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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 COO & Executive Vice President   •       –      –    2009-01-02 4 OE $0.00 $0 D/D 75,000 214,064 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-05-12 4 S $62.05 $4,653,465 D/D (75,000) 420,898 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2020-04-16 4 B $87.99 $6,598,958 I/I 75,000 75,000 2.1 %
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-24 4 OE $0.00 $0 D/D 75,240 499,375 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   •       –      –    2012-03-16 4 OE $0.00 $0 D/D 83,280 332,928 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-21 4 OE $0.00 $0 D/D 85,600 406,365 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-28 4 OE $0.00 $0 D/D 88,320 367,889 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2011-03-10 4 OE $0.00 $0 D/D 88,440 385,648 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-22 4 OE $0.00 $0 D/D 91,440 848,661 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   •       –      –    2005-01-03 4 OE $0.00 $0 D/D 100,000 100,850 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-11-14 4 S $54.04 $5,403,550 D/D (100,000) 600,951 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   •       •      –    2015-03-26 4 OE $0.00 $0 D/D 101,400 465,667 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-14 4 S $50.61 $5,397,806 D/D (106,575) 667,157 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 Sr. EVP   •       •      –    2019-03-11 4 D $39.18 $4,466,207 D/D (113,992) 281,886 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 $27.87 $3,387,348 D/D (121,541) 451,171 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-23 4 OE $0.00 $0 D/D 125,680 945,045 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-27 4 OE $0.00 $0 D/D 126,000 833,497 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-10 4 AS $34.47 $4,588,272 D/D (133,113) 670,065 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   •       –      –    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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