| |
| |
|
| Insider
Information: |
Thomas Brandon |
| Relationship: |
Chief Investment Officer |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
268,701 |
|
|
Indirect Shares
|
13,938 |
|
|
| Direct
Value |
$17,269,413 |
|
|
|
Indirect Value
|
$895,795 |
|
|
| Total
Shares |
282,639 |
|
|
| Total
Value |
$18,165,209 |
|
|
|
|
|
|
|
|
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 Investment Officer |
2020-10-21 |
268,701 |
2020-10-21 |
13,938 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
111 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 5
|
| 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 Investment Officer |
• – – |
2020-06-01 |
4 |
AS |
$74.12 |
$780,854 |
D/D |
(10,535) |
269,165 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-03 |
4 |
AS |
$75.41 |
$254,806 |
D/D |
(3,367) |
269,165 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-10-21 |
4 |
AS |
$81.35 |
$3,332,078 |
D/D |
(40,801) |
268,701 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-02-28 |
4/A |
D |
$0.00 |
$0 |
D/D |
(401) |
228,246 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(401) |
228,850 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2014-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,065) |
225,054 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2014-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(666) |
222,683 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2016-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,050) |
232,810 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2016-02-28 |
4/A |
D |
$0.00 |
$0 |
D/D |
(1,051) |
232,809 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2016-11-03 |
5 |
D |
$0.00 |
$0 |
D/D |
(519) |
233,956 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-02-02 |
5 |
D |
$0.00 |
$0 |
D/D |
(607) |
235,015 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,003) |
237,234 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-05-02 |
4 |
D |
$0.00 |
$0 |
D/D |
(519) |
238,381 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(64) |
238,522 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-08-02 |
4 |
D |
$0.00 |
$0 |
D/D |
(519) |
239,669 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-08-29 |
4 |
D |
$42.65 |
$2,858 |
D/D |
(67) |
239,807 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-11-02 |
4 |
D |
$53.70 |
$28,944 |
D/D |
(539) |
259,973 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-11-29 |
4 |
D |
$48.40 |
$3,243 |
D/D |
(67) |
259,906 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-02-02 |
4 |
D |
$52.75 |
$30,437 |
D/D |
(577) |
259,329 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-02-28 |
4 |
D |
$55.10 |
$20,607 |
D/D |
(374) |
258,955 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-03-28 |
4 |
D |
$57.35 |
$28,388 |
D/D |
(495) |
264,460 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-05-02 |
4 |
D |
$56.85 |
$27,800 |
D/D |
(489) |
263,971 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-05-29 |
4 |
D |
$54.55 |
$3,328 |
D/D |
(61) |
263,910 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$6,969 |
D/D |
(124) |
263,786 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$29,267 |
D/D |
(489) |
263,297 |
0 |
- |
|
111 Records found
|
|
Page 2 of 5 |
| |
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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|
