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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 Executive Vice President   •       •      –    2015-03-23 4 D $59.12 $766,727 D/D (12,969) 351,580 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-25 4 D $56.53 $877,720 D/D (15,528) 364,267 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-25 4 OE $0.00 $0 D/D 28,215 379,795 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-26 4 OE $0.00 $0 D/D 101,400 465,667 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   •       •      –    2015-03-30 4 OE $14.54 $1,278,478 D/D 78,120 487,983 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   •       •      –    2015-04-02 4 OE $18.34 $3,663,415 D/D 199,750 634,569 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 D $57.49 $7,958,628 D/D (138,435) 434,819 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-21 4 OE $0.00 $0 D/D 66,050 501,129 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   •       •      –    2015-06-18 5 GD $0.00 $0 D/D 50,000 414,779 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2015-12-11 5 A $0.00 $0 D/D 3,491 418,270 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2015-12-11 5 D $0.00 $0 D/D (3,491) 0 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 OE $17.50 $529,200 D/D 30,240 448,510 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 D $57.61 $1,114,581 D/D (19,347) 429,163 0 -
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   •       •      –    2016-03-21 4 OE $0.00 $0 D/D 16,050 415,213 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-21 4 D $59.84 $537,902 D/D (8,989) 406,224 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-22 4 OE $0.00 $0 D/D 17,145 423,369 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-22 4 D $59.87 $574,872 D/D (9,602) 413,767 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-23 4 D $59.25 $781,922 D/D (13,197) 424,135 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-23 4 OE $0.00 $0 D/D 23,565 437,332 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-24 4 D $60.01 $2,528,641 D/D (42,137) 457,238 0 -
  300  Records found
  1   2   3   4   5   6   7   8   9   10  11   12      
  Page 10 of 12  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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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