| |
| |
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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 |
$53,760,388 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
820,644 |
|
|
| Total
Value |
$53,760,388 |
|
|
|
|
|
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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 6 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 |
• • – |
2019-07-10 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
815,823 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-07-16 |
4 |
AS |
$72.10 |
$1,086,825 |
D/D |
(15,000) |
813,323 |
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 |
AS |
$71.43 |
$1,071,450 |
D/D |
(15,000) |
818,323 |
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 |
AS |
$70.85 |
$1,062,750 |
D/D |
(15,000) |
823,323 |
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 |
• • – |
2019-08-28 |
4 |
D |
$55.86 |
$78,372 |
D/D |
(1,403) |
821,920 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2019-09-28 |
4 |
D |
$56.97 |
$72,694 |
D/D |
(1,276) |
820,644 |
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 |
• • – |
2017-11-06 |
4/A |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
752,569 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2011-12-29 |
5 |
GD |
$0.00 |
$0 |
D/D |
2,000 |
645,058 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2012-12-28 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,450 |
623,608 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2013-06-28 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,005 |
588,741 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2013-12-31 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,050 |
587,691 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2014-12-30 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,100 |
589,337 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2016-12-29 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,455 |
647,651 |
0 |
- |
|
142 Records found
|
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Page 6 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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