| Advent Software, Inc. provides software products and services for automating and integrating data and work flows across the investment management organization, as well as between the investment management organization and external parties worldwide. The company engages in the development, marketing, and sale of software products, hosting services, data interfaces, and related maintenance and services that automate, integrate, and support mission-critical functions of investment management organizations. It also offers various professional services, which include consulting, project management, implementation and integration, custom report writing, and training, as well as data conversion services. In addition, the company provides Web-based, outsourced portfolio management, and reporting platforms for independent advisors; and margin management and financing software to hedge funds and prime brokers. It primarily serves asset managers, wealth managers, registered investment advisors, prime brokers, fund administrators, hedge funds, family offices, broker dealers, foundations, pension funds, endowments, and funds of funds. Advent Software, Inc. was founded in 1983 and is headquartered in San Francisco, California. |
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Brennan John P | SVP HR & Facilities | Jun 18 | Sale | 33.85 | 13,475 | 456,154 | 16,975 | Jun 18 06:50 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | Jun 18 | Sale | 33.84 | 1,606 | 54,347 | 32,373 | Jun 18 06:50 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | Jun 17 | Option Exercise | 26.75 | 12,286 | 328,694 | 39,066 | Jun 18 06:50 PM | | Brennan John P | SVP HR & Facilities | Jun 14 | Option Exercise | 17.23 | 45,400 | 782,190 | 39,694 | Jun 18 06:50 PM | | AUKEN WENDELL G VAN III | Director | May 22 | Option Exercise | 9.89 | 40,000 | 395,560 | 55,613 | May 23 07:21 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | May 17 | Sale | 31.36 | 144 | 4,516 | 34,586 | May 17 09:49 PM | | Momsen Christopher | EVP, Global Sales & Solutions | May 15 | Option Exercise | 17.27 | 83,000 | 1,433,370 | 82,700 | May 17 09:15 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | May 15 | Option Exercise | 19.19 | 601 | 11,533 | 36,124 | May 17 09:49 PM | | Momsen Christopher | EVP, Global Sales & Solutions | May 15 | Sale | 31.21 | 3,076 | 96,002 | 60,370 | May 17 09:15 PM | | Sperling Anthony | EVP, Global Customer Expernce | May 15 | Sale | 30.94 | 3,500 | 108,290 | 76,463 | May 17 09:07 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | May 15 | Sale | 30.65 | 1,233 | 37,788 | 34,730 | May 17 09:49 PM | | SPO ADVISORY CORP | 10% Owner | May 10 | Sale | 25.25 | 7,542,279 | 190,442,545 | 8,198,921 | May 10 05:30 PM | | Momsen Christopher | EVP, Global Sales & Solutions | Apr 30 | Option Exercise | 8.98 | 10,000 | 89,800 | 47,143 | May 01 01:09 PM | | Momsen Christopher | EVP, Global Sales & Solutions | Apr 30 | Sale | 29.00 | 10,000 | 290,000 | 37,143 | May 01 01:09 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | Apr 30 | Sale | 28.11 | 2,409 | 67,713 | 31,456 | May 01 01:09 PM | | Gottula Todd | EVP & CTO, Global Solutn Dev | Apr 29 | Option Exercise | 21.20 | 17,044 | 361,319 | 39,665 | May 01 01:09 PM | | Momsen Christopher | EVP, Global Sales & Solutions | Apr 29 | Sale | 27.43 | 3,876 | 106,311 | 37,143 | May 01 01:09 PM | | DIMARCO STEPHANIE | Director | Apr 22 | Option Exercise | 9.18 | 540,594 | 4,964,831 | 2,401,662 | Apr 23 03:12 PM | | DIMARCO STEPHANIE | Director | Mar 21 | Option Exercise | 9.41 | 74,364 | 699,735 | 1,859,800 | Mar 22 04:01 PM | | Hess David Peter | Chief Executive Officer | Mar 12 | Option Exercise | 13.89 | 14,123 | 196,170 | 60,088 | Mar 14 02:20 PM | | Sperling Anthony | EVP, Global Client Experience | Mar 12 | Sale | 28.19 | 2,516 | 70,930 | 77,970 | Mar 14 02:20 PM | | Hess David Peter | Chief Executive Officer | Mar 12 | Sale | 26.37 | 5,000 | 131,825 | 46,523 | Mar 14 02:20 PM | | Sperling Anthony | EVP, Global Cust Experience | Mar 08 | Sale | 27.07 | 1,200 | 32,484 | 80,486 | Mar 11 01:53 PM | | Sperling Anthony | EVP, Global Customer Expernce | Mar 04 | Sale | 26.71 | 2,280 | 60,899 | 81,686 | Mar 05 07:12 PM | | Sperling Anthony | EVP, Global Customer Expernce | Feb 15 | Sale | 26.39 | 1,143 | 30,164 | 83,966 | Feb 19 12:20 PM | | Hess David Peter | Chief Executive Officer | Feb 12 | Option Exercise | 9.03 | 5,000 | 45,150 | 51,523 | Feb 13 04:28 PM | | Hess David Peter | Chief Executive Officer | Feb 12 | Sale | 26.09 | 5,000 | 130,448 | 46,523 | Feb 13 04:28 PM | | DIMARCO STEPHANIE | Director | Feb 01 | Sale | 24.63 | 40,000 | 985,316 | 1,785,436 | Feb 04 12:21 PM | | Hess David Peter | Chief Executive Officer | Jan 29 | Option Exercise | 10.38 | 940 | 9,757 | 47,463 | Jan 30 04:53 PM | | Hess David Peter | Chief Executive Officer | Jan 29 | Sale | 25.00 | 940 | 23,500 | 46,523 | Jan 30 04:53 PM | | Hess David Peter | Chief Executive Officer | Jan 14 | Option Exercise | 9.03 | 5,000 | 45,150 | 51,523 | Jan 15 06:50 PM | | Hess David Peter | Chief Executive Officer | Jan 14 | Sale | 24.14 | 5,000 | 120,725 | 46,523 | Jan 15 06:50 PM | | DIMARCO STEPHANIE | Director | Jan 02 | Sale | 21.68 | 40,000 | 867,172 | 1,825,436 | Jan 03 06:31 PM | | Hess David Peter | Chief Executive Officer | Dec 12 | Option Exercise | 9.03 | 5,000 | 45,150 | 51,523 | Dec 13 09:48 PM | | Hess David Peter | Chief Executive Officer | Dec 12 | Sale | 22.16 | 5,000 | 110,776 | 46,523 | Dec 13 09:48 PM | | Sperling Anthony | SVP & GM, AMG | Dec 07 | Option Exercise | 9.93 | 19,924 | 197,801 | 85,359 | Dec 11 03:24 PM | | Sperling Anthony | SVP & GM, AMG | Dec 07 | Sale | 21.78 | 6,750 | 147,017 | 78,609 | Dec 11 03:24 PM | | DIMARCO STEPHANIE | Director | Dec 03 | Sale | 21.68 | 40,000 | 867,132 | 1,865,436 | Dec 04 06:35 PM | | Hess David Peter | Chief Executive Officer | Nov 30 | Option Exercise | 18.92 | 111 | 2,100 | 46,523 | Dec 13 09:48 PM | | Hess David Peter | Chief Executive Officer | Nov 12 | Option Exercise | 9.03 | 5,000 | 45,150 | 51,412 | Nov 14 11:50 AM | | Hess David Peter | Chief Executive Officer | Nov 12 | Sale | 22.13 | 5,000 | 110,641 | 46,412 | Nov 14 11:50 AM | | DIMARCO STEPHANIE | Director | Nov 01 | Sale | 22.24 | 40,000 | 889,420 | 1,905,436 | Nov 05 02:46 PM | | Hess David Peter | Chief Executive Officer | Oct 12 | Option Exercise | 9.03 | 4,060 | 36,662 | 50,472 | Oct 15 04:57 PM | | Hess David Peter | Chief Executive Officer | Oct 12 | Sale | 23.92 | 4,060 | 97,114 | 46,412 | Oct 15 04:57 PM | | DIMARCO STEPHANIE | Director | Oct 01 | Sale | 24.07 | 40,000 | 962,896 | 1,945,436 | Oct 02 01:24 PM | | Hess David Peter | Chief Executive Officer | Sep 17 | Option Exercise | 10.38 | 9,060 | 94,043 | 55,138 | Sep 19 01:16 PM | | Hess David Peter | Chief Executive Officer | Sep 17 | Sale | 25.00 | 9,060 | 226,500 | 46,412 | Sep 19 01:16 PM | | DIMARCO STEPHANIE | Director | Sep 04 | Sale | 23.83 | 40,000 | 953,032 | 1,985,436 | Sep 05 01:13 PM | | Hess David Peter | Chief Executive Officer | Aug 13 | Option Exercise | 9.48 | 940 | 8,911 | 47,352 | Aug 13 08:08 PM | | Hess David Peter | Chief Executive Officer | Aug 13 | Sale | 22.80 | 940 | 21,432 | 46,412 | Aug 13 08:08 PM | | DIMARCO STEPHANIE | Director | Aug 01 | Sale | 22.16 | 40,000 | 886,380 | 2,025,436 | Aug 03 01:03 PM | | Cox James S | CFO | Jul 18 | Sale | 28.00 | 492 | 13,776 | 23,750 | Jul 19 04:05 PM | | Hess David Peter | Chief Executive Officer | Jul 12 | Option Exercise | 9.48 | 5,000 | 47,400 | 39,594 | Jul 13 01:21 PM | | Hess David Peter | Chief Executive Officer | Jul 12 | Sale | 26.50 | 5,000 | 132,483 | 35,412 | Jul 13 01:21 PM | | DIMARCO STEPHANIE | Director | Jul 05 | Sale | 27.67 | 13,154 | 363,950 | 2,065,436 | Jul 05 05:08 PM | | DIMARCO STEPHANIE | Director | Jul 03 | Sale | 27.84 | 13,150 | 366,068 | 2,078,590 | Jul 03 02:14 PM | | DIMARCO STEPHANIE | Director | Jul 02 | Sale | 27.15 | 13,696 | 371,868 | 2,091,740 | Jul 03 02:14 PM |
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