| |
| |
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| Insider
Information: |
Crager William |
| Relationship: |
Chief Executive Office... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
323,040 |
|
|
Indirect Shares
|
100 |
|
|
| Direct
Value |
$21,162,350 |
|
|
|
Indirect Value
|
$6,551 |
|
|
| Total
Shares |
323,140 |
|
|
| Total
Value |
$21,168,901 |
|
|
|
|
|
|
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|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
2
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-2.0
|
| Percentage
Gain/Loss : |
 -1.4%
|
-10.6%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Envestnet, Inc. |
ENV |
Chief Executive Office... |
2024-03-11 |
323,040 |
2024-03-11 |
100 |
Premium* |
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|
Records found :
209 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ENV |
Envestnet, Inc. |
President |
• – – |
2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
98,211 |
224,924 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2010-08-03 |
4/A |
A |
$9.00 |
$900 |
I/I |
100 |
100 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
20,000 |
197,164 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
15,981 |
219,016 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Interim CEO* |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
31,797 |
251,199 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
5,818 |
261,959 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
34,144 |
250,911 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
9,093 |
260,004 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
53,144 |
321,148 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
37,446 |
346,380 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2024-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
9,462 |
328,271 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2011-07-07 |
4 |
AS |
$15.00 |
$7,500 |
D/D |
(500) |
199,231 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-10-15 |
4 |
AS |
$38.74 |
$167,860 |
D/D |
(4,333) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-10-20 |
4 |
AS |
$40.12 |
$120,360 |
D/D |
(3,000) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-11-05 |
4 |
AS |
$45.20 |
$87,372 |
D/D |
(1,933) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-11-07 |
4 |
AS |
$49.32 |
$52,624 |
D/D |
(1,067) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-11-10 |
4 |
AS |
$52.32 |
$156,960 |
D/D |
(3,000) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2014-11-14 |
4 |
AS |
$54.22 |
$722,915 |
D/D |
(13,333) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-03-10 |
4 |
AS |
$51.95 |
$2,077,948 |
D/D |
(39,999) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-03-13 |
4 |
AS |
$53.54 |
$713,849 |
D/D |
(13,333) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-04-14 |
4 |
AS |
$54.81 |
$736,500 |
D/D |
(13,333) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-05-14 |
4 |
AS |
$44.42 |
$325,732 |
D/D |
(7,333) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-05-21 |
4 |
AS |
$45.32 |
$135,960 |
D/D |
(3,000) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-06-15 |
4 |
AS |
$42.83 |
$314,397 |
D/D |
(7,333) |
136,200 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
President |
• – – |
2015-07-14 |
4 |
AS |
$42.77 |
$315,465 |
D/D |
(7,333) |
136,200 |
0 |
- |
|
209 Records found
|
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Page 1 of 9 |
| |
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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