Open-mkt buys · 90d
—
0 trades · 0 insiders
Open-mkt sales · 90d
—
0 trades · 0 insiders
Net · 90d
$0
Insiders on file
31
Daily buy vs sell · 90 days
No data yet.
Insiders
| Insider | Role | Trades | Bought | Sold | Last trade |
|---|---|---|---|---|---|
| Lindstrom Brian | Chief Financial Officer | 2 | $0 | $0 | 2018-04-25 |
| McEwen Kraig | Director | 2 | $0 | $0 | 2018-04-25 |
| Francisco Partners GP IV, L.P. | 10% Owner | 9 | $731.9K | $0 | 2018-04-25 |
| Thomas Russell S | Director | 4 | $0 | $0 | 2018-04-25 |
| Granville Mark E | Senior VP, GM Insure Advantage | 4 | $0 | $0 | 2018-04-25 |
| DeVillers Lea | General Counsel | 8 | $0 | $0 | 2018-04-25 |
| Ansay A. John | Director | 6 | $39.5K | $0 | 2018-04-25 |
| Kusserow Paul B. K. | Director | 5 | $0 | $0 | 2018-04-25 |
| Surges Jeff | President | 26 | $126.5K | $0 | 2018-04-25 |
| Estrada Vincent E | EVP of Corporate Development | 5 | $0 | $0 | 2018-04-25 |
| Perlman Ezra | Director | 13 | $21.90M | $0 | 2018-04-25 |
| CAPPS VICKIE L | Director | 6 | $24.1K | $0 | 2018-04-25 |
| CHRYSALIS VENTURES II LP | 10% Owner | 8 | $1.00M | $2.31M | 2018-04-25 |
| JONES DAVID A JR/KY | Director, 10% Owner | 13 | $5.09M | $2.31M | 2018-04-25 |
| Sockel David A | Executive VP, Strat & Corp Dev | 6 | $7.1K | $0 | 2017-07-17 |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | 8 | $16.62M | $0 | 2017-03-10 |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | 6 | $4.55M | $0 | 2016-08-11 |
| Purko James P | CFO & Secretary | 3 | $13.3K | $0 | 2016-06-13 |
| Chrysalis Partners II, LLC | 10% Owner | 1 | $2.00M | $0 | 2016-05-02 |
| Spehr William | Exec VP, Sales & Marketing | 5 | $0 | $0 | 2016-04-29 |
| SSM VENTURE ASSOCIATES L P | 10% Owner | 1 | $0 | $0 | 2016-03-15 |
| Carlson Brett S. | Director | 4 | $0 | $0 | 2016-03-04 |
| Schneider Robert Douglas | See Remarks | 4 | $46.3K | $0 | 2016-01-04 |
| Ying Alan J | Director | 2 | $0 | $0 | 2015-07-21 |
| JAY JEFFREY R | 10% Owner | 1 | $0 | $0 | 2015-06-30 |
| Dolder Adam B. | Director, 10% Owner | 5 | $0 | $3.17M | 2015-06-10 |
| KROIN DAVID | 10% Owner | 5 | $0 | $0 | 2015-06-10 |
| Cho Michael Y | See Remarks | 2 | $0 | $0 | 2015-04-29 |
| J. A. Gilbert GP, LLC | 10% Owner | 3 | $0 | $854.3K | 2014-12-17 |
| GREAT POINT PARTNERS I LP | 10% Owner | 3 | $0 | $3.17M | 2014-12-17 |
| WITHERINGTON JAMES D JR | 10% Owner | 6 | $0 | $1.63M | 2014-12-17 |
Trade history
| Insider | Role | Code | Trade | Filed | Shares | Price | Value | Owned after | |
|---|---|---|---|---|---|---|---|---|---|
| JONES DAVID A JR/KY | Director | J Other deriv | 2018-04-25 | 2018-04-27 | 1,000 | — | $0 | 0 | SEC↗ |
| JONES DAVID A JR/KY | Director | J Other deriv | 2018-04-25 | 2018-04-27 | 2,000 | — | $0 | 0 | SEC↗ |
| Perlman Ezra | Director | J Other deriv | 2018-04-25 | 2018-04-27 | 50,000 | — | $0 | 0 | SEC↗ |
| Perlman Ezra | Director | J Other deriv | 2018-04-25 | 2018-04-27 | 16,500 | — | $0 | 0 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | J Other deriv | 2018-04-25 | 2018-04-27 | 1,000 | — | $0 | 0 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | J Other deriv | 2018-04-25 | 2018-04-27 | 2,000 | — | $0 | 0 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | J Other deriv | 2018-04-25 | 2018-04-27 | 50,000 | — | $0 | 0 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | J Other deriv | 2018-04-25 | 2018-04-27 | 16,500 | — | $0 | 0 | SEC↗ |
