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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
FNGN Financial Engines, Inc. CEO   •       •      –    2014-09-09 4 OE $7.99 $119,850 D/D 15,000 214,427 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-09-23 4 OE $7.99 $119,850 D/D 15,000 214,427 0 -
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 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-05-15 4 D $8.96 $869,389 D/D (97,030) 2,032,702 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   •       •      –    2011-01-24 4 OE $10.00 $166,670 I/I 16,667 57,741 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-10 4 OE $10.00 $250,000 I/I 25,000 66,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-28 4 OE $10.00 $166,650 I/I 16,665 71,074 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-04-27 4 S $10.46 $523,155 D/D (50,000) 2,834,897 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-03-20 4 AS $10.98 $549,035 D/D (50,000) 2,834,897 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-05-11 4 S $11.26 $563,200 D/D (50,000) 2,836,702 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-04-13 4 S $11.28 $563,760 D/D (50,000) 2,834,897 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2024-04-18 4 AS $11.91 $595,505 D/D (50,000) 2,177,496 0 -
FNGN Financial Engines, Inc. CEO & President   •       •      –    2010-03-19 4 S $12.00 $2,011,164 I/I (167,597) 26,222 0 -
FNGN Financial Engines, Inc. CEO & President   •       •      –    2010-03-19 4 S $12.00 $67,200 D/D (5,600) 0 0 -
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   •       •      –    2023-07-06 4 AS $12.31 $615,555 D/D (50,000) 2,741,778 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-05-25 4 S $12.54 $626,845 D/D (50,000) 2,741,778 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-06-08 4 AS $12.85 $642,420 D/D (50,000) 2,741,778 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-06-22 4 AS $12.98 $648,845 D/D (50,000) 2,741,778 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   •       •      –    2023-07-20 4 AS $13.47 $673,665 D/D (50,000) 2,741,778 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2010-09-22 4/A AS $13.74 $39,279 I/I (2,858) 41,074 0 -

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