughter)
Footnotes (3)
- F1. Shares purchased pursuant to the CAVA Group, Inc. 2023 Employee Stock Purchase Plan ("ESPP") in transactions that were exempt under Rule 16b-3, for the ESPP purchase period of December 16, 2024 through June 15, 2025.
- F2. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on June 13, 2025.
- F3. Includes unvested restricted stock units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What is the total CAVA stock ownership of Kenneth Bertram after the June 2025 ESPP purchase?
Following the ESPP purchase, Kenneth Bertram directly owns 58,702 shares (including unvested RSUs), and indirectly owns 1,695 shares (1,500 shares through spouse and 195 shares through daughter), for a total beneficial ownership of 60,397 CAVA shares.
What positions does Kenneth Bertram hold at CAVA Group Inc?
Kenneth Robert Bertram serves as the Chief Legal Officer (CLO) and Secretary of CAVA Group, Inc.
What was the ESPP purchase period for CAVA's June 2025 stock purchase?
The ESPP purchase period ran from December 16, 2024 through June 15, 2025, with the purchase executing on June 16, 2025.