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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 3 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   •       –      –    2022-11-28 4 D $57.25 $2,977 D/D (52) 16,460 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-03-28 4 D $57.35 $17,320 D/D (302) 12,418 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-09-28 4 D $60.95 $4,754 D/D (78) 12,192 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-02-28 4 D $61.01 $25,685 D/D (421) 14,346 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-12-09 4 D $61.20 $3,672 D/D (60) 16,400 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2023-02-28 4 D $62.51 $21,191 D/D (339) 18,136 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2018-08-29 4 D $62.85 $2,200 D/D (35) 12,270 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2021-02-26 4 D $64.02 $25,928 D/D (405) 13,176 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-03-28 4 D $64.65 $5,043 D/D (78) 14,268 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-03-19 4 S $66.76 $233,720 D/D (3,500) 14,346 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-05-27 4 D $67.09 $3,489 D/D (52) 16,884 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-07-01 4 D $68.37 $5,333 D/D (78) 14,107 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2024-05-28 4 D $68.45 $7,393 D/D (108) 15,104 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-05-28 4 D $68.86 $5,715 D/D (83) 14,185 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-12-16 4 S $70.72 $99,008 D/D (1,400) 12,457 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-11-28 4 D $71.08 $6,113 D/D (86) 13,857 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2019-12-28 4 D $71.56 $5,582 D/D (78) 12,379 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2021-05-28 4 D $71.97 $8,349 D/D (116) 15,550 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2020-05-28 4 D $71.99 $10,870 D/D (151) 13,883 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-03-11 4 D $72.86 $18,142 D/D (249) 17,336 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-02-28 4 D $74.82 $10,325 D/D (138) 17,585 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2022-03-21 4 S $75.33 $30,132 D/D (400) 16,936 0 %
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2020-02-28 4 D $75.48 $29,362 D/D (389) 11,990 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2021-11-29 4 D $76.90 $8,997 D/D (117) 15,317 0 -
ENV Envestnet, Inc. Principal Accounting Officer   •       –      –    2021-08-28 4 D $79.45 $9,216 D/D (116) 15,434 0 -
  77  Records found
  1   2   3  4      
  Page 3 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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