BUNCH JOHN (EVP, COO & Pres FE Advisors) sold 9.6% of their position (2K shares) of FINANCIAL ENGINES, LLC on the open market
Open‑market sale worth $90.0K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 7/6/2018ACC: 0001209191-18-041880
Officer· EVP, COO & Pres FE Advisors
Since Jul 2018
-2K
Net shares
Net seller
$90.0K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
2K acquired · 4K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+2K
Price / share
$24.59
Trade value
$49.18K
% of position
10.7%
7/5/2018
18.75K→20.75K
Common Stock
Direct
Shares
−2K
Price / share
$45.00
Trade value
$90K
% of position
9.6%
7/5/2018
20.75K→18.75K
Total
Net shares
+0.00
Net value
-$40.82K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/5/2018 | M · Option Exercise | +2K | $24.59 | $49.18K | 10.7% | 18.75K | 20.75K |
| Common Stock Direct | 7/5/2018 | S · Sale | −2K | $45.00 | $90K | 9.6% | 20.75K | 18.75K |
| Total | +0.00 | -$40.82K | ||||||
Derivative Transactions1
Employee Stock Option (Right to Buy)
Direct
Converts to
Common Stock
2K shares
Shares
−2K
Strike price
24.59
Held after
144.26K
Exercisable
—
7/5/2018
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Employee Stock Option (Right to Buy) Direct | Common Stock2K shares | 7/5/2018 | M · Option Exercise | −2K | 24.59 | — | 144.26K |