| |
| |
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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 |
|
|
|
|
|
|
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|
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* |
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Records found :
142 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• • – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(341) |
689,286 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
744 |
690,030 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
38,000 |
738,791 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-05-11 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,667 |
775,738 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-08-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
25,000 |
730,673 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-08-09 |
4 |
GA |
$0.00 |
$0 |
I/I |
25,000 |
25,000 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
23,891 |
750,100 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,667 |
811,961 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-11-08 |
4 |
OE |
$7.50 |
$8,018 |
D/D |
1,069 |
650,175 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-08-29 |
4 |
D |
$42.65 |
$14,885 |
D/D |
(349) |
689,681 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-29 |
4 |
D |
$48.40 |
$16,892 |
D/D |
(349) |
732,220 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-05-29 |
4 |
D |
$54.55 |
$18,002 |
D/D |
(330) |
756,949 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-11-29 |
4 |
D |
$54.66 |
$18,092 |
D/D |
(331) |
728,735 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2011-09-23 |
4 |
B |
$10.15 |
$20,300 |
D/D |
2,000 |
647,858 |
2.81 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-08-29 |
4 |
D |
$62.85 |
$20,803 |
D/D |
(331) |
730,342 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-03-31 |
4 |
B |
$32.40 |
$32,400 |
D/D |
1,000 |
666,259 |
2.81 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-11-08 |
4 |
AS |
$35.00 |
$37,415 |
D/D |
(1,069) |
649,106 |
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 |
• • – |
2014-10-14 |
4 |
OE |
$7.50 |
$44,670 |
D/D |
5,956 |
5,956 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-11-11 |
4 |
OE |
$7.50 |
$52,733 |
D/D |
7,031 |
656,137 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-03-28 |
4 |
D |
$64.65 |
$55,534 |
D/D |
(859) |
770,294 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-12-28 |
4 |
D |
$48.94 |
$62,447 |
D/D |
(1,276) |
727,459 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-06-28 |
4 |
D |
$56.20 |
$71,711 |
D/D |
(1,276) |
755,673 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-09-28 |
4 |
D |
$56.97 |
$72,694 |
D/D |
(1,276) |
820,644 |
0 |
- |
|
142 Records found
|
|
Page 2 of 6 |
| |
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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