| |
| |
|
| 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 4 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 |
• – – |
2020-04-08 |
4 |
AS |
$50.78 |
$7,617 |
D/D |
(150) |
22,158 |
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 |
• – – |
2020-05-28 |
4 |
S |
$74.04 |
$149,339 |
D/D |
(2,017) |
19,991 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$17,566 |
D/D |
(244) |
19,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-06-08 |
4 |
AS |
$76.08 |
$11,412 |
D/D |
(150) |
19,597 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-06-29 |
4 |
OE |
$12.45 |
$55,004 |
D/D |
4,418 |
24,015 |
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 |
• – – |
2020-08-28 |
4 |
D |
$82.39 |
$20,103 |
D/D |
(244) |
19,353 |
0 |
- |
|
83 Records found
|
|
Page 4 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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