| |
| |
|
| 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 |
$4,499,795 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
235,962 |
|
|
| Total
Value |
$4,499,795 |
|
|
|
|
|
|
|
|
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 |
• – – |
2014-04-21 |
4 |
AS |
$27.84 |
$74,549 |
D/D |
(2,678) |
85,244 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-07-18 |
4 |
AS |
$31.53 |
$88,448 |
D/D |
(2,805) |
84,624 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-10-20 |
4 |
AS |
$31.45 |
$87,678 |
D/D |
(2,788) |
84,964 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-11 |
4/A |
AS |
$17.90 |
$895,215 |
D/D |
(50,000) |
1,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-15 |
4 |
AS |
$18.54 |
$185,413 |
D/D |
(10,000) |
1,786 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-12-15 |
4 |
AS |
$17.95 |
$179,482 |
D/D |
(10,000) |
1,786 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-17 |
4 |
AS |
$18.53 |
$185,266 |
D/D |
(10,000) |
36,063 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-15 |
4 |
AS |
$19.34 |
$193,432 |
D/D |
(10,000) |
36,063 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-03 |
4 |
AS |
$17.89 |
$8,944 |
D/D |
(500) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-04 |
4 |
AS |
$17.93 |
$887,312 |
D/D |
(49,500) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-09-15 |
4 |
AS |
$19.14 |
$191,412 |
D/D |
(10,000) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-10-16 |
4 |
AS |
$19.65 |
$196,495 |
D/D |
(10,000) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-11-15 |
4 |
AS |
$21.34 |
$213,351 |
D/D |
(10,000) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-12-15 |
4 |
AS |
$19.64 |
$196,431 |
D/D |
(10,000) |
77,372 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-16 |
4 |
AS |
$19.95 |
$199,459 |
D/D |
(10,000) |
148,711 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-15 |
4 |
AS |
$19.74 |
$197,374 |
D/D |
(10,000) |
148,711 |
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 |
VP Corp Controller |
• – – |
2008-07-17 |
5 |
D |
$37.10 |
$11,056 |
D/D |
(298) |
4,015 |
0 |
- |
|
| ADVS |
Advent Software Inc |
VP, Corporate Controller |
• – – |
2009-02-14 |
4 |
D |
$29.05 |
$7,727 |
D/D |
(266) |
3,918 |
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 |
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 |
CFO |
• – – |
2011-09-15 |
4 |
D |
$23.55 |
$32,381 |
D/D |
(1,375) |
20,663 |
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 |
- |
|
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 |
| |
|
|
|
|
|
