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Berkshire Investors IV LLC

CIK 1505185 · last filed 2022-11-21

Berkshire Investors IV LLC is a corporate insider who has filed 15 SEC Form 4 insider transactions across 5 companies since 2011. The most recent filing, for PTLO, was dated May 19, 2025. Across all open-market trades the lifetime net is −$1.22B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.91B 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.

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Disclosed Exposure

$1.91B

Companies

5

Total Filings

15

Lifetime Open-Market Net

-$1.22B

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 8,164,752 $4.12 $33.68M $0 3 2022-11-21
WMS 10%+ Owner 10,714,593 $140.13 $1.50B -$1.22B 3 2020-12-14
MATTRESS FIRM HOLDING CORP. (MFRM) Delisted Director 5,225,957 — — $3.34M 3 2016-06-10
COTY 10%+ Owner 19,283,959 $1.97 $37.99M -$96.37M 1 2013-07-19
CRI 10%+ Owner 7,895,480 $42.85 $338.36M $95.63M 4 2011-10-24

Recent Filings

15 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) −590,240 -$7.88M EDGAR
2022-11-21 PTLO Disp (D) −16,644,672 -$377.67M EDGAR
2022-09-15 PTLO Disp (D) −138,272 -$3.14M EDGAR
2021-10-27 PTLO Disp (D) −6,326,104 -$118.61M EDGAR
2020-12-14 WMS Sell (S) −16,700,000 -$1.25B EDGAR
2020-06-15 WMS Buy (P) +500 $21.9K EDGAR
2019-10-07 WMS Buy (P) +970,100 $30.66M EDGAR
2016-06-10 MATTRESS FIRM HOLDING CORP. (MFRM) Delisted — — $0 EDGAR
2016-04-13 MATTRESS FIRM HOLDING CORP. (MFRM) Delisted Buy (P) +600 $25.5K EDGAR
2016-03-30 MATTRESS FIRM HOLDING CORP. (MFRM) Delisted Buy (P) +77,990 $3.31M EDGAR
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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.