| |
| |
|
| 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 - Client Experience, SISOf |
• – – |
2007-02-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
34,493 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic ServicesO |
• – – |
2011-01-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
8,212 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic ServicesO |
• – – |
2011-01-27 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
25,295 |
|
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2022-04-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
284 |
2,735 |
0 |
- |
|
| 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 |
|
– • – |
2021-04-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
722 |
2,451 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• – – |
2011-11-01 |
4 |
D |
$11.87 |
$9,567 |
D/D |
(806) |
7,406 |
0 |
- |
|
| SIVB |
SVB Financial Group |
|
– • – |
2019-05-24 |
4 |
B |
$221.12 |
$199,007 |
D/D |
900 |
1,729 |
0.01 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• – – |
2011-11-03 |
4 |
D |
$12.46 |
$13,103 |
D/D |
(1,052) |
6,354 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2014-08-13 |
4 |
S |
$27.67 |
$41,511 |
I/I |
(1,500) |
69,865 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2017-11-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,059 |
559,334 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• – – |
2011-11-02 |
4 |
OE |
$0.00 |
$0 |
I/I |
3,027 |
31,704 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2020-01-03 |
4 |
D |
$25.73 |
$80,175 |
D/D |
(3,116) |
634,297 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-01-03 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,368) |
681,333 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP-Shared Strategic Services |
• – – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
I/I |
3,382 |
28,677 |
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 |
• • – |
2018-07-03 |
4 |
D |
$37.80 |
$190,323 |
D/D |
(5,035) |
638,564 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2019-07-03 |
4 |
D |
$29.81 |
$150,093 |
D/D |
(5,035) |
683,717 |
0 |
- |
|
| BCOR |
Blucora Inc |
President and CEO |
• • – |
2020-01-02 |
4 |
D |
$26.00 |
$157,404 |
D/D |
(6,054) |
637,413 |
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 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$181,032 |
I/I |
6,332 |
76,197 |
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 |
• • – |
2018-01-03 |
4 |
D |
$22.75 |
$165,393 |
D/D |
(7,270) |
552,064 |
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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