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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   $57,627,669    

Indirect Value

   $38,675,457      
Total Shares   1,410,123      
Total Value   $96,303,127      


JP Morgan Chase & Co $35,293,940 Comcast Corp $21,964,385 Berkshire Hathaway B $2,048 Snowflake Inc. $367,297 JP Morgan Chase & Co $35,293,940 Comcast Corp $21,964,385 Berkshire Hathaway B $2,048 Snowflake Inc. $367,297
 


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   •       •      –    2013-03-26 4 D $41.47 $833,920 D/D (20,109) 257,306 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2009-04-28 4 OE $0.00 $0 D/D 33,120 264,061 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   •       •      –    2015-03-12 4 OE $22.66 $395,145 D/D 17,438 268,389 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 Executive Vice President   •       •      –    2013-03-26 4 OE $0.00 $0 D/D 38,025 277,415 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-27 4 D $41.75 $1,043,207 D/D (24,987) 279,569 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-11 4 D $39.18 $4,466,207 D/D (113,992) 281,886 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2010-03-28 4 OE $0.00 $0 D/D 33,120 283,202 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 Executive Vice President   •       –      –    2012-03-16 4 D $29.50 $1,108,020 D/D (37,560) 295,368 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2010-04-27 4 D $0.00 $0 D/D (19,952) 297,208 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2006-11-08 4 OE $17.09 $3,270,389 D/D 167,020 301,084 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-27 4 OE $0.00 $0 D/D 47,250 304,556 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 Sr. EVP   •       •      –    2019-03-17 4 OE $0.00 $0 D/D 24,525 306,411 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 COO & Executive Vice President   •       –      –    2010-04-27 4 OE $0.00 $0 D/D 47,250 317,160 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-18 4 OE $0.00 $0 D/D 26,850 320,166 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-20 4 D $39.47 $675,371 D/D (17,111) 320,765 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-28 4 D $41.98 $1,960,718 D/D (46,706) 321,183 0 -
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   •       –      –    2012-03-16 4 OE $0.00 $0 D/D 83,280 332,928 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-20 4 D $58.96 $30,197,944 D/D (511,236) 333,275 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-26 4 OE $0.00 $0 D/D 38,025 333,393 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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