| JONES DAVID A JR/KY | Director | J Other | 2018-04-25 | 2018-04-27 | 57,696 | — | $0 | 0 | SEC↗ |
| JONES DAVID A JR/KY | Director | J Other | 2018-04-25 | 2018-04-27 | 4,007,162 | — | $0 | 0 | SEC↗ |
| Perlman Ezra | Director | J Other | 2018-04-25 | 2018-04-27 | 3,624,022 | — | $0 | 0 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | J Other | 2018-04-25 | 2018-04-27 | 4,007,162 | — | $0 | 0 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | J Other | 2018-04-25 | 2018-04-27 | 3,624,022 | — | $0 | 0 | SEC↗ |
| Lindstrom Brian | Chief Financial Officer | D To issuer | 2018-04-25 | 2018-04-27 | 300,000 | — | $0 | 0 | SEC↗ |
| Granville Mark E | Chief Delivery Officer | D To issuer | 2018-04-25 | 2018-04-27 | 197,500 | — | $0 | 0 | SEC↗ |
| DeVillers Lea | General Counsel | D To issuer | 2018-04-25 | 2018-04-27 | 9,797 | — | $0 | 0 | SEC↗ |
| Estrada Vincent E | EVP of Corporate Development | D To issuer | 2018-04-25 | 2018-04-27 | 484,335 | — | $0 | 0 | SEC↗ |
| Surges Jeff | CEO and President | D To issuer | 2018-04-25 | 2018-04-27 | 1,099,865 | — | $0 | 0 | SEC↗ |
| CAPPS VICKIE L | Director | D To issuer | 2018-04-25 | 2018-04-27 | 136,898 | $0.35 | $47.9K | 0 | SEC↗ |
| Ansay A. John | Director | D To issuer | 2018-04-25 | 2018-04-27 | 146,898 | $0.35 | $51.4K | 0 | SEC↗ |
| Thomas Russell S | Director | D To issuer | 2018-04-25 | 2018-04-27 | 113,648 | $0.35 | $39.8K | 0 | SEC↗ |
| Kusserow Paul B. K. | Director | D To issuer | 2018-04-25 | 2018-04-27 | 121,898 | $0.35 | $42.7K | 0 | SEC↗ |
| McEwen Kraig | Director | D To issuer | 2018-04-25 | 2018-04-27 | 214,634 | $0.35 | $75.1K | 0 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2018-04-12 | 2018-04-16 | 1,833 | $0.34 | $623 | 1,099,865 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2018-03-12 | 2018-03-14 | 1,833 | $0.35 | $642 | 1,101,698 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2018-02-12 | 2018-02-14 | 1,833 | $0.35 | $642 | 1,103,531 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2018-01-12 | 2018-01-16 | 2,165 | $0.34 | $736 | 1,105,364 | SEC↗ |
| Lindstrom Brian | Chief Financial Officer | A Award | 2018-01-04 | 2018-01-05 | 300,000 | $0.16 | $48.0K | 300,000 | SEC↗ |
| Estrada Vincent E | EVP of Corporate Development | F Tax w/h | 2018-01-01 | 2018-01-03 | 15,665 | $0.16 | $2.5K | 484,335 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-12-12 | 2017-12-13 | 2,021 | $0.13 | $263 | 1,107,529 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-11-12 | 2017-11-14 | 2,021 | $0.23 | $465 | 1,108,350 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-10-12 | 2017-10-13 | 2,021 | $0.64 | $1.3K | 1,110,371 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-09-12 | 2017-09-13 | 2,021 | $0.69 | $1.4K | 1,112,392 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-08-12 | 2017-08-14 | 2,021 | $0.63 | $1.3K | 1,114,413 | SEC↗ |
