BRUCE R BERKOWITZ

CIK 1214344 · last filed 2026-06-08

"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

$20.03B

Companies

14

Total Filings

274

Lifetime Open-Market Net

$109.97M

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 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 · Page 6 of 28

274 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
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
2017-10-11 SRG Other (J) −32,000 -$1.46M EDGAR
2017-06-29 SRG Other (J) −20,000 -$843.2K EDGAR
Showing 5160 of 274
Page 6 of 28
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.