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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   $3,058,738    

Indirect Value

   $0      
Total Shares   47,592      
Total Value   $3,058,738      


Envestnet, Inc. $3,058,738 Envestnet, Inc. $3,058,738
 


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 5 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   •       –      –    2017-08-29 4 OE $0.00 $0 D/D 205 13,389 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 OE $7.15 $14,300 D/D 2,000 15,292 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   •       –      –    2017-10-27 4 AS $53.48 $160,440 D/D (3,000) 10,292 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 AS $53.28 $159,840 D/D (3,000) 13,292 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. Chief Legal Officer   •       –      –    2017-11-01 4 AS $53.28 $159,840 D/D (3,000) 7,292 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-02 4 D $53.70 $52,465 D/D (977) 30,283 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-02 4 OE $0.00 $0 D/D 2,083 31,260 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-02 4/A OE $0.00 $0 D/D 2,083 37,260 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-02 4/A D $53.70 $52,465 D/D (977) 36,283 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-11-29 4 D $48.40 $4,695 D/D (97) 36,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-12-01 4 AS $47.45 $72,195 D/D (1,500) 36,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-12-01 4 OE $9.00 $13,500 D/D 1,500 37,686 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-12-06 4 OE $9.00 $13,500 D/D 1,500 37,686 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2017-12-06 4 AS $50.00 $75,000 D/D (1,500) 36,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-01-02 4 OE $9.00 $27,000 D/D 3,000 39,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-01-02 4 AS $50.00 $150,000 D/D (3,000) 36,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-02-01 4 OE $9.00 $27,000 D/D 3,000 39,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-02-01 4 AS $53.06 $159,180 D/D (3,000) 36,186 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-02-02 4 D $52.75 $31,650 D/D (600) 35,586 0 -
ENV Envestnet, Inc. Chief Legal Officer   •       –      –    2018-02-28 4 D $55.10 $20,607 D/D (374) 35,212 0 -
  198  Records found
  1   2   3   4   5  6   7   8      
  Page 5 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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