| |
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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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|
|
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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 4 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 |
• • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
744 |
690,030 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-06 |
4 |
AS |
$53.21 |
$1,064,200 |
D/D |
(20,000) |
712,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-13 |
4 |
OE |
$7.15 |
$145,100 |
D/D |
20,000 |
752,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-13 |
4 |
AS |
$51.48 |
$1,029,600 |
D/D |
(20,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-20 |
4 |
OE |
$7.15 |
$88,150 |
D/D |
10,000 |
742,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-20 |
4 |
AS |
$49.55 |
$495,500 |
D/D |
(10,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-21 |
4 |
AS |
$49.91 |
$499,100 |
D/D |
(10,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-21 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-22 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-22 |
4 |
AS |
$49.39 |
$493,900 |
D/D |
(10,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-27 |
4 |
AS |
$49.77 |
$497,700 |
D/D |
(10,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-27 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-28 |
4 |
AS |
$49.55 |
$495,500 |
D/D |
(10,000) |
732,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-28 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2017-11-29 |
4 |
AS |
$48.64 |
$487,044 |
D/D |
(10,000) |
732,569 |
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 |
• • – |
2017-11-29 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
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 |
• • – |
2018-02-28 |
4 |
D |
$55.10 |
$74,495 |
D/D |
(1,352) |
700,791 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-03-28 |
4 |
D |
$57.35 |
$270,692 |
D/D |
(4,720) |
734,071 |
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 |
• • – |
2018-05-11 |
4 |
D |
$56.15 |
$1,036,473 |
D/D |
(18,459) |
757,279 |
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 |
• • – |
2018-06-28 |
4 |
D |
$56.20 |
$71,711 |
D/D |
(1,276) |
755,673 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2018-08-09 |
4 |
GA |
$0.00 |
$0 |
I/I |
25,000 |
25,000 |
0 |
- |
|
142 Records found
|
|
Page 4 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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