| |
| |
|
| Insider
Information: |
Koontz Paul G |
| Relationship: |
10% Owner |
| City: |
Menlo Park |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
9,977 |
|
|
Indirect Shares
|
2,605,575 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$14,169,321 |
|
|
| Total
Shares |
2,615,552 |
|
|
| Total
Value |
$14,169,321 |
|
|
|
|
|
|
|
|
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  |
 |
Atheros Communications Inc |
ATHR |
No longer 10% Owner, 1... |
2004-10-29 |
0 |
2004-10-29 |
1,252,178 |
Premium* |
|
|
ShoreTel Inc |
SHOR |
10% Owner |
2008-01-07 |
0 |
2010-05-12 |
273,000 |
Premium* |
|
|
Financial Engines, Inc. |
FNGN |
Director |
2016-05-16 |
9,977 |
2016-05-16 |
27,276 |
Premium* |
|
|
Envestnet, Inc. |
ENV |
Director |
|
0 |
2013-10-11 |
222,229 |
Premium* |
|
|
Responsys Inc |
MKTG |
10% Owner |
|
0 |
2012-02-29 |
830,892 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
62 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ATHR |
Atheros Communications In... |
No longer 10% Owner |
– – • |
2004-10-29 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,555,000) |
119,282 |
|
- |
|
| ATHR |
Atheros Communications In... |
No longer 10% Owner |
– – • |
2004-10-29 |
4 |
A |
$0.00 |
$0 |
I/I |
79,298 |
16,188 |
|
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2008-01-07 |
4 |
B |
$5.97 |
$221,494 |
I/I |
37,100 |
37,100 |
1.5 |
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2008-01-08 |
4 |
B |
$5.74 |
$762,567 |
I/I |
132,900 |
170,000 |
1.5 |
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2009-11-10 |
4 |
S |
$5.90 |
$2,950,000 |
I/I |
(500,000) |
55,762 |
0 |
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2010-02-25 |
4 |
S |
$5.90 |
$11,489,800 |
I/I |
(425,000) |
52,762 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-03-19 |
4 |
A |
$0.00 |
$0 |
I/I |
7,163 |
2,517,203 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-03-19 |
4 |
A |
$0.00 |
$0 |
I/I |
4,053,525 |
2,510,756 |
0 |
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2010-05-12 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,552,762) |
0 |
0 |
- |
|
| SHOR |
ShoreTel Inc |
10% Owner |
– – • |
2010-05-12 |
4 |
A |
$0.00 |
$0 |
I/I |
103,000 |
103,000 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
697,778 |
18,340 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
1,056,968 |
1,448,895 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-08-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(956,114) |
0 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-08-27 |
4 |
D |
$0.00 |
$0 |
I/I |
(550,000) |
2,621,232 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-08-27 |
4 |
A |
$0.00 |
$0 |
I/I |
16,439 |
16,439 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-11-10 |
4 |
A |
$0.00 |
$0 |
I/I |
45,235 |
61,674 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • • |
2010-11-10 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,306,253) |
0 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • – |
2011-02-17 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,767,203) |
0 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • – |
2011-02-17 |
4 |
A |
$0.00 |
$0 |
I/I |
65,546 |
127,220 |
0 |
- |
|
| MKTG |
Responsys Inc |
10% Owner |
– – • |
2011-04-27 |
4 |
A |
$0.00 |
$0 |
I/I |
7,901,750 |
248,599 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • – |
2011-05-17 |
4 |
A |
$0.00 |
$0 |
I/I |
59,276 |
29,638 |
0 |
- |
|
| FNGN |
Financial Engines, Inc. |
Director |
– • – |
2011-05-17 |
4 |
D |
$0.00 |
$0 |
I/I |
(2,121,232) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2011-05-23 |
4 |
D |
$0.00 |
$0 |
I/I |
(706,153) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2011-05-23 |
4 |
A |
$0.00 |
$0 |
I/I |
19,220 |
9,610 |
0 |
- |
|
| MKTG |
Responsys Inc |
10% Owner |
– – • |
2012-02-29 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,500,000) |
2,276,856 |
0 |
- |
|
62 Records found
|
|
Page 1 of 3 |
| |
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 |
| |
|
|
|
|
|
