| |
| |
|
| 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 4 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 |
• • – |
2018-07-17 |
4 |
OE |
$4.98 |
$99,600 |
D/D |
20,000 |
643,564 |
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 |
• • – |
2018-10-11 |
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 |
• • – |
2019-04-08 |
4 |
OE |
$4.98 |
$705,502 |
D/D |
141,667 |
783,651 |
0 |
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2019-04-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
492 |
829 |
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 |
• • – |
2019-05-15 |
4 |
OE |
$4.98 |
$99,600 |
D/D |
20,000 |
718,752 |
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 |
• • – |
2019-07-17 |
4 |
OE |
$4.98 |
$49,800 |
D/D |
10,000 |
676,967 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-10-07 |
4 |
OE |
$4.98 |
$186,750 |
D/D |
37,500 |
704,467 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-12-16 |
4 |
OE |
$4.98 |
$37,350 |
D/D |
7,500 |
657,717 |
0 |
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2021-04-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
722 |
2,451 |
0 |
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2022-04-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
284 |
2,735 |
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 |
• • – |
2013-01-28 |
4 |
S |
$16.11 |
$211,271 |
I/I |
(13,111) |
43,298 |
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 |
S |
$22.73 |
$1,363,842 |
I/I |
(60,000) |
49,595 |
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 |
• • – |
2013-11-22 |
4 |
S |
$24.84 |
$2,076,147 |
I/I |
(83,566) |
55,927 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2014-07-21 |
4 |
S |
$27.78 |
$388,889 |
I/I |
(14,000) |
71,365 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2014-08-13 |
4 |
S |
$27.67 |
$41,511 |
I/I |
(1,500) |
69,865 |
0 |
- |
|
97 Records found
|
|
Page 4 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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