| |
| |
|
| Insider
Information: |
Dimarco Stephanie |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
37,182 |
|
|
Indirect Shares
|
105,125 |
|
|
| Direct
Value |
$1,675,049 |
|
|
|
Indirect Value
|
$4,735,881 |
|
|
| Total
Shares |
142,307 |
|
|
| Total
Value |
$6,410,930 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Advent Software Inc |
ADVS |
Director |
2015-05-07 |
0 |
2015-07-08 |
0 |
Premium* |
|
|
Artisan Partners Asset Managemen... |
APAM |
Director |
2024-01-25 |
37,182 |
2024-01-25 |
105,125 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
126 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 of 6
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2015-08-17 |
4 |
B |
$46.30 |
$657,388 |
I/I |
14,197 |
50,000 |
2.66 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2015-11-30 |
4 |
B |
$38.95 |
$42,000 |
I/I |
1,078 |
50,770 |
2.66 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2016-01-26 |
4 |
A |
$0.00 |
$0 |
D/D |
6,442 |
15,314 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2017-01-27 |
4 |
A |
$0.00 |
$0 |
D/D |
7,118 |
22,432 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,045 |
27,477 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2019-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
8,761 |
36,238 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2020-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
5,923 |
8,114 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2021-01-26 |
4 |
A |
$0.00 |
$0 |
D/D |
4,300 |
12,414 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2022-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7,739 |
20,153 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2023-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
9,265 |
29,418 |
0 |
- |
|
| APAM |
Artisan Partners Asset Ma... |
Director |
• • – |
2024-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
7,764 |
37,182 |
0 |
- |
|
| ADVS |
Advent Software Inc |
President & CEO |
• – – |
2003-03-05 |
5 |
GD |
$0.00 |
$0 |
I/I |
5,600 |
1,113,662 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2005-12-05 |
5 |
GD |
$0.00 |
$0 |
I/I |
30,000 |
1,230,694 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2006-05-04 |
5 |
GD |
$0.00 |
$0 |
I/I |
5,500 |
1,248,036 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2006-09-11 |
5 |
GD |
$0.00 |
$0 |
I/I |
2,256 |
1,245,780 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2006-11-13 |
5 |
D |
$0.00 |
$0 |
I/I |
(1,304) |
1,244,476 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2006-11-13 |
5 |
GA |
$0.00 |
$0 |
I/I |
1,304 |
3,504 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2006-12-12 |
5 |
GD |
$0.00 |
$0 |
I/I |
20,000 |
1,224,476 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2007-02-21 |
5 |
A |
$0.00 |
$0 |
I/I |
20,678 |
1,695,154 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2007-02-21 |
5 |
D |
$0.00 |
$0 |
I/I |
(20,678) |
52,224 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2007-09-14 |
5 |
GD |
$0.00 |
$0 |
I/I |
680 |
1,694,474 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2007-12-14 |
5 |
A |
$0.00 |
$0 |
I/I |
400 |
2,552 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2007-12-14 |
5 |
GD |
$0.00 |
$0 |
I/I |
12,400 |
1,682,074 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2009-03-02 |
5 |
D |
$0.00 |
$0 |
D/D |
(4,659) |
9,252 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Executive Officer |
• • – |
2009-03-02 |
5 |
A |
$0.00 |
$0 |
I/I |
4,659 |
1,552,493 |
0 |
- |
|
126 Records found
|
|
Page 5 of 6 |
| |
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 |
| |
|
|
|
|
|
