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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 7 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   •       •      –    2014-03-14 4 D $50.66 $1,576,023 D/D (31,102) 757,157 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-14 4 OE $17.50 $924,322 D/D 47,677 804,834 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 Executive Vice President   •       •      –    2014-03-21 4 OE $0.00 $0 D/D 23,565 690,722 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-25 4 OE $0.00 $0 D/D 28,215 705,957 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-25 4 D $49.67 $771,921 D/D (15,541) 690,416 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-26 4 D $49.62 $1,039,241 D/D (20,944) 707,497 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-26 4 OE $0.00 $0 D/D 38,025 728,441 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-27 4 OE $0.00 $0 D/D 126,000 833,497 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-27 4 D $49.10 $3,407,540 D/D (69,400) 764,097 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-03-31 4 A $60.71 $18,750 D/D 309 108,747 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-04-22 4 OE $0.00 $0 D/D 17,145 781,469 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-04-22 4 D $50.83 $480,039 D/D (9,444) 772,025 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-04-30 4 S $51.74 $2,587,100 D/D (50,000) 672,025 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   •       •      –    2014-11-14 4 S $54.04 $5,403,550 D/D (100,000) 600,951 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2014-12-31 4 A $62.58 $18,750 D/D 300 111,234 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2015-01-20 4 A $55.91 $225,000 D/D 4,025 115,258 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-02-26 4 S $59.07 $20,673,765 D/D (350,000) 250,951 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-12 4 OE $22.66 $395,145 D/D 17,438 268,389 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   •       •      –    2015-03-20 4 OE $14.54 $13,430,647 D/D 744,200 999,962 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-20 4 AS $59.26 $9,212,026 D/D (155,451) 677,824 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-20 4 D $58.96 $30,197,944 D/D (511,236) 333,275 0 -
  300  Records found
  1   2   3   4   5   6   7  8   9   10   11   12      
  Page 7 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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