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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 7 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   •       •      –    2023-05-15 4 D $12.07 $1,145,733 D/D (94,924) 2,741,778 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-08-15 4 D $15.61 $1,481,764 D/D (94,924) 2,646,854 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-15 4 D $19.61 $1,861,460 D/D (94,924) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-02-15 4 D $17.04 $1,653,374 D/D (97,029) 2,427,496 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-05-15 4 D $8.96 $869,389 D/D (97,030) 2,032,702 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-11-30 4 GD $0.00 $0 I/I 1,500 52,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-03-08 4 GD $0.00 $0 I/I 12,000 40,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-09-11 4 GD $0.00 $0 I/I 1,500 53,489 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-06-05 4 GD $0.00 $0 I/I 5,400 190,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-09-16 4 GD $0.00 $0 I/I 5,000 215,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-05-16 4 GD $0.00 $0 I/I 6,250 199,427 0 -
FNGN Financial Engines, Inc. CEO and PresidentOfficer   •       •      –    2010-03-15 3 IO $0.00 $0 D/D 0 28,608 -
COUR Coursera, Inc. See RemarksOfficer   •       •      –    2021-03-30 3 IO $0.00 $0 I/I 0 80,000 -
COUR Coursera, Inc. See RemarksOfficer   •       •      –    2021-03-30 3 IO $0.00 $0 D/D 0 333,000 -
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   •       •      –    2010-07-18 4 OE $1.00 $13,086 I/I 13,086 67,495 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-09-22 4 OE $1.00 $2,858 I/I 2,858 51,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-09-22 4/A OE $1.00 $2,858 I/I 2,858 43,932 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-10-18 4 OE $1.00 $12,382 I/I 10,000 42,265 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   •       •      –    2011-01-18 4 OE $1.00 $179,756 I/I 29,753 54,160 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-01-24 4 OE $10.00 $166,670 I/I 16,667 57,741 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   •       •      –    2011-03-10 4 OE $10.00 $250,000 I/I 25,000 66,074 0 -
  322  Records found
  1   2   3   4   5   6   7  8   9   10   11   12   13      
  Page 7 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
 
 
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