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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   $8,306,528    

Indirect Value

   $1,515,527      
Total Shares   164,125      
Total Value   $9,822,054      


VMware, Inc. $897,197 Intel Corp $344,798 Sabre Corp $199,100 Oracle Corp $6,683,335 Citigroup Inc $182,098 VMware, Inc. $897,197 Intel Corp $344,798 Sabre Corp $199,100 Oracle Corp $6,683,335 Citigroup Inc $182,098
 


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 5 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 EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-01-17 4 OE $0.00 $0 D/D 3,750 29,876 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 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-01-24 4 OE $0.00 $0 D/D 7,898 34,885 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-01-24 4 D $21.06 $60,091 D/D (2,854) 33,358 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-02-22 4 OE $0.00 $0 D/D 99,206 133,530 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-02-22 4 D $20.30 $1,025,831 D/D (50,546) 82,984 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-03-04 4 AS $21.08 $683,751 D/D (32,440) 50,544 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-04-23 4 OE $19.04 $207,879 D/D 10,917 61,461 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-04-23 4 AS $23.00 $624,151 D/D (27,137) 34,324 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-04-24 4 D $23.52 $158,673 D/D (6,747) 40,817 0 -
INTC Intel Corp EXEC VP, GM, S/W SVCS GRP   •       •      –    2013-04-24 4 OE $0.00 $0 D/D 13,240 43,540 0 -
INTC Intel Corp President   •       •      –    2013-06-03 4 OE $19.63 $809,738 D/D 41,250 82,067 0 -
INTC Intel Corp President   •       •      –    2013-06-03 4 AS $25.00 $1,031,250 D/D (41,250) 40,817 0 -
INTC Intel Corp President   •       •      –    2013-07-24 4 OE $0.00 $0 D/D 13,240 50,033 0 -
INTC Intel Corp President   •       •      –    2013-07-24 4 D $22.82 $153,933 D/D (6,747) 47,310 0 -
INTC Intel Corp President   •       •      –    2013-08-16 4 OE $0.00 $0 D/D 1,060 48,370 0 -
INTC Intel Corp President   •       •      –    2013-08-16 4 D $22.04 $11,924 D/D (541) 47,829 0 -
INTC Intel Corp President   •       •      –    2013-10-24 4 D $23.88 $161,109 D/D (6,748) 54,322 0 -
INTC Intel Corp President   •       •      –    2013-10-24 4 OE $0.00 $0 D/D 13,241 57,045 0 -
INTC Intel Corp President   •       •      –    2013-10-30 4 AS $24.55 $267,984 D/D (10,917) 54,322 0 -
INTC Intel Corp President   •       •      –    2013-10-30 4 OE $19.04 $207,879 D/D 10,917 65,239 0 -
INTC Intel Corp President   •       •      –    2013-11-16 4 OE $0.00 $0 D/D 1,061 55,383 0 -
INTC Intel Corp President   •       •      –    2013-11-16 4 D $24.59 $13,303 D/D (541) 54,842 0 -
INTC Intel Corp President   •       •      –    2013-12-31 4 OE $20.30 $458,313 D/D 22,577 77,419 0 -
INTC Intel Corp President   •       •      –    2013-12-31 4 AS $26.00 $587,002 D/D (22,577) 54,842 0 -
  213  Records found
  1   2   3   4   5  6   7   8   9      
  Page 5 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
 
 
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