Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
- Peter Lynch
What is insider trading>>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
SCHEDULE 13D/A
(Rule 13d-101)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED
PURSUANT TO § 240.13d-2(a)
(Amendment No. 77) 1
Berkshire Hathaway Inc.
(Name of Issuer)
CLASS A COMMON STOCK, PAR VALUE $5.00 PER SHARE
CLASS B COMMON STOCK, PAR VALUE, $0.0033 PER SHARE
(Title of Class of Securities)
084670108
084670702
(CUSIP Number)
WARREN E. BUFFETT
3555 FARNAM STREET
OMAHA, NEBRASKA 68131
(402) 346-1400
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
June 28, 2024
(Date of Event Which Requires Filing of this Statement)
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐
Note. Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See § 240.13d-7 for other parties to whom copies are to be sent.
| 1 | The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. |
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
(Continued on following pages)
(Page 1 of 4 pages)
| CUSIP NO. 084670108 | 2 OF 4 PAGES | |
| 084670702 |
| 1 |
NAMES OF REPORTING PERSONS
Warren E. Buffett | |||||
| 2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐ (b) ☐
| |||||
| 3 | SEC USE ONLY
| |||||
| 4 | SOURCE OF FUNDS
PF | |||||
| 5 | CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e)
☐ | |||||
| 6 | CITIZENSHIP OR PLACE OF ORGANIZATION
United States Citizen | |||||
| NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
|
7 | SOLE VOTING POWER
207,963 shares of Class A Common Stock owned directly and beneficially by Mr. Buffett
2,586 shares of Class B Common Stock owned directly and beneficially by Mr. Buffett | ||||
| 8 | SHARED VOTING POWER
0 | |||||
| 9 | SOLE DISPOSITIVE POWER
207,963 shares of Class A Common Stock owned directly and beneficially by Mr. Buffett
2,586 shares of Class B Common Stock owned directly and beneficially by Mr. Buffett | |||||
| 10 | SHARED DISPOSITIVE POWER
0 | |||||
| 11 |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
207,963 shares of Class A Common Stock
2,586 shares of Class B Common Stock | |||||
| 12 | CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
☐ | |||||
| 13 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
37.0% of the outstanding shares of Class A Common Stock
Less than 0.01% of the outstanding shares of Class B Common Stock
30.0% of the aggregate voting power of the outstanding shares of Class A Common Stock and Class B Common Stock
14.5% of the economic interest of the outstanding shares of Class A Common Stock and Class B Common Stock | |||||
| 14 | TYPE OF REPORTING PERSON
IN | |||||
| CUSIP NO. 084670108 | 3 OF 4 PAGES | |
| 084670702 |
Item 5 of this Schedule 13D is amended to add the following:
(a)-(b) Mr. Buffett owns, and has the sole power to vote and to dispose of, 207,963 shares of Class A Common Stock and 2,586 shares of Class B Common Stock, representing approximately 37.0% of the outstanding shares of Class A Common Stock, less than 0.01% of the outstanding shares of Class B Common Stock, 30.0% of the aggregate voting power of the outstanding shares of both classes, and 14.5% of the economic interest of the outstanding shares of both classes.
(c) On June 28, 2024, Mr. Buffett converted 8,674 shares of Class A Common Stock into 13,011,000 shares of Class B Common Stock.
On June 28, 2024, Mr. Buffett donated 9,930,357 shares of Class B Common Stock to the Bill and Melinda Gates Foundation Trust pursuant to his lifetime commitment.
On June 28, 2024, Mr. Buffett donated 993,035 shares of Class B Common Stock to the Susan Thompson Buffett Foundation pursuant to his lifetime commitment.
On June 28, 2024, Mr. Buffett donated 695,122 shares of Class B Common Stock to each of the Sherwood Foundation, the Howard G. Buffett Foundation and the NoVo Foundation pursuant to his lifetime commitments.
| CUSIP NO. 084670108 | 4 OF 4 PAGES | |
| 084670702 |
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this Statement on Schedule 13D is true, complete and correct.
Dated: June 28, 2024
| WARREN E. BUFFETT |
| /s/ Warren E. Buffett |