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Insider Information:   James Renee Jo
Relationship:  
City:   Hillsboro
State:   OR
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   139,590    

Indirect Shares

  24,535      
Direct Value   $8,467,314    

Indirect Value

  $1,515,772      
Total Shares   164,125      
Total Value   $9,983,086      


VMware, Inc.
 $897,197 Intel Corp
 $344,349 Sabre Corp
 $181,000 Oracle Corp
 $6,862,640 Citigroup Inc
 $182,127 VMware, Inc.
 $897,197 Intel Corp
 $344,349 Sabre Corp
 $181,000 Oracle Corp
 $6,862,640 Citigroup Inc
 $182,127
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -3.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            VMware, Inc. VMW Director 2013-05-29 6,297 2011-05-25 0    Premium*  
            Intel Corp INTC President 2015-11-16 11,202 2012-10-24 0    Premium*  
            Sabre Corp SABR Director 2021-03-15 64,643 2015-08-03 0    Premium*  
            Oracle Corp ORCL Director 2024-05-31 54,500 0    Premium*  
            Citigroup Inc C 2024-04-01 2,948 2024-04-01 24,535    Premium*  
* Premium Members only  

Records found :    213         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
INTC Intel Corp President   •       •      –    2015-05-16 4 D $33.13 $17,923 D/D (541) 47,394 0 -
INTC Intel Corp President   •       •      –    2015-08-16 4 D $28.96 $15,665 D/D (541) 9,203 0 -
INTC Intel Corp President   •       •      –    2015-11-16 4 D $32.09 $17,362 D/D (541) 11,202 0 -
ORCL Oracle Corp Director   •       •      –    2016-12-16 4 OE $0.00 $0 D/D 585 7,585 0 -
ORCL Oracle Corp Director   •       •      –    2017-12-18 4 OE $0.00 $0 D/D 586 16,895 0 -
ORCL Oracle Corp Director   •       •      –    2018-12-17 4 OE $0.00 $0 D/D 586 27,325 0 -
ORCL Oracle Corp Director   •       •      –    2019-12-16 4 OE $0.00 $0 D/D 586 33,472 0 -
SABR Sabre Corp Director   –       •      –    2020-03-30 4 A $6.23 $3,906 D/D 627 55,091 0 -
INTC Intel Corp President   •       •      –    2013-08-16 4 OE $0.00 $0 D/D 1,060 48,370 0 -
INTC Intel Corp President   •       •      –    2014-11-16 4 OE $0.00 $0 D/D 1,060 75,639 0 -
INTC Intel Corp President   •       •      –    2013-11-16 4 OE $0.00 $0 D/D 1,061 55,383 0 -
INTC Intel Corp President   •       •      –    2014-02-16 4 OE $0.00 $0 D/D 1,061 55,903 0 -
INTC Intel Corp President   •       •      –    2014-05-16 4 OE $0.00 $0 D/D 1,061 63,195 0 -
INTC Intel Corp President   •       •      –    2014-08-16 4 OE $0.00 $0 D/D 1,061 69,417 0 -
INTC Intel Corp President   •       •      –    2015-02-16 4 OE $0.00 $0 D/D 1,061 19,632 0 -
INTC Intel Corp President   •       •      –    2015-05-16 4 OE $0.00 $0 D/D 1,061 47,935 0 -
INTC Intel Corp President   •       •      –    2015-08-16 4 OE $0.00 $0 D/D 1,061 9,744 0 -
INTC Intel Corp President   •       •      –    2015-11-16 4 OE $0.00 $0 D/D 1,061 11,743 0 -
INTC Intel Corp President   •       •      –    2014-01-23 4 D $25.08 $34,629 D/D (1,381) 57,211 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-01-17 4 D $22.59 $35,278 D/D (1,562) 28,314 0 -
C Citigroup Inc Director   –       •      –    2020-02-13 4 A $0.00 $0 D/D 1,901 4,355 0 -
C Citigroup Inc Director   –       •      –    2018-02-15 4 A $0.00 $0 D/D 2,015 4,594 0 -
INTC Intel Corp President   •       •      –    2014-04-25 4 AS $26.32 $54,195 D/D (2,059) 62,134 0 -
INTC Intel Corp President   •       •      –    2014-07-25 4 AS $34.15 $70,317 D/D (2,059) 68,356 0 -
INTC Intel Corp President   •       •      –    2014-10-27 4 AS $33.02 $67,990 D/D (2,059) 74,579 0 -

  213  Records found
  1   2   3   4  5   6   7   8   9      
  Page 4 of 9  
 
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