BILL & MELINDA GATES FOUNDATION TRUST

CIK 1166559 · last filed 2020-11-27

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$40.08B

Companies

3

Total Filings

199

Lifetime Open-Market Net

-$969.86M

Filer Profile

Reported Address
2365 CARILLON POINT
KIRKLAND, WA 98033
Phone
(425) 889-7900
State of Incorporation
WA
Formerly Known As
BILL & MELINDA GATES FOUNDATION TRUST (2006–2024)
GATES BILL & MELINDA FOUNDATION (2002–2006)
Related Filers
BERKSHIRE HATHAWAY INC — 173 joint filings, latest 2017-01-17
CASCADE INVESTMENT, L.L.C. — same reported address
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SDGR 10%+ Owner 6,981,664 $19.02 $132.79M -$246.49M 3 2020-11-27
AN 2,398,716 $203.67 $488.55M -$275.83M 31 2012-02-21
BRK.B 10%+ Owner 77,313,900 $510.37 $39.46B -$447.54M 165 2010-03-01

Recent Filings · Page 6 of 20

199 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2010-01-20 BRK.B Sell (S) −690 -$2.28M EDGAR
2010-01-20 BRK.B Sell (S) −710 -$2.34M EDGAR
2010-01-19 BRK.B Sell (S) −200 -$655.5K EDGAR
2010-01-15 BRK.B Sell (S) −600 -$1.98M EDGAR
2010-01-14 BRK.B Sell (S) −600 -$1.99M EDGAR
2010-01-13 BRK.B Sell (S) −1,060 -$3.52M EDGAR
2010-01-12 BRK.B Sell (S) −560 -$1.86M EDGAR
2010-01-11 BRK.B Sell (S) −940 -$3.12M EDGAR
2010-01-08 BRK.B Sell (S) −1,160 -$3.84M EDGAR
2010-01-07 BRK.B Sell (S) −400 -$1.33M EDGAR
Showing 5160 of 199
Page 6 of 20
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.