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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 8 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   •       •      –    2012-09-06 4 OE $17.50 $10,601,678 D/D 500,000 876,455 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 -
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 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 OE $17.50 $9,437,914 D/D 500,000 876,455 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-10-16 4 D $35.72 $100,016 D/D (2,800) 3,718 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2012-10-16 4 OE $15.89 $99,985 D/D 6,291 6,518 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 Executive Vice President   •       •      –    2013-03-25 4 OE $0.00 $0 D/D 28,215 254,311 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-25 4 D $41.72 $622,430 D/D (14,921) 239,390 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   •       •      –    2013-03-26 4 D $41.47 $833,920 D/D (20,109) 257,306 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 Executive Vice President   •       •      –    2013-03-27 4 OE $0.00 $0 D/D 47,250 304,556 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-03-28 4 OE $0.00 $0 D/D 88,320 367,889 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 OE $0.00 $0 D/D 23,565 345,130 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   •       •      –    2013-05-07 4 OE $17.50 $8,240,166 D/D 341,759 674,427 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-05-07 4 D $43.08 $11,414,003 D/D (264,949) 409,478 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-08-05 4 OE $18.98 $9,144,564 D/D 481,800 891,278 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-08-05 4 D $45.66 $15,437,463 D/D (338,096) 553,182 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-12-16 4 D $49.47 $18,704,467 D/D (378,025) 757,157 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2013-12-16 4 OE $14.54 $8,623,680 D/D 582,000 1,135,182 0 -
  300  Records found
  1   2   3   4   5   6   7   8  9   10   11   12      
  Page 8 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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