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Insider Information:   Bergman Judson
Relationship:   Chief Executive Office...
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   820,644    

Indirect Shares

   0      
Direct Value   $52,742,790    

Indirect Value

   $0      
Total Shares   820,644      
Total Value   $52,742,790      


Envestnet, Inc. $52,742,790 Envestnet, Inc. $52,742,790
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Envestnet, Inc. ENV Chief Executive Office... 2019-09-28 820,644 2018-08-22 0    Premium*  
* Premium Members only  

Records found :    142         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. Chairman, CEO   •       •      –    2010-08-03 4 A $0.00 $0 D/D 427,488 660,766 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2018-02-28 4 A $0.00 $0 D/D 38,000 738,791 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2019-02-28 4 A $0.00 $0 D/D 23,891 750,100 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-13 4 AS $38.76 $738,145 D/D (19,044) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-14 4 AS $40.00 $238,240 D/D (5,956) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-31 4 AS $45.00 $450,000 D/D (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-03 4 AS $43.74 $1,093,500 D/D (25,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-04 4 AS $45.00 $450,000 D/D (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-07 4 AS $50.00 $500,000 D/D (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-12-01 4 AS $49.86 $2,243,700 D/D (45,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-03-10 4 AS $51.75 $7,503,750 D/D (145,000) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-04-01 4 AS $53.68 $1,643,218 D/D (30,000) 594,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-09-26 4 AS $38.33 $766,600 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-03 4 AS $36.28 $725,600 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-10 4 AS $36.95 $278,658 D/D (7,541) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-17 4 AS $35.52 $710,400 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-24 4 AS $37.31 $746,200 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-10-31 4 AS $34.88 $698,800 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-11-07 4 AS $34.58 $413,098 D/D (11,900) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-11-08 4 AS $35.00 $37,415 D/D (1,069) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-11-11 4 AS $35.00 $246,085 D/D (7,031) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-11-14 4 AS $35.68 $713,600 D/D (20,000) 649,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2016-11-21 4 AS $37.92 $381,720 D/D (10,000) 658,106 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-06 4/A AS $53.21 $1,064,200 D/D (20,000) 732,569 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-06 4 AS $53.21 $1,064,200 D/D (20,000) 712,569 0 -
  142  Records found
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  Page 1 of 6  
 
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  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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