Todd C Mackay
CIK 1757071 · President of Wealth Mgmt · last filed 2023-11-29
Todd C Mackay is a President of Wealth Mgmt who has filed 30 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for BCOR, was dated Nov 29, 2023. Across all open-market trades the lifetime net is −$537.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $646.0K across reported positions.
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
BCOR price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
6TH FLOOR
IRVING, TX 75038
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BCOR | President of Wealth Mgmt | 24,924 | $25.92 | $646.0K | -$537.7K | 30 | 2023-11-29 |
Recent Filings
30 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-11-29 | BCOR | Mixed | −147,916 | -$6.42M | EDGAR |
| 2023-05-23 | BCOR | Tax (F) | −2,457 | -$52.2K | EDGAR |
| 2023-01-31 | BCOR | Mixed | +2,170 | -$49.8K | EDGAR |
| 2023-01-11 | BCOR | Tax (F) | −1,374 | -$36.1K | EDGAR |
| 2023-01-05 | BCOR | Mixed | +16,966 | -$144.8K | EDGAR |
| 2022-06-16 | BCOR | Tax (F) | −681 | -$11.3K | EDGAR |
| 2022-05-24 | BCOR | Tax (F) | −2,456 | -$40.4K | EDGAR |
| 2022-03-03 | BCOR | Mixed | +12,824 | $86.5K | EDGAR |
| 2022-01-11 | BCOR | Tax (F) | −1,373 | -$23.3K | EDGAR |
| 2022-01-04 | BCOR | Mixed | +28,259 | -$61.0K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.