Grayscale Funds Trust - 灰階比特幣採用者 ETF
US ˙ ARCA ˙ US0952291005

簡介

本頁面提供了有關 John S Clendening 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言,基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是,他們必須透過Form 4向美國證券交易委員會(SEC)報告所有交易。盡管存在這些限制,學術研究表明,內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易,排除了作為10b5-1交易計劃的一部分的交易。然後,對每筆交易在3、6和12個月的表現進行平均,以生成該筆交易最終的表現指標。最終,將所有交易的表現指標進行平均,計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A",則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易,或者他們進行的交易距離現在太近,無法計算出可靠的表現指標。

更新頻率:每日

查看收益最高的的內幕交易者列表。

報告內部持倉的公司

SEC文件顯示John S Clendening已報告在以下公司擁有持倉或進行了交易:

證券 職位 最新報告的持倉
US:SIVB / SVB Financial Group Director 0
US:BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF President and CEO, Director 634,297
US:SCHW / The Charles Schwab Corporation EVP - Investor Services 31,173
如何解讀這些圖表

以下圖表顯示了在John S Clendening進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如,如果一筆內部人士交易是在2019年1月1日進行的,該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元,則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%,而從10美元跌至5美元的價格變化將為-50%。

最終,我們將評估內部人士的交易與股價的超額回報(正向或負向)之間的相關性,以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為,我們預期看到(a)購買後的正回報,或者(b)賣出後的負回報。對於情況(a),購買圖表將顯示一系列向上傾斜的曲線,表示每次購買後都有正回報。對於情況(b),賣出圖表將顯示一系列向下傾斜的曲線,表示每次賣出後都有負回報。

然而,僅憑這一點還不足以得出結論。例如,如果公司的股價在多年內呈現非周期性上升,我們會預期所有購買後的圖表都呈現向上傾斜。同樣地,多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下,「購買」圖表顯示正向信號,而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易,以獲得財務優勢。

BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF內部人士買入 - 短期收益分析

在這一部分,我們分析了在 BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF Insider Trades
BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF Insider Trades
MNSH / MNSN Holdings Inc.內部人士買入 - 短期收益分析

在這一部分,我們分析了在 BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
2019-05-24 SIVB Clendening John S 900 221.1184 900 221.1184 199,007 272 270.79 44,705 22.46

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

MNSH / MNSN Holdings Inc. Insider Trades
MNSH / MNSN Holdings Inc.內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

