Home

BRUCE R BERKOWITZ

CIK 1214344 · last filed 2026-06-23

BRUCE R BERKOWITZ is a corporate insider who has filed 276 SEC Form 4 insider transactions across 13 companies since 2007. The most recent filing shows the insider sold $18.5M of JOE on Jun 23, 2026. Across all open-market trades the lifetime net is +$67.4M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $58.50B across reported positions.

"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.

Loading insider history…
Disclosed Exposure

$58.50B

Companies

13

Total Filings

276

Lifetime Open-Market Net

$67.37M

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
JOE 10%+ Owner 15,793,224 $62.09 $980.68M -$369.16M 34 2026-06-23
SEARS HOLDINGS CORP (SHLDW) Delisted 10%+ Owner 1,433,064 — — -$13.08M 12 2018-10-12
SRG 10%+ Owner 140,082 $2.42 $339.0K -$18.13M 72 2018-03-05
SEARS HOLDINGS CORP (SHLD.W) Delisted Director 16,363,373 — — $35.88M 83 2016-10-11
SEARS HOLDINGS CORP (SHLD.Z) Delisted 10%+ Owner 26,598,673 — — $11.52M 2 2014-11-14
SEARS HOLDINGS CORP (SHLD.R) Delisted 10%+ Owner 26,080,573 — — $24.10M 3 2014-10-29
SHLD 10%+ Owner 25,557,373 $61.98 $1.58B $3.24M 5 2014-10-14
NOW 10%+ Owner 407,046,165 $115.33 $46.94B $416.75M 5 2010-12-09
TAL 10%+ Owner 11,276,502 $10.79 $121.73M -$21.49M 21 2010-05-27
WTM Director 300 $2143.89 $643.2K $0 5 2010-04-28
URI 10%+ Owner 8,380,248 $1058.30 $8.87B -$2.38M 19 2009-04-16
Winthrop Realty Trust (FUR) Delisted Director 451,650 — — $670.3K 3 2007-12-07
Mueller Water Products, Inc. (MWA.B) Delisted 10%+ Owner 9,355,400 — — -$561.2K 3 2007-09-10

Recent Filings

276 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
2026-06-23 JOE Sell (S) −280,800 -$18.45M EDGAR
2026-06-16 JOE Sell (S) −369,400 -$24.16M EDGAR
2026-06-08 JOE Sell (S) −243,400 -$15.85M EDGAR
2026-03-03 JOE Sell (S) −78,000 -$5.64M EDGAR
2026-01-20 JOE Sell (S) −203,200 -$13.31M EDGAR
2025-12-17 JOE Sell (S) −143,800 -$8.96M EDGAR
2025-09-09 JOE Sell (S) −208,200 -$10.63M EDGAR
2025-09-02 JOE Sell (S) −50,600 -$2.58M EDGAR
2025-08-26 JOE Sell (S) −162,000 -$8.17M EDGAR
2025-08-19 JOE Sell (S) −110,000 -$5.53M EDGAR
Showing 1–10 of 276
Page 1 of 28
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.