| Surges Jeff | CEO and President | A Award | 2017-07-17 | 2017-07-19 | 500,000 | — | $0 | 1,116,434 | SEC↗ |
| Estrada Vincent E | Chief Financial Officer | A Award | 2017-07-17 | 2017-07-19 | 250,000 | — | $0 | 500,000 | SEC↗ |
| Granville Mark E | Chief Delivery Officer | A Award | 2017-07-17 | 2017-07-19 | 187,500 | — | $0 | 197,500 | SEC↗ |
| Sockel David A | Executive VP, Strat & Corp D | A Award | 2017-07-17 | 2017-07-19 | 62,500 | — | $0 | 77,258 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-07-12 | 2017-07-14 | 1,946 | $0.58 | $1.1K | 616,434 | SEC↗ |
| DeVillers Lea | General Counsel | F Tax w/h | 2017-07-01 | 2017-07-05 | 511 | $0.62 | $317 | 9,797 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-06-12 | 2017-06-14 | 1,946 | $0.82 | $1.6K | 618,380 | SEC↗ |
| Ansay A. John | Director | A Award | 2017-05-25 | 2017-05-25 | 80,488 | — | $0 | 146,898 | SEC↗ |
| CAPPS VICKIE L | Director | A Award | 2017-05-25 | 2017-05-25 | 80,488 | — | $0 | 136,898 | SEC↗ |
| Kusserow Paul B. K. | Director | A Award | 2017-05-25 | 2017-05-25 | 80,488 | — | $0 | 121,898 | SEC↗ |
| McEwen Kraig | Director | A Award | 2017-05-25 | 2017-05-25 | 214,634 | — | $0 | 214,634 | SEC↗ |
| Thomas Russell S | Director | A Award | 2017-05-25 | 2017-05-25 | 80,488 | — | $0 | 113,648 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-05-12 | 2017-05-15 | 1,946 | $0.85 | $1.7K | 619,126 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-04-12 | 2017-04-13 | 1,890 | $1.03 | $1.9K | 621,072 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-03-12 | 2017-03-14 | 2,215 | $2.01 | $4.5K | 622,962 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | P Buy deriv | 2017-03-10 | 2017-03-14 | 1,000 | $1000.00 | $1.00M | 1,000 | SEC↗ |
| JONES DAVID A JR/KY | Director | P Buy deriv | 2017-03-10 | 2017-03-14 | 1,000 | $1000.00 | $1.00M | 1,000 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy deriv | 2017-03-10 | 2017-03-14 | 10,991 | $1000.00 | $10.99M | 10,991 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy deriv | 2017-03-10 | 2017-03-14 | 5,509 | $1000.00 | $5.51M | 5,509 | SEC↗ |
| Perlman Ezra | Director | P Buy deriv | 2017-03-10 | 2017-03-14 | 16,500 | $1000.00 | $16.50M | 16,500 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-02-12 | 2017-03-14 | 2,277 | $2.09 | $4.8K | 625,177 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2017-01-12 | 2017-01-17 | 2,277 | $1.81 | $4.1K | 627,454 | SEC↗ |
| Estrada Vincent E | Chief Financial Officer | A Award deriv | 2017-01-01 | 2017-01-04 | 125,000 | — | $0 | 125,000 | SEC↗ |
| Estrada Vincent E | Chief Financial Officer | A Award | 2017-01-01 | 2017-01-04 | 125,000 | — | $0 | 125,000 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2016-12-12 | 2016-12-14 | 1,946 | $1.73 | $3.4K | 629,731 | SEC↗ |
| Ansay A. John | Director | A Award | 2016-11-30 | 2016-12-02 | 27,160 | — | $0 | 66,410 | SEC↗ |
| CAPPS VICKIE L | Director | A Award | 2016-11-30 | 2016-12-02 | 27,160 | — | $0 | 56,410 | SEC↗ |
| Thomas Russell S | Director | A Award | 2016-11-30 | 2016-12-02 | 27,160 | — | $0 | 33,160 | SEC↗ |