MNSH / MNSN Holdings Inc. Insider Trades
歷史內部人交易

該表格顯示了由 John S Clendening 進行的所有內幕交易的完整列表,這些交易已向美國證券交易委員會(SEC)披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化
每股
股價
交易
金額
剩餘
金額
2022-04-25 2022-04-21 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
M - Exercise -284 0 -100.00
2022-04-25 2022-04-21 4 SIVB SVB FINANCIAL GROUP
Common Stock
M - Exercise 284 2,735 11.59
2021-05-05 2021-05-03 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
A - Award 284 284
2021-04-26 2021-04-22 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
M - Exercise -722 0 -100.00
2021-04-26 2021-04-22 4 SIVB SVB FINANCIAL GROUP
Common Stock
M - Exercise 722 2,451 41.76
2020-05-05 2020-05-01 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
A - Award 722 722
2020-01-06 2020-01-03 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -3,116 634,297 -0.49 25.73 -80,175 16,320,462
2020-01-06 2020-01-02 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -6,054 637,413 -0.94 26.00 -157,404 16,572,738
2019-12-18 2019-12-16 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -7,500 4,499 -62.51
2019-12-18 2019-12-16 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -14,250 643,467 -2.17 24.92 -355,110 16,035,198
2019-12-18 2019-12-16 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 7,500 657,717 1.15 4.98 37,350 3,275,431
2019-10-09 2019-10-07 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -37,500 11,999 -75.76
2019-10-09 2019-10-07 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -54,250 650,217 -7.70 21.20 -1,150,100 13,784,600
2019-10-09 2019-10-07 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 37,500 704,467 5.62 4.98 186,750 3,508,246
2019-07-18 2019-07-17 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -10,000 49,499 -16.81
2019-07-18 2019-07-17 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -10,000 666,967 -1.48 29.23 -292,300 19,495,445
2019-07-18 2019-07-17 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 10,000 676,967 1.50 4.98 49,800 3,371,296
2019-07-18 2019-07-16 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -37,500 59,499 -38.66
2019-07-18 2019-07-16 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -54,250 666,967 -7.52 29.01 -1,573,792 19,348,713
2019-07-18 2019-07-16 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 37,500 721,217 5.48 4.98 186,750 3,591,661
2019-07-05 2019-07-03 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -5,035 683,717 -0.73 29.81 -150,093 20,381,604
2019-05-29 2019-05-24 4 SIVB SVB FINANCIAL GROUP
Common Stock
P - Purchase 900 1,729 108.56 221.12 199,007 382,314
2019-05-16 2019-05-16 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -5,000 688,752 -0.72 32.00 -160,000 22,040,064
2019-05-16 2019-05-15 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -20,000 96,999 -17.09
2019-05-16 2019-05-15 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -25,000 693,752 -3.48 31.29 -782,250 21,707,500
2019-05-16 2019-05-15 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 20,000 718,752 2.86 4.98 99,600 3,579,385
2019-05-16 2019-05-14 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -37,500 116,999 -24.27
2019-05-16 2019-05-14 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -54,250 698,752 -7.20 31.67 -1,718,098 22,129,476
2019-05-16 2019-05-14 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 37,500 753,002 5.24 4.98 186,750 3,749,950
2019-05-03 2019-05-01 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
A - Award 514 514
2019-04-29 2019-04-25 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
M - Exercise -492 0 -100.00
2019-04-29 2019-04-25 4 SIVB SVB FINANCIAL GROUP
Common Stock
M - Exercise 492 829 145.99
2019-04-10 2019-04-08 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -141,667 154,499 -47.83
2019-04-10 2019-04-08 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -68,149 715,502 -8.70 34.50 -2,351,140 24,684,819
2019-04-10 2019-04-08 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 141,667 783,651 22.07 4.98 705,502 3,902,582
2019-04-05 2019-04-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -27,873 641,984 -4.16 34.70 -967,193 22,276,845
2019-02-21 2019-02-20 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -11,476 669,857 -1.68 27.48 -315,360 18,407,670
2019-01-04 2019-01-03 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -3,368 681,333 -0.49
2019-01-04 2019-01-02 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
A - Award 138,341 138,341
2019-01-04 2019-01-02 4 BCOR BLUCORA, INC.
Common Stock
A - Award 71,402 684,701 11.64
2018-10-15 2018-10-12 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -12,000 296,166 -3.89
2018-10-15 2018-10-12 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -16,500 613,299 -2.62 33.02 -544,809 20,250,336
2018-10-15 2018-10-12 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 12,000 629,799 1.94 4.98 59,760 3,136,399
2018-10-15 2018-10-11 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -34,000 308,166 -9.94
2018-10-15 2018-10-11 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -17,797 617,799 -2.80 33.66 -598,974 20,792,581
2018-10-15 2018-10-11 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -31,203 635,596 -4.68 32.79 -1,023,084 20,839,922
2018-10-15 2018-10-11 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 34,000 666,799 5.37 4.98 169,320 3,320,659
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -50,000 505,372 -9.00
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -55,000 342,166 -13.85
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -27,872 632,799 -4.22 37.06 -1,032,936 23,451,531
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -31,761 660,671 -4.59 37.01 -1,175,475 24,451,434
