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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
BCOR Blucora Inc President and CEO   •       •      –    2016-04-04 4/A D $4.98 $107,697 D/D (21,626) 478,374 0 -
BCOR Blucora Inc President and CEO   •       •      –    2016-04-04 4 A $0.00 $0 D/D 500,000 500,000 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-01-03 4 A $0.00 $0 D/D 76,779 555,153 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-04-04 4 D $17.30 $900,033 D/D (52,025) 503,128 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-06-07 4 D $20.40 $2,480,558 D/D (121,596) 598,199 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   •       •      –    2017-10-04 4 D $25.70 $763,650 D/D (29,714) 568,485 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-11-03 4 GD $0.00 $0 D/D 7,092 561,393 0 -
BCOR Blucora Inc President and CEO   •       •      –    2017-11-08 4 GD $0.00 $0 D/D 2,059 559,334 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-01-03 4 D $22.75 $165,393 D/D (7,270) 552,064 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-01-05 4 OE $4.98 $352,748 D/D 70,833 622,897 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-01-05 4 D $22.70 $818,312 D/D (36,049) 586,848 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   •       •      –    2018-02-21 4 OE $4.98 $212,148 D/D 42,600 716,948 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   •       •      –    2018-02-22 4 AS $24.46 $859,716 D/D (35,150) 674,348 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-03-12 4 AS $25.25 $896,885 D/D (35,517) 635,948 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   •       •      –    2018-04-04 4 D $24.35 $678,683 D/D (27,872) 608,076 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-04-18 4 AS $26.45 $939,458 D/D (35,517) 598,476 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-04-18 4 OE $4.98 $129,067 D/D 25,917 633,993 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-09 4 AS $27.65 $1,032,134 D/D (35,516) 588,876 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-09 4 OE $4.98 $129,062 D/D 25,916 624,392 0 -
BCOR Blucora Inc President and CEO   •       •      –    2018-05-10 4 D $32.90 $1,131,003 D/D (34,377) 625,333 0 -
  97  Records found
  1  2   3   4      
  Page 1 of 4  
 
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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