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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 9 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 and President   •       •      –    2011-10-17 4 AS $19.20 $311,069 I/I (16,203) 20,000 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   •       •      –    2024-01-18 4 AS $19.43 $971,390 D/D (50,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-24 4 AS $19.60 $979,865 D/D (50,000) 2,551,930 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   •       •      –    2023-12-21 4 AS $19.80 $989,975 D/D (50,000) 2,551,930 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-08-15 4 AS $19.81 $321,986 I/I (16,197) 22,074 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-15 4 AS $20.00 $200,026 D/D (10,001) 2,646,854 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-28 4 AS $20.00 $169,992 D/D (8,499) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-30 4 AS $20.01 $84,035 D/D (4,200) 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   •       •      –    2023-12-22 4 AS $20.03 $279,456 D/D (13,952) 2,551,930 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-11-21 4 AS $20.04 $262,216 I/I (13,086) 54,409 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-11-29 4 AS $20.06 $675,523 D/D (33,682) 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   •       •      –    2024-02-02 4 AS $20.14 $503,543 D/D (25,000) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-01 4 AS $20.15 $2,487,237 D/D (123,422) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-04 4 AS $20.21 $3,136,252 D/D (155,197) 2,551,930 0 -
COUR Coursera, Inc. President & CEO   •       •      –    2023-12-07 4 AS $20.59 $1,544,505 D/D (75,000) 2,551,930 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-09-19 4 AS $20.73 $335,760 I/I (16,197) 21,037 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-05-16 4 AS $20.77 $311,607 I/I (15,000) 40,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-12-12 4 AS $20.86 $272,936 I/I (13,086) 52,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-03-07 4 AS $21.00 $263,015 I/I (12,524) 52,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-07-05 4 AS $21.21 $318,128 I/I (15,000) 40,909 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2012-09-05 4 AS $21.21 $318,195 I/I (15,000) 54,989 0 -

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