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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   $16,506,479    

Indirect Value

   $5,799,354      
Total Shares   713,504      
Total Value   $22,305,833      


Charles Schwab Corp $20,930 Blucora Inc $16,485,379 SVB Financial Group $170 Charles Schwab Corp $20,930 Blucora Inc $16,485,379 SVB Financial Group $170
 


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 :    97         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SIVB SVB Financial Group   –       •      –    2018-04-26 4 OE $0.00 $0 D/D 337 337 0 -
SIVB SVB Financial Group   –       •      –    2019-04-25 4 OE $0.00 $0 D/D 492 829 0 -
SIVB SVB Financial Group   –       •      –    2019-05-24 4 B $221.12 $199,007 D/D 900 1,729 0.01 -
SIVB SVB Financial Group   –       •      –    2021-04-22 4 OE $0.00 $0 D/D 722 2,451 0 -
SIVB SVB Financial Group   –       •      –    2022-04-21 4 OE $0.00 $0 D/D 284 2,735 0 -
SCHW Charles Schwab Corp EVP - Client Experience, SISOf   •       –      –    2007-02-02 3 IO $0.00 $0 D/D 0 34,493 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-01-28 4 S $16.11 $211,271 I/I (13,111) 43,298 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-01-28 4 OE $13.12 $171,997 I/I 13,111 56,409 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-02-07 4 AS $16.88 $664,020 I/I (39,333) 43,298 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-02-07 4 OE $13.12 $515,990 I/I 39,333 82,631 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-03-01 4 A $0.00 $0 I/I 6,297 49,595 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-05-21 4 S $19.12 $903,339 I/I (47,247) 49,595 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-05-21 4 OE $18.29 $864,219 I/I 47,247 96,842 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-08-01 4 OE $19.36 $1,161,600 I/I 60,000 109,595 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-08-01 4 S $22.73 $1,363,842 I/I (60,000) 49,595 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-01 4 A $0.00 $0 I/I 6,332 55,927 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-08 4 OE $11.75 $406,057 I/I 34,558 90,485 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-08 4 S $23.93 $826,824 I/I (34,558) 55,927 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-22 4 OE $23.33 $1,949,553 I/I 83,566 139,493 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2013-11-22 4 S $24.84 $2,076,147 I/I (83,566) 55,927 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-03-03 4 OE $25.97 $400,848 I/I 15,438 71,365 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-07-21 4 OE $19.36 $271,040 I/I 14,000 85,365 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-07-21 4 S $27.78 $388,889 I/I (14,000) 71,365 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-08-13 4 S $27.67 $41,511 I/I (1,500) 69,865 0 -
SCHW Charles Schwab Corp EVP - Investor Services   •       •      –    2014-11-03 4 OE $28.59 $181,032 I/I 6,332 76,197 0 -
  97  Records found
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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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