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Insider Information:   Clendening John S
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   637,307    

Indirect Shares

  76,197      
Direct Value   $16,506,242    

Indirect Value

  $5,735,348      
Total Shares   713,504      
Total Value   $22,241,591      


Charles Schwab Corp
 $20,699 Blucora Inc
 $16,485,379 SVB Financial Group
 $164 Charles Schwab Corp
 $20,699 Blucora Inc
 $16,485,379 SVB Financial Group
 $164
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW EVP - Investor Services 2014-11-03 275 2014-11-03 76,197    Premium*  
            Blucora Inc BCOR President and CEO, Dir... 2020-01-03 634,297 2016-04-04 0    Premium*  
            SVB Financial Group SIVB 2022-04-21 2,735 2018-04-26 0    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BCOR Blucora Inc President and CEO   •       •      –    2019-04-08 4 OE $4.98 $705,502 D/D 141,667 783,651 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-14 4 OE $4.98 $186,750 D/D 37,500 753,002 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-16 4 OE $4.98 $186,750 D/D 37,500 721,217 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-06-07 4 OE $4.98 $1,079,002 D/D 216,667 719,795 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-15 4 OE $4.98 $99,600 D/D 20,000 718,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-10-04 4 OE $4.98 $1,011,400 D/D 105,000 718,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-21 4 OE $4.98 $212,148 D/D 42,600 716,948 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-04-08 4 D $34.50 $2,351,141 D/D (68,149) 715,502 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-22 4 OE $4.98 $175,047 D/D 35,150 709,498 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-10-07 4 OE $4.98 $186,750 D/D 37,500 704,467 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-14 4 AS $31.67 $1,718,098 D/D (54,250) 698,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-15 4 AS $31.29 $782,250 D/D (25,000) 693,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-05-16 4 AS $32.00 $160,000 D/D (5,000) 688,752 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-01-02 4 A $0.00 $0 D/D 71,402 684,701 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-03 4 D $29.81 $150,093 D/D (5,035) 683,717 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-01-03 4 D $0.00 $0 D/D (3,368) 681,333 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-17 4 OE $4.98 $49,800 D/D 10,000 676,967 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-20 4 A $0.00 $0 D/D 87,500 674,348 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-21 4 AS $24.23 $1,032,121 D/D (42,600) 674,348 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-02-22 4 AS $24.46 $859,716 D/D (35,150) 674,348 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-07-16 4 OE $4.98 $169,320 D/D 34,000 672,564 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-03-12 4 OE $4.98 $129,067 D/D 25,917 671,465 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-02-20 4 D $27.48 $315,360 D/D (11,476) 669,857 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-16 4 AS $29.01 $1,573,793 D/D (54,250) 666,967 0 -
BCOR Blucora Inc President and CEO   •       •      –    2019-07-17 4 AS $29.23 $292,300 D/D (10,000) 666,967 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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