Berkshire Hathaway (BRK) officer adds 536 Class B shares through living trust
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Berkshire Hathaway officer Michael J. O'Sullivan reported two indirect open-market purchases of Class B Common Stock through a living trust of which he is trustee. The trust bought a total of 536 shares, including 53 shares at $470.22 per share and 483 shares at a weighted average price of $467.13 per share, with those shares acquired in multiple trades between $467.07 and $467.20 per share.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 536 shares ($250,545)
Net Buy
2 txns
Insider
O'Sullivan Michael J.
Role
See Remarks
Bought
536 shs ($251K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class B Common Stock | 483 | $467.13 | $226K |
| Purchase | Class B Common Stock | 53 | $470.22 | $25K |
Holdings After Transaction:
Class B Common Stock — 610 shares (Indirect, By Trust)
Footnotes (1)
- The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $ 467.07 to $ 467.20 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Shares held by a living trust of which the reporting person is trustee.
Key Figures
Total shares purchased: 536 shares
First trade price: $470.22 per share
Weighted average price: $467.13 per share
+3 more
6 metrics
Total shares purchased
536 shares
Net Class B shares bought indirectly via trust
First trade price
$470.22 per share
53 Class B shares open-market purchase
Weighted average price
$467.13 per share
483 Class B shares bought in multiple trades
Price range on multi-trade block
$467.07–$467.20 per share
Range for 483-share purchase block
Indirect holdings after one line
663 shares
Class B shares shown following one purchase, indirect by trust
Indirect holdings after other line
610 shares
Class B shares shown following other purchase, indirect by trust
Key Terms
open-market purchase, weighted average price, living trust, indirect, +1 more
5 terms
open-market purchase financial
"transaction_action": "open-market purchase""
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
weighted average price financial
"The reported price in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
living trust financial
"Shares held by a living trust of which the reporting person is trustee."
indirect financial
""direct_or_indirect": "I", "ownership_type": "indirect""
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.
FAQ
What type of transactions were reported for Berkshire Hathaway (BRK) in this Form 4?
The Form 4 reports two open-market purchases of Class B Common Stock. Both transactions use code “P,” indicating purchases in the open market or a private transaction, and are classified as indirect because the shares are held through a living trust.
Does the Berkshire Hathaway (BRK) Form 4 mention multiple trade prices for O'Sullivan’s purchase?
Yes. For the 483-share block, the Form 4 notes a weighted average price of $467.13 and states those shares were bought in multiple trades at prices ranging from $467.07 to $467.20 per share, with detailed trade data available on request.
Are Michael J. O'Sullivan’s Berkshire Hathaway (BRK) holdings direct or indirect after these trades?
The filing classifies these holdings as indirect, with ownership coded as “By Trust.” It explains that the shares are held by a living trust for which O'Sullivan acts as trustee, rather than being recorded as directly owned shares.