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 7 of 9
83 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2015-06-04 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-05-15 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Disp (D) | −2,120 | -$92.3K | EDGAR |
| 2014-11-18 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Disp (D) | −2,486 | -$79.6K | EDGAR |
| 2014-11-06 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Sell (S) | −3,000 | -$104.4K | EDGAR |
| 2014-10-21 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Mixed | +340 | -$131.5K | EDGAR |
| 2014-07-21 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Mixed | — | -$142.3K | EDGAR |
| 2014-03-18 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Grant (A) | +29,000 | $0 | EDGAR |
| 2014-01-21 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Mixed | +306 | -$152.3K | EDGAR |
| 2013-11-20 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Mixed | −4,982 | -$1.16M | EDGAR |
| 2013-09-16 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Disp (D) | −1,409 | -$42.5K | EDGAR |
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.