| |
| |
|
| 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 |
$1,267,815 |
|
|
|
Indirect Value
|
$2,751 |
|
|
| Total
Shares |
19,395 |
|
|
| Total
Value |
$1,270,566 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
83 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 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 |
• – – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
7,000 |
55,832 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,606 |
36,222 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,637 |
22,612 |
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 |
• – – |
2018-11-08 |
4 |
AS |
$55.00 |
$143,330 |
D/D |
(2,606) |
35,771 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2018-11-30 |
4 |
AS |
$55.00 |
$10,230 |
D/D |
(186) |
35,470 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-02-04 |
4 |
AS |
$55.00 |
$143,880 |
D/D |
(2,616) |
32,616 |
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 |
• – – |
2019-03-29 |
4 |
AS |
$65.28 |
$105,688 |
D/D |
(1,619) |
31,448 |
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 |
• – – |
2019-08-02 |
4 |
AS |
$69.82 |
$34,910 |
D/D |
(500) |
28,102 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2019-10-08 |
4 |
AS |
$56.37 |
$8,456 |
D/D |
(150) |
19,554 |
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 |
• – – |
2019-12-09 |
4 |
AS |
$72.04 |
$10,806 |
D/D |
(150) |
19,005 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-01-08 |
4 |
AS |
$72.67 |
$10,901 |
D/D |
(150) |
18,617 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2020-02-10 |
4 |
AS |
$81.95 |
$12,293 |
D/D |
(150) |
18,467 |
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 |
• – – |
2020-04-08 |
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 |
• – – |
2020-06-08 |
4 |
AS |
$76.08 |
$11,412 |
D/D |
(150) |
19,597 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2015-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,101) |
2,446 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2016-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,475) |
4,677 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2016-11-03 |
5 |
D |
$0.00 |
$0 |
D/D |
(1,144) |
4,844 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2017-02-02 |
5 |
D |
$0.00 |
$0 |
D/D |
(1,298) |
7,296 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Operating Officer |
• – – |
2017-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,143) |
9,898 |
0 |
- |
|
83 Records found
|
|
Page 1 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 |
| |
|
|
|
|
|
