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Insider Information:   Obrien Shelly
Relationship:   Chief Legal Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   47,592    

Indirect Shares

   0      
Direct Value   $3,117,752    

Indirect Value

   $0      
Total Shares   47,592      
Total Value   $3,117,752      


Envestnet, Inc. $3,117,752 Envestnet, Inc. $3,117,752
 


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  
            Envestnet, Inc. ENV Chief Legal Officer 2024-05-28 47,592 0    Premium*  
* Premium Members only  

Records found :    198         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-02-28 4/A D $0.00 $0 D/D (984) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-02-28 4 D $0.00 $0 D/D (983) 5,741 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-05-31 4 AS $33.66 $117,810 D/D (3,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-05-31 4 OE $7.50 $26,250 D/D 3,500 9,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-06-01 4 OE $7.50 $26,250 D/D 3,500 9,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-06-01 4 AS $33.73 $118,055 D/D (3,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-06-02 4 AS $35.00 $35,000 D/D (1,000) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-06-02 4 OE $7.50 $7,500 D/D 1,000 6,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-07-01 4 AS $33.64 $117,740 D/D (3,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-07-01 4 OE $7.50 $26,250 D/D 3,500 9,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-07-08 4 OE $7.50 $7,500 D/D 1,000 6,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-07-08 4 AS $35.00 $35,000 D/D (1,000) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-08-01 4 AS $37.99 $170,997 D/D (4,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-08-01 4 OE $7.50 $33,750 D/D 4,500 8,140 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-08-04 4 AS $40.00 $40,000 D/D (1,000) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-08-04 4 OE $7.50 $7,500 D/D 1,000 6,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-09-01 4 AS $39.66 $178,470 D/D (4,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-09-01 4 OE $7.50 $33,750 D/D 4,500 10,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-09-02 4 AS $40.01 $40,010 D/D (1,000) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-09-02 4 OE $7.50 $7,500 D/D 1,000 6,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-10-03 4 OE $7.50 $33,750 D/D 4,500 10,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-10-03 4 AS $36.25 $163,125 D/D (4,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-11-01 4 AS $35.15 $158,175 D/D (4,500) 5,740 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-11-01 4 OE $7.50 $33,750 D/D 4,500 10,240 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (648) 7,175 0 -
  198  Records found
  1   2   3  4   5   6   7   8      
  Page 3 of 8  
 
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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