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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 11 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   •       •      –    2015-03-26 4 OE $0.00 $0 D/D 101,400 465,667 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   •       •      –    2015-04-02 4 OE $18.34 $3,663,415 D/D 199,750 634,569 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 Sr. EVP   •       •      –    2016-02-23 4 OE $17.50 $529,200 D/D 30,240 448,510 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   •       •      –    2016-03-22 4 OE $0.00 $0 D/D 17,145 423,369 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 OE $0.00 $0 D/D 75,240 499,375 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-04-20 4 OE $0.00 $0 D/D 16,023 473,711 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 Sr. EVP   •       •      –    2017-02-01 4 OE $18.34 $1,413,206 D/D 68,570 433,112 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-20 4 OE $0.00 $0 D/D 32,046 808,103 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-21 4 OE $0.00 $0 D/D 32,100 822,256 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-22 4 OE $0.00 $0 D/D 34,290 838,569 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-23 4 OE $0.00 $0 D/D 125,680 945,045 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-04-18 4 OE $0.00 $0 D/D 26,850 902,235 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 Sr. EVP   •       •      –    2018-01-26 4 OE $9.49 $6,864,638 D/D 564,240 1,279,051 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-16 4 OE $0.00 $0 D/D 26,850 741,661 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-20 4 OE $0.00 $0 D/D 32,046 759,371 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-21 4 OE $0.00 $0 D/D 32,100 774,360 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-22 4 OE $0.00 $0 D/D 91,440 848,661 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-04-17 4 OE $0.00 $0 D/D 24,525 224,973 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-11 4 OE $7.27 $1,337,680 D/D 184,000 395,878 0 -
  300  Records found
  1   2   3   4   5   6   7   8   9   10   11  12      
  Page 11 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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