Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKSHIRE HATHAWAY INCBRKA · Entity 2792 | Director | May 08, 2012 | May 09, 2012 |
| COMCAST CORPCMCSA · Entity 1651 | Sr. EVP | October 16, 2019 | October 18, 2019 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | October 14, 2026 | October 15, 2026 |
| Snowflake Inc.SNOW · Entity 2425 | Director | May 23, 2023 | September 26, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BERKSHIRE HATHAWAY INC
Report date May 08, 2012 · Filed May 09, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table II · derivative / convertible security | Direct | 16 |
Reported balance
After 2012-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-05-08 · Purchase · Acquired 11 · Balance 16 F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. F3: This transaction was executed in multiple trades at prices ranging from $122,899 to $123,082. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F2: Not applicable |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy IRA | 6 |
Reported balance
Holding disclosure · report date 2012-05-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6 F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. F2: Not applicable |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock.
F2: Not applicable
F3: This transaction was executed in multiple trades at prices ranging from $122,899 to $123,082. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
COMCAST CORP
Report date October 16, 2019 · Filed October 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 57,222 |
Reported balance
After 2019-10-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-10-16 · Other · Disposed 24,253 · Balance 57,222 F1: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. F2: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan. F3: These restricted stock units vest on the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock.
F2: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan.
F3: These restricted stock units vest on the transaction date.
JPMORGAN CHASE & CO
Report date October 14, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,166.9615 |
Reported balance
After 2026-10-14 transaction · row 1
1 source rowRow 1 · 2026-10-14 · Gift · Disposed 30,000 · Balance 179,166.9615 F1: Contribution to a non-profit organization. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 55,245 |
Reported balance
Holding disclosure · report date 2026-10-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,245 |
Filing footnotes · ownership attribution and instrument terms
F1: Contribution to a non-profit organization.
Snowflake Inc.
Report date May 23, 2023 · Filed September 26, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,681 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 2,681 F1: Includes shares held by the Reporting Person and his spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares held by the Reporting Person and his spouse.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 14, 2026 Filed Oct 15, 2026 22:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-008428 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,166.9615 F1 · kind: Contribution to a non-profit organization. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 170.0269 | $330.83 | $56,250.00 |
DisclosureSEC source: 0001225208-26-008050 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,166.9615 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 171.8449 | $327.33 | $56,249.99 |
DisclosureSEC source: 0001225208-26-006275 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,303.102 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 191.2225 | $294.16 | $56,250.01 |
DisclosureSEC source: 0001225208-26-004122 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,343.0323 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 913.5251 | $306.51 | $280,000.01 |
DisclosureSEC source: 0001225208-26-000738 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,151.8098 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 174.5702 | $322.22 | $56,250.01 |
DisclosureSEC source: 0001225208-26-000015 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,550.3435 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. F2 · balance_after: Balance reflects 19,755 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on October 15, 2025, pursuant to an agreement entered into on July 23, 2025, under the terms of the GRAT. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 178.328 | $315.43 | $56,250.00 |
DisclosureSEC source: 0001225208-25-008175 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,880.6865 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 194.0257 | $289.91 | $56,249.99 |
DisclosureSEC source: 0001225208-25-006337 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,985.0899 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 229.311 | $245.30 | $56,249.99 |
DisclosureSEC source: 0001225208-25-003872 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,789.3639 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. F2 · balance_after: Balance reflects 222 shares transferred from a Trust to the reporting person on February 10, 2025. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,011.9262 | $261.88 | $265,000.00 |
DisclosureSEC source: 0001225208-25-000771 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,338.0529 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 234.6585 | $239.71 | $56,249.99 |
DisclosureSEC source: 0001225208-25-000040 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,555.711 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 290.4771 | $210.86 | $61,250.00 |
DisclosureSEC source: 0001225208-24-008935 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,449.1114 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 278.1074 | $202.26 | $56,250.00 |
DisclosureSEC source: 0001225208-24-007098 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,337.5038 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 20:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 305.7913 | $200.30 | $61,250.00 |
DisclosureSEC source: 0001225208-24-004808 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,214.2832 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,594.5125 | $166.20 | $265,000.00 |
DisclosureSEC source: 0001225208-24-001005 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,908.4919 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 315.9906 | $170.10 | $53,750.00 |
DisclosureSEC source: 0001225208-24-000219 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,446.439 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 353.3995 | $145.02 | $51,250.00 |
DisclosureSEC source: 0001225208-23-009113 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,042.1468 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 352.379 | $145.44 | $51,250.00 |
DisclosureSEC source: 0001225208-23-007119 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,776.4543 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 23, 2023 Filed May 26, 2023 00:23 UTC | Snowflake Inc. SNOW · Entity 2425 | GrantClass A Common Stock | 5,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001640147-23-000086 · wf-form4_168506059180842.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,934 F1 · shares: The shares represent restricted stock units, which will vest over three years, with one-third vesting on each of the first, second, and third anniversaries of May 23, 2023, subject to the Reporting Person's continuous service through each such vesting date. F2 · balance_after: Includes shares to be issued in connection with the vesting of one or more restricted stock units. F3 · balance_after: Includes shares held by the Reporting Person and his spouse. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 393.2929 | $130.31 | $51,250.00 |
