| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 |
• – – |
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 |
• – – |
2017-12-06 |
4 |
AS |
$50.00 |
$75,000 |
D/D |
(1,500) |
36,186 |
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 |
AS |
$53.06 |
$159,180 |
D/D |
(3,000) |
36,186 |
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. |
General Counsel |
• – – |
2012-01-18 |
4 |
AS |
$12.52 |
$37,560 |
D/D |
(3,000) |
36,443 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$9,054 |
D/D |
(185) |
36,965 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-11-29 |
4 |
D |
$54.66 |
$5,029 |
D/D |
(92) |
37,150 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-11-02 |
4 |
D |
$52.12 |
$48,159 |
D/D |
(924) |
37,242 |
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 |
• – – |
2017-12-01 |
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 |
• – – |
2018-09-28 |
4 |
D |
$60.95 |
$11,276 |
D/D |
(185) |
38,166 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-08-29 |
4 |
D |
$62.85 |
$5,782 |
D/D |
(92) |
38,351 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$55,242 |
D/D |
(923) |
38,443 |
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 |
• – – |
2018-02-01 |
4 |
OE |
$9.00 |
$27,000 |
D/D |
3,000 |
39,186 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$10,397 |
D/D |
(185) |
39,366 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-07-02 |
4 |
AS |
$54.81 |
$219,240 |
D/D |
(4,000) |
39,366 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-08-01 |
4 |
AS |
$58.60 |
$110,285 |
D/D |
(1,882) |
39,366 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
General Counsel |
• – – |
2011-08-10 |
4 |
AS |
$12.56 |
$37,680 |
D/D |
(3,000) |
39,443 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-05-29 |
4 |
D |
$54.55 |
$3,328 |
D/D |
(61) |
39,551 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-06-01 |
4 |
AS |
$52.95 |
$79,425 |
D/D |
(1,500) |
39,551 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Legal Officer |
• – – |
2018-06-04 |
4 |
AS |
$55.00 |
$137,500 |
D/D |
(2,500) |
39,551 |
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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|
