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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   •       •      –    2014-03-26 4 D $49.62 $1,039,241 D/D (20,944) 707,497 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   •       –      –    2011-03-27 4 D $0.00 $0 D/D (21,321) 389,949 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-09-04 4 OE $15.89 $347,014 D/D 21,834 114,546 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2004-12-22 4 OE $17.33 $399,935 D/D 23,080 134,064 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-04-23 4 OE $0.00 $0 D/D 23,565 345,130 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   •       •      –    2015-03-23 4 OE $0.00 $0 D/D 23,565 364,549 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-23 4 OE $0.00 $0 D/D 23,565 437,332 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-04-17 4 OE $0.00 $0 D/D 24,525 224,973 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-17 4 OE $0.00 $0 D/D 24,525 306,411 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-04-16 4 OE $0.00 $0 D/D 24,984 128,447 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2009-03-16 4 OE $0.00 $0 D/D 24,984 240,623 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-27 4 D $41.75 $1,043,207 D/D (24,987) 279,569 0 -
JPM JP Morgan Chase & Co Director   –       •      –    2011-07-22 4 B $42.18 $1,054,418 D/D 25,000 86,741 2.39 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2008-01-02 4 D $0.00 $0 D/D (26,157) 70,964 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-04-18 4 OE $0.00 $0 D/D 26,850 902,235 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-16 4 OE $0.00 $0 D/D 26,850 741,661 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-18 4 OE $0.00 $0 D/D 26,850 320,166 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 Executive Vice President   •       •      –    2013-03-25 4 OE $0.00 $0 D/D 28,215 254,311 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   •       •      –    2015-03-25 4 OE $0.00 $0 D/D 28,215 379,795 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2006-12-20 4 GD $0.00 $0 D/D 28,850 116,754 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-02-23 4 S $57.61 $1,728,183 D/D (30,000) 399,163 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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