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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   •       –      –    2012-02-17 4 S $28.69 $4,238,948 D/D (147,750) 780,648 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-11-29 4 S $36.70 $5,517,829 D/D (150,359) 226,096 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 COO & Executive Vice President   •       –      –    2006-11-08 4 D $40.46 $6,290,721 D/D (155,480) 145,604 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-05-09 4 D $39.11 $6,395,719 D/D (163,547) 973,191 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 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   •       –      –    2011-03-30 4 S $24.71 $4,448,520 D/D (180,000) 228,124 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-11 4 OE $7.27 $1,337,680 D/D 184,000 395,878 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-01-26 4 S $42.51 $8,109,801 D/D (190,756) 1,049,887 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 COO & Executive Vice President   •       –      –    2007-06-04 4 S $27.15 $5,647,554 D/D (208,000) 22,121 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-05-22 4 D $21.87 $4,627,276 D/D (211,581) 235,759 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   •       •      –    2017-05-10 4 S $38.98 $10,074,193 D/D (258,380) 714,811 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-05-07 4 D $43.08 $11,414,003 D/D (264,949) 409,478 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   •       •      –    2013-08-05 4 D $45.66 $15,437,463 D/D (338,096) 553,182 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-05-07 4 OE $17.50 $8,240,166 D/D 341,759 674,427 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   •       –      –    2012-02-17 4 D $27.89 $10,002,503 D/D (358,459) 92,712 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 D $33.53 $12,127,432 D/D (361,689) 376,455 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-10 4 D $34.48 $12,650,264 D/D (366,887) 376,455 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-01-26 4 D $42.56 $15,895,863 D/D (373,484) 714,811 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-12-16 4 D $49.47 $18,704,467 D/D (378,025) 757,157 0 -
  300  Records found
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  Page 11 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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