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Insider Information:   Bergman Judson
Relationship:   Chief Executive Office...
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   820,644    

Indirect Shares

   0      
Direct Value   $52,742,790    

Indirect Value

   $0      
Total Shares   820,644      
Total Value   $52,742,790      


Envestnet, Inc. $52,742,790 Envestnet, Inc. $52,742,790
 


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 Executive Office... 2019-09-28 820,644 2018-08-22 0    Premium*  
* Premium Members only  

Records found :    142         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 6
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   •       •      –    2014-11-07 4 OE $7.50 $75,000 D/D 10,000 10,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-07 4 AS $50.00 $500,000 D/D (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-12-01 4 AS $49.86 $2,243,700 D/D (45,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-12-01 4 OE $7.50 $337,500 D/D 45,000 45,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-02-28 4 OE $0.00 $0 D/D 7,079 596,416 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-02-28 4 D $0.00 $0 D/D (2,202) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-03-10 4 OE $5.00 $837,500 D/D 145,000 639,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-03-10 4 AS $51.75 $7,503,750 D/D (145,000) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-04-01 4 OE $5.00 $150,000 D/D 30,000 605,674 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-04-01 4 AS $53.68 $1,643,218 D/D (30,000) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-06-30 4 S $40.58 $811,600 D/D (20,000) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-06-30 4 OE $5.00 $100,000 D/D 20,000 614,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-08-12 4 OE $5.00 $100,000 D/D 20,000 614,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-09-11 4 OE $7.50 $75,000 D/D 10,000 624,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-09-30 4 OE $7.50 $75,000 D/D 10,000 634,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-12-15 4 OE $7.50 $37,500 D/D 5,000 639,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-01-08 4 OE $7.50 $37,500 D/D 5,000 644,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-02-28 4 OE $0.00 $0 D/D 9,278 651,992 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-02-28 4 D $0.00 $0 D/D (2,886) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-09-26 4 OE $7.50 $150,000 D/D 20,000 669,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-09-26 4 AS $38.33 $766,600 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-03 4 OE $7.50 $150,000 D/D 20,000 669,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-03 4 AS $36.28 $725,600 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-10 4 OE $7.50 $150,000 D/D 20,000 661,577 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-10 4 AS $36.95 $278,658 D/D (7,541) 649,106 0 -
  142  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
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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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