| |
| |
|
| 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 |
$20,761,781 |
|
|
|
Indirect Value
|
$6,427 |
|
|
| Total
Shares |
323,140 |
|
|
| Total
Value |
$20,768,208 |
|
|
|
|
|
|
|
|
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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|
Records found :
209 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 9 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 |
• • – |
2023-08-28 |
4 |
D |
$53.68 |
$69,891 |
D/D |
(1,302) |
324,054 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2023-09-11 |
4 |
D |
$50.08 |
$60,597 |
D/D |
(1,210) |
322,844 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2023-11-28 |
4 |
D |
$37.18 |
$48,408 |
D/D |
(1,302) |
321,542 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2023-12-11 |
4 |
D |
$42.38 |
$51,280 |
D/D |
(1,210) |
320,332 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-02-27 |
4 |
OE |
$41.84 |
$589,944 |
D/D |
14,100 |
334,432 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-02-27 |
4 |
D |
$50.91 |
$628,026 |
D/D |
(12,336) |
322,096 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-02-28 |
4 |
D |
$50.98 |
$167,571 |
D/D |
(3,287) |
318,809 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
9,462 |
328,271 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-03-11 |
4 |
D |
$55.49 |
$290,268 |
D/D |
(5,231) |
323,040 |
0 |
- |
|
209 Records found
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Page 9 of 9 |
| |
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 |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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