🕵️ Bread Financial Holdings, Inc. ($BFH)
SEC insider & ownership activity, last 12 months · CIK 1101215 · every row links its SEC filing
Over the last 12 months insiders sold $2.2M against $124K of open-market buying. Ralph Andretta sold $1.3M through a 10b5-1 trading plan in 3 lots (May). 2 planned sales are pending, the largest $1.5M (Roger H. Ballou). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $124K (3 lots) · 2 sellers, $2.2M (4 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Ralph Andretta | 0 | – | 3 | $1.3M | May 29, 2026 |
| Roger H. Ballou | 0 | – | 1 | $875K | Apr 24, 2026 |
| John J. Fawcett | 3 | $124K | 0 | – | May 21, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 7.2% | 13G | Apr 9, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 6.5% | 13G | Apr 29, 2026 | filing ↗ | |
| Turtle Creek Asset Management Inc. | 5.6% | 13G | Feb 17, 2026 | filing ↗ | |
| Vanguard Capital Management | 5.1% | 13G | Apr 29, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Lakhwara Praniti | $297K | Jul 28, 2026 | filing ↗ |
| Ralph Andretta | $1.3M | May 29, 2026 | filing ↗ |
| Roger H. Ballou | $1.5M | May 21, 2026 | filing ↗ |
| Roger H. Ballou | $875K | Apr 24, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Reg FD disclosure (7.01) | Jul 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 23, 2026 | filing ↗ |
| Earnings (2.02) | Jul 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 23, 2026 | filing ↗ |
| Other events (8.01) | Jul 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 23, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jul 8, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 8, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 8, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jun 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 10, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 19, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 19, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 15, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 15, 2026 | filing ↗ |
| Material Modifications to Rights of Security Holders (3.03) | May 12, 2026 | filing ↗ |
| Charter/bylaw changes (5.03) | May 12, 2026 | filing ↗ |
| Other events (8.01) | May 12, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 12, 2026 | filing ↗ |
| Other events (8.01) | May 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 5, 2026 | filing ↗ |
| Other events (8.01) | May 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 5, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 23, 2026 | filing ↗ |
| Earnings (2.02) | Apr 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 23, 2026 | filing ↗ |
| Other events (8.01) | Apr 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 11, 2026 | filing ↗ |