| |
| |
|
| 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 4 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 |
• – – |
2014-10-20 |
4 |
AS |
$31.45 |
$87,678 |
D/D |
(2,788) |
84,964 |
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 |
• – – |
2014-07-17 |
4 |
D |
$31.87 |
$53,797 |
D/D |
(1,688) |
87,429 |
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 |
• – – |
2014-11-14 |
4 |
D |
$32.03 |
$79,627 |
D/D |
(2,486) |
79,478 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-05-28 |
4 |
A |
$32.78 |
$6,621 |
D/D |
202 |
9,786 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-19 |
4 |
AS |
$33.86 |
$210,938 |
D/D |
(6,230) |
45,638 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-20 |
4 |
AS |
$34.06 |
$340,603 |
D/D |
(10,000) |
35,638 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-18 |
4 |
D |
$34.33 |
$434,137 |
D/D |
(12,646) |
56,965 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-18 |
4 |
D |
$34.33 |
$329,877 |
D/D |
(9,609) |
63,054 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-18 |
4 |
AS |
$34.56 |
$176,132 |
D/D |
(5,097) |
51,868 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-01-17 |
4 |
D |
$34.71 |
$65,637 |
D/D |
(1,891) |
38,670 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-01-17 |
4 |
D |
$34.71 |
$48,004 |
D/D |
(1,383) |
40,561 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-11-04 |
4 |
S |
$34.81 |
$104,420 |
D/D |
(3,000) |
81,964 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-01-21 |
4 |
AS |
$34.95 |
$95,267 |
D/D |
(2,726) |
35,944 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-11-30 |
5 |
A |
$35.82 |
$6,877 |
D/D |
192 |
9,673 |
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 |
• – – |
2010-05-14 |
4 |
D |
$43.50 |
$9,135 |
D/D |
(210) |
9,584 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-05-14 |
4 |
D |
$43.51 |
$63,742 |
D/D |
(1,465) |
77,711 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-05-13 |
4 |
D |
$43.56 |
$28,532 |
D/D |
(655) |
79,176 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-07-08 |
4 |
D |
$44.25 |
$3,453,978 |
D/D |
(78,056) |
0 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-07-17 |
4 |
D |
$48.00 |
$14,640 |
D/D |
(305) |
9,481 |
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 |
| |
|
|
|
|
|
