Form 4: Buffett Reports Berkshire Hathaway Stock Gift

Warren Buffett's latest SEC filing details a gift of Berkshire Hathaway Class B common stock to a charitable organization.

Summary

• Warren E. Buffett, a Director and 10% Owner of Berkshire Hathaway Inc., has reported a transaction involving Class B Common Stock.
• On May 22, 2026, Mr. Buffett gifted 160 shares of Class B Common Stock.
• This transaction was classified as a gift to a charitable organization.
• Following this transaction, Mr. Buffett beneficially owns 1,162 shares of Class B Common Stock directly.
• The filing also notes Mr. Buffett's holdings of Class A Common Stock, which are convertible into Class B Common Stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it reports a routine charitable gift by an insider and does not indicate significant changes in the company's financial health or strategic direction.

Positives

• Beneficial ownership of Berkshire Hathaway Class B stock remains significant at 1,162 shares directly held by Mr. Buffett after the reported transaction.
• The transaction involved a gift to a charitable organization, indicating philanthropic activity.
• Mr. Buffett continues to hold a substantial number of Class A shares, which are convertible into Class B shares, demonstrating continued investment in the company.

Negatives

• A reduction in the number of Class B shares held by Mr. Buffett, although this is due to a charitable gift.

Risks

• No specific risks were detailed in this filing, as it pertains to a change in beneficial ownership due to a gift.

Future Outlook

This filing does not contain forward-looking statements or guidance. It reports a past transaction.

Management Comments

• The reported transaction was a gift from Warren E. Buffett to a charitable organization.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for significant shareholders and insiders, providing transparency on stock transactions. This particular filing highlights philanthropic actions by a key figure in the financial industry.

Related Party Transactions

• The transaction reported is a gift from Warren E. Buffett to a charitable organization, which is a form of related party transaction in the context of beneficial ownership reporting.

Stakeholder Impact

• Shareholders: The gift of stock to a charity does not directly impact the share price or the company's operations, but it reflects the philanthropic activities of a major stakeholder.
• Charitable Organizations: The recipient charity benefits from the donated shares of Berkshire Hathaway.

Next Steps

• No specific next steps are outlined in this filing beyond the completion of the reported transaction.

Key Dates

Keywords

Berkshire Hathaway, Warren Buffett, SEC Form 4, Stock Gift, Class B Common Stock, Beneficial Ownership, Charitable Organization, Insider Trading