| |
| |
|
| 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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|
|
|
|
|
|
|
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|
Records found :
111 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• – – |
2018-08-29 |
4 |
D |
$62.85 |
$3,834 |
D/D |
(61) |
263,236 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-09-28 |
4 |
D |
$60.95 |
$7,558 |
D/D |
(124) |
263,112 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-11-02 |
4 |
D |
$52.12 |
$25,487 |
D/D |
(489) |
262,623 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-11-29 |
4 |
D |
$54.66 |
$3,334 |
D/D |
(61) |
262,562 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$6,069 |
D/D |
(124) |
262,438 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$31,804 |
D/D |
(577) |
267,770 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$39,473 |
D/D |
(647) |
268,347 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$8,017 |
D/D |
(124) |
267,646 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$50,246 |
D/D |
(706) |
266,940 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$14,598 |
D/D |
(212) |
266,728 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$12,238 |
D/D |
(179) |
265,588 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$48,086 |
D/D |
(706) |
264,882 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$11,842 |
D/D |
(212) |
264,670 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-09-28 |
4 |
D |
$56.97 |
$10,198 |
D/D |
(179) |
264,491 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-11-28 |
4 |
D |
$71.08 |
$15,069 |
D/D |
(212) |
264,279 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-12-28 |
4 |
D |
$71.56 |
$13,453 |
D/D |
(188) |
264,091 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$59,478 |
D/D |
(788) |
263,303 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,066 |
D/D |
(124) |
269,472 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$22,101 |
D/D |
(307) |
269,165 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-08-28 |
4 |
D |
$82.39 |
$38,229 |
D/D |
(464) |
268,701 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment OfficerOffice |
• – – |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
145,800 |
|
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-02-28 |
4/A |
OE |
$0.00 |
$0 |
D/D |
1,063 |
228,647 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,063 |
229,251 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2014-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,103 |
223,349 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,436 |
226,119 |
0 |
- |
|
111 Records found
|
|
Page 3 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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