| Kusserow Paul B. K. | Director | A Award | 2016-11-30 | 2016-12-02 | 27,160 | — | $0 | 41,410 | SEC↗ |
| Surges Jeff | CEO and President | F Tax w/h | 2016-11-12 | 2016-11-15 | 23,323 | $1.90 | $44.3K | 631,677 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-09-13 | 2016-09-13 | 18,370 | $1.69 | $31.0K | 3,624,022 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-13 | 2016-09-13 | 6,133 | $1.69 | $10.4K | 1,209,972 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-13 | 2016-09-13 | 12,237 | $1.69 | $20.7K | 2,414,050 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-09-12 | 2016-09-13 | 600 | $1.65 | $990 | 3,605,652 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-12 | 2016-09-13 | 400 | $1.65 | $660 | 2,401,813 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-12 | 2016-09-13 | 200 | $1.65 | $330 | 1,203,839 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-09-09 | 2016-09-13 | 53,173 | $1.63 | $86.7K | 3,605,052 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-09 | 2016-09-13 | 35,420 | $1.63 | $57.7K | 2,401,413 | SEC↗ |
| FRANCISCO PARTNERS IV, L.P. | 10% Owner | P Buy | 2016-09-09 | 2016-09-13 | 17,753 | $1.63 | $28.9K | 1,203,639 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-08-25 | 2016-08-25 | 54,292 | $1.65 | $89.6K | 3,551,879 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-25 | 2016-08-25 | 18,127 | $1.65 | $29.9K | 1,185,886 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-25 | 2016-08-25 | 36,165 | $1.65 | $59.7K | 2,365,993 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-08-24 | 2016-08-25 | 113,501 | $1.65 | $187.3K | 3,497,587 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-24 | 2016-08-25 | 75,605 | $1.65 | $124.7K | 2,329,828 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-24 | 2016-08-25 | 37,896 | $1.65 | $62.5K | 1,167,759 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-08-23 | 2016-08-25 | 275,800 | $1.65 | $455.1K | 3,384,086 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-23 | 2016-08-25 | 183,716 | $1.65 | $303.1K | 2,254,223 | SEC↗ |
| Francisco Partners GP IV, L.P. | 10% Owner | P Buy | 2016-08-23 | 2016-08-25 | 92,084 | $1.65 | $151.9K | 1,129,863 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-08-11 | 2016-08-12 | 1,558,000 | $1.65 | $2.57M | 3,108,286 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-08-11 | 2016-08-12 | 520,185 | $1.65 | $858.3K | 1,037,779 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-08-11 | 2016-08-12 | 1,037,815 | $1.65 | $1.71M | 2,070,507 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-06-13 | 2016-06-14 | 16,920 | $1.67 | $28.3K | 1,550,286 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-06-13 | 2016-06-14 | 5,649 | $1.67 | $9.4K | 517,594 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-06-13 | 2016-06-14 | 11,271 | $1.67 | $18.8K | 1,032,692 | SEC↗ |
| Surges Jeff | Chief Executive Officer | P Buy | 2016-06-13 | 2016-06-14 | 36,451 | $1.83 | $66.7K | 655,000 | SEC↗ |
| JONES DAVID A JR/KY | Director | P Buy | 2016-06-13 | 2016-06-14 | 3,709 | $1.74 | $6.5K | 57,696 | SEC↗ |
| Purko James P | CFO & Secretary | P Buy | 2016-06-13 | 2016-06-14 | 7,500 | $1.78 | $13.3K | 20,000 | SEC↗ |
