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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   $213    

Indirect Value

  $0      
Total Shares   2,563,791      
Total Value   $213      


Financial Engines, Inc.
 $0 SVB Financial Group
 $213 Coursera, Inc.
 $0 Financial Engines, Inc.
 $0 SVB Financial Group
 $213 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   •       •      –    2010-07-18 4 AS $23.23 $376,393 I/I (16,197) 23,111 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-05-16 4 AS $26.36 $426,982 I/I (16,197) 25,185 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-06-20 4 AS $23.16 $375,247 I/I (16,197) 24,148 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-08-15 4 AS $19.81 $321,986 I/I (16,197) 22,074 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   •       •      –    2011-10-17 4 AS $19.20 $311,069 I/I (16,203) 20,000 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-28 4 AS $25.87 $431,185 I/I (16,665) 54,409 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-03-28 4 OE $10.00 $166,650 I/I 16,665 71,074 0 -
FNGN Financial Engines, Inc. CEO and President   •       •      –    2011-01-24 4 AS $23.54 $392,346 I/I (16,667) 41,074 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   •       •      –    2013-06-20 4 OE $7.50 $152,450 I/I 20,000 205,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-07-05 4 OE $7.50 $152,450 I/I 20,000 210,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-07-18 4 OE $7.50 $152,450 I/I 20,000 215,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-08-01 4 OE $7.50 $152,450 I/I 20,000 220,655 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2014-11-18 4 OE $0.00 $0 I/I 21,773 207,984 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   •       •      –    2013-03-28 4 OE $7.50 $183,750 I/I 24,500 165,055 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   •       •      –    2012-05-23 4 OE $7.50 $187,500 I/I 25,000 196,055 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-03-14 4 OE $7.50 $187,500 I/I 25,000 155,555 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-05-09 4 OE $7.50 $187,500 I/I 25,000 186,055 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-06-06 4 OE $7.50 $187,500 I/I 25,000 200,655 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   •       •      –    2024-02-02 4 OE $2.56 $64,000 D/D 25,000 2,576,930 0 -
FNGN Financial Engines, Inc. CEO   •       •      –    2013-02-28 4 OE $7.50 $192,750 I/I 25,700 145,555 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