| |
| |
|
| Insider
Information: |
Cox James S |
| Relationship: |
|
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
235,962 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$4,438,445 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
235,962 |
|
|
| Total
Value |
$4,438,445 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -51.3%
|
-2.9%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Advent Software Inc |
ADVS |
EVP & CFO |
2015-07-08 |
0 |
|
0 |
Premium* |
|
|
Clearwater Analytics Holdings, I... |
CWAN |
|
2024-03-31 |
235,962 |
2021-09-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
97 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-05-30 |
4 |
A |
$25.72 |
$8,745 |
D/D |
340 |
84,964 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-03 |
4 |
AS |
$17.89 |
$8,944 |
D/D |
(500) |
77,372 |
0 |
% |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-11-28 |
5 |
A |
$25.52 |
$9,008 |
D/D |
353 |
79,831 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-05-29 |
4 |
A |
$26.36 |
$9,094 |
D/D |
345 |
78,056 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-05-14 |
4 |
D |
$43.50 |
$9,135 |
D/D |
(210) |
9,584 |
0 |
- |
|
| ADVS |
Advent Software Inc |
VP Corp Controller |
• – – |
2008-07-17 |
5 |
D |
$37.10 |
$11,056 |
D/D |
(298) |
4,015 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2012-07-18 |
4 |
AS |
$28.00 |
$13,776 |
D/D |
(492) |
23,750 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-07-17 |
4 |
D |
$48.00 |
$14,640 |
D/D |
(305) |
9,481 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2011-05-14 |
4 |
D |
$26.91 |
$17,761 |
D/D |
(660) |
21,719 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-05-14 |
4 |
D |
$28.79 |
$17,850 |
D/D |
(620) |
84,624 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-05-13 |
4 |
D |
$30.20 |
$19,781 |
D/D |
(655) |
34,447 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-05-14 |
4 |
D |
$30.67 |
$20,733 |
D/D |
(676) |
33,771 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-03-31 |
4 |
D |
$17.69 |
$28,021 |
D/D |
(1,584) |
235,962 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-05-13 |
4 |
D |
$43.56 |
$28,532 |
D/D |
(655) |
79,176 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2021-09-28 |
4 |
B |
$18.00 |
$32,148 |
D/D |
1,786 |
1,786 |
2.74 |
% |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2011-09-15 |
4 |
D |
$23.55 |
$32,381 |
D/D |
(1,375) |
20,663 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-09-15 |
4 |
D |
$30.19 |
$42,538 |
D/D |
(1,409) |
40,620 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
11,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-12-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
11,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-17 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
46,063 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
46,063 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-09-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
87,372 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-10-16 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
87,372 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-11-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
87,372 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-12-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
87,372 |
0 |
- |
|
97 Records found
|
|
Page 2 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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|
