Berkshire Investors III LLC

CIK 1505184 · last filed 2024-03-06

Berkshire Investors III LLC is a corporate insider who has filed 9 SEC Form 4 insider transactions across 4 companies since 2010. The most recent filing, for PTLO, was dated May 19, 2025. Across all open-market trades the lifetime net is −$986.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.25B across reported positions. The firm reports its address in Boston, MA. 58 SEC filings were submitted jointly with Berkshire Partners LLC.

"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.

Disclosed Exposure

$1.25B

Companies

4

Total Filings

9

Lifetime Open-Market Net

-$986.86M

Filer Profile

Reported Address

200 CLARENDON STREET
35TH FLOOR
BOSTON, MA 02116

Phone

(617) 227-0050

State of Incorporation

Related Filers

Berkshire Partners LLC — 58 joint filings, latest 2025-05-21

Berkshire Investors IV LLC — 44 joint filings, latest 2025-05-21

BPSP, L.P. — 43 joint filings, latest 2025-05-21

Berkshire Partners Holdings LLC — 40 joint filings, latest 2025-05-21

Stockbridge Fund, L.P. — 34 joint filings, latest 2021-12-16

Stockbridge Partners LLC — 34 joint filings, latest 2021-12-16

Stockbridge Absolute Return Fund, L.P. — 29 joint filings, latest 2021-12-16

Berkshire Fund VIII-A, L.P. — 20 joint filings, latest 2025-05-21

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
PTLO	Director	28,246	$3.50	$98.7K	$0	3	2024-03-06
WMS	10%+ Owner	7,801,184	$133.13	$1.04B	-$1.00B	3	2021-09-16
COTY	10%+ Owner	373,171	$2.65	$988.9K	$0	1	2013-11-18
CRI	10%+ Owner	6,668,735	$31.31	$208.80M	$16.09M	1	2010-12-02

Recent Filings

9 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
2025-05-19	PTLO	Notice (144)	−179,210	-$2.39M	EDGAR
2024-03-06	PTLO	Disp (D)	−17,341,032	-$249.19M	EDGAR
2023-04-06	PTLO	Mixed	−1,131,384	-$23.53M	EDGAR
2022-08-18	PTLO	Disp (D)	−16,644,672	-$378.51M	EDGAR
2021-09-16	WMS	Sell (S)	−14,559,900	-$1.60B	EDGAR
2021-02-22	WMS	Buy (P)	+10	$968	EDGAR
2019-09-12	WMS	Buy (P)	+20,000,000	$595.00M	EDGAR
2013-11-18	COTY	Other (J)	+60,000	$0	EDGAR
2010-12-02	CRI	Buy (P)	+500,000	$16.09M	EDGAR

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.