Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Coursera, Inc. | 93,745 | reported | 14 Apr 2021 | tx 2+5−5 |
| EXCELLIGENCE LEARNING CORP | 8,333 | reported | 08 Jun 2004 | tx 3+17,267−16,667 |
| Financial Engines, Inc. | 1,098 | reported | 11 Nov 2017 | tx 105+235,041−158,875 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Apr 2021 | EXERCISE | Coursera, Inc. | 5 | 5.66 USD | |
| 14 Apr 2021 | EXERCISE | Coursera, Inc. | 5 | 0.00 USD | deriv |
| 11 Nov 2017 | TAX_WITHHOLDING | Financial Engines, Inc. | 413 | 26.95 USD | |
| 11 Nov 2017 | EXERCISE | Financial Engines, Inc. | 1,098 | 0.00 USD | |
| 11 Nov 2017 | EXERCISE | Financial Engines, Inc. | 1,098 | 0.00 USD | deriv |
| 26 Oct 2017 | EXERCISE | Financial Engines, Inc. | 6,180 | 26.22 USD | |
| 26 Oct 2017 | SALE | Financial Engines, Inc. | 6,180 | 37.00 USD | |
| 26 Oct 2017 | EXERCISE | Financial Engines, Inc. | 6,180 | 0.00 USD | deriv |
| 23 Oct 2017 | EXERCISE | Financial Engines, Inc. | 2,000 | 26.22 USD | |
| 23 Oct 2017 | SALE | Financial Engines, Inc. | 2,000 | 37.00 USD | |
| 23 Oct 2017 | EXERCISE | Financial Engines, Inc. | 2,000 | 0.00 USD | deriv |
| 16 Oct 2017 | EXERCISE | Financial Engines, Inc. | 7,783 | 8.75 USD | |
| 16 Oct 2017 | SALE | Financial Engines, Inc. | 7,783 | 36.83 USD | |
| 16 Oct 2017 | EXERCISE | Financial Engines, Inc. | 7,783 | 0.00 USD | deriv |
| 02 Oct 2017 | SALE | Financial Engines, Inc. | 8,689 | 35.00 USD | |
| 02 Oct 2017 | EXERCISE | Financial Engines, Inc. | 7,783 | 8.75 USD | |
| 02 Oct 2017 | EXERCISE | Financial Engines, Inc. | 7,783 | 0.00 USD | deriv |
| 08 Sept 2017 | GRANT_AWARD | Financial Engines, Inc. | 1,593 | 0.00 USD | deriv |
| 08 Sept 2017 | GRANT_AWARD | Financial Engines, Inc. | 4,539 | 0.00 USD | deriv |
| 07 Aug 2017 | SALE | Financial Engines, Inc. | 7,718 | 37.63 USD | |
| 12 Jun 2017 | SALE | Financial Engines, Inc. | 2,874 | 39.55 USD | |
| 12 Jun 2017 | EXERCISE | Financial Engines, Inc. | 1,454 | 21.39 USD | |
| 12 Jun 2017 | EXERCISE | Financial Engines, Inc. | 1,454 | 0.00 USD | deriv |
| 10 May 2017 | EXERCISE | Financial Engines, Inc. | 1,454 | 21.39 USD | |
| 10 May 2017 | SALE | Financial Engines, Inc. | 2,874 | 39.80 USD |