Berkshire Partners Holdings LLC

CIK 1597786 · last filed 2023-03-14

Berkshire Partners Holdings LLC is a corporate insider who has filed 8 SEC Form 4 insider transactions across 4 companies since 2016. The most recent filing shows the insider disposed of $350.4M of PTLO on Mar 14, 2023. Across all open-market trades the lifetime net is −$769.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.66B across reported positions. The firm reports its address in Boston, MA. 41 SEC filings were submitted jointly with BPSP, L.P.

"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

$1.66B

Companies

4

Total Filings

8

Lifetime Open-Market Net

-$769.42M

Filer Profile

Reported Address

200 CLARENDON STREET
35TH FLOOR
BOSTON, MA 02116

Phone

(617) 227-0050

Related Filers

BPSP, L.P. — 41 joint filings, latest 2025-05-21

Berkshire Partners LLC — 41 joint filings, latest 2025-05-21

Berkshire Investors III LLC — 40 joint filings, latest 2025-05-21

Berkshire Investors IV LLC — 35 joint filings, latest 2025-05-21

Stockbridge Absolute Return Fund, L.P. — 24 joint filings, latest 2021-12-16

Stockbridge Fund, L.P. — 24 joint filings, latest 2021-12-16

Stockbridge Partners LLC — 24 joint filings, latest 2021-12-16

Berkshire Fund VIII-A, L.P. — 21 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	16,528	$4.04	$66.9K	$0	1	2023-03-14
WMS	10%+ Owner	12,576,551	$124.98	$1.57B	-$90.69M	1	2020-11-13
EYE	10%+ Owner	4,872,953	$17.54	$85.47M	-$718.16M	1	2018-08-01
MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	10%+ Owner	5,223,951	—	—	$39.44M	5	2016-04-27

Recent Filings

8 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
2023-03-14	PTLO	Disp (D)	−16,644,672	-$350.37M	EDGAR
2020-11-13	WMS	Sell (S)	−1,396,200	-$90.69M	EDGAR
2018-08-01	EYE	Sell (S)	−18,770,899	-$718.16M	EDGAR
2016-04-27	MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	Buy (P)	+100,000	$4.13M	EDGAR
2016-04-07	MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	Buy (P)	+67,066	$2.81M	EDGAR
2016-04-04	MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	Buy (P)	+157,920	$6.70M	EDGAR
2016-03-24	MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	Buy (P)	+410,818	$16.03M	EDGAR
2016-02-09	MATTRESS FIRM HOLDING CORP. (MFRM) Delisted	Buy (P)	+288,966	$9.77M	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.