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 |
|---|---|---|---|---|---|---|
| January 26, 2018 Filed Jan 29, 2018 21:14 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 500,000 | $12.51 | $6,255,000.00 |
DisclosureSEC source: 0001225208-18-001757 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,214,811.464 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 |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001239 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,688.1423 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, 2017 Filed Jan 3, 2018 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 268.8423 | $106.94 | $28,750.00 |
DisclosureSEC source: 0001225208-18-000288 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,939.7764 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 301.0156 | $95.51 | $28,750.00 |
DisclosureSEC source: 0001225208-17-015747 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,093.2191 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 314.5514 | $91.40 | $28,750.00 |
DisclosureSEC source: 0001225208-17-012228 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,261.2868 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | SaleClass A Common Stock | 197,308 | $38.98 | $7,690,473.92 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 8 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,811.464 F2 · price: This transaction was executed in multiple trades at prices ranging from $38.970 to $38.995. 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 |
| May 10, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | SaleClass A Common Stock | 61,072 | $39.03 | $2,383,719.55 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 7 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912,119.464 F1 · price: This transaction was executed in multiple trades at prices ranging from $39.015 to $39.095. 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 |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 64,240 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · derivative · entry 11 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,240 Underlying: Class A Common Stock · 64,240 shares Expires 2018-03-27 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. F3 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 92,000 | $0.00 Strike: $7.27 | $0.00 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · derivative · entry 10 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,000 Underlying: Class A Common Stock · 92,000 shares Expires 2019-03-26 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. F3 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 93,300 | $0.00 Strike: $9.17 | $0.00 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · derivative · entry 9 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,900 Underlying: Class A Common Stock · 93,300 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. F3 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 61,799 | $39.11 | $2,416,649.90 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 6 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,191.464 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 58,966 | $39.11 | $2,305,865.43 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 5 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034,990.464 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 42,782 | $39.11 | $1,673,204.02 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,956.464 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 64,240 | $9.49 | $609,637.60 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136,738.464 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 |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 92,000 | $7.27 | $668,840.00 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,072,498.464 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 |
| May 09, 2017 Filed May 11, 2017 20:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 93,300 | $9.17 | $855,561.00 |
DisclosureSEC source: 0001225208-17-009492 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980,498.464 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 |
| April 18, 2017 Filed Apr 20, 2017 20:13 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionRestricted Stock Units · Derivative | 26,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008204 · doc4.xml · derivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,070 Underlying: Class A Common Stock · 26,850 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. 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 |
| April 18, 2017 Filed Apr 20, 2017 20:13 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 15,037 | $37.59 | $565,240.83 |
DisclosureSEC source: 0001225208-17-008204 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887,198.464 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 20:13 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 26,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008204 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902,235.464 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 · price: The price is $0.00. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 327.2996 | $87.84 | $28,750.00 |
DisclosureSEC source: 0001225208-17-007374 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,378.5615 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionRestricted Stock Units · Derivative | 125,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · derivative · entry 6 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,920 Underlying: Class A Common Stock · 125,680 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. 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 |
| March 23, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 70,384 | $37.22 | $2,619,692.48 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · nonDerivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874,661.468 Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 125,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · nonDerivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,045.468 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 · price: The price is $0.00. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionRestricted Stock Units · Derivative | 34,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · derivative · entry 5 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,600 Underlying: Class A Common Stock · 34,290 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. 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 |
