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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   $57,627,669    

Indirect Value

   $38,675,457      
Total Shares   1,410,123      
Total Value   $96,303,127      


JP Morgan Chase & Co $35,293,940 Comcast Corp $21,964,385 Berkshire Hathaway B $2,048 Snowflake Inc. $367,297 JP Morgan Chase & Co $35,293,940 Comcast Corp $21,964,385 Berkshire Hathaway B $2,048 Snowflake Inc. $367,297
 


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 3 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   –       •      –    2012-03-31 4 A $45.98 $18,750 D/D 408 94,275 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2012-06-30 4 A $35.73 $18,750 D/D 525 95,221 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2012-09-30 4 A $40.48 $18,750 D/D 463 96,242 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-01-02 4 OE $0.00 $0 D/D 75,000 97,121 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2012-12-31 4 A $43.97 $18,750 D/D 426 97,130 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 D $32.90 $499,916 D/D (15,195) 99,351 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2006-03-14 4 D $0.00 $0 D/D (5,720) 99,856 -
JPM JP Morgan Chase & Co Director   •       •      –    2013-01-17 4 A $46.58 $170,000 D/D 3,650 100,780 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2005-01-03 4 OE $0.00 $0 D/D 100,000 100,850 -
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   •       •      –    2013-06-30 4 A $52.79 $18,750 D/D 355 102,395 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2013-09-30 4 A $51.69 $18,750 D/D 363 103,253 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-03-14 4 D $18.92 $162,485 D/D (8,588) 103,463 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 COO & Executive Vice President   •       –      –    2006-03-14 4 OE $0.00 $0 D/D 13,500 105,576 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-03-10 4 OE $0.00 $0 D/D 36,180 107,144 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-01-22 4 A $57.88 $225,000 D/D 3,888 107,974 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-03-31 4 A $60.71 $18,750 D/D 309 108,747 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   •       •      –    2014-09-30 4 A $60.24 $18,750 D/D 311 110,413 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2004-12-13 4 S $30.35 $23,003,945 D/D (757,843) 110,984 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-12-31 4 A $62.58 $18,750 D/D 300 111,234 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-03-14 4 OE $0.00 $0 D/D 20,250 112,051 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 OE $15.89 $347,014 D/D 21,834 114,546 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2015-01-20 4 A $55.91 $225,000 D/D 4,025 115,258 0 -
  300  Records found
  1   2   3  4   5   6   7   8   9   10   11   12      
  Page 3 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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