| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
2 companies
Berkshire Partners Holdings LLC last filed a Form 4 in December 2021, as 10% Owner at WMS. The filings on record cover 2 companies. From August 2017 to December 2021, the filings on record show 7 open-market purchases and 10 sales.
Our model assigns Berkshire Partners Holdings LLC a below-average insider score of 49/100, based on 4 past trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of +8.5%.
At the last filing, the largest reported position was 62,107 shares of WMS. Net of sales, the WMS filings show accumulation of 925,885 shares.
Shares as reported in the last Form 4 for each company; the most recent is from December 2021. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Oct 2, 2019 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 229,873 | $31.85 | $7,320,506.16 | +1.9% | |
| Sep 10, 2019 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 2,000,000 | $29.75 | $59,500,000.00 | -107.2% | |
| Aug 28, 2018 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 1,500,000 | $30.08 | $45,120,000.00 | -107.3% | |
| Jul 30, 2018 | EYE National Vision Holdings, Inc. | 10% Owner | Sell | 2,681,557 | $38.26 | $102,594,761.89 | -99.1% | |
| Mar 26, 2018 | EYE National Vision Holdings, Inc. | 10% Owner | Sell | 338,031 | $31.68 | $10,708,822.08 | -89.6% | |
| Mar 19, 2018 | EYE National Vision Holdings, Inc. | 10% Owner | Sell | 1,877,951 | $31.68 | $59,493,487.68 | -97.8% | |
| Aug 7, 2017 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 3,446,293 | $20.32 | $70,042,957.47 | -102.4% |