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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 Sr. EVP   •       •      –    2016-03-22 4 D $59.87 $574,872 D/D (9,602) 413,767 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2009-03-16 4 D $0.00 $0 D/D (10,545) 230,078 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-04-16 4 A $0.00 $0 D/D 10,595 139,042 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2004-07-01 4 A $0.00 $0 D/D 11,291 11,291 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-04-23 4 D $40.90 $509,696 D/D (12,462) 332,668 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-12 4 D $58.42 $737,669 D/D (12,627) 255,762 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-23 4 D $59.12 $766,727 D/D (12,969) 351,580 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-21 4 D $50.00 $649,000 D/D (12,980) 677,742 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-04-17 4 D $33.27 $435,671 D/D (13,095) 211,878 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-17 4 D $40.47 $529,955 D/D (13,095) 293,316 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-23 4 D $59.25 $781,922 D/D (13,197) 424,135 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 Executive Vice President   •       –      –    2012-02-22 4 D $28.97 $402,837 I/I (13,905) 0 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2009-04-28 4 D $0.00 $0 D/D (13,979) 250,082 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2010-03-28 4 D $0.00 $0 D/D (13,985) 269,217 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-16 4 D $35.83 $513,659 D/D (14,336) 727,325 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-18 4 D $39.92 $572,293 D/D (14,336) 305,830 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-25 4 D $41.72 $622,430 D/D (14,921) 239,390 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-28 4 D $29.92 $446,945 D/D (14,938) 360,365 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-03-28 4 D $0.00 $0 D/D (14,945) 408,124 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2011-03-16 4 D $0.00 $0 D/D (15,032) 364,020 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-04-18 4 D $37.59 $565,241 D/D (15,037) 887,198 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   •       –      –    2009-03-10 4 D $0.00 $0 D/D (15,270) 203,936 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-04-10 4 D $26.71 $409,277 D/D (15,323) 229,740 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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