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Insider Information:   Burke Stephen B
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   735,117    

Indirect Shares

   675,006      
Direct Value   $57,285,281    

Indirect Value

   $38,274,202      
Total Shares   1,410,123      
Total Value   $95,559,483      


JP Morgan Chase & Co $35,324,067 Comcast Corp $21,581,285 Berkshire Hathaway B $2,043 Snowflake Inc. $377,887 JP Morgan Chase & Co $35,324,067 Comcast Corp $21,581,285 Berkshire Hathaway B $2,043 Snowflake Inc. $377,887
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   49.7%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM Director 2024-03-29 177,214 2024-03-29 75,000    Premium*  
            Comcast Corp CMCSA Sr. EVP 2019-09-05 555,217 2019-09-05 600,000    Premium*  
            Berkshire Hathaway B BRK.B Director 2010-05-04 5 2010-05-04 6    Premium*  
            Snowflake Inc. SNOW Director 2023-05-23 2,681 2023-05-23 0    Premium*  
* Premium Members only  

Records found :    300         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 S $57.61 $1,728,183 D/D (30,000) 399,163 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-21 4 D $40.05 $1,830,445 D/D (45,704) 360,661 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-05-12 4 OE $14.54 $1,836,122 D/D 100,040 564,777 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-28 4 D $41.98 $1,960,718 D/D (46,706) 321,183 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-05-09 4 OE $7.27 $2,134,039 D/D 249,540 1,136,738 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-21 4 D $58.84 $2,138,834 D/D (36,350) 464,779 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-24 4 D $60.01 $2,528,641 D/D (42,137) 457,238 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-04-30 4 S $51.74 $2,587,100 D/D (50,000) 672,025 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-23 4 D $37.22 $2,619,692 D/D (70,384) 874,661 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-30 4 D $56.19 $2,987,132 D/D (53,164) 434,819 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-26 4 D $55.91 $3,120,002 D/D (55,804) 409,863 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 AS $32.89 $3,259,832 D/D (99,124) 227 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2006-11-08 4 OE $17.09 $3,270,389 D/D 167,020 301,084 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 S $27.87 $3,387,348 D/D (121,541) 451,171 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-27 4 D $49.10 $3,407,540 D/D (69,400) 764,097 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-02-01 4 D $75.73 $3,415,378 D/D (45,083) 388,029 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-05-22 4 OE $11.39 $3,419,015 D/D 300,000 447,340 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-02 4 AS $57.66 $3,535,239 D/D (61,315) 573,254 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-02 4 OE $18.34 $3,663,415 D/D 199,750 634,569 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-06 4 AS $33.95 $3,750,845 D/D (110,486) 614,867 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-05-23 4 S $21.67 $3,900,708 D/D (180,000) 55,759 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 AS $33.66 $3,920,290 D/D (116,477) 686,206 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 S $28.69 $4,238,948 D/D (147,750) 780,648 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-05-12 4 D $62.47 $4,303,733 D/D (68,879) 495,898 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2004-12-09 4 D $30.50 $4,335,789 D/D (142,157) 868,827 -
  300  Records found
  1   2   3   4   5   6   7   8   9   10  11   12      
  Page 10 of 12  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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