BRUCE R BERKOWITZ

CIK 1214344 · last filed 2026-06-23

"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

$58.65B

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 $61.92 $977.92M -$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 $2.45 $343.2K -$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 $62.03 $1.59B $3.24M 5 2014-10-14
NOW 10%+ Owner 407,046,165 $115.76 $47.12B $416.75M 5 2010-12-09
TAL 10%+ Owner 11,276,502 $10.89 $122.80M -$21.49M 21 2010-05-27
WTM Director 300 $2150.34 $645.1K $0 5 2010-04-28
URI 10%+ Owner 8,380,248 $1055.11 $8.84B -$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 · Page 6 of 28

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
2017-11-27 SRG Other (J) −60,550 -$2.48M EDGAR
2017-11-22 JOE Buy (P) +400,000 $7.53M EDGAR
2017-11-21 SRG Other (J) −87,050 -$3.60M EDGAR
2017-11-16 SEARS HOLDINGS CORP (SHLDW) Delisted Mixed −462,000 -$1.78M EDGAR
2017-11-16 SRG Mixed −120,900 -$4.86M EDGAR
2017-11-13 SRG Mixed −225,000 -$9.15M EDGAR
2017-11-13 SEARS HOLDINGS CORP (SHLDW) Delisted Sell (S) −364,000 -$1.67M EDGAR
2017-11-07 SRG Other (J) −385,500 -$15.91M EDGAR
2017-10-19 SRG Other (J) −65,900 -$2.85M EDGAR
2017-10-16 SRG Other (J) −639,431 -$9.06M EDGAR
Showing 5160 of 276
Page 6 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.