Ajit Jain gifts Berkshire Hathaway Class B shares
Ajit Jain, Vice Chairman of Berkshire Hathaway, reported a small charitable gift of stock.
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Form Type
4
Rhea-AI Filing Summary
Ajit Jain, Vice Chairman of Berkshire Hathaway, reported a small charitable gift of stock. On July 1, he made charitable gifts totaling 3 shares of Class B Common Stock as a bona fide gift, leaving 327 Class B shares held directly.
He also reports substantial indirect and derivative interests. Jain Foundation Inc., a non-profit corporation, holds 107,308 shares of Class B Common Stock indirectly for him, and related Class A positions are convertible into underlying Class B shares through various direct and family trust holdings.
Insider Trade Summary
3 shares gifted
Gift
6 txns
Insider
Jain Ajit
Role
Vice Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 3 | $0.00 | $0.00 |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 327 shares (Direct);
Class A Common Stock — 91,500 contracts (Direct);
Class A Common Stock — 25,500 contracts (Indirect, By Indrima Jain Trusts);
Class A Common Stock — 57,000 contracts (Indirect, By Ajit Jain Trusts);
Class A Common Stock — 75,000 contracts (Indirect, By Jain Foundation Inc. (Non-Profit Corporation));
Class B Common Stock — 107,308 shares (Indirect, By Jain Foundation Inc. (Non-Profit Corporation))
Footnotes (5)
- F1. On July 1st, the Reporting Person made charitable gifts totaling 3 shares of Class B Common Stock.
- F2. Each share of Class A Common Stock is convertible at any time at the option of the holder into 1,500 shares of Class B Common Stock.
- F3. Family trusts established by the Reporting Person's spouse for the benefit of the Reporting Person's descendants own 17 shares of Class A Common Stock.
- F4. Family trusts established by the Reporting Person for the benefit of the Reporting Person's descendants own 38 shares of Class A Common Stock.
- F5. The non-profit corporation Jain Foundation, Inc. owns 50 shares of Class A Common Stock.
Key Figures
Class B shares gifted: 3 shares
Direct Class B holdings after gift: 327 shares
Indirect Class B via Jain Foundation: 107,308 shares
+5 more
8 metrics
Class B shares gifted
3 shares
Charitable gifts of Class B Common Stock on July 1
Direct Class B holdings after gift
327 shares
Total Class B Common Stock directly owned following transaction
Indirect Class B via Jain Foundation
107,308 shares
Class B Common Stock held indirectly by Jain Foundation Inc.
Underlying Class B from one Class A block
75,000 shares
Underlying Class B shares from an indirect Class A position
Underlying Class B from second Class A block
57,000 shares
Underlying Class B shares from Ajit Jain Trusts Class A position
Underlying Class B from third Class A block
25,500 shares
Underlying Class B shares from Indrima Jain Trusts Class A position
Direct Class A underlying Class B
91,500 shares
Underlying Class B shares from a direct Class A position
Class A to Class B conversion ratio
1,500 shares per share
Each Class A share convertible into 1,500 Class B shares
Key Terms
bona fide gift, Class A Common Stock, Class B Common Stock, convertible, +2 more
6 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Class A Common Stock financial
"security_title: "Class A Common Stock" with underlying Class B shares"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Class B Common Stock financial
"security_title: "Class B Common Stock" and direct holdings noted"
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.
convertible financial
"Each share of Class A Common Stock is convertible at any time"
A convertible is a type of investment that starts as a loan or preferred stake (like a bond or preferred share) but can be exchanged for common shares of the company at a set price or under certain conditions. It matters to investors because it offers a mix of steady income and downside protection like a loan, plus the upside of stock ownership if the company does well—similar to holding a coupon that you can trade for a full ticket if the event becomes valuable.
non-profit corporation financial
"By Jain Foundation Inc. (Non-Profit Corporation)"
family trusts financial
"Family trusts established by the Reporting Person or spouse"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Ajit Jain report for Berkshire Hathaway (BRK)?
Ajit Jain reported a charitable stock transfer, not a market trade. On July 1, he made bona fide gifts totaling 3 shares of Berkshire Hathaway Class B Common Stock, treated as a disposition but without sale proceeds, and retained significant remaining holdings.
How does the filing describe the nature of Ajit Jain’s July 1 transaction?
The July 1 transaction is coded as a "G" transaction, described as a bona fide gift. The footnote explains that charitable gifts totaling 3 shares of Class B Common Stock were made, distinguishing this from an open-market sale or purchase.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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