| |
| |
|
| Insider
Information: |
Crager William |
| Relationship: |
Chief Executive Office... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
323,040 |
|
|
Indirect Shares
|
100 |
|
|
| Direct
Value |
$21,162,350 |
|
|
|
Indirect Value
|
$6,551 |
|
|
| Total
Shares |
323,140 |
|
|
| Total
Value |
$21,168,901 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
2
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-2.0
|
| Percentage
Gain/Loss : |
 -1.4%
|
-10.6%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Envestnet, Inc. |
ENV |
Chief Executive Office... |
2024-03-11 |
323,040 |
2024-03-11 |
100 |
Premium* |
|
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|
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|
|
|
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|
|
|
Records found :
209 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 6 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-05-11 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,667 |
212,255 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-05-29 |
4 |
D |
$54.55 |
$11,346 |
D/D |
(208) |
205,278 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$34,226 |
D/D |
(609) |
204,669 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-08-29 |
4 |
D |
$62.85 |
$13,073 |
D/D |
(208) |
204,461 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-09-26 |
4 |
OE |
$7.15 |
$55,706 |
D/D |
7,791 |
212,252 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-09-26 |
4 |
S |
$61.08 |
$475,874 |
D/D |
(7,791) |
204,461 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-09-27 |
4 |
S |
$60.82 |
$255,991 |
D/D |
(4,209) |
204,461 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-09-27 |
4 |
OE |
$7.15 |
$30,094 |
D/D |
4,209 |
208,670 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-09-28 |
4 |
D |
$60.95 |
$37,119 |
D/D |
(609) |
203,852 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-11-29 |
4 |
D |
$54.66 |
$11,369 |
D/D |
(208) |
203,644 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$29,804 |
D/D |
(609) |
203,035 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
15,981 |
219,016 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$120,007 |
D/D |
(1,967) |
217,049 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$25,472 |
D/D |
(394) |
216,655 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,667 |
233,322 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-05-10 |
4 |
D |
$68.27 |
$477,344 |
D/D |
(6,992) |
226,330 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$48,753 |
D/D |
(708) |
225,622 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$41,706 |
D/D |
(610) |
225,012 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-08-12 |
4 |
OE |
$9.00 |
$166,500 |
D/D |
18,500 |
243,512 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-08-12 |
4 |
S |
$57.26 |
$1,075,460 |
D/D |
(18,500) |
225,012 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$39,549 |
D/D |
(708) |
224,304 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-09-12 |
4 |
OE |
$9.00 |
$654,750 |
D/D |
72,750 |
297,054 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-09-12 |
4 |
S |
$57.11 |
$4,158,660 |
D/D |
(72,750) |
224,304 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President* |
• – – |
2019-09-28 |
4 |
D |
$56.97 |
$34,752 |
D/D |
(610) |
223,694 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Interim CEO* |
• – – |
2019-10-14 |
4 |
OE |
$9.00 |
$81,846 |
D/D |
9,094 |
232,788 |
0 |
- |
|
209 Records found
|
|
Page 6 of 9 |
| |
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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