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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   $49,189,401    

Indirect Value

   $0      
Total Shares   820,644      
Total Value   $49,189,401      


Envestnet, Inc. $49,189,401 Envestnet, Inc. $49,189,401
 


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 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   •       •      –    2017-03-31 4 B $32.40 $32,400 D/D 1,000 666,259 2.81 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-05-12 4 OE $0.00 $0 D/D 41,666 707,925 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-05-12 4 D $0.00 $0 D/D (19,042) 688,883 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-05-29 4 OE $0.00 $0 D/D 744 689,627 0 -
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 D $42.65 $14,885 D/D (349) 689,681 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   •       •      –    2017-11-06 4 AS $53.21 $1,064,200 D/D (20,000) 712,569 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-06 4/A OE $7.50 $150,000 D/D 20,000 752,569 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-06 4/A AS $53.21 $1,064,200 D/D (20,000) 732,569 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 OE $9.00 $90,000 D/D 10,000 742,569 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   •       •      –    2017-11-28 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   •       •      –    2017-11-29 4 D $48.40 $16,892 D/D (349) 732,220 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 OE $9.00 $90,000 D/D 10,000 742,569 0 -
  142  Records found
  1   2   3   4  5   6      
  Page 4 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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