| |
| |
|
| Insider
Information: |
Darrigo Peter |
| Relationship: |
Chief Financial Officer |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
119,040 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,650,701 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
119,040 |
|
|
| Total
Value |
$7,650,701 |
|
|
|
|
|
|
|
|
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 Financial Officer |
2023-09-11 |
119,040 |
2013-02-28 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
128 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 6
|
| 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 Financial Officer |
• – – |
2017-12-15 |
4 |
AS |
$49.87 |
$1,168,803 |
D/D |
(23,437) |
27,999 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-02-28 |
4 |
D |
$55.10 |
$35,374 |
D/D |
(642) |
27,357 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
13,000 |
40,357 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-03-28 |
4 |
D |
$57.35 |
$64,691 |
D/D |
(1,128) |
39,229 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-05-11 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
49,229 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-05-11 |
4 |
D |
$56.15 |
$204,274 |
D/D |
(3,638) |
45,591 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-05-29 |
4 |
D |
$54.55 |
$8,564 |
D/D |
(157) |
45,434 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$23,997 |
D/D |
(427) |
45,007 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-08-29 |
4 |
D |
$62.85 |
$9,867 |
D/D |
(157) |
44,850 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-09-28 |
4 |
D |
$60.95 |
$26,026 |
D/D |
(427) |
44,423 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-11-29 |
4 |
D |
$54.66 |
$8,582 |
D/D |
(157) |
44,266 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$20,897 |
D/D |
(427) |
43,839 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
8,687 |
50,103 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$83,828 |
D/D |
(1,374) |
48,729 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$18,296 |
D/D |
(283) |
48,446 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
58,446 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
D |
$68.27 |
$265,229 |
D/D |
(3,885) |
54,561 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$33,053 |
D/D |
(480) |
54,081 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$29,194 |
D/D |
(427) |
53,654 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$26,813 |
D/D |
(480) |
53,174 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-09-28 |
4 |
D |
$56.97 |
$24,326 |
D/D |
(427) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-10-30 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
57,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-10-30 |
4 |
AS |
$62.50 |
$312,500 |
D/D |
(5,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-06 |
4 |
AS |
$62.81 |
$314,050 |
D/D |
(5,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-06 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
57,747 |
0 |
- |
|
128 Records found
|
|
Page 3 of 6 |
| |
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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|
