Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TD AMERITRADE HOLDING CORP | 292,860 | reported | 15 Nov 2011 | tx 14+133,102−114,436 |
| Financial Engines, Inc. | 0 | reported | 19 Jul 2018 | tx 32+499,566−501,566 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 18,754 | 45.00 USD | |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 29,085 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 146,264 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 60,211 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 82,288 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 30,501 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 16,931 | 0.00 USD | deriv |
| 05 Jul 2018 | SALE | Financial Engines, Inc. | 2,000 | 45.00 USD | |
| 05 Jul 2018 | EXERCISE | Financial Engines, Inc. | 2,000 | 24.59 USD | |
| 05 Jul 2018 | EXERCISE | Financial Engines, Inc. | 2,000 | 0.00 USD | deriv |
| 30 Apr 2018 | EXERCISE | Financial Engines, Inc. | 10,000 | 24.59 USD | |
| 30 Apr 2018 | SALE | Financial Engines, Inc. | 10,000 | 44.40 USD | |
| 30 Apr 2018 | GRANT_AWARD | Financial Engines, Inc. | 10,000 | 0.00 USD | deriv |
| 26 Feb 2018 | TAX_WITHHOLDING | Financial Engines, Inc. | 2,475 | 35.90 USD | |
| 26 Feb 2018 | EXERCISE | Financial Engines, Inc. | 5,643 | 0.00 USD | |
| 27 Feb 2018 | GRANT_AWARD | Financial Engines, Inc. | 29,085 | 0.00 USD | deriv |
| 27 Feb 2018 | GRANT_AWARD | Financial Engines, Inc. | 82,288 | 0.00 USD | deriv |
| 26 Feb 2018 | EXERCISE | Financial Engines, Inc. | 5,643 | 0.00 USD | deriv |
| 23 Feb 2018 | SALE | Financial Engines, Inc. | 5,000 | 35.00 USD | |
| 01 Feb 2018 | TAX_WITHHOLDING | Financial Engines, Inc. | 4,614 | 28.80 USD | |
| 01 Feb 2018 | EXERCISE | Financial Engines, Inc. | 15,250 | 0.00 USD | |
| 01 Feb 2018 | EXERCISE | Financial Engines, Inc. | 15,250 | 0.00 USD | deriv |
| 02 May 2017 | SALE | Financial Engines, Inc. | 20,000 | 42.39 USD | |
| 02 May 2017 | EXERCISE | Financial Engines, Inc. | 20,000 | 24.59 USD | |
| 02 May 2017 | GRANT_AWARD | Financial Engines, Inc. | 20,000 | 0.00 USD | deriv |