| |
| |
|
| Insider
Information: |
Burke Stephen B |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
735,117 |
|
|
Indirect Shares
|
675,006 |
|
|
| Direct
Value |
$57,627,669 |
|
|
|
Indirect Value
|
$38,675,457 |
|
|
| Total
Shares |
1,410,123 |
|
|
| Total
Value |
$96,303,127 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
300 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 12
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-03-31 |
4 |
A |
$59.22 |
$18,750 |
D/D |
317 |
123,544 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-03-31 |
4 |
A |
$152.23 |
$48,750 |
D/D |
320 |
156,576 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-12-31 |
4 |
A |
$58.48 |
$18,750 |
D/D |
321 |
104,087 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2014-06-30 |
4 |
A |
$57.62 |
$18,750 |
D/D |
325 |
109,559 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2017-03-31 |
4 |
A |
$87.84 |
$28,750 |
D/D |
327 |
130,379 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-09-30 |
4 |
A |
$163.69 |
$53,750 |
D/D |
328 |
158,705 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2019-09-30 |
4 |
A |
$117.69 |
$38,750 |
D/D |
329 |
144,471 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-06-30 |
4 |
A |
$155.54 |
$51,250 |
D/D |
329 |
157,640 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-06-30 |
4 |
A |
$62.14 |
$20,625 |
D/D |
332 |
124,560 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-09-30 |
4 |
A |
$66.59 |
$22,500 |
D/D |
338 |
125,635 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-06-30 |
4 |
A |
$145.44 |
$51,250 |
D/D |
352 |
171,776 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-09-30 |
4 |
A |
$145.02 |
$51,250 |
D/D |
353 |
173,042 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-06-30 |
4 |
A |
$52.79 |
$18,750 |
D/D |
355 |
102,395 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-03-31 |
4 |
A |
$136.32 |
$48,750 |
D/D |
358 |
162,523 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-09-30 |
4 |
A |
$51.69 |
$18,750 |
D/D |
363 |
103,253 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-12-31 |
4 |
A |
$134.10 |
$51,250 |
D/D |
382 |
167,186 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2019-12-31 |
4 |
A |
$139.40 |
$53,750 |
D/D |
386 |
145,739 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-03-31 |
4 |
A |
$47.46 |
$18,750 |
D/D |
395 |
101,605 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2008-09-30 |
4 |
A |
$46.70 |
$18,750 |
D/D |
401 |
38,082 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2011-03-31 |
4 |
A |
$46.10 |
$18,750 |
D/D |
407 |
61,000 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2012-03-31 |
4 |
A |
$45.98 |
$18,750 |
D/D |
408 |
94,275 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-06-30 |
4 |
A |
$112.61 |
$46,250 |
D/D |
411 |
163,925 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-03-31 |
4 |
A |
$44.75 |
$18,750 |
D/D |
419 |
55,071 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2012-12-31 |
4 |
A |
$43.97 |
$18,750 |
D/D |
426 |
97,130 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-09-30 |
4 |
A |
$43.82 |
$18,750 |
D/D |
428 |
50,170 |
0 |
- |
|
300 Records found
|
|
Page 2 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 |
| |
|
|
|
|
|
