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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   •       –      –    2016-12-29 4 S $35.60 $86,828 D/D (2,439) 2,238 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-29 4 D $42.65 $3,540 D/D (83) 13,982 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-18 4 S $43.66 $65,495 D/D (1,500) 13,796 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2014-08-18 4 S $46.20 $69,300 D/D (1,500) 7 0 -
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   •       –      –    2018-12-28 4 D $48.94 $11,648 D/D (238) 35,232 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   •       –      –    2020-04-08 4 AS $50.78 $7,617 D/D (150) 22,158 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   •       –      –    2018-11-02 4 D $52.12 $83,079 D/D (1,594) 38,377 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   •       –      –    2017-11-02 4 D $53.70 $61,433 D/D (1,144) 52,490 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   •       –      –    2018-11-29 4 D $54.66 $6,286 D/D (115) 35,656 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   •       –      –    2018-11-30 4 AS $55.00 $10,230 D/D (186) 35,470 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   •       –      –    2018-02-28 4 D $55.10 $24,299 D/D (441) 48,832 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   •       –      –    2019-08-28 4 D $55.86 $13,853 D/D (248) 19,942 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2019-08-16 4 S $56.15 $386,368 D/D (6,881) 20,190 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   •       –      –    2019-10-08 4 AS $56.37 $8,456 D/D (150) 19,554 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   •       –      –    2019-09-28 4 D $56.97 $13,559 D/D (238) 19,704 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
 
 
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