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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   $128    

Indirect Value

  $0      
Total Shares   2,563,791      
Total Value   $128      


Financial Engines, Inc.
 $0 SVB Financial Group
 $128 Coursera, Inc.
 $0 Financial Engines, Inc.
 $0 SVB Financial Group
 $128 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 11 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   •       •      –    2014-10-07 4 OE $7.99 $119,850 D/D 15,000 214,427 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-10-21 4 OE $7.99 $119,850 D/D 15,000 214,427 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-10 4 OE $7.99 $119,850 D/D 15,000 214,427 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-16 4 OE $0.00 $0 I/I 3,732 203,159 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-18 4 OE $0.00 $0 I/I 21,773 207,984 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-12-02 4 OE $21.39 $320,850 I/I 15,000 219,449 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-12-16 4 OE $21.39 $320,850 I/I 15,000 217,403 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-12-30 4 OE $21.39 $320,850 I/I 15,000 217,403 0 -
SIVB SVB Financial Group Director   –       •      –    2015-04-23 4 OE $0.00 $0 D/D 940 3,964 0 -
SIVB SVB Financial Group Director   –       •      –    2016-04-21 4 OE $0.00 $0 D/D 737 4,701 0 -
SIVB SVB Financial Group   –       •      –    2017-04-27 4 OE $0.00 $0 D/D 985 5,686 0 -
SIVB SVB Financial Group   –       •      –    2018-04-26 4 OE $0.00 $0 D/D 561 6,247 0 -
SIVB SVB Financial Group   –       •      –    2019-04-25 4 OE $0.00 $0 D/D 492 6,739 0 -
SIVB SVB Financial Group   –       •      –    2020-04-23 4 OE $0.00 $0 D/D 514 7,253 0 -
SIVB SVB Financial Group   –       •      –    2021-04-22 4 OE $0.00 $0 D/D 722 3,975 0 -
COUR Coursera, Inc. See Remarks   •       •      –    2021-06-29 4 OE $2.56 $39,608 D/D 15,472 348,472 0 -
COUR Coursera, Inc. See Remarks   •       •      –    2021-06-30 4 OE $2.56 $30,236 D/D 11,811 344,811 0 -
COUR Coursera, Inc. See Remarks   •       •      –    2021-07-01 4 OE $2.56 $6,559 D/D 2,562 335,562 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-02 4 OE $2.56 $17,492 D/D 6,833 339,833 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-06 4 OE $2.56 $165,376 D/D 64,600 397,600 0 -
COUR Coursera, Inc. President and CEO   •       •      –    2021-07-07 4 OE $2.56 $151,265 D/D 59,088 392,088 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   •       •      –    2021-07-12 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   •       •      –    2021-09-10 4 OE $2.56 $128,000 D/D 50,000 383,000 0 -

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