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 $1.38B 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.

Disclosed Exposure

$1.38B

Companies

4

Total Filings

9

Lifetime Open-Market Net

-$986.86M

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	$4.12	$116.5K	$0	3	2024-03-06
WMS	10%+ Owner	7,801,184	$140.13	$1.09B	-$1.00B	3	2021-09-16
COTY	10%+ Owner	373,171	$1.97	$735.1K	$0	1	2013-11-18
CRI	10%+ Owner	6,668,735	$42.85	$285.79M	$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.