DisclosureSEC source: 0001225208-23-004363 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,339.6426 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000767 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,946.3497 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 382.1775 | $134.10 | $51,250.00 |
DisclosureSEC source: 0001225208-23-000173 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,186.24 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 466.5072 | $104.50 | $48,750.00 |
DisclosureSEC source: 0001225208-22-010584 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,569.8949 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 410.7095 | $112.61 | $46,250.00 |
DisclosureSEC source: 0001225208-22-008384 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,925.2816 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 357.6144 | $136.32 | $48,750.00 |
DisclosureSEC source: 0001225208-22-005299 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,522.7421 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,632.28 | $153.16 | $250,000.00 |
DisclosureSEC source: 0001225208-22-000933 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,113.1214 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 307.8623 | $158.35 | $48,750.00 |
DisclosureSEC source: 0001225208-22-000174 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,761.614 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 328.3646 | $163.69 | $53,750.00 |
DisclosureSEC source: 0001225208-21-012652 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,704.7413 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 329.4972 | $155.54 | $51,249.99 |
DisclosureSEC source: 0001225208-21-009944 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,639.9211 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 320.2391 | $152.23 | $48,750.00 |
DisclosureSEC source: 0001225208-21-006194 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,576.045 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,795.2032 | $139.26 | $250,000.00 |
DisclosureSEC source: 0001225208-21-001008 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,424.4113 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 363.9726 | $127.07 | $46,250.00 |
DisclosureSEC source: 0001225208-21-000048 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,629.2081 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 506.3883 | $96.27 | $48,750.00 |
DisclosureSEC source: 0001225208-20-011988 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,162.9063 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 491.7074 | $94.06 | $46,250.00 |
DisclosureSEC source: 0001225208-20-009499 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,534.5727 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| April 16, 2020 Filed Apr 16, 2020 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchaseCommon Stock | 75,000 | $87.99 | $6,598,957.50 |
DisclosureSEC source: 0001225208-20-006522 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 75,000 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 569.2547 | $90.03 | $51,250.00 |
DisclosureSEC source: 0001225208-20-005949 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,868.2052 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,819.7699 | $137.38 | $249,999.99 |
DisclosureSEC source: 0001225208-20-001068 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,559.1032 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 385.5811 | $139.40 | $53,750.01 |
DisclosureSEC source: 0001225208-20-000040 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,739.3333 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:06 UTC | COMCAST CORP CMCSA · Entity 1651 | OtherRestricted Stock Units · Derivative | 24,253 | $45.60 Strike: $0.00 | $1,105,936.80 |
DisclosureSEC source: 0001225208-19-013644 · doc4.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,222 Underlying: Class A Common Stock · 24,253 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. F2 · kind: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan. F3 · derivative.exercise_date: These restricted stock units vest on the transaction date. F3 · derivative.expiration_date: These restricted stock units vest on the transaction date. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 329.2548 | $117.69 | $38,750.00 |
DisclosureSEC source: 0001225208-19-013025 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,471.4645 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 20:14 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 1,084,600 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0000950103-19-012194 · dp112643_4-burke.xml · derivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,400 Underlying: Class A Common Stock · 1,084,600 shares Expires 2022-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 20:14 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 741,380 | $46.48 | $34,459,342.40 |
DisclosureSEC source: 0000950103-19-012194 · dp112643_4-burke.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,216.547 Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 20:14 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 1,084,600 | $15.00 | $16,263,577.00 |
DisclosureSEC source: 0000950103-19-012194 · dp112643_4-burke.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296,596.547 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 21:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 297.4552 | $111.80 | $33,255.49 |
DisclosureSEC source: 0001225208-19-009882 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,357.9942 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 186,600 | $9.17 Strike: $9.17 | $1,711,122.00 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · derivative · entry 10 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,300 Underlying: Class A Common Stock · 186,600 shares Expires 2020-03-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 716,800 | $12.51 Strike: $12.51 | $8,967,168.00 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · derivative · entry 9 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,200 Underlying: Class A Common Stock · 716,800 shares Expires 2021-03-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 477,493 | $43.84 | $20,933,293.12 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · nonDerivative · entry 7 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,996.547 Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | SaleClass A Common Stock | 239,307 | $43.31 | $10,365,104.09 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · nonDerivative · entry 6 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,489.547 F3 · price: This transaction was executed in multiple trades at prices ranging from $43.31 to $43.55. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | SaleClass A Common Stock | 149,392 | $43.29 | $6,466,432.72 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · nonDerivative · entry 5 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928,796.547 F2 · price: This transaction was executed in multiple trades at prices ranging from $43.00 to $43.42. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 117,666 | $43.83 | $5,157,300.78 |
DisclosureSEC source: 0001225208-19-007274 · doc4.xml · nonDerivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,188.547 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.