| |
| |
|
| Insider
Information: |
Roame Charles |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
4,217 |
|
|
Indirect Shares
|
13,038 |
|
|
| Direct
Value |
$276,256 |
|
|
|
Indirect Value
|
$854,119 |
|
|
| Total
Shares |
17,255 |
|
|
| Total
Value |
$1,130,375 |
|
|
|
|
|
|
|
|
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 |
Director |
2020-02-28 |
4,217 |
2020-02-28 |
13,038 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
51 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ENV |
Envestnet, Inc. |
Director |
– • – |
2014-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
284 |
3,999 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2014-10-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(284) |
3,715 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-03-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
165 |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-07-21 |
5 |
GD |
$0.00 |
$0 |
D/D |
3,857 |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-07-30 |
4 |
D |
$0.00 |
$0 |
D/D |
(163) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-07-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
163 |
163 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-08-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
415 |
4,884 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
283 |
283 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-10-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(283) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-11-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
225 |
5,392 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-02-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,950 |
1,950 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-02-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,950 |
7,342 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-03-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
325 |
7,667 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-03-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
75 |
7,742 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
282 |
8,024 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-07-30 |
4 |
D |
$0.00 |
$0 |
I/I |
(164) |
8,188 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-07-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
164 |
164 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-08-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
238 |
8,426 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
250 |
8,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,676 |
1,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-03-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
276 |
8,952 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
257 |
9,209 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
53 |
1,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
53 |
1,782 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
I/I |
2,541 |
18,029 |
0 |
- |
|
51 Records found
|
|
Page 1 of 3 |
| |
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 |
| |
|
|
|
|
|
