| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
97 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
I/I |
8,385 |
43,298 |
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 |
• • – |
2013-11-01 |
4 |
A |
$0.00 |
$0 |
I/I |
6,332 |
55,927 |
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 |
• • – |
2018-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
87,500 |
674,348 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
71,402 |
684,701 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• – – |
2012-03-19 |
4 |
AS |
$15.51 |
$893,443 |
I/I |
(57,614) |
34,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2013-02-07 |
4 |
AS |
$16.88 |
$664,020 |
I/I |
(39,333) |
43,298 |
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 |
• • – |
2018-03-12 |
4 |
AS |
$25.25 |
$896,885 |
D/D |
(35,517) |
635,948 |
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 |
• • – |
2018-05-09 |
4 |
AS |
$27.65 |
$1,032,134 |
D/D |
(35,516) |
588,876 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-07-16 |
4 |
AS |
$37.41 |
$1,833,257 |
D/D |
(49,000) |
623,564 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-07-17 |
4 |
AS |
$38.06 |
$1,141,821 |
D/D |
(30,000) |
613,564 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-10-11 |
4 |
AS |
$32.79 |
$1,622,058 |
D/D |
(49,000) |
617,799 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2018-10-12 |
4 |
AS |
$33.02 |
$544,809 |
D/D |
(16,500) |
613,299 |
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 |
• • – |
2019-07-16 |
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 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-10-07 |
4 |
AS |
$21.20 |
$1,150,100 |
D/D |
(54,250) |
650,217 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-12-16 |
4 |
AS |
$24.92 |
$355,110 |
D/D |
(14,250) |
643,467 |
0 |
- |
|
97 Records found
|
|
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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