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Insider Information:   Hale James C Iii
Relationship:   10% Owner
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   271,438    

Indirect Shares

  15,102      
Direct Value   $5,258,458    

Indirect Value

  $302,040      
Total Shares   286,540      
Total Value   $5,560,498      


Bank of Marin Bancorp
 $79,620 Mitek Systems Inc
 $1,669,255 ACI Worldwide Inc
 $3,509,582 Bank of Marin Bancorp
 $79,620 Mitek Systems Inc
 $1,669,255 ACI Worldwide Inc
 $3,509,582
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    2    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   -2.0   
     Percentage Gain/Loss :
     0.0%
 -200.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Offical P Ayments Holdings OPAY Director 2013-11-05 0 2011-05-12 0    Premium*  
            Bank of Marin Bancorp BMRC 2020-01-23 3,981 2024-07-01 15,102    Premium*  
            Mitek Systems Inc MITK Director 2024-09-10 197,545 0    Premium*  
            ACI Worldwide Inc ACIW Director 2024-05-31 69,912 2015-09-15 0    Premium*  
            Cardconnect Corporation CCN 10% Owner 2016-07-27 0 2017-07-06 0    Premium*  
* Premium Members only  

Records found :    54         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MITK Mitek Systems Inc Director   –       •      –    2024-09-10 4 A $8.10 $170,003 D/D 20,988 197,545 0 -
OPAY Offical P Ayments Holding... Director   –       •      –    2011-05-12 4 B $5.22 $31,320 D/D 6,000 6,000 2.39 -
OPAY Offical P Ayments Holding... Director   –       •      –    2011-05-13 4 B $5.28 $42,240 D/D 8,000 14,000 2.39 -
OPAY Offical P Ayments Holding... Director   –       •      –    2013-11-05 4 S $8.35 $116,900 D/D (14,000) 0 0 -

  54  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed