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Insider Information:   Majoros Matthew
Relationship:   Principal Accounting O...
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   15,104    

Indirect Shares

   0      
Direct Value   $970,734    

Indirect Value

   $0      
Total Shares   15,104      
Total Value   $970,734      


Envestnet, Inc. $970,734 Envestnet, Inc. $970,734
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    4    

     Stock price went up :
    0   
    2    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -9.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Envestnet, Inc. ENV Principal Accounting O... 2024-05-28 15,104 0    Premium*  
* Premium Members only  

Records found :    77         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-11-28 4 D $37.18 $2,156 D/D (58) 13,783 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-12-11 4 D $42.38 $2,543 D/D (60) 13,723 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2017-08-29 4 D $42.65 $1,663 D/D (39) 4,936 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2017-08-30 4 S $42.70 $21,350 D/D (500) 4,936 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2017-11-29 4 D $48.40 $1,888 D/D (39) 9,435 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-12-28 4 D $48.94 $3,817 D/D (78) 12,079 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-09-11 4 D $50.08 $3,005 D/D (60) 13,841 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2024-02-28 4 D $50.98 $15,753 D/D (309) 13,414 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-05-26 4 D $52.68 $3,055 D/D (58) 14,019 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-09-09 4 D $53.25 $3,195 D/D (60) 16,512 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-08-28 4 D $53.68 $3,113 D/D (58) 13,901 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-06-28 4 S $53.79 $10,758 D/D (200) 16,624 0 %
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-08-26 4 D $53.81 $2,798 D/D (52) 16,572 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-06-09 4 D $54.22 $3,253 D/D (60) 13,959 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-05-29 4 D $54.55 $1,909 D/D (35) 12,383 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-11-29 4 D $54.66 $1,913 D/D (35) 12,157 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-05-19 4 S $54.74 $218,960 D/D (4,000) 14,077 0 %
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-02-28 4 D $55.10 $13,775 D/D (250) 9,185 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2024-03-11 4 D $55.49 $3,995 D/D (72) 15,912 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-08-28 4 D $55.86 $4,804 D/D (86) 14,021 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-06-28 4 D $56.20 $4,384 D/D (78) 12,305 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-03-10 4 D $56.65 $3,342 D/D (59) 18,077 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2024-03-25 4 S $56.92 $39,844 D/D (700) 15,212 0 %
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-09-28 4 D $56.97 $4,444 D/D (78) 13,943 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2020-03-28 4 D $56.98 $4,330 D/D (76) 14,034 0 -
  77  Records found
  1   2  3   4      
  Page 2 of 4  
 
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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