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Insider Information:   Clendening John S
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   637,307    

Indirect Shares

   76,197      
Direct Value   $16,505,417    

Indirect Value

   $5,506,757      
Total Shares   713,504      
Total Value   $22,012,175      


Charles Schwab Corp $19,874 Blucora Inc $16,485,379 SVB Financial Group $164 Charles Schwab Corp $19,874 Blucora Inc $16,485,379 SVB Financial Group $164
 


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  
            Charles Schwab Corp SCHW EVP - Investor Services 2014-11-03 275 2014-11-03 76,197    Premium*  
            Blucora Inc BCOR President and CEO, Dir... 2020-01-03 634,297 2016-04-04 0    Premium*  
            SVB Financial Group SIVB 2022-04-21 2,735 2018-04-26 0    Premium*  
* Premium Members only  

Records found :    97         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BCOR Blucora Inc President and CEO   •       •      –    2019-12-16 4 OE $4.98 $37,350 D/D 7,500 657,717 0 -
SCHW Charles Schwab Corp EVP-Shared Strategic Services   •       •      –    2012-11-01 4 A $0.00 $0 I/I 8,385 43,298 0 -
SCHW Charles Schwab Corp EVP-Shared Strategic Services   •       –      –    2011-04-18 4 OE $14.59 $145,859 I/I 10,000 35,295 0 -
SCHW Charles Schwab Corp EVP-Shared Strategic Services   •       –      –    2011-04-18 4 S $17.90 $179,000 I/I (10,000) 25,295 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-17 4 OE $4.98 $49,800 D/D 10,000 676,967 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-17 4 AS $29.23 $292,300 D/D (10,000) 666,967 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-02-20 4 D $27.48 $315,360 D/D (11,476) 669,857 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-12 4 OE $4.98 $59,760 D/D 12,000 629,799 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-01-28 4 OE $13.12 $171,997 I/I 13,111 56,409 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-01-28 4 S $16.11 $211,271 I/I (13,111) 43,298 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-07-21 4 OE $19.36 $271,040 I/I 14,000 85,365 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-07-21 4 S $27.78 $388,889 I/I (14,000) 71,365 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-12-16 4 AS $24.92 $355,110 D/D (14,250) 643,467 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-03-03 4 OE $25.97 $400,848 I/I 15,438 71,365 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-12 4 AS $33.02 $544,809 D/D (16,500) 613,299 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-17 4 D $35.70 $597,404 D/D (16,734) 643,599 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-07-17 4 OE $4.98 $99,600 D/D 20,000 643,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-15 4 OE $4.98 $99,600 D/D 20,000 718,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2016-04-04 4/A D $4.98 $107,697 D/D (21,626) 478,374 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-15 4 AS $31.29 $782,250 D/D (25,000) 693,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-09 4 OE $4.98 $129,062 D/D 25,916 624,392 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-03-12 4 OE $4.98 $129,067 D/D 25,917 671,465 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-04-18 4 OE $4.98 $129,067 D/D 25,917 633,993 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-04-04 4 D $24.35 $678,683 D/D (27,872) 608,076 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-04-04 4 D $34.70 $967,193 D/D (27,873) 641,984 0 -
  97  Records found
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  Page 2 of 4  
 
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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