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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 COO & Executive Vice President   •       –      –    2005-01-03 4 D $33.28 $1,391,370 D/D (41,808) 59,042 -
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   •       •      –    2017-02-01 4 D $75.73 $3,415,378 D/D (45,083) 388,029 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2019-03-21 4 D $40.05 $1,830,445 D/D (45,704) 360,661 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 COO & Executive Vice President   •       –      –    2010-04-27 4 OE $0.00 $0 D/D 47,250 317,160 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2011-03-27 4 OE $0.00 $0 D/D 47,250 411,270 0 -
CMCSA Comcast Corp Executive Vice President   •       –      –    2012-03-27 4 OE $0.00 $0 D/D 47,250 363,493 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   •       •      –    2014-03-14 4 OE $17.50 $924,322 D/D 47,677 804,834 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2018-03-22 4 D $33.23 $1,622,355 D/D (48,822) 799,839 0 -
CMCSA Comcast Corp COO & Executive Vice President   •       –      –    2007-01-02 4 OE $0.00 $0 D/D 50,000 150,305 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-14 4 GD $0.00 $0 D/D 50,000 617,157 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-04-30 4 S $51.74 $2,587,100 D/D (50,000) 672,025 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2015-06-18 5 GD $0.00 $0 D/D 50,000 414,779 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   •       •      –    2015-03-26 4 D $55.91 $3,120,002 D/D (55,804) 409,863 0 -
CMCSA Comcast Corp Sr. EVP   •       •      –    2016-12-14 5 GD $0.00 $0 D/D 56,356 364,542 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-02 4 AS $57.66 $3,535,239 D/D (61,315) 573,254 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2015-04-21 4 OE $0.00 $0 D/D 66,050 501,129 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   •       •      –    2016-05-12 4 D $62.47 $4,303,733 D/D (68,879) 495,898 0 -
CMCSA Comcast Corp Executive Vice President   •       •      –    2014-03-27 4 D $49.10 $3,407,540 D/D (69,400) 764,097 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 COO & Executive Vice President   •       –      –    2008-01-02 4 OE $0.00 $0 D/D 75,000 97,121 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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