127 Berkshire Hathaway Class B shares held via trust (NYSE: BRK.B)
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Berkshire Hathaway Inc. officer Michael J. O'Sullivan filed an initial Form 3 showing beneficial ownership of the company's Class B Common Stock. The filing reports indirect ownership of 127 shares of Class B Common Stock, held by a living trust for which he serves as trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
O'Sullivan Michael J.
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 127 shares (Indirect, By Trust)
Footnotes (1)
- [object Object]
Key Figures
Class B shares owned: 127 shares
Reported buy transactions: 0 transactions
Reported sell transactions: 0 transactions
+1 more
4 metrics
Class B shares owned
127 shares
Indirect beneficial ownership via living trust
Reported buy transactions
0 transactions
Form 3 transaction summary buyCount
Reported sell transactions
0 transactions
Form 3 transaction summary sellCount
Holding entries
1 entry
Form 3 transaction summary holdingEntries
Key Terms
Class B Common Stock, living trust, trustee, indirect
4 terms
Class B Common Stock financial
"security_title: "Class B Common Stock""
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
living trust financial
"Shares held by a living trust of which the reporting person is trustee."
trustee financial
"Shares held by a living trust of which the reporting person is trustee."
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
indirect financial
"Ownership type is reported as indirect, held by a trust."
FAQ
What does Michael J. O'Sullivan's Form 3 for BRK indicate?
The Form 3 shows Michael J. O'Sullivan’s initial beneficial ownership in Berkshire Hathaway Inc. It reports indirect holdings of 127 shares of Class B Common Stock, reflecting his position through a living trust where he serves as trustee.
Is Michael J. O'Sullivan’s ownership in Berkshire Hathaway direct or indirect?
His reported Berkshire Hathaway holdings are indirect. The 127 Class B shares are held by a living trust. The filing notes that he is the trustee of this trust, meaning he oversees the trust’s shares rather than holding them personally.
What role does the living trust play in Michael J. O'Sullivan’s BRK.B holdings?
The living trust is the legal owner of the 127 Class B shares. According to the filing footnote, Michael J. O'Sullivan is the trustee of this trust, so his beneficial ownership arises from his trustee role rather than direct personal share ownership.