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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   $16,506,242    

Indirect Value

  $5,735,348      
Total Shares   713,504      
Total Value   $22,241,591      


Charles Schwab Corp
 $20,699 Blucora Inc
 $16,485,379 SVB Financial Group
 $164 Charles Schwab Corp
 $20,699 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 3 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   •       •      –    2018-04-04 4 D $24.35 $678,683 D/D (27,872) 608,076 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   •       •      –    2018-04-18 4 AS $26.45 $939,458 D/D (35,517) 598,476 0 -
SIVB SVB Financial Group   –       •      –    2018-04-26 4 OE $0.00 $0 D/D 337 337 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-09 4 AS $27.65 $1,032,134 D/D (35,516) 588,876 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   •       •      –    2018-05-10 4 OE $4.98 $352,753 D/D 70,834 659,710 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-10 4 D $32.90 $1,131,003 D/D (34,377) 625,333 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-17 4 OE $4.98 $174,300 D/D 35,000 660,333 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   •       •      –    2018-07-03 4 D $37.80 $190,323 D/D (5,035) 638,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-07-16 4 AS $37.41 $1,833,257 D/D (49,000) 623,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-07-16 4 OE $4.98 $169,320 D/D 34,000 672,564 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   •       •      –    2018-07-17 4 AS $38.06 $1,141,821 D/D (30,000) 613,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-04 4 OE $4.98 $1,011,400 D/D 105,000 718,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-04 4 D $37.01 $3,175,556 D/D (85,765) 632,799 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-11 4 AS $32.79 $1,622,058 D/D (49,000) 617,799 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-11 4 OE $4.98 $169,320 D/D 34,000 666,799 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-12 4 OE $4.98 $59,760 D/D 12,000 629,799 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   •       •      –    2019-01-02 4 A $0.00 $0 D/D 71,402 684,701 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-01-03 4 D $0.00 $0 D/D (3,368) 681,333 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   •       •      –    2019-04-04 4 D $34.70 $967,193 D/D (27,873) 641,984 0 -

  97  Records found
  1   2   3  4      
  Page 3 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