Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC.WMS · Entity 2328 | Director | February 28, 2024 | March 01, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ADVANCED DRAINAGE SYSTEMS, INC.
Report date February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2024-02-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-02-28 · Sale · Disposed 762,895 · Balance 0 F1: Represents shares by Stockbridge Fund, L.P. ("SF") and other certain accounts (collectivelly, the "Berkshire Entities"). Stockbridge Associates LLC ("SA") is the general partner of SF. Stockbridge Partners LLC ("SP") is the investment adviser to SF and such certain other accounts. Berkshire Partners Holdings LLC ("BPH") is the general partner of BPSP, L.P. ("BPSP"), which is the managing member of SP. F2: (continued from Footnote 1) The Reporting Person is a managing member of BPH, BPSP, SP, and SA. By virtue of the relationships described in the preceding sentences, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by the Berkshire Entities. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 70,749 |
Reported balance
Holding disclosure · report date 2024-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70,749 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares by Stockbridge Fund, L.P. ("SF") and other certain accounts (collectivelly, the "Berkshire Entities"). Stockbridge Associates LLC ("SA") is the general partner of SF. Stockbridge Partners LLC ("SP") is the investment adviser to SF and such certain other accounts. Berkshire Partners Holdings LLC ("BPH") is the general partner of BPSP, L.P. ("BPSP"), which is the managing member of SP.
F2: (continued from Footnote 1) The Reporting Person is a managing member of BPH, BPSP, SP, and SA. By virtue of the relationships described in the preceding sentences, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by the Berkshire Entities. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 10, 2019 Filed Sep 12, 2019 17:40 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | PurchaseCommon Stock | 1,931,690 | $29.75 | $57,467,777.50 |
DisclosureSEC source: 0000919574-19-005826 · ownership.xml · nonDerivative · entry 1 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,235,578 F1 · ownership.nature: Represents shares held by Berkshire Fund IX, L.P. ("BF IX"), Berkshire Fund IX-A, L.P. ("BF IX-A"), Stockbridge Fund, L.P. ("SF"), Stockbridge Absolute Return Fund, L.P. ("SARF") and certain other accounts. Ninth Berkshire Associates LLC ("9BA"), is the general partner of BF IX and BF IX-A, and Stockbridge Associates LLC ("SA") is the general partner of SF and SARF. Berkshire Partners LLC ("BP") is the investment adviser to BF IX and BF IX-A, and Stockbridge Partners LLC ("SP") is the investment adviser to SF, SARF and such certain other accounts. Berkshire Partners Holdings LLC ("BPH") is the general partner of BPSP, L.P. ("BPSP"), which is the managing member of BP and SP. F2 · ownership.nature: (continued from Footnote 1) The Reporting Person is a managing member of BPH, BPSP, BP, SP, 9BA and SA. By virtue of the relationships described in the preceding sentences, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by BF IX, BF IX-A, SF, SARF and such other accounts. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 16:30 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020403 · doc4.xml · nonDerivative · entry 1 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,507 Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 17:08 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | PurchaseCommon Stock | 20,845 | $30.08 | $627,017.60 |
DisclosureSEC source: 0000899243-18-023485 · doc4.xml · nonDerivative · entry 4 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Berkshire Investors IV LLC Disclosed balance after: 102,663 F4 · ownership.nature: Represents shares held by Berkshire Investors IV LLC ("BI IV"). The Reporting Person is a managing member of BI IV. By virtue of the relationship described in the preceding sentence, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by BI IV. The Reporting Person disclaims beneficial ownership of the shares held by BI IV, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 17:08 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | PurchaseCommon Stock | 25,423 | $30.08 | $764,723.84 |
DisclosureSEC source: 0000899243-18-023485 · doc4.xml · nonDerivative · entry 3 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Berkshire Investors III LLC Disclosed balance after: 107,224 F3 · ownership.nature: Represents shares held by Berkshire Investors III LLC ("BI III"). The Reporting Person is a managing member of BI III. By virtue of the relationship described in the preceding sentence, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by BI III. The Reporting Person disclaims beneficial ownership of the shares held by BI III, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 17:08 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | PurchaseCommon Stock | 1,453,732 | $30.08 | $43,728,258.56 |
DisclosureSEC source: 0000899243-18-023485 · doc4.xml · nonDerivative · entry 2 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 10,303,888 F1 · ownership.nature: Represents shares held by Berkshire Fund IX, L.P. ("BF IX"), Berkshire Fund IX-A, L.P. ("BF IX-A"), Stockbridge Fund, L.P. ("SF"), Stockbridge Absolute Return Fund, L.P. ("SARF") and certain other accounts. Ninth Berkshire Associates LLC ("9BA"), is the general partner of BF IX and BF IX-A, and Stockbridge Associates LLC ("SA") is the general partner of SF and SARF. Berkshire Partners LLC ("BP") is the investment adviser to BF IX and BF IX-A, and Stockbridge Partners LLC ("SP") is the investment adviser to SF, SARF and such certain other accounts. Berkshire Partners Holdings LLC ("BPH") is the general partner of BPSP, L.P. ("BPSP"), which is the managing member of BP and SP. F2 · ownership.nature: (Continued From Footnote 1) The Reporting Person is a managing member of BPH, BPSP, BP, SP, 9BA and SA. By virtue of the relationships described in the preceding sentences, the Reporting Person may be deemed to share beneficial ownership with respect to the shares of common stock held by BF IX, BF IX-A, SF, SARF and such other accounts. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 18:01 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 4,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-020690 · doc4.xml · nonDerivative · entry 1 JONES ROSS M · CIK 0001267629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,825 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.