| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
97 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 - Investor Services |
• • – |
2013-02-07 |
4 |
AS |
$16.88 |
$664,020 |
I/I |
(39,333) |
43,298 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2017-04-04 |
4 |
D |
$17.30 |
$900,033 |
D/D |
(52,025) |
503,128 |
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 |
- |
|
| 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 |
• • – |
2013-05-21 |
4 |
S |
$19.12 |
$903,339 |
I/I |
(47,247) |
49,595 |
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 |
• • – |
2014-07-21 |
4 |
OE |
$19.36 |
$271,040 |
I/I |
14,000 |
85,365 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2017-06-07 |
4 |
D |
$20.40 |
$2,480,558 |
D/D |
(121,596) |
598,199 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-10-07 |
4 |
AS |
$21.20 |
$1,150,100 |
D/D |
(54,250) |
650,217 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-01-05 |
4 |
D |
$22.70 |
$818,312 |
D/D |
(36,049) |
586,848 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2013-08-01 |
4 |
S |
$22.73 |
$1,363,842 |
I/I |
(60,000) |
49,595 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-01-03 |
4 |
D |
$22.75 |
$165,393 |
D/D |
(7,270) |
552,064 |
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 |
• • – |
2013-11-08 |
4 |
S |
$23.93 |
$826,824 |
I/I |
(34,558) |
55,927 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-02-21 |
4 |
AS |
$24.23 |
$1,032,121 |
D/D |
(42,600) |
674,348 |
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 |
• • – |
2018-02-22 |
4 |
AS |
$24.46 |
$859,716 |
D/D |
(35,150) |
674,348 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2013-11-22 |
4 |
S |
$24.84 |
$2,076,147 |
I/I |
(83,566) |
55,927 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-12-16 |
4 |
AS |
$24.92 |
$355,110 |
D/D |
(14,250) |
643,467 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-03-12 |
4 |
AS |
$25.25 |
$896,885 |
D/D |
(35,517) |
635,948 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2017-10-04 |
4 |
D |
$25.70 |
$763,650 |
D/D |
(29,714) |
568,485 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2020-01-03 |
4 |
D |
$25.73 |
$80,175 |
D/D |
(3,116) |
634,297 |
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 |
• • – |
2020-01-02 |
4 |
D |
$26.00 |
$157,404 |
D/D |
(6,054) |
637,413 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-04-18 |
4 |
AS |
$26.45 |
$939,458 |
D/D |
(35,517) |
598,476 |
0 |
- |
|
97 Records found
|
|
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 |
| |
|
|
|
|
|
