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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 Sr. EVP   •       •      –    2018-04-17 4 D $33.27 $435,671 D/D (13,095) 211,878 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2005-01-03 4 D $33.28 $1,391,370 D/D (41,808) 59,042 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 D $33.53 $12,127,432 D/D (361,689) 376,455 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 AS $33.66 $3,920,290 D/D (116,477) 686,206 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-06 4 AS $33.95 $3,750,845 D/D (110,486) 614,867 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-06 4 D $33.96 $13,227,895 D/D (389,514) 376,455 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2009-06-30 4 A $34.11 $18,750 D/D 550 49,632 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2008-06-30 4 A $34.31 $18,750 D/D 546 37,352 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-10 4 AS $34.47 $4,588,272 D/D (133,113) 670,065 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-10 4 D $34.48 $12,650,264 D/D (366,887) 376,455 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   •       •      –    2018-03-20 4 D $34.57 $591,527 D/D (17,111) 742,260 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2012-01-18 4 A $35.61 $170,000 D/D 4,775 93,468 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-10-16 4 D $35.72 $100,016 D/D (2,800) 3,718 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2012-06-30 4 A $35.73 $18,750 D/D 525 95,221 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-16 4 D $35.83 $513,659 D/D (14,336) 727,325 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2010-06-30 4 A $36.61 $18,750 D/D 512 55,636 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-11-29 4 S $36.70 $5,517,829 D/D (150,359) 226,096 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   •       •      –    2017-03-21 4 D $37.07 $666,407 D/D (17,977) 804,279 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   •       •      –    2017-03-20 4 D $37.48 $672,654 D/D (17,947) 790,156 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-04-18 4 D $37.59 $565,241 D/D (15,037) 887,198 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2010-09-30 4 A $38.06 $18,750 D/D 493 56,195 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-05-10 4 S $38.98 $10,074,193 D/D (258,380) 714,811 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