| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
198 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• – – |
2024-02-28 |
4 |
D |
$50.98 |
$28,804 |
D/D |
(565) |
22,394 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$51,251 |
D/D |
(679) |
22,716 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-12-11 |
4 |
D |
$42.38 |
$5,382 |
D/D |
(127) |
22,959 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-11-28 |
4 |
D |
$37.18 |
$4,573 |
D/D |
(123) |
23,086 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-09-11 |
4 |
D |
$50.08 |
$6,360 |
D/D |
(127) |
23,209 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-08-28 |
4 |
D |
$53.68 |
$6,603 |
D/D |
(123) |
23,336 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-06-09 |
4 |
D |
$54.22 |
$6,886 |
D/D |
(127) |
23,459 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2023-05-26 |
4 |
D |
$52.68 |
$6,480 |
D/D |
(123) |
23,586 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
General Counsel |
• – – |
2012-04-24 |
4 |
AS |
$12.55 |
$37,650 |
D/D |
(3,000) |
24,443 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2021-02-26 |
4 |
D |
$64.02 |
$47,631 |
D/D |
(744) |
25,872 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-11-27 |
4 |
D |
$79.85 |
$21,639 |
D/D |
(271) |
26,616 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-08-28 |
4 |
D |
$82.39 |
$22,328 |
D/D |
(271) |
26,887 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-10-26 |
4 |
AS |
$82.99 |
$456,445 |
D/D |
(5,500) |
26,887 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$19,509 |
D/D |
(271) |
27,158 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,009 |
D/D |
(123) |
27,429 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
General Counsel |
• – – |
2012-03-27 |
4 |
AS |
$12.71 |
$38,130 |
D/D |
(3,000) |
27,443 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,836 |
27,552 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-12-28 |
4 |
D |
$71.56 |
$13,239 |
D/D |
(185) |
27,895 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-11-28 |
4 |
D |
$71.08 |
$9,596 |
D/D |
(135) |
28,080 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-09-28 |
4 |
D |
$56.97 |
$7,007 |
D/D |
(123) |
28,215 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$7,541 |
D/D |
(135) |
28,338 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2022-12-09 |
4 |
D |
$61.20 |
$7,772 |
D/D |
(127) |
28,450 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$41,615 |
D/D |
(611) |
28,473 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2022-11-28 |
4 |
D |
$57.25 |
$6,813 |
D/D |
(119) |
28,577 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2022-11-14 |
4 |
AS |
$56.00 |
$300,048 |
D/D |
(5,358) |
28,696 |
0 |
% |
|
198 Records found
|
|
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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|
