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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 4 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   •       –      –    2017-04-03 4 AS $32.26 $303,859 D/D (9,403) 10,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-04-25 4 AS $35.00 $35,000 D/D (1,000) 10,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-01 4 AS $34.85 $69,700 D/D (2,000) 10,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-02-28 4 OE $0.00 $0 D/D 3,088 11,007 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-04-25 4 OE $7.50 $7,500 D/D 1,000 11,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-02 4 D $0.00 $0 D/D (892) 11,942 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-29 4 D $0.00 $0 D/D (94) 12,053 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-29 4 OE $0.00 $0 D/D 205 12,147 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-03-01 4 OE $7.50 $33,750 D/D 4,500 12,251 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-04-03 4 OE $7.50 $70,523 D/D 9,403 12,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-01 4 OE $7.50 $15,000 D/D 2,000 12,751 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-05-02 4 OE $0.00 $0 D/D 2,083 12,834 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-08-02 4 D $0.00 $0 D/D (952) 13,184 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-08-29 4 D $42.65 $4,137 D/D (97) 13,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-09-27 4 S $49.96 $99,920 D/D (2,000) 13,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-10-27 4/A AS $53.48 $160,440 D/D (3,000) 13,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-01 4/A AS $53.28 $159,840 D/D (3,000) 13,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-08-29 4 OE $0.00 $0 D/D 205 13,389 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-08-02 4 OE $0.00 $0 D/D 2,083 14,136 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-09-27 4 OE $7.15 $14,300 D/D 2,000 15,292 0 -
ENV Envestnet, Inc. General Counsel   •       –      –    2012-08-06 4 AS $12.50 $28,325 D/D (2,266) 15,443 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-10-27 4/A OE $9.00 $27,000 D/D 3,000 16,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-01 4/A OE $9.00 $27,000 D/D 3,000 16,292 0 -
ENV Envestnet, Inc. General Counsel   •       –      –    2012-07-17 4 AS $12.51 $9,182 D/D (734) 17,709 0 -
ENV Envestnet, Inc. General Counsel   •       –      –    2012-07-13 4 AS $12.50 $75,000 D/D (6,000) 18,443 0 -
  198  Records found
  1   2   3   4  5   6   7   8      
  Page 4 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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