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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
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-01-09 4 D $24.84 $10,865,786 D/D (437,431) 92,712 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-03-14 4 D $25.83 $221,544 D/D (8,577) 208,883 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2009-03-31 4 A $26.58 $18,750 D/D 705 48,785 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-04-10 4 D $26.71 $409,277 D/D (15,323) 229,740 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-06-04 4 S $27.00 $750,428 D/D (27,792) 147,340 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-06-04 4 S $27.15 $5,647,554 D/D (208,000) 22,121 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 S $27.87 $3,387,348 D/D (121,541) 451,171 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 D $27.89 $10,002,503 D/D (358,459) 92,712 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2009-04-09 4 OE $27.92 $73,709 D/D 2,640 51,425 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-22 4 D $28.13 $1,047,812 I/I (37,249) 0 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 S $28.69 $4,238,948 D/D (147,750) 780,648 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-17 4 D $28.70 $15,239,700 D/D (531,000) 249,648 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-02-22 4 D $28.97 $402,837 I/I (13,905) 0 0 -
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   •       –      –    2012-03-28 4 D $29.92 $446,945 D/D (14,938) 360,365 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2011-09-30 4 A $30.12 $18,750 D/D 623 87,700 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   •       –      –    2004-12-13 4 S $30.35 $23,003,945 D/D (757,843) 110,984 -
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   •       –      –    2004-12-09 4 D $30.50 $4,335,789 D/D (142,157) 868,827 -
JPM JP Morgan Chase & Co Director   –       •      –    2008-12-31 4 A $31.53 $18,750 D/D 595 38,946 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2009-04-09 4 D $31.65 $76,486 D/D (2,417) 49,008 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 Sr. EVP   •       •      –    2018-03-22 4 D $33.23 $1,622,355 D/D (48,822) 799,839 0 -
  300  Records found
  1   2   3   4   5   6  7   8   9   10   11   12      
  Page 6 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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