| |
| |
|
| Insider
Information: |
Cox James S |
| Relationship: |
|
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
235,962 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$4,438,445 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
235,962 |
|
|
| Total
Value |
$4,438,445 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -51.3%
|
-2.9%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Advent Software Inc |
ADVS |
EVP & CFO |
2015-07-08 |
0 |
|
0 |
Premium* |
|
|
Clearwater Analytics Holdings, I... |
CWAN |
|
2024-03-31 |
235,962 |
2021-09-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
173,786 |
270,350 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
130,340 |
180,765 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-28 |
4 |
D |
$19.44 |
$1,712,197 |
D/D |
(88,076) |
234,421 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2015-07-08 |
4 |
D |
$44.25 |
$3,453,978 |
D/D |
(78,056) |
0 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
70,894 |
106,957 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-01 |
4 |
D |
$20.03 |
$1,181,790 |
D/D |
(59,001) |
148,711 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
53,171 |
54,957 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-11 |
4/A |
AS |
$17.90 |
$895,215 |
D/D |
(50,000) |
1,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-11 |
4 |
OE |
$4.40 |
$220,000 |
D/D |
50,000 |
51,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-11 |
4 |
S |
$17.90 |
$895,215 |
D/D |
(50,000) |
1,786 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-04 |
4 |
OE |
$4.40 |
$217,800 |
D/D |
49,500 |
87,372 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-04 |
4 |
AS |
$17.93 |
$887,312 |
D/D |
(49,500) |
77,372 |
0 |
% |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-18 |
4 |
OE |
$7.84 |
$329,858 |
D/D |
38,600 |
67,850 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-21 |
4 |
D |
$19.12 |
$565,665 |
D/D |
(29,585) |
77,372 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-03-14 |
4 |
A |
$0.00 |
$0 |
D/D |
29,000 |
64,944 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-01 |
4 |
D |
$18.75 |
$354,263 |
D/D |
(18,894) |
36,063 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-18 |
4 |
D |
$34.33 |
$434,137 |
D/D |
(12,646) |
56,965 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2012-11-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,909 |
34,659 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-20 |
4 |
AS |
$34.06 |
$340,603 |
D/D |
(10,000) |
35,638 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-15 |
4 |
AS |
$18.54 |
$185,413 |
D/D |
(10,000) |
1,786 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-11-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
11,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-12-15 |
4 |
AS |
$17.95 |
$179,482 |
D/D |
(10,000) |
1,786 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2022-12-15 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
11,786 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-17 |
4 |
AS |
$18.53 |
$185,266 |
D/D |
(10,000) |
36,063 |
0 |
% |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-17 |
4 |
OE |
$4.40 |
$44,000 |
D/D |
10,000 |
46,063 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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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