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -26,132 692,432 -3.64 37.01 -967,145 25,626,908
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 50,000 718,564 7.48 14.75 737,500 10,598,819
2018-10-05 2018-10-04 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 55,000 668,564 8.96 4.98 273,900 3,329,449
2018-07-18 2018-07-17 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -20,000 397,166 -4.79
2018-07-18 2018-07-17 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -30,000 613,564 -4.66 38.06 -1,141,821 23,352,675
2018-07-18 2018-07-17 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 20,000 643,564 3.21 4.98 99,600 3,204,949
2018-07-18 2018-07-16 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -34,000 417,166 -7.54
2018-07-18 2018-07-16 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -49,000 623,564 -7.29 37.41 -1,833,257 23,329,649
2018-07-18 2018-07-16 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 34,000 672,564 5.32 4.98 169,320 3,349,369
2018-07-06 2018-07-03 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -5,035 638,564 -0.78 37.80 -190,323 24,137,719
2018-05-18 2018-05-17 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -35,000 451,166 -7.20
2018-05-18 2018-05-17 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -16,734 643,599 -2.53 35.70 -597,404 22,976,484
2018-05-18 2018-05-17 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 35,000 660,333 5.60 4.98 174,300 3,288,458
2018-05-11 2018-05-10 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -70,834 486,166 -12.72
2018-05-11 2018-05-10 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -34,377 625,333 -5.21 32.90 -1,131,003 20,573,456
2018-05-11 2018-05-10 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 70,834 659,710 12.03 4.98 352,753 3,285,356
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -25,916 557,000 -4.45
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -100 588,876 -0.02 29.65 -2,965 17,460,173
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -9,000 588,976 -1.51 29.09 -261,810 17,133,312
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -500 597,976 -0.08 27.66 -13,830 16,540,016
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -600 598,476 -0.10 29.79 -17,874 17,828,600
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -24,100 599,076 -3.87 29.13 -702,033 17,451,084
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -1,216 623,176 -0.19 27.65 -33,622 17,230,816
2018-05-11 2018-05-09 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 25,916 624,392 4.33 4.98 129,062 3,109,472
2018-05-03 2018-05-01 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
A - Award 492 492
2018-04-30 2018-04-26 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
M - Exercise -337 0 -100.00
2018-04-30 2018-04-26 4 SIVB SVB FINANCIAL GROUP
Common Stock
M - Exercise 337 337
2018-04-20 2018-04-18 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -25,917 582,916 -4.26
2018-04-20 2018-04-18 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -9,600 598,476 -1.58 26.45 -253,954 15,831,785
2018-04-20 2018-04-18 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -25,917 608,076 -4.09 26.45 -685,505 16,083,610
2018-04-20 2018-04-18 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 25,917 633,993 4.26 4.98 129,067 3,157,285
2018-04-06 2018-04-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -27,872 608,076 -4.38 24.35 -678,683 14,806,651
2018-03-14 2018-03-12 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -25,917 608,833 -4.08
2018-03-14 2018-03-12 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -9,600 635,948 -1.49 25.25 -242,434 16,059,913
2018-03-14 2018-03-12 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -25,917 645,548 -3.86 25.25 -654,451 16,301,249
2018-03-14 2018-03-12 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 25,917 671,465 4.01 4.98 129,067 3,343,896
2018-02-28 2018-02-26 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -28,800 645,548 -4.27 24.85 -715,709 16,042,513
2018-02-22 2018-02-22 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -35,150 634,750 -5.25
2018-02-22 2018-02-22 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -35,150 674,348 -4.95 24.46 -859,716 16,493,541
2018-02-22 2018-02-22 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 35,150 709,498 5.21 4.98 175,047 3,533,300
2018-02-22 2018-02-21 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
M - Exercise -42,600 669,900 -5.98
2018-02-22 2018-02-21 4 BCOR BLUCORA, INC.
Common Stock
S - Sale X -42,600 674,348 -5.94 24.23 -1,032,121 16,338,238
2018-02-22 2018-02-21 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 42,600 716,948 6.32 4.98 212,148 3,570,401
2018-02-22 2018-02-20 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
A - Award 140,000 140,000
2018-02-22 2018-02-20 4 BCOR BLUCORA, INC.
Common Stock
A - Award 87,500 674,348 14.91
2018-01-05 2018-01-05 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise -70,833 712,500 -9.04
2018-01-05 2018-01-05 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -36,049 586,848 -5.79 22.70 -818,312 13,321,450
2018-01-05 2018-01-05 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 70,833 622,897 12.83 4.98 352,748 3,102,027
2018-01-05 2018-01-03 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -7,270 552,064 -1.30 22.75 -165,392 12,559,456
2018-01-05 2017-11-08 4 BCOR BLUCORA, INC.
Common Stock
G - Gift -2,059 559,334 -0.37
2018-01-05 2017-11-03 4 BCOR BLUCORA, INC.
Common Stock
G - Gift -7,092 561,393 -1.25
2017-11-08 2017-11-06 4 SIVB SVB FINANCIAL GROUP
Restricted Stock Unit
A - Award 337 337
