| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
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Records found :
83 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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. |
Chief Operating Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$8,775 |
D/D |
(154) |
22,308 |
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 |
• – – |
2018-03-16 |
4 |
S |
$57.88 |
$390,285 |
D/D |
(6,743) |
49,089 |
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 |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$78,224 |
D/D |
(1,307) |
45,908 |
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 |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$43,744 |
D/D |
(717) |
35,505 |
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 |
• – – |
2019-03-01 |
4 |
AS |
$61.15 |
$71,056 |
D/D |
(1,162) |
34,343 |
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 |
• – – |
2019-11-08 |
4 |
AS |
$63.81 |
$9,572 |
D/D |
(150) |
19,404 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$9,956 |
D/D |
(154) |
33,067 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-03-29 |
4 |
AS |
$65.28 |
$105,688 |
D/D |
(1,619) |
31,448 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-03-09 |
4 |
AS |
$65.67 |
$9,851 |
D/D |
(150) |
22,462 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-05-08 |
4 |
AS |
$66.36 |
$9,954 |
D/D |
(150) |
22,008 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-05-23 |
4 |
S |
$67.54 |
$67,540 |
D/D |
(1,000) |
29,417 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$70,221 |
D/D |
(1,031) |
27,071 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$10,529 |
D/D |
(154) |
29,102 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$11,086 |
D/D |
(161) |
29,256 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-08-02 |
4 |
AS |
$69.82 |
$34,910 |
D/D |
(500) |
28,102 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-07-05 |
4 |
AS |
$69.86 |
$34,930 |
D/D |
(500) |
28,602 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-06-29 |
4 |
S |
$70.87 |
$313,104 |
D/D |
(4,418) |
19,597 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-11-28 |
4 |
D |
$71.08 |
$17,699 |
D/D |
(249) |
19,155 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$73,376 |
D/D |
(1,031) |
30,417 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-12-28 |
4 |
D |
$71.56 |
$17,031 |
D/D |
(238) |
18,767 |
0 |
- |
|
83 Records found
|
|
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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