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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 5 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   •       –      –    2012-03-16 4 D $29.50 $1,108,020 D/D (37,560) 295,368 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-26 4 OE $0.00 $0 D/D 38,025 333,393 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-26 4 D $30.35 $520,503 D/D (17,150) 316,243 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-27 4 OE $0.00 $0 D/D 47,250 363,493 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-27 4 D $30.17 $642,923 D/D (21,310) 342,183 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-28 4 OE $0.00 $0 D/D 33,120 375,303 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-28 4 D $29.92 $446,945 D/D (14,938) 360,365 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   •       •      –    2012-06-30 4 A $35.73 $18,750 D/D 525 95,221 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 Executive Vice President   •       •      –    2012-09-04 4 D $32.90 $499,916 D/D (15,195) 99,351 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 OE $15.89 $347,014 D/D 21,834 114,546 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   •       •      –    2012-09-04 4 AS $33.66 $3,920,290 D/D (116,477) 686,206 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 OE $18.08 $9,393,967 D/D 478,166 854,621 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-06 4 D $33.96 $13,227,895 D/D (389,514) 376,455 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 Executive Vice President   •       •      –    2012-09-06 4 OE $17.50 $10,601,678 D/D 500,000 876,455 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-10 4 OE $17.50 $9,437,914 D/D 500,000 876,455 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   •       •      –    2012-09-10 4 D $34.48 $12,650,264 D/D (366,887) 376,455 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 Executive Vice President   •       •      –    2012-10-16 4 D $35.72 $100,016 D/D (2,800) 3,718 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-10-16 4 OE $15.89 $99,985 D/D 6,291 6,518 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-11-29 4 S $36.70 $5,517,829 D/D (150,359) 226,096 0 -
  300  Records found
  1   2   3   4   5  6   7   8   9   10   11   12      
  Page 5 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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