| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 |
| 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 |
• • – |
2018-07-17 |
4 |
AS |
$38.06 |
$1,141,821 |
D/D |
(30,000) |
613,564 |
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 |
• • – |
2018-10-11 |
4 |
OE |
$4.98 |
$169,320 |
D/D |
34,000 |
666,799 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-05-10 |
4 |
D |
$32.90 |
$1,131,003 |
D/D |
(34,377) |
625,333 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2013-11-08 |
4 |
S |
$23.93 |
$826,824 |
I/I |
(34,558) |
55,927 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2013-11-08 |
4 |
OE |
$11.75 |
$406,057 |
I/I |
34,558 |
90,485 |
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 |
• • – |
2018-02-22 |
4 |
OE |
$4.98 |
$175,047 |
D/D |
35,150 |
709,498 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-02-22 |
4 |
AS |
$24.46 |
$859,716 |
D/D |
(35,150) |
674,348 |
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 |
• • – |
2018-03-12 |
4 |
AS |
$25.25 |
$896,885 |
D/D |
(35,517) |
635,948 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-04-18 |
4 |
AS |
$26.45 |
$939,458 |
D/D |
(35,517) |
598,476 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-01-05 |
4 |
D |
$22.70 |
$818,312 |
D/D |
(36,049) |
586,848 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-05-14 |
4 |
OE |
$4.98 |
$186,750 |
D/D |
37,500 |
753,002 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-07-16 |
4 |
OE |
$4.98 |
$186,750 |
D/D |
37,500 |
721,217 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-10-07 |
4 |
OE |
$4.98 |
$186,750 |
D/D |
37,500 |
704,467 |
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 |
• • – |
2013-02-07 |
4 |
AS |
$16.88 |
$664,020 |
I/I |
(39,333) |
43,298 |
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 |
• • – |
2018-02-21 |
4 |
AS |
$24.23 |
$1,032,121 |
D/D |
(42,600) |
674,348 |
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 |
• • – |
2013-05-21 |
4 |
OE |
$18.29 |
$864,219 |
I/I |
47,247 |
96,842 |
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 |
• • – |
2018-10-11 |
4 |
AS |
$32.79 |
$1,622,058 |
D/D |
(49,000) |
617,799 |
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 |
| |
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