| Perlman Ezra | Director | P Buy | 2016-06-10 | 2016-06-14 | 1,533,366 | $1.27 | $1.95M | 1,533,366 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-06-10 | 2016-06-14 | 511,945 | $1.27 | $650.2K | 511,945 | SEC↗ |
| FRANCISCO PARTNERS IV-A, L.P. | 10% Owner | P Buy | 2016-06-10 | 2016-06-14 | 1,021,421 | $1.27 | $1.30M | 1,021,421 | SEC↗ |
| Surges Jeff | Chief Executive Officer | P Buy | 2016-06-10 | 2016-06-14 | 38,549 | $1.55 | $59.8K | 618,549 | SEC↗ |
| JONES DAVID A JR/KY | Director | P Buy | 2016-06-10 | 2016-06-14 | 53,987 | $1.63 | $88.0K | 53,987 | SEC↗ |
| CAPPS VICKIE L | Director | P Buy | 2016-06-10 | 2016-06-14 | 15,000 | $1.61 | $24.1K | 29,250 | SEC↗ |
| Ansay A. John | Director | P Buy | 2016-06-10 | 2016-06-14 | 25,000 | $1.58 | $39.5K | 39,250 | SEC↗ |
| Sockel David A | Executive VP, Strat & Corp D | P Buy | 2016-06-10 | 2016-06-14 | 4,635 | $1.54 | $7.1K | 14,758 | SEC↗ |
| JONES DAVID A JR/KY | Director | P Buy deriv | 2016-05-02 | 2016-05-03 | 2,000 | $1000.00 | $2.00M | 2,000 | SEC↗ |
| Chrysalis Partners II, LLC | 10% Owner | P Buy deriv | 2016-05-02 | 2016-05-04 | 2,000 | $1000.00 | $2.00M | 2,000 | SEC↗ |
| JONES DAVID A JR/KY | Director | P Buy deriv | 2016-05-02 | 2016-05-04 | 2,000 | $1000.00 | $2.00M | 2,000 | SEC↗ |
| Spehr William | Exec VP, Sales & Marketing | F Tax w/h | 2016-04-29 | 2016-05-03 | 4,408 | $2.31 | $10.2K | 45,592 | SEC↗ |
| SSM VENTURE ASSOCIATES L P | 10% Owner | J Other | 2016-03-15 | 2016-03-17 | 703,750 | — | $0 | 2,136,152 | SEC↗ |
| Carlson Brett S. | Director | F Tax w/h | 2016-03-04 | 2016-03-07 | 1,036 | $3.20 | $3.3K | 15,210 | SEC↗ |
| Schneider Robert Douglas | See Remarks | A Award | 2016-01-04 | 2016-01-06 | 25,000 | — | $0 | 54,576 | SEC↗ |
| Surges Jeff | Chief Executive Officer | A Award | 2016-01-04 | 2016-01-06 | 355,000 | — | $0 | 580,000 | SEC↗ |
| DeVillers Lea | General Counsel | F Tax w/h | 2015-12-14 | 2017-07-05 | 1,279 | $3.53 | $4.5K | 6,708 | SEC↗ |
| DeVillers Lea | General Counsel | F Tax w/h | 2015-12-14 | 2015-12-16 | 1,279 | $3.53 | $4.5K | 6,271 | SEC↗ |
| DeVillers Lea | General Counsel | F Tax w/h | 2015-12-14 | 2015-12-17 | 1,279 | $3.53 | $4.5K | 7,145 | SEC↗ |
| Carlson Brett S. | Director | F Tax w/h | 2015-12-04 | 2015-12-18 | 1,035 | $3.35 | $3.5K | 16,246 | SEC↗ |
| Surges Jeff | President | A Award deriv | 2015-11-12 | 2015-11-13 | 35,000 | — | $0 | 100,000 | SEC↗ |
| Surges Jeff | President | A Award deriv | 2015-11-12 | 2015-11-13 | 65,000 | — | $0 | 100,000 | SEC↗ |
| Surges Jeff | President | A Award | 2015-11-12 | 2015-11-13 | 225,000 | — | $0 | 225,000 | SEC↗ |
| Carlson Brett S. | Director | A Award deriv | 2015-09-04 | 2015-09-09 | 90,000 | — | $0 | 90,000 | SEC↗ |
| Carlson Brett S. | Director | A Award | 2015-09-04 | 2015-09-09 | 9,720 | — | $0 | 17,281 | SEC↗ |
| Schneider Robert Douglas | CEO and President | P Buy | 2015-09-01 | 2015-09-03 | 6,500 | $7.13 | $46.3K | 29,576 | SEC↗ |
| Spehr William | Exec VP, Sales & Marketing | J Other deriv | 2015-07-21 | 2015-07-23 | 12,500 | — | $0 | 100,000 | SEC↗ |