2017-10-06 2017-10-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -29,714 568,485 -4.97 25.70 -763,650 14,610,064
2017-06-09 2017-06-07 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise -216,667 783,333 -21.67
2017-06-09 2017-06-07 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -121,596 598,199 -16.89 20.40 -2,480,558 12,203,260
2017-06-09 2017-06-07 4 BCOR BLUCORA, INC.
Common Stock
M - Exercise 216,667 719,795 43.06 4.98 1,079,002 3,584,579
2017-04-04 2017-04-04 4 BCOR BLUCORA, INC.
Common Stock
F - Taxes -52,025 503,128 -9.37 17.30 -900,032 8,704,114
2017-01-04 2017-01-03 4 BCOR BLUCORA, INC.
Stock Option (Right to Buy)
A - Award 555,372 555,372
2017-01-04 2017-01-03 4 BCOR BLUCORA, INC.
Common Stock
A - Award 76,779 555,153 16.05
2016-11-21 2016-04-04 4/A BCOR BLUCORA, INC.
Common Stock
F - Taxes -21,626 478,374 -4.33 4.98 -107,697 2,382,303
2016-04-06 2016-04-04 4 BCOR BLUCORA, INC.
Common Stock
A - Award 1,000,000 1,000,000
2016-04-06 2016-04-04 4 BCOR BLUCORA, INC.
Common Stock
A - Award 500,000 500,000
2014-11-05 2014-11-03 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 31,173 31,173
2014-11-05 2014-11-03 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 6,332 76,197 9.06 28.59 181,032 2,178,472
2014-08-14 2014-08-13 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -1,500 69,865 -2.10 27.67 -41,511 1,933,423
2014-08-05 2014-08-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 33,693 33,693
2014-07-22 2014-07-21 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -14,000 38,677 -26.58
2014-07-22 2014-07-21 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -14,000 71,365 -16.40 27.78 -388,889 1,982,363
2014-07-22 2014-07-21 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 14,000 85,365 19.62 19.36 271,040 1,652,666
2014-03-05 2014-03-03 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 35,613 35,613
2014-03-05 2014-03-03 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 15,438 71,365 27.60 25.96 400,848 1,852,992
2013-11-25 2013-11-22 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -83,566 0 -100.00
2013-11-25 2013-11-22 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -83,566 55,927 -59.91 24.84 -2,076,147 1,389,473
2013-11-25 2013-11-22 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 83,566 139,493 149.42 23.33 1,949,553 3,254,302
2013-11-12 2013-11-08 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -34,558 34,558 -50.00
2013-11-12 2013-11-08 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -34,558 55,927 -38.19 23.93 -826,824 1,338,093
2013-11-12 2013-11-08 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 34,558 90,485 61.79 11.75 406,056 1,063,199
2013-11-05 2013-11-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 36,024 36,024
2013-11-05 2013-11-01 4 SCHW SCHWAB CHARLES CORP
Common Stock
A - Award 6,332 55,927 12.77
2013-08-05 2013-08-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -60,000 52,677 -53.25
2013-08-05 2013-08-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 38,820 38,820
2013-08-05 2013-08-01 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -60,000 49,595 -54.75 22.73 -1,363,842 1,127,329
2013-08-05 2013-08-01 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 60,000 109,595 120.98 19.36 1,161,600 2,121,759
2013-05-22 2013-05-21 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -47,247 0 -100.00 18.29 -864,219
2013-05-22 2013-05-21 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -47,247 49,595 -48.79 19.12 -903,339 948,232
2013-05-22 2013-05-21 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 47,247 96,842 95.27 18.29 864,219 1,771,385
2013-03-05 2013-03-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 60,533 60,533
2013-03-05 2013-03-01 4 SCHW SCHWAB CHARLES CORP
Common Stock
A - Award 6,297 49,595 14.54
2013-02-11 2013-02-07 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -13,111 0 -100.00
2013-02-11 2013-02-07 4 SCHW SCHWAB CHARLES CORP
Incentive Stock Option (right to buy)
M - Exercise -26,222 0 -100.00
2013-02-11 2013-02-07 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale X -39,333 43,298 -47.60 16.88 -664,020 730,957
2013-02-11 2013-02-07 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 39,333 82,631 90.84 13.12 515,990 1,083,995
2013-01-29 2013-01-28 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -13,111 13,111 -50.00
2013-01-29 2013-01-28 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale -13,111 43,298 -23.24 16.11 -211,271 697,704
2013-01-29 2013-01-28 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 13,111 56,409 30.28 13.12 171,997 740,001
2012-11-05 2012-11-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 70,000 70,000
2012-11-05 2012-11-01 4 SCHW SCHWAB CHARLES CORP
Common Stock
A - Award 8,385 43,298 24.02
2012-08-03 2012-08-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 73,108 73,108
2012-03-21 2012-03-19 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
M - Exercise -57,614 63,498 -47.57
2012-03-21 2012-03-19 4 SCHW SCHWAB CHARLES CORP
Common Stock
S - Sale X -57,614 34,913 -62.27 15.51 -893,443 541,410
2012-03-21 2012-03-19 4 SCHW SCHWAB CHARLES CORP
Common Stock
M - Exercise 57,614 92,527 165.02 14.59 840,352 1,349,590
2012-03-05 2012-03-01 4 SCHW SCHWAB CHARLES CORP
Nonqualified Stock Option (right to buy)
A - Award 57,852 57,852
2011-02-01 3 SCHW SCHWAB CHARLES CORP
Common Stock
8,212
2011-02-01 3 SCHW SCHWAB CHARLES CORP
Common Stock
25,295
2007-02-08 3 SCHW SCHWAB CHARLES CORP
Common Stock
34,493
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券(例如股票期權)
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券(例如期權)
V
內部人士透過Form 4自願報告的一筆交易
J
其他(附有交易描述的腳註)