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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   $256    

Indirect Value

  $0      
Total Shares   2,563,791      
Total Value   $256      


Financial Engines, Inc.
 $0 SVB Financial Group
 $256 Coursera, Inc.
 $0 Financial Engines, Inc.
 $0 SVB Financial Group
 $256 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 4 of 13
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-28 4 OE $2.56 $21,757 D/D 8,499 2,560,429 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   •       •      –    2023-11-30 4 OE $2.56 $10,752 D/D 4,200 2,556,130 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-01 4 OE $2.56 $315,960 D/D 123,422 2,675,352 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-04 4 OE $2.56 $397,304 D/D 155,197 2,707,127 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-07 4 OE $2.56 $192,000 D/D 75,000 2,626,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-21 4 OE $2.56 $128,000 D/D 50,000 2,601,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-22 4 OE $2.56 $35,717 D/D 13,952 2,565,882 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-26 4 OE $2.56 $28,283 D/D 11,048 2,562,978 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-04 4 OE $2.56 $128,000 D/D 50,000 2,601,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-18 4 OE $2.56 $128,000 D/D 50,000 2,601,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-29 4 OE $2.56 $128,000 D/D 50,000 2,601,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-01 4 OE $2.56 $128,000 D/D 50,000 2,601,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-02 4 OE $2.56 $64,000 D/D 25,000 2,576,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-15 4 OE $2.56 $57,843 D/D 22,595 2,574,525 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-11-15 4 OE $3.00 $30,000 I/I 10,000 51,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-12-20 4 OE $3.00 $30,000 I/I 10,000 51,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-01-18 4 OE $3.00 $45,000 I/I 15,000 67,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-02-15 4 OE $3.00 $9,000 I/I 3,000 55,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-03-14 4 OE $3.00 $7,428 I/I 2,476 43,385 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-01-31 4 OE $3.00 $327,610 I/I 66,831 113,068 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-03-07 4 OE $4.25 $53,227 I/I 12,524 65,433 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-04-04 4 OE $4.25 $66,130 I/I 15,000 41,962 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-05-16 4 OE $6.51 $97,650 I/I 15,000 55,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-06-06 4 OE $6.51 $97,650 I/I 15,000 55,909 0 -

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