SIVB / SVB Financial Group - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Insider Trading Chart

Insider Roster and Profitability Metrics

This table shows the list known insiders, and is generated automatically from filings disclosed to the SEC. In addition to the names, most recent title, and director, officer, or 10% owner designation, we provide the latest disclosed holdings. Additionally, when possible we provide the historical trade performance for the insider. The historical trade performance is a weighted average of the performance of actual open-market purchase transactions made by the insider. For more information on how this is calculated, watch this YouTube webinar.

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Track Records of Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in SIVB / SVB Financial Group. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
2023-06-22	Daniels Richard Devon	500	0.3900	500	0.3900	195	279	0.11	-140	-71.79
2023-01-03	Matthews Beverly Kay	1,000	232.0613	1,000	232.0613	232,061
2021-07-13	STAGLIN GAREN K	500	588.0200	500	588.0200	294,010
2021-07-06	STAGLIN GAREN K	500	563.0400	500	563.0400	281,520
2021-06-29	STAGLIN GAREN K	500	564.5500	500	564.5500	282,275
2021-06-22	STAGLIN GAREN K	500	553.9400	500	553.9400	276,970
2021-02-16	Daniels Richard Devon	500	523.3000	500	523.3000	261,650
2019-05-24	Clendening John S	900	221.1184	900	221.1184	199,007
2016-02-22	STAGLIN GAREN K	3,000	88.0000	3,000	88.0000	264,000
2016-02-11	Miller Mary J	1,000	79.2500	1,000	79.2500	79,250

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Track Records of Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in SIVB / SVB Financial Group. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2023-06-20	Daniels Richard Devon	500	0.4700	500	0.4700	235	357	0.03	-220	-93.62
2023-02-27	BECKER GREGORY W	1,601	288.5590	1,601	288.5590	461,983
2023-02-27	BECKER GREGORY W	6,276	287.6860	6,276	287.6860	1,805,517
2023-02-27	BECKER GREGORY W	3,675	286.8626	3,675	286.8626	1,054,220
2023-02-27	BECKER GREGORY W	899	285.7975	899	285.7975	256,932
2023-02-27	Beck Daniel J	2,000	287.5900	2,000	287.5900	575,180
2023-02-01	DRAPER MICHELLE	165	300.6900	165	300.6900	49,614
2023-02-01	DRAPER MICHELLE	809	300.6900	809	300.6900	243,258
2023-01-20	DRAPER MICHELLE	165	300.0000	165	300.0000	49,500

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.