| |
| |
|
| 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 4 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 |
• – – |
2015-06-11 |
4 |
OE |
$7.50 |
$16,500 |
D/D |
2,200 |
227,254 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-11 |
4 |
OE |
$7.50 |
$16,500 |
D/D |
2,200 |
227,254 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-12 |
4 |
OE |
$7.50 |
$112,500 |
D/D |
15,000 |
240,054 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-12 |
4 |
OE |
$7.50 |
$112,500 |
D/D |
15,000 |
240,054 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-15 |
4 |
OE |
$7.50 |
$114,750 |
D/D |
15,300 |
233,094 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-15 |
4 |
OE |
$7.50 |
$114,750 |
D/D |
15,300 |
233,094 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-19 |
4 |
OE |
$5.00 |
$101,790 |
D/D |
20,358 |
245,412 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-09-29 |
4 |
OE |
$5.00 |
$60,710 |
D/D |
12,142 |
237,196 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-12-24 |
4 |
OE |
$7.50 |
$90,000 |
D/D |
12,000 |
242,421 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-12-28 |
4 |
OE |
$7.15 |
$110,400 |
D/D |
15,000 |
236,421 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-12-29 |
4 |
OE |
$9.00 |
$315,000 |
D/D |
35,000 |
265,421 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2016-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,439 |
233,860 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2016-11-03 |
5 |
OE |
$0.00 |
$0 |
D/D |
1,666 |
234,475 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-02-02 |
5 |
OE |
$0.00 |
$0 |
D/D |
1,666 |
235,622 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,222 |
237,490 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-05-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,666 |
238,900 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
205 |
238,586 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-08-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,666 |
240,188 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
205 |
239,874 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2017-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,667 |
260,512 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
OE |
$9.00 |
$117,882 |
D/D |
13,098 |
282,570 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-01 |
4 |
OE |
$9.00 |
$94,815 |
D/D |
10,535 |
279,700 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-03 |
4 |
OE |
$9.00 |
$30,303 |
D/D |
3,367 |
272,532 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-10-21 |
4 |
OE |
$12.45 |
$965,567 |
D/D |
40,801 |
270,391 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2015-06-11 |
4 |
S |
$43.91 |
$96,602 |
D/D |
(2,200) |
225,054 |
0 |
- |
|
111 Records found
|
|
Page 4 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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