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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      


Envestnet, Inc. $21,162,350 Envestnet, Inc. $21,162,350
 


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*  
* Premium Members only  

Records found :    209         Free Registration Required For Full Results.    Limit: 25

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  Page 8 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. Chief Executive Officer   •       •      –    2021-03-11 4 A $0.00 $0 D/D 34,144 250,911 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-03-15 4 A $0.00 $0 D/D 9,093 260,004 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-03-15 4 D $71.01 $274,312 D/D (3,863) 256,141 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-05-28 4 D $71.97 $121,773 D/D (1,692) 260,267 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-07-30 4 D $75.23 $186,044 D/D (2,473) 257,794 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-08-28 4 D $79.45 $134,429 D/D (1,692) 256,102 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2021-11-29 4 D $76.90 $130,115 D/D (1,692) 254,410 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-01-19 4 OE $12.45 $169,245 D/D 13,594 268,004 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-02-28 4 D $74.82 $647,717 D/D (8,657) 312,491 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-02-28 4 A $0.00 $0 D/D 53,144 321,148 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-03-11 4 D $72.86 $352,278 D/D (4,835) 307,656 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-05-27 4 D $67.09 $75,543 D/D (1,126) 306,530 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-06-29 4 B $53.79 $49,487 D/D 920 306,241 2.81 %
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-08-26 4 D $53.81 $60,590 D/D (1,126) 305,115 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-09-09 4 D $53.25 $64,379 D/D (1,209) 303,906 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-11-28 4 D $57.25 $64,464 D/D (1,126) 302,780 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2022-12-09 4 D $61.20 $73,991 D/D (1,209) 301,571 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-02-27 4 OE $15.34 $207,090 D/D 13,500 315,071 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-02-27 4 D $62.89 $385,956 D/D (6,137) 308,934 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-02-28 4 A $0.00 $0 D/D 37,446 346,380 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-02-28 4 D $62.51 $628,413 D/D (10,053) 336,327 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-03-10 4 D $56.65 $68,490 D/D (1,209) 335,118 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-05-26 4 D $52.68 $68,589 D/D (1,302) 333,816 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-06-09 4 D $54.22 $65,606 D/D (1,210) 332,606 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2023-06-12 4 S $53.68 $389,180 D/D (7,250) 325,356 0 %
  209  Records found
  1   2   3   4   5   6   7   8  9      
  Page 8 of 9  
 
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  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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