| CAPPS VICKIE L | Director | A Award | 2015-07-21 | 2015-07-23 | 6,000 | — | $0 | 14,250 | SEC↗ |
| Ying Alan J | Director | A Award | 2015-07-21 | 2015-07-23 | 6,000 | — | $0 | 14,250 | SEC↗ |
| Thomas Russell S | Director | A Award | 2015-07-21 | 2015-07-23 | 6,000 | — | $0 | 6,000 | SEC↗ |
| Ansay A. John | Director | A Award | 2015-07-21 | 2015-07-23 | 6,000 | — | $0 | 14,250 | SEC↗ |
| Kusserow Paul B. K. | Director | A Award | 2015-07-21 | 2015-07-23 | 6,000 | — | $0 | 14,250 | SEC↗ |
| Spehr William | Exec VP, Sales & Marketing | A Award | 2015-07-21 | 2015-07-23 | 12,500 | — | $0 | 50,000 | SEC↗ |
| JAY JEFFREY R | 10% Owner | G Gift | 2015-06-30 | 2015-07-16 | 10,000 | — | $0 | 29,703 | SEC↗ |
| Dolder Adam B. | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 28,533 | — | $0 | 28,533 | SEC↗ |
| Dolder Adam B. | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 1,375,733 | — | $0 | 4,127,232 | SEC↗ |
| KROIN DAVID | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 1,375,733 | — | $0 | 4,127,232 | SEC↗ |
| KROIN DAVID | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 28,696 | — | $0 | 28,696 | SEC↗ |
| KROIN DAVID | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 36,493 | — | $0 | 36,493 | SEC↗ |
| KROIN DAVID | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 47,235 | — | $0 | 47,235 | SEC↗ |
| KROIN DAVID | 10% Owner | J Other | 2015-06-10 | 2015-06-12 | 39,703 | — | $0 | 39,703 | SEC↗ |
| Sockel David A | Executive VP, Strat & Corp D | A Award deriv | 2015-04-29 | 2015-05-01 | 22,500 | — | $0 | 22,500 | SEC↗ |
| Purko James P | CFO & Secretary | A Award deriv | 2015-04-29 | 2015-05-01 | 37,500 | — | $0 | 37,500 | SEC↗ |
| DeVillers Lea | General Counsel | A Award deriv | 2015-04-29 | 2015-05-01 | 5,700 | — | $0 | 5,700 | SEC↗ |
| Spehr William | Exec VP, Sales & Marketing | A Award deriv | 2015-04-29 | 2015-05-01 | 112,500 | — | $0 | 112,500 | SEC↗ |
| Schneider Robert Douglas | CEO and President | A Award deriv | 2015-04-29 | 2015-05-01 | 60,000 | — | $0 | 60,000 | SEC↗ |
| Granville Mark E | Senior VP, GM Insure Advanta | A Award deriv | 2015-04-29 | 2015-05-01 | 30,000 | — | $0 | 30,000 | SEC↗ |
| Cho Michael Y | See Remarks | A Award deriv | 2015-04-29 | 2015-05-01 | 18,750 | — | $0 | 18,750 | SEC↗ |
| Sockel David A | Executive VP, Strat & Corp D | A Award | 2015-04-29 | 2015-05-01 | 7,500 | — | $0 | 10,123 | SEC↗ |
| Purko James P | CFO & Secretary | A Award | 2015-04-29 | 2015-05-01 | 12,500 | — | $0 | 12,500 | SEC↗ |
| DeVillers Lea | General Counsel | A Award | 2015-04-29 | 2015-05-01 | 3,800 | — | $0 | 7,550 | SEC↗ |
| Spehr William | Exec VP, Sales & Marketing | A Award | 2015-04-29 | 2015-05-01 | 37,500 | — | $0 | 37,500 | SEC↗ |
| Schneider Robert Douglas | CEO and President | A Award | 2015-04-29 | 2015-05-01 | 20,000 | — | $0 | 23,076 | SEC↗ |
| Granville Mark E | Senior VP, GM Insure Advanta | A Award | 2015-04-29 | 2015-05-01 | 10,000 | — | $0 | 10,000 | SEC↗ |
| Cho Michael Y | See Remarks | A Award | 2015-04-29 | 2015-05-01 | 6,250 | — | $0 | 6,250 | SEC↗ |
| Kusserow Paul B. K. | Director | A Award | 2015-01-23 | 2015-01-27 | 8,250 | — | $0 | 8,250 | SEC↗ |
