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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 6 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   •       •      –    2023-12-22 4 AS $20.03 $279,456 D/D (13,952) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-26 4 AS $20.01 $221,025 D/D (11,048) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-04 4 AS $19.09 $954,320 D/D (50,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-18 4 AS $19.43 $971,390 D/D (50,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-01-29 4 AS $20.06 $1,002,895 D/D (50,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-01 4 AS $19.20 $959,935 D/D (50,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-02 4 AS $20.14 $503,543 D/D (25,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-15 4 AS $16.85 $842,330 D/D (50,000) 2,524,525 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-29 4 AS $15.94 $797,180 D/D (50,000) 2,377,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-03-14 4 AS $14.45 $722,555 D/D (50,000) 2,327,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-03-28 4 AS $14.06 $703,205 D/D (50,000) 2,277,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-04-11 4 AS $13.14 $656,760 D/D (50,000) 2,227,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-04-18 4 AS $11.91 $595,505 D/D (50,000) 2,177,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-05-02 4 AS $9.60 $480,010 D/D (50,000) 2,127,496 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-09-19 4 D $13.87 $127,091 I/I (9,163) 48,216 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-19 4 D $24.29 $283,343 I/I (11,665) 54,409 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2012-11-18 4 D $26.22 $74,045 I/I (2,824) 61,237 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-11-16 4 D $59.75 $116,393 I/I (1,948) 232,439 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-11-18 4 D $60.07 $212,287 I/I (3,534) 235,677 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-16 4 D $32.91 $64,109 I/I (1,948) 201,211 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-18 4 D $32.29 $114,145 I/I (3,535) 204,449 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 & CEO   •       •      –    2022-08-15 4 D $13.95 $143,950 D/D (10,319) 365,373 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2022-11-15 4 D $14.01 $1,297,158 D/D (92,588) 2,927,653 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-02-15 4 D $15.65 $1,451,631 D/D (92,756) 2,834,897 0 -

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