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Insider Information:   Grinis Scott D
Relationship:   Chief Technology Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   37,220    

Indirect Shares

  0      
Direct Value   $2,230,967    

Indirect Value

  $0      
Total Shares   37,220      
Total Value   $2,230,967      


Envestnet, Inc.
 $2,230,967 Envestnet, Inc.
 $2,230,967
 


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 Technology Officer 2020-08-28 37,220 0    Premium*  
* Premium Members only  

Records found :    108         Free Registration Required For Full Results.    Limit: 25

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  Page 5 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 Technology Officer   •       –      –    2017-06-28 4 S $38.97 $588,210 D/D (15,000) 217,454 0 -
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2019-12-23 4 S $71.39 $1,070,850 D/D (15,000) 155,728 0 -
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2020-01-27 4 AS $71.67 $1,080,097 D/D (15,000) 50,490 0 %
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2011-05-09 4 AS $14.01 $252,180 D/D (18,000) 305,896 0 -
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2019-12-04 4 OE $12.45 $249,648 D/D 18,195 178,728 0 -
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2019-12-04 4 S $71.33 $1,297,929 D/D (18,195) 170,728 0 -
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2020-01-06 4 AS $71.28 $2,156,888 D/D (30,000) 125,490 0 %
ENV Envestnet, Inc. Chief Technology Officer   •       –      –    2018-03-22 4 S $59.75 $2,390,000 D/D (40,000) 205,340 0 -

  108  Records found
  1   2   3   4   5     
  Page 5 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