BRUCE R BERKOWITZ
CIK 1214344 · last filed 2026-06-08
BRUCE R BERKOWITZ is a corporate insider who has filed 274 SEC Form 4 insider transactions across 14 companies since 2007. The most recent filing shows the insider sold $15.9M of JOE on Jun 8, 2026. Across all open-market trades the lifetime net is +$110.0M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $20.03B 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.
$20.03B
14
274
$109.97M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JOE | 10%+ Owner | 16,207,024 | $64.92 | $1.05B | -$326.55M | 32 | 2026-06-08 |
| SEARS HOLDINGS CORP (SHLDW) Delisted | 10%+ Owner | 1,433,064 | — | — | -$13.08M | 12 | 2018-10-12 |
| SRGpA | 10%+ Owner | 140,082 | $22.20 | $3.11M | -$4.09M | 10 | 2018-03-05 |
| SRG | 10%+ Owner | 3,801,896 | $2.63 | $10.00M | -$14.04M | 62 | 2017-12-14 |
| 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 | $63.82 | $1.63B | $3.24M | 5 | 2014-10-14 |
| NOW | 10%+ Owner | 81,409,233 | $102.15 | $8.32B | $416.75M | 5 | 2010-12-09 |
| TAL | 10%+ Owner | 1,879,417 | $9.26 | $17.40M | -$21.49M | 21 | 2010-05-27 |
| WTM | Director | 300 | $2024.05 | $607.2K | $0 | 5 | 2010-04-28 |
| URI | 10%+ Owner | 8,380,248 | $1074.24 | $9.00B | -$2.38M | 19 | 2009-04-16 |
| Winthrop Realty Trust (FUR) Delisted | Director | 2,258,252 | — | — | $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
274 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 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 |
| 2025-08-14 | JOE | Sell (S) | −701,200 | -$35.76M | EDGAR |
| 2025-03-12 | JOE | Sell (S) | −3,000 | -$141.5K | EDGAR |