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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 9 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   •       •      –    2016-02-23 4 S $57.61 $1,728,183 D/D (30,000) 399,163 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   •       •      –    2016-03-21 4 OE $0.00 $0 D/D 16,050 415,213 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-22 4 OE $0.00 $0 D/D 17,145 423,369 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   •       •      –    2016-03-23 4 OE $0.00 $0 D/D 23,565 437,332 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-24 4 OE $0.00 $0 D/D 75,240 499,375 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-03-24 4 D $60.01 $2,528,641 D/D (42,137) 457,238 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-03-31 4 A $59.22 $18,750 D/D 317 123,544 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-04-20 4 OE $0.00 $0 D/D 16,023 473,711 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 OE $14.54 $1,836,122 D/D 100,040 564,777 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   •       •      –    2016-05-12 4 S $62.05 $4,653,465 D/D (75,000) 420,898 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-06-30 4 A $62.14 $20,625 D/D 332 124,560 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-09-30 4 A $66.59 $22,500 D/D 338 125,635 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-12-14 5 GD $0.00 $0 D/D 56,356 364,542 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2016-12-31 4 A $86.29 $22,500 D/D 261 126,557 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2017-01-17 4 A $84.25 $250,000 D/D 2,967 130,051 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2017-02-01 4 OE $18.34 $1,413,206 D/D 68,570 433,112 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 OE $0.00 $0 D/D 32,046 808,103 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 -
  300  Records found
  1   2   3   4   5   6   7   8   9  10   11   12      
  Page 9 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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