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

  
3m +/-  
Form
SCHW Charles Schwab Corp EVP-Shared Strategic ServicesO   •       –      –    2011-01-27 3 IO $0.00 $0 D/D 0 8,212 -
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   •       –      –    2011-11-01 4 OE $0.00 $0 I/I 3,382 28,677 0 -
SCHW Charles Schwab Corp EVP-Shared Strategic Services   •       –      –    2011-11-02 4 OE $0.00 $0 I/I 3,027 31,704 0 -
SCHW Charles Schwab Corp EVP-Shared Strategic Services   •       –      –    2012-03-19 4 OE $14.59 $840,352 I/I 57,614 92,527 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   •       •      –    2013-02-07 4 OE $13.12 $515,990 I/I 39,333 82,631 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-05-21 4 OE $18.29 $864,219 I/I 47,247 96,842 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-08-01 4 OE $19.36 $1,161,600 I/I 60,000 109,595 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-08 4 OE $11.75 $406,057 I/I 34,558 90,485 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-22 4 OE $23.33 $1,949,553 I/I 83,566 139,493 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-03-03 4 OE $25.97 $400,848 I/I 15,438 71,365 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   •       •      –    2014-11-03 4 OE $28.59 $181,032 I/I 6,332 76,197 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-06-07 4 OE $4.98 $1,079,002 D/D 216,667 719,795 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-01-05 4 OE $4.98 $352,748 D/D 70,833 622,897 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-21 4 OE $4.98 $212,148 D/D 42,600 716,948 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-22 4 OE $4.98 $175,047 D/D 35,150 709,498 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 -
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 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   •       •      –    2018-05-17 4 OE $4.98 $174,300 D/D 35,000 660,333 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-07-16 4 OE $4.98 $169,320 D/D 34,000 672,564 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
 
 
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