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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   $58,110,002    

Indirect Value

   $38,886,989      
Total Shares   1,410,123      
Total Value   $96,996,990      


JP Morgan Chase & Co $35,765,329 Comcast Corp $21,975,489 Berkshire Hathaway B $2,074 Snowflake Inc. $367,109 JP Morgan Chase & Co $35,765,329 Comcast Corp $21,975,489 Berkshire Hathaway B $2,074 Snowflake Inc. $367,109
 


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   •       •      –    2015-03-25 4 D $56.53 $877,720 D/D (15,528) 364,267 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-26 4 D $55.91 $3,120,002 D/D (55,804) 409,863 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-03-30 4 D $56.19 $2,987,132 D/D (53,164) 434,819 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-02 4 D $57.49 $7,958,628 D/D (138,435) 434,819 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-21 4 D $58.84 $2,138,834 D/D (36,350) 464,779 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2015-12-11 5 D $0.00 $0 D/D (3,491) 0 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 D $57.61 $1,114,581 D/D (19,347) 429,163 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-21 4 D $59.84 $537,902 D/D (8,989) 406,224 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-22 4 D $59.87 $574,872 D/D (9,602) 413,767 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 Sr. EVP   •       •      –    2016-03-24 4 D $60.01 $2,528,641 D/D (42,137) 457,238 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-04-20 4 D $61.46 $551,542 D/D (8,974) 464,737 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-05-12 4 D $62.47 $4,303,733 D/D (68,879) 495,898 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-02-01 4 D $75.73 $3,415,378 D/D (45,083) 388,029 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-20 4 D $37.48 $672,654 D/D (17,947) 790,156 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-21 4 D $37.07 $666,407 D/D (17,977) 804,279 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-22 4 D $37.04 $711,316 D/D (19,204) 819,365 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-03-23 4 D $37.22 $2,619,692 D/D (70,384) 874,661 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 Sr. EVP   •       •      –    2017-05-09 4 D $39.11 $6,395,719 D/D (163,547) 973,191 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-01-26 4 D $42.56 $15,895,863 D/D (373,484) 714,811 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   •       •      –    2018-03-20 4 D $34.57 $591,527 D/D (17,111) 742,260 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-21 4 D $34.49 $591,124 D/D (17,139) 757,221 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 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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