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 18, 2007 Filed Jan 19, 2007 21:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,523.3161 | $48.25 | $170,000.00 |
DisclosureSEC source: 0000019617-07-000053 · bur964.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,214.2426 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, 2006 Filed Jan 3, 2007 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 385.9613 | $48.58 | $18,750.00 |
DisclosureSEC source: 0000019617-07-000002 · bur926.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,158.4686 Underlying: Common Stock · 385.9613 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2006 Filed Oct 3, 2006 20:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 397.667 | $47.15 | $18,750.00 |
DisclosureSEC source: 0000019617-06-000516 · bur896.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,675.1446 Underlying: Common Stock · 397.667 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 19:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 441.2284 | $42.50 | $18,750.00 |
DisclosureSEC source: 0000019617-06-000415 · bur866.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,178.7279 Underlying: Common Stock · 441.2284 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 449.4247 | $41.72 | $18,750.00 |
DisclosureSEC source: 0000019617-06-000313 · bur824.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,641.9823 Underlying: Common Stock · 449.4247 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 19, 2006 Filed Jan 23, 2006 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,343.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000054 · bur798.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,126.3492 Underlying: Common Stock · 4,343.94 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2005 Filed Jan 4, 2006 20:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 473.0667 | $39.64 | $18,750.00 |
DisclosureSEC source: 0000019617-06-000009 · bur751.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,782.4092 Underlying: Common Stock · 473.0667 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 20:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 550.8226 | $34.04 | $18,750.00 |
DisclosureSEC source: 0000019617-05-000530 · bur705.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,242.0665 Underlying: Common Stock · 550.8226 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| June 30, 2005 Filed Jul 1, 2005 18:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 525.8 | $35.66 Strike: $0.00 | $18,750.03 |
DisclosureSEC source: 0000019617-05-000420 · bur668.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627.37 Underlying: Common Stock · 525.8 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 19:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 539.88 | $34.73 Strike: $0.00 | $18,750.03 |
DisclosureSEC source: 0000019617-05-000331 · bur647.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043.22 Underlying: Common Stock · 539.88 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 21:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,536.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000079 · bur615.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,494.62 Underlying: Common Stock · 4,536.96 shares Expires not disclosed F1 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 20:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 480.03 | $39.06 Strike: $0.00 | $18,749.97 |
DisclosureSEC source: 0000019617-05-000004 · bur562.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 957.66 Underlying: Common Stock · 480.03 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 19:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 473.43 | $39.61 Strike: $0.00 | $18,750.20 |
DisclosureSEC source: 0000019617-04-000358 · bur517.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473.43 Underlying: Common Stock · 473.43 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 15:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantDirector Stock Option(right to buy) · Derivative | 2,640 | $0.00 Strike: $27.92 | $0.00 |
DisclosureSEC source: 0001225208-04-001098 · doc4.xml · derivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 2,640 shares Expires 2009-04-15 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 15:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 11,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001098 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,291 F1 · price: See Remarks 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.