| 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.
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.
Berkshire Partners Holdings LLC has 17 Form 4 filings on record from August 2017 to December 2021, across 2 companies: 10% Owner at Advanced Drainage Systems (WMS), 2017–2021; 10% Owner at National Vision (EYE), 2018.
The 60 reported transactions were 32 open-market sales and 28 open-market purchases.
Counted by filing, the open-market trades come to 7 purchases worth about $185.1M and 10 sales worth about $809.7M.
The largest open-market purchase was 3,446,293 shares of WMS at an average $20.32 on August 7, 2017, about $70.0M.
The largest open-market sale was 1,455,990 shares of WMS at an average $109.75 on September 14, 2021, about $159.8M. Twelve months later WMS was up 21%.
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% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 14, 2021 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 750,000 | $125.25 | $93,937,500.00 | -92.4% | -11.0% | -30.6% | |
| Nov 11, 2021 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 640,000 | $126.79 | $81,145,600.00 | -89.9% | -8.4% | -30.7% | |
| Sep 14, 2021 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 1,455,990 | $109.75 | $159,794,902.50 | -94.7% | +18.0% | +20.5% | |
| Mar 10, 2021 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 1,495,996 | $103.61 | $155,000,145.56 | -93.9% | +5.5% | +6.9% | |
| Feb 18, 2021 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 1 | $96.75 | $96.75 | - | - | - | |
| Dec 10, 2020 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 1,670,000 | $75.00 | $125,250,000.00 | -93.5% | - | - | |
| Nov 18, 2020 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 195,736 | $64.67 | $12,657,989.36 | -1.6% | - | - | |
| Nov 13, 2020 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Sell | 139,620 | $64.96 | $9,069,385.01 | -1.1% | - | - | |
| Jun 11, 2020 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 50 | $43.71 | $2,185.50 | - | - | - | |
| Oct 4, 2019 | WMS Advanced Drainage Systems, Inc. | 10% Owner | Buy | 97,010 | $31.61 | $3,066,346.09 | +0.8% | - | - |