| |
| |
|
| Insider
Information: |
Burke Stephen B |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
735,117 |
|
|
Indirect Shares
|
675,006 |
|
|
| Direct
Value |
$56,129,814 |
|
|
|
Indirect Value
|
$37,656,163 |
|
|
| Total
Shares |
1,410,123 |
|
|
| Total
Value |
$93,785,976 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2024-03-29 |
4 |
A |
$200.30 |
$61,250 |
D/D |
306 |
177,214 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2024-01-16 |
4 |
A |
$166.20 |
$265,000 |
D/D |
1,595 |
176,908 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-12-31 |
4 |
A |
$170.10 |
$53,750 |
D/D |
316 |
174,446 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-09-30 |
4 |
A |
$145.02 |
$51,250 |
D/D |
353 |
173,042 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-06-30 |
4 |
A |
$145.44 |
$51,250 |
D/D |
352 |
171,776 |
0 |
- |
|
| SNOW |
Snowflake Inc. |
Director |
– • – |
2023-05-23 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
2,681 |
|
- |
|
| SNOW |
Snowflake Inc. |
Director |
– • – |
2023-05-23 |
4 |
A |
$0.00 |
$0 |
D/D |
5,709 |
7,934 |
0 |
- |
|
| SNOW |
Snowflake Inc. |
Director |
– • – |
2023-05-23 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,225 |
|
% |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2023-01-17 |
4 |
A |
$140.38 |
$250,000 |
D/D |
1,781 |
169,946 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-12-31 |
4 |
A |
$134.10 |
$51,250 |
D/D |
382 |
167,186 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-09-30 |
4 |
A |
$104.50 |
$48,750 |
D/D |
467 |
165,570 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-06-30 |
4 |
A |
$112.61 |
$46,250 |
D/D |
411 |
163,925 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-03-31 |
4 |
A |
$136.32 |
$48,750 |
D/D |
358 |
162,523 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2022-01-18 |
4 |
A |
$153.16 |
$250,000 |
D/D |
1,632 |
162,113 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-12-31 |
4 |
A |
$158.35 |
$48,750 |
D/D |
308 |
159,762 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-09-30 |
4 |
A |
$163.69 |
$53,750 |
D/D |
328 |
158,705 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-06-30 |
4 |
A |
$155.54 |
$51,250 |
D/D |
329 |
157,640 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-03-31 |
4 |
A |
$152.23 |
$48,750 |
D/D |
320 |
156,576 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2021-01-19 |
4 |
A |
$139.26 |
$250,000 |
D/D |
1,795 |
155,424 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2020-09-30 |
4 |
A |
$96.27 |
$48,750 |
D/D |
506 |
152,163 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2020-06-30 |
4 |
A |
$94.06 |
$46,250 |
D/D |
492 |
150,535 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2020-04-16 |
4 |
B |
$87.99 |
$6,598,958 |
I/I |
75,000 |
75,000 |
2.1 |
% |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2020-03-31 |
4 |
A |
$90.03 |
$51,250 |
D/D |
569 |
148,868 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2019-12-31 |
4 |
A |
$139.40 |
$53,750 |
D/D |
386 |
145,739 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2019-09-30 |
4 |
A |
$117.69 |
$38,750 |
D/D |
329 |
144,471 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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|
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|
