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Insider Information:   Maggioncalda Jeffrey Nacey
Relationship:  
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   2,251,388    

Indirect Shares

  312,403      
Direct Value   $213    

Indirect Value

  $0      
Total Shares   2,563,791      
Total Value   $213      


Financial Engines, Inc.
 $0 SVB Financial Group
 $213 Coursera, Inc.
 $0 Financial Engines, Inc.
 $0 SVB Financial Group
 $213 Coursera, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 43.7%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Financial Engines, Inc. FNGN CEO, Director 2014-11-10 214,427 2014-12-30 232,403    Premium*  
            SVB Financial Group SIVB 2022-04-21 4,259 2013-04-25 0    Premium*  
            Coursera, Inc. COUR 2024-05-15 2,032,702 2021-03-30 80,000    Premium*  
* Premium Members only  

Records found :    322         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 13
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
FNGN Financial Engines, Inc. CEO   •       •      –    2013-04-25 4 OE $7.50 $195,000 I/I 26,000 176,055 0 -
FNGN Financial Engines, Inc. CEO & President   •       •      –    2010-03-19 4 OE $1.00 $57,642 I/I 26,992 171,731 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-01-18 4 OE $1.00 $179,756 I/I 29,753 54,160 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-01-18 4 AS $22.97 $683,444 I/I (29,753) 41,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-14 4 OE $1.00 $179,756 I/I 29,753 82,741 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-14 4 AS $23.42 $696,878 I/I (29,753) 66,074 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-29 4 OE $2.56 $86,226 D/D 33,682 2,585,612 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-29 4 AS $20.06 $675,523 D/D (33,682) 2,551,930 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2022-05-15 4 D $15.39 $526,230 D/D (34,193) 375,692 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-10-15 4 OE $2.56 $92,547 D/D 36,151 369,151 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-10-15 4 AS $33.08 $1,195,951 D/D (36,151) 333,000 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-02-14 4 OE $6.51 $265,919 I/I 36,787 134,855 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-09 4 OE $2.56 $102,838 D/D 40,171 373,171 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-09 4 AS $40.03 $1,608,097 D/D (40,171) 333,000 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-02-16 4 OE $1.00 $346,426 I/I 46,420 74,408 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-02-16 4 AS $24.50 $1,137,216 I/I (46,420) 41,074 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-12 4 AS $39.09 $1,935,795 D/D (49,463) 333,000 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-12 4 OE $2.56 $126,625 D/D 49,463 382,463 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-08-10 4 OE $2.56 $128,000 D/D 50,000 383,000 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-08-10 4 AS $37.17 $1,874,228 D/D (50,000) 333,000 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-09-10 4 AS $37.68 $1,883,980 D/D (50,000) 333,000 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-09-10 4 OE $2.56 $128,000 D/D 50,000 383,000 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-11-10 4 AS $34.45 $1,722,500 D/D (50,000) 333,757 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-11-10 4 OE $2.56 $128,000 D/D 50,000 383,757 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-03-20 4 OE $2.56 $128,000 D/D 50,000 2,884,897 0 -

  322  Records found
  1   2   3   4   5   6   7   8   9   10  11   12   13      
  Page 10 of 13  
 
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