| Ansay A. John | Director | A Award | 2015-01-23 | 2015-01-27 | 8,250 | — | $0 | 8,250 | SEC↗ |
| Ying Alan J | Director | A Award | 2015-01-23 | 2015-01-27 | 8,250 | — | $0 | 8,250 | SEC↗ |
| DeVillers Lea | General Counsel | A Award | 2015-01-23 | 2015-01-27 | 3,750 | — | $0 | 3,750 | SEC↗ |
| CAPPS VICKIE L | Director | A Award | 2015-01-23 | 2015-01-27 | 8,250 | — | $0 | 8,250 | SEC↗ |
| J. A. Gilbert GP, LLC | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 4,773,387 | — | $0 | 0 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 7,640,186 | — | $0 | 0 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 1,492,434 | — | $0 | 0 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 2,000,000 | — | $0 | 0 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 10,886,316 | — | $0 | 0 | SEC↗ |
| Dolder Adam B. | Director, 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 17,696,553 | — | $0 | 0 | SEC↗ |
| Sockel David A | Chief Revenue Officer | C Conversion deriv | 2014-12-17 | 2014-12-17 | 7,869 | — | $0 | 0 | SEC↗ |
| JONES DAVID A JR/KY | Director, 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 2,000,000 | — | $0 | 0 | SEC↗ |
| JONES DAVID A JR/KY | Director, 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 10,886,316 | — | $0 | 0 | SEC↗ |
| GREAT POINT PARTNERS I LP | 10% Owner | C Conversion deriv | 2014-12-17 | 2014-12-17 | 17,696,553 | — | $0 | 0 | SEC↗ |
| J. A. Gilbert GP, LLC | 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 106,784 | $8.00 | $854.3K | 1,484,345 | SEC↗ |
| J. A. Gilbert GP, LLC | 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 1,591,129 | — | $0 | 1,591,129 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 2,546,728 | — | $0 | 2,546,728 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 170,917 | $8.00 | $1.37M | 2,375,811 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 497,478 | — | $0 | 497,478 | SEC↗ |
| WITHERINGTON JAMES D JR | 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 33,387 | $8.00 | $267.1K | 464,091 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 4,295,438 | — | $0 | 4,295,438 | SEC↗ |
| CHRYSALIS VENTURES II LP | 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 288,276 | $8.00 | $2.31M | 4,007,162 | SEC↗ |
| Dolder Adam B. | Director, 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 395,886 | $8.00 | $3.17M | 5,502,965 | SEC↗ |
| Dolder Adam B. | Director, 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 5,898,851 | — | $0 | 5,898,851 | SEC↗ |
| Sockel David A | Chief Revenue Officer | C Conversion | 2014-12-17 | 2014-12-17 | 2,623 | — | $0 | 2,623 | SEC↗ |
| JONES DAVID A JR/KY | Director, 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 4,295,438 | — | $0 | 4,295,438 | SEC↗ |
| JONES DAVID A JR/KY | Director, 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 288,276 | $8.00 | $2.31M | 4,007,162 | SEC↗ |
| GREAT POINT PARTNERS I LP | 10% Owner | S Sale | 2014-12-17 | 2014-12-17 | 395,886 | $8.00 | $3.17M | 5,502,965 | SEC↗ |
| GREAT POINT PARTNERS I LP | 10% Owner | C Conversion | 2014-12-17 | 2014-12-17 | 5,898,851 | — | $0 | 5,898,851 | SEC↗ |