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Insider
Information: |
Thomas Brandon |
Relationship: |
Chief Investment Officer |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
1 |
|
Direct
Shares |
268,701 |
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Indirect Shares
|
13,938 |
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Direct
Value |
$17,269,413 |
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Indirect Value
|
$895,795 |
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Total
Shares |
282,639 |
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Total
Value |
$18,165,209 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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
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Download |
Page 5 of 5
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-06-11 |
4 |
S |
$43.91 |
$96,602 |
D/D |
(2,200) |
225,054 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-06-12 |
4 |
S |
$43.17 |
$647,550 |
D/D |
(15,000) |
225,054 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
|
2015-06-12 |
4 |
S |
$43.17 |
$647,550 |
D/D |
(15,000) |
225,054 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-06-15 |
4 |
S |
$42.82 |
$657,236 |
D/D |
(15,300) |
225,054 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-06-15 |
4 |
S |
$42.82 |
$657,236 |
D/D |
(15,300) |
225,054 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-06-19 |
4 |
S |
$42.26 |
$860,329 |
D/D |
(20,358) |
225,054 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-09-29 |
4 |
S |
$29.90 |
$203,323 |
D/D |
(6,775) |
230,421 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-12-24 |
4 |
S |
$30.77 |
$369,240 |
D/D |
(12,000) |
230,421 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-12-28 |
4 |
S |
$30.51 |
$457,650 |
D/D |
(15,000) |
230,421 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2015-12-29 |
4 |
S |
$30.25 |
$1,058,750 |
D/D |
(35,000) |
230,421 |
0 |
- |
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ENV |
Envestnet, Inc. |
Chief Investment Officer |
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2019-06-27 |
4 |
S |
$67.46 |
$64,829 |
D/D |
(961) |
265,767 |
0 |
- |
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111 Records found
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Page 5 of 5 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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