| March 22, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 19,204 | $37.04 | $711,316.16 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819,365.468 Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 19:12 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 34,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006786 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 838,569.468 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 · price: The price is $0.00. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionRestricted Stock Units · Derivative | 32,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · derivative · entry 6 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,208 Underlying: Class A Common Stock · 32,100 shares Expires not disclosed 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_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: These restricted stock units vest on the transaction date. F2 · derivative.expiration_date: These restricted stock units vest on the transaction date. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 17,977 | $37.07 | $666,407.39 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · nonDerivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,279.468 Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 32,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · nonDerivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 822,256.468 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 |
| March 20, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionRestricted Stock Units · Derivative | 32,046 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · derivative · entry 5 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,308 Underlying: Class A Common Stock · 32,046 shares Expires not disclosed 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_price: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: These restricted stock units vest on the transaction date. F2 · derivative.expiration_date: These restricted stock units vest on the transaction date. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 17,947 | $37.48 | $672,653.56 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,156.468 Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:17 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 32,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006715 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,103.468 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 |
| March 17, 2017 Filed Mar 21, 2017 20:33 UTC | COMCAST CORP CMCSA · Entity 1651 | GrantOption to Purchase · Derivative | 1,941,134 | $0.00 Strike: $37.46 | $0.00 |
DisclosureSEC source: 0001225208-17-006660 · doc4.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,941,134 Underlying: Class A Common Stock · 1,941,134 shares Expires 2027-03-16 F1 · derivative.exercise_date: The options were granted on March 17, 2017. With respect to (i) 768,800 options, 30% becomes exercisable on the 2nd anniversary of the date of grant; an additional 15% on each of the 3rd, 4th and 5th anniversaries of the date of grant; and an additional 5% on each of the 6th, 7th, 8th, 9th and 9.5th anniversaries of the date of grant and (ii) 1,172,334 options, 100% become exercisable on August 14, 2023. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 21,920 | $25.44 Strike: $25.44 | $557,644.80 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · derivative · entry 6 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 21,920 shares Expires 2017-03-15 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 |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionOption to Purchase · Derivative | 46,650 | $18.34 Strike: $18.34 | $855,561.00 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · derivative · entry 5 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,600 Underlying: Class A Common Stock · 46,650 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. F1 · derivative.exercise_date: With respect to the number of shares set forth in Column 7, this option is immediately exercisable. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 31,055 | $75.77 | $2,353,037.35 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · nonDerivative · entry 4 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,028.734 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Tax withholdingClass A Common Stock | 14,028 | $75.73 | $1,062,340.44 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · nonDerivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,083.734 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 21,920 | $25.44 | $557,644.80 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,111.734 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 |
| February 01, 2017 Filed Feb 2, 2017 21:21 UTC | COMCAST CORP CMCSA · Entity 1651 | Exercise / conversionClass A Common Stock | 46,650 | $18.34 | $855,561.00 |
DisclosureSEC source: 0001225208-17-002253 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,191.734 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 |
| January 17, 2017 Filed Jan 19, 2017 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,967.359 | $84.25 | $250,000.00 |
DisclosureSEC source: 0001225208-17-001365 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,051.2619 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, 2016 Filed Jan 4, 2017 21:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 260.7486 | $86.29 | $22,500.00 |
DisclosureSEC source: 0001225208-17-000416 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,557.4736 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 14, 2016 Filed Feb 13, 2017 20:46 UTC | COMCAST CORP CMCSA · Entity 1651 | GiftClass A Common Stock | 56,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002956 · doc5.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,541.734 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 337.8886 | $66.59 | $22,500.00 |
DisclosureSEC source: 0001225208-16-040114 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,635.2617 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 331.9118 | $62.14 | $20,625.00 |
DisclosureSEC source: 0001225208-16-036117 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,560.0842 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 316.616 | $59.22 | $18,750.00 |
DisclosureSEC source: 0001225208-16-030841 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,544.0674 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 19, 2016 Filed Jan 20, 2016 22:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,930.8176 | $57.24 | $225,000.00 |
DisclosureSEC source: 0001225208-16-024553 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,620.9159 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, 2015 Filed Jan 5, 2016 23:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 283.9618 | $66.03 | $18,750.00 |
DisclosureSEC source: 0001225208-16-023580 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,690.0983 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2015 Filed Oct 2, 2015 20:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 307.5283 | $60.97 | $18,750.00 |
DisclosureSEC source: 0001225208-15-019062 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,798.4948 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2015 Filed Jul 2, 2015 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 276.7119 | $67.76 | $18,750.00 |
DisclosureSEC source: 0001225208-15-015013 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,936.6082 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 309.5081 | $60.58 | $18,750.00 |
DisclosureSEC source: 0001225208-15-009274 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,104.2683 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. 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.