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| Insider
Information: |
Bergman Judson |
| Relationship: |
Chief Executive Office... |
| City: |
Chicago |
| State: |
IL |
| |
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| Insider
Summary: |
|
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|
Companies Owned : |
1 |
|
| Direct
Shares |
820,644 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$53,760,388 |
|
|
|
Indirect Value
|
$0 |
|
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| Total
Shares |
820,644 |
|
|
| Total
Value |
$53,760,388 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
0
|
0
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|
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%
|
| |
|
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|
|
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
|
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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 |
• • – |
2015-08-12 |
4 |
OE |
$5.00 |
$100,000 |
D/D |
20,000 |
614,214 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2011-06-20 |
4 |
S |
$13.01 |
$130,100 |
I/I |
(10,000) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2014-10-13 |
4 |
OE |
$7.50 |
$142,830 |
D/D |
19,044 |
19,044 |
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 |
• • – |
2015-04-01 |
4 |
OE |
$5.00 |
$150,000 |
D/D |
30,000 |
605,674 |
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 |
• • – |
2016-10-03 |
4 |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
669,106 |
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 |
• • – |
2016-10-17 |
4 |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
669,106 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-10-24 |
4 |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
669,106 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-10-31 |
4 |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
659,106 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-11-14 |
4 |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
669,106 |
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 |
• • – |
2019-06-18 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
812,099 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-07-16 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
828,323 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-07-23 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
833,323 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-07-30 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
838,323 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2014-11-03 |
4 |
OE |
$7.50 |
$187,500 |
D/D |
25,000 |
25,000 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-03-25 |
4 |
OE |
$9.00 |
$225,000 |
D/D |
25,000 |
771,153 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2014-10-14 |
4 |
AS |
$40.00 |
$238,240 |
D/D |
(5,956) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-02-28 |
4 |
D |
$61.01 |
$240,806 |
D/D |
(3,947) |
746,153 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-11-11 |
4 |
AS |
$35.00 |
$246,085 |
D/D |
(7,031) |
649,106 |
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 |
• • – |
2016-10-10 |
4 |
AS |
$36.95 |
$278,658 |
D/D |
(7,541) |
649,106 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chairman, CEO |
• • – |
2010-07-28 |
4 |
S |
$9.00 |
$294,498 |
D/D |
(32,722) |
233,278 |
0 |
- |
|
142 Records found
|
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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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