| |
| |
|
| 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 4 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| 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 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-07-17 |
4 |
D |
$31.87 |
$53,797 |
D/D |
(1,688) |
87,429 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-10-17 |
4 |
D |
$31.30 |
$52,513 |
D/D |
(1,678) |
87,752 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-04-17 |
4 |
D |
$28.06 |
$45,205 |
D/D |
(1,611) |
87,922 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-07-17 |
4 |
D |
$31.87 |
$48,028 |
D/D |
(1,507) |
89,117 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-10-17 |
4 |
D |
$31.30 |
$48,007 |
D/D |
(1,534) |
89,430 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-04-17 |
4 |
D |
$28.06 |
$48,011 |
D/D |
(1,711) |
89,533 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-07-17 |
4 |
OE |
$8.00 |
$48,000 |
D/D |
6,000 |
90,624 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-10-17 |
4 |
OE |
$8.00 |
$48,000 |
D/D |
6,000 |
90,964 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-04-17 |
4 |
OE |
$8.00 |
$48,000 |
D/D |
6,000 |
91,244 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
70,894 |
106,957 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-01 |
4 |
D |
$20.03 |
$1,181,790 |
D/D |
(59,001) |
148,711 |
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 |
• – – |
2024-01-16 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
158,711 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
158,711 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
130,340 |
180,765 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-28 |
4 |
D |
$19.44 |
$1,712,197 |
D/D |
(88,076) |
234,421 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-03-31 |
4 |
D |
$17.69 |
$28,021 |
D/D |
(1,584) |
235,962 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-03-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,125 |
237,546 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
173,786 |
270,350 |
0 |
- |
|
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 |
| |
|
|
|
|
|
