| |
| |
|
| Insider
Information: |
Cox James S |
| Relationship: |
|
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
235,962 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$4,506,874 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
235,962 |
|
|
| Total
Value |
$4,506,874 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -51.3%
|
-2.9%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Advent Software Inc |
ADVS |
EVP & CFO |
2015-07-08 |
0 |
|
0 |
Premium* |
|
|
Clearwater Analytics Holdings, I... |
CWAN |
|
2024-03-31 |
235,962 |
2021-09-28 |
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 |
| ADVS |
Advent Software Inc |
VP, CC, Princ. Acctg. OfficerO |
• – – |
2008-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,015 |
|
- |
|
| ADVS |
Advent Software Inc |
VP, Corporate Controller |
• – – |
2009-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
1,800 |
5,718 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Financial Officer |
• – – |
2009-09-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,750 |
9,664 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2011-05-13 |
4 |
A |
$0.00 |
$0 |
D/D |
3,491 |
22,379 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2012-11-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,909 |
34,659 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
7,800 |
41,571 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2014-03-14 |
4 |
A |
$0.00 |
$0 |
D/D |
29,000 |
64,944 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
53,171 |
54,957 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
70,894 |
106,957 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
130,340 |
180,765 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
173,786 |
270,350 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2024-03-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,125 |
237,546 |
0 |
- |
|
| CWAN |
Clearwater Analytics Hold... |
Chief Financial Officer |
• – – |
2023-08-03 |
4 |
OE |
$4.40 |
$2,200 |
D/D |
500 |
77,872 |
0 |
- |
|
| ADVS |
Advent Software Inc |
VP Corp Controller |
• – – |
2008-11-28 |
5 |
A |
$18.96 |
$3,203 |
D/D |
169 |
4,184 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Chief Financial Officer |
• – – |
2009-05-29 |
4 |
A |
$16.67 |
$3,267 |
D/D |
196 |
5,914 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2009-11-30 |
5 |
A |
$26.83 |
$3,488 |
D/D |
130 |
9,794 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-05-28 |
4 |
A |
$32.78 |
$6,621 |
D/D |
202 |
9,786 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2010-11-30 |
5 |
A |
$35.82 |
$6,877 |
D/D |
192 |
9,673 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2011-05-31 |
4 |
A |
$22.44 |
$7,158 |
D/D |
319 |
22,038 |
0 |
- |
|
| ADVS |
Advent Software Inc |
VP, Corporate Controller |
• – – |
2009-02-14 |
4 |
D |
$29.05 |
$7,727 |
D/D |
(266) |
3,918 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2011-11-30 |
5 |
A |
$22.72 |
$7,748 |
D/D |
341 |
21,004 |
0 |
- |
|
| ADVS |
Advent Software Inc |
CFO |
• – – |
2012-05-31 |
4 |
A |
$22.18 |
$7,961 |
D/D |
359 |
24,242 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP& CFO |
• – – |
2012-11-30 |
5 |
A |
$18.92 |
$8,382 |
D/D |
443 |
35,102 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-05-31 |
4 |
A |
$18.45 |
$8,452 |
D/D |
458 |
42,029 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP & CFO |
• – – |
2013-11-29 |
4 |
A |
$28.20 |
$8,630 |
D/D |
306 |
35,944 |
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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