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Insider Information:   Arora Anil
Relationship:   Director
City:   San Diego
State:   CA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   129,259    

Indirect Shares

   28,644      
Direct Value   $2,073,492    

Indirect Value

   $820,366      
Total Shares   157,903      
Total Value   $2,893,858      


Envestnet, Inc. $1,669,449 ConAgra Foods Inc $404,043 On24 Inc $0 Envestnet, Inc. $1,669,449 ConAgra Foods Inc $404,043 On24 Inc $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Visual Sciences Inc VSCN Director 2008-01-17 0 2007-08-01 0    Premium*  
            Yodlee Inc YDLE President and CEO, Dir... 2015-11-19 0 2015-11-19 0    Premium*  
            Envestnet, Inc. ENV Director 2021-07-30 27,852 2021-07-30 272    Premium*  
            ConAgra Foods Inc CAG 2024-05-28 14,257 2024-05-28 28,372    Premium*  
            On24 Inc ONTF 2023-06-23 87,150 2022-04-25 0    Premium*  
            Ping Identity Holding Corp. PING Director 2022-10-18 0 2022-06-01 0    Premium*  
* Premium Members only  

Records found :    175         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. Director   –       •      –    2016-06-07 4 OE $0.00 $0 D/D 8,333 97,910 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-06-07 4 D $0.00 $0 D/D (4,046) 93,864 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-07-26 4 S $37.50 $65,625 D/D (1,750) 92,114 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-08-03 4 AS $40.00 $196,000 D/D (4,900) 87,214 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-09-02 4 AS $40.33 $101,632 D/D (2,520) 84,694 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-09-07 4 OE $0.00 $0 D/D 8,333 93,027 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-09-07 4 D $0.00 $0 D/D (4,349) 88,678 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-12-05 4 AS $35.00 $29,400 D/D (840) 87,838 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-12-07 4 OE $0.00 $0 D/D 8,333 96,171 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-12-07 4 D $0.00 $0 D/D (4,349) 91,822 0 -
ENV Envestnet, Inc. Director   –       •      –    2016-12-15 4 AS $37.50 $31,500 D/D (840) 90,982 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-01-18 4 AS $36.70 $127,092 D/D (3,431) 87,551 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-01-25 4 AS $37.50 $307,800 D/D (8,208) 72,719 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-03-02 4 AS $36.79 $160,218 D/D (4,300) 68,419 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-03-03 4 AS $37.50 $41,250 D/D (1,100) 67,319 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-03-07 4 OE $0.00 $0 D/D 8,333 76,752 0 -
ENV Envestnet, Inc. Director   –       •      –    2017-03-07 4 D $0.00 $0 D/D (3,132) 73,620 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-06-07 4 D $36.25 $118,320 D/D (3,264) 77,589 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-06-07 4 OE $0.00 $0 D/D 8,333 80,853 0 -
ENV Envestnet, Inc. Envestnet/Yodlee *   •       •      –    2017-07-24 4 AS $40.00 $359,200 D/D (8,980) 68,609 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-09-07 4 OE $0.00 $0 D/D 8,333 76,942 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-09-07 4 D $42.85 $186,355 D/D (4,349) 72,593 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-09-22 4 AS $50.00 $820,900 D/D (16,418) 56,175 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-12-07 4 D $49.65 $215,928 D/D (4,349) 113,495 0 -
ENV Envestnet, Inc. Envestnet Yodlee *   •       •      –    2017-12-07 4 OE $0.00 $0 D/D 8,333 117,844 0 -
  175  Records found
  1   2   3   4  5   6   7      
  Page 4 of 7  
 
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
 
 
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