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Insider Information:   Mayer Joshua
Relationship:   Chief Operating Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   19,353    

Indirect Shares

  42      
Direct Value   $1,243,817    

Indirect Value

  $2,699      
Total Shares   19,395      
Total Value   $1,246,517      


Envestnet, Inc.
 $1,243,817 Envestnet, Inc.
 $1,243,817
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    2    

     Stock price went up :

    0   
    2    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   2.0   
     Percentage Gain/Loss :
     0.0%
 13.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Envestnet, Inc. ENV Chief Operating Officer 2020-08-28 19,353 2020-08-28 42    Premium*  
* Premium Members only  

Records found :    83         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. Chief Operating Officer   •       –      –    2017-11-29 4 D $48.40 $4,017 D/D (83) 52,407 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-12-11 4 S $49.75 $99,500 D/D (2,000) 50,407 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-12-22 4 OE $7.15 $311,220 D/D 30,800 60,407 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-12-22 4 S $52.04 $1,603,560 D/D (30,800) 50,407 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-02-02 4 D $52.75 $59,819 D/D (1,134) 49,273 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-02-28 4 A $0.00 $0 D/D 7,000 55,832 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-02-28 4 D $55.10 $24,299 D/D (441) 48,832 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-03-16 4 S $57.88 $390,285 D/D (6,743) 49,089 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-03-28 4 D $57.35 $35,213 D/D (614) 48,475 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-05-02 4 D $56.85 $58,612 D/D (1,031) 47,444 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-05-29 4 D $54.55 $4,091 D/D (75) 47,369 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-06-28 4 D $56.20 $8,655 D/D (154) 47,215 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-08-02 4 D $59.85 $78,224 D/D (1,307) 45,908 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-08-20 4 S $59.44 $320,857 D/D (5,398) 40,510 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-08-29 4 D $62.85 $7,228 D/D (115) 40,395 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-09-28 4 D $60.95 $14,506 D/D (238) 40,157 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-10-01 4 AS $61.11 $11,366 D/D (186) 39,971 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-11-02 4 D $52.12 $83,079 D/D (1,594) 38,377 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-11-08 4 AS $55.00 $143,330 D/D (2,606) 35,771 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-11-29 4 D $54.66 $6,286 D/D (115) 35,656 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-11-30 4 AS $55.00 $10,230 D/D (186) 35,470 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2018-12-28 4 D $48.94 $11,648 D/D (238) 35,232 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2019-02-01 4 D $55.12 $61,845 D/D (1,122) 33,221 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2019-02-04 4 AS $55.00 $143,880 D/D (2,616) 32,616 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2019-02-28 4 A $0.00 $0 D/D 3,606 36,222 0 -

  83  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