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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 6 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   •       •      –    2022-01-18 4 A $153.16 $250,000 D/D 1,632 162,113 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   •       •      –    2022-06-30 4 A $112.61 $46,250 D/D 411 163,925 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2022-09-30 4 A $104.50 $48,750 D/D 467 165,570 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   •       •      –    2023-01-17 4 A $140.38 $250,000 D/D 1,781 169,946 0 -
SNOW Snowflake Inc. Director   –       •      –    2023-05-23 4 A $0.00 $0 D/D 5,709 7,934 0 -
SNOW Snowflake Inc. Director   –       •      –    2023-05-23 3 IO $0.00 $0 D/D 0 2,225 %
SNOW Snowflake Inc. Director   –       •      –    2023-05-23 3/A IO $0.00 $0 D/D 0 2,681 -
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   •       •      –    2023-12-31 4 A $170.10 $53,750 D/D 316 174,446 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2024-01-16 4 A $166.20 $265,000 D/D 1,595 176,908 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2024-03-29 4 A $200.30 $61,250 D/D 306 177,214 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2004-12-09 4 OE $17.09 $17,088,200 D/D 1,000,000 1,010,984 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2004-12-09 4 D $30.50 $4,335,789 D/D (142,157) 868,827 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2004-12-13 4 S $30.35 $23,003,945 D/D (757,843) 110,984 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-03-27 4 OE $0.00 $0 D/D 47,250 411,270 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-03-27 4 D $0.00 $0 D/D (21,321) 389,949 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-03-28 4 OE $0.00 $0 D/D 33,120 423,069 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 Executive Vice President   •       –      –    2011-03-30 4 S $24.71 $4,448,520 D/D (180,000) 228,124 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-04-26 4 OE $0.00 $0 D/D 38,025 266,149 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-04-26 4 D $0.00 $0 D/D (17,159) 248,990 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-01-03 4 OE $23.27 $17,450,025 D/D 750,000 805,759 0 -

  300  Records found
  1   2   3   4   5   6  7   8   9   10   11   12      
  Page 6 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