James S Cox

CIK 1441361 · Chief Financial Officer · last filed 2026-04-16

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$12.22M

Companies

2

Total Filings

83

Lifetime Open-Market Net

-$23.77M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CWAN Chief Financial Officer 502,352 $24.33 $12.22M -$22.65M 59 2026-04-16
ADVENT SOFTWARE INC /DE/ (ADVS) Delisted EVP & CFO 77,711 -$1.12M 23 2015-06-04

Recent Filings · Page 4 of 9

83 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2024-10-16 CWAN Mixed −5,000 -$857.4K EDGAR
2024-10-01 CWAN Mixed +1,541 -$40.0K EDGAR
2024-09-17 CWAN Mixed −5,000 -$801.0K EDGAR
2024-08-19 CWAN Mixed -$656.8K EDGAR
2024-08-02 CWAN Mixed -$663.1K EDGAR
2024-07-17 CWAN Mixed −5,000 -$335.4K EDGAR
2024-07-16 CWAN Mixed −5,000 -$335.4K EDGAR
2024-07-01 CWAN Mixed +1,541 -$29.3K EDGAR
2024-06-12 CWAN Mixed -$250.2K EDGAR
2024-04-04 CWAN Mixed +1,541 -$28.0K EDGAR
Showing 3140 of 83
Page 4 of 9
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.