| |
| |
|
| 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 |
• • – |
2019-02-20 |
4 |
D |
$27.48 |
$315,360 |
D/D |
(11,476) |
669,857 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-05-09 |
4 |
AS |
$27.65 |
$1,032,134 |
D/D |
(35,516) |
588,876 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2014-08-13 |
4 |
S |
$27.67 |
$41,511 |
I/I |
(1,500) |
69,865 |
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 |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$181,032 |
I/I |
6,332 |
76,197 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-07-16 |
4 |
AS |
$29.01 |
$1,573,793 |
D/D |
(54,250) |
666,967 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-07-17 |
4 |
AS |
$29.23 |
$292,300 |
D/D |
(10,000) |
666,967 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-07-03 |
4 |
D |
$29.81 |
$150,093 |
D/D |
(5,035) |
683,717 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-05-15 |
4 |
AS |
$31.29 |
$782,250 |
D/D |
(25,000) |
693,752 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-05-14 |
4 |
AS |
$31.67 |
$1,718,098 |
D/D |
(54,250) |
698,752 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-05-16 |
4 |
AS |
$32.00 |
$160,000 |
D/D |
(5,000) |
688,752 |
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 |
• • – |
2018-05-10 |
4 |
D |
$32.90 |
$1,131,003 |
D/D |
(34,377) |
625,333 |
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 |
• • – |
2019-04-08 |
4 |
D |
$34.50 |
$2,351,141 |
D/D |
(68,149) |
715,502 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-04-04 |
4 |
D |
$34.70 |
$967,193 |
D/D |
(27,873) |
641,984 |
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 |
• • – |
2018-10-04 |
4 |
D |
$37.01 |
$3,175,556 |
D/D |
(85,765) |
632,799 |
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 |
• • – |
2018-07-03 |
4 |
D |
$37.80 |
$190,323 |
D/D |
(5,035) |
638,564 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-07-17 |
4 |
AS |
$38.06 |
$1,141,821 |
D/D |
(30,000) |
613,564 |
0 |
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2019-05-24 |
4 |
B |
$221.12 |
$199,007 |
D/D |
900 |
1,729 |
0.01 |
- |
|
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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|
