| |
| |
|
| 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 7 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 |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$39,466 |
D/D |
(716) |
41,223 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,573 |
42,538 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$36,545 |
D/D |
(599) |
41,939 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-03-18 |
4 |
S |
$66.71 |
$743,616 |
D/D |
(11,147) |
30,076 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$7,952 |
D/D |
(123) |
29,953 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$43,485 |
D/D |
(611) |
29,342 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$9,296 |
D/D |
(135) |
29,207 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$8,410 |
D/D |
(123) |
29,084 |
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 |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$7,541 |
D/D |
(135) |
28,338 |
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 |
• – – |
2019-11-28 |
4 |
D |
$71.08 |
$9,596 |
D/D |
(135) |
28,080 |
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 |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$51,251 |
D/D |
(679) |
22,716 |
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 |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,009 |
D/D |
(123) |
27,429 |
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 |
• – – |
2020-08-28 |
4 |
D |
$82.39 |
$22,328 |
D/D |
(271) |
26,887 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2020-10-26 |
4 |
OE |
$41.84 |
$230,120 |
D/D |
5,500 |
32,387 |
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 |
• – – |
2020-11-27 |
4 |
D |
$79.85 |
$21,639 |
D/D |
(271) |
26,616 |
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 |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
5,193 |
31,065 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2021-05-28 |
4 |
D |
$71.97 |
$18,424 |
D/D |
(256) |
30,809 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2021-08-28 |
4 |
D |
$79.45 |
$20,339 |
D/D |
(256) |
30,553 |
0 |
- |
|
198 Records found
|
|
Page 7 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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|
