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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   $58,110,002    

Indirect Value

   $38,886,989      
Total Shares   1,410,123      
Total Value   $96,996,990      


JP Morgan Chase & Co $35,765,329 Comcast Corp $21,975,489 Berkshire Hathaway B $2,074 Snowflake Inc. $367,109 JP Morgan Chase & Co $35,765,329 Comcast Corp $21,975,489 Berkshire Hathaway B $2,074 Snowflake Inc. $367,109
 


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   •       •      –    2014-11-14 4 S $54.04 $5,403,550 D/D (100,000) 600,951 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2015-01-20 4 A $55.91 $225,000 D/D 4,025 115,258 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 D $56.19 $2,987,132 D/D (53,164) 434,819 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-25 4 D $56.53 $877,720 D/D (15,528) 364,267 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-01-19 4 A $57.24 $225,000 D/D 3,931 122,621 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 Sr. EVP   •       •      –    2016-02-23 4 S $57.61 $1,728,183 D/D (30,000) 399,163 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 D $57.61 $1,114,581 D/D (19,347) 429,163 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-06-30 4 A $57.62 $18,750 D/D 325 109,559 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-02 4 AS $57.66 $3,535,239 D/D (61,315) 573,254 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-01-22 4 A $57.88 $225,000 D/D 3,888 107,974 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-12 4 D $58.42 $737,669 D/D (12,627) 255,762 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2013-12-31 4 A $58.48 $18,750 D/D 321 104,087 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 Executive Vice President   •       •      –    2015-03-20 4 D $58.96 $30,197,944 D/D (511,236) 333,275 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-02-26 4 S $59.07 $20,673,765 D/D (350,000) 250,951 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-23 4 D $59.12 $766,727 D/D (12,969) 351,580 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-03-31 4 A $59.22 $18,750 D/D 317 123,544 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 Executive Vice President   •       •      –    2015-03-20 4 AS $59.26 $9,212,026 D/D (155,451) 677,824 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-22 4 D $59.45 $560,970 D/D (9,436) 340,984 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 D $59.87 $574,872 D/D (9,602) 413,767 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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