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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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 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   •       •      –    2014-12-01 4 AS $49.86 $2,243,700 D/D (45,000) 0 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   •       •      –    2018-08-22 4 S $59.04 $1,476,000 I/I (25,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2019-05-10 4 D $68.27 $1,260,196 D/D (18,459) 793,502 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   •       •      –    2019-07-16 4 AS $72.10 $1,086,825 D/D (15,000) 813,323 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2019-07-23 4 AS $71.43 $1,071,450 D/D (15,000) 818,323 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-06 4 AS $53.21 $1,064,200 D/D (20,000) 712,569 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   •       •      –    2019-07-30 4 AS $70.85 $1,062,750 D/D (15,000) 823,323 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2019-06-18 4 AS $69.91 $1,048,650 D/D (15,000) 797,099 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2018-05-11 4 D $56.15 $1,036,473 D/D (18,459) 757,279 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2017-11-13 4 AS $51.48 $1,029,600 D/D (20,000) 732,569 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2013-10-11 4 S $29.25 $1,023,750 D/D (35,000) 589,746 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-03-10 4 OE $5.00 $837,500 D/D 145,000 639,214 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-02-25 4 S $41.77 $835,400 I/I (20,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2015-06-30 4 S $40.58 $811,600 D/D (20,000) 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   •       •      –    2016-10-24 4 AS $37.31 $746,200 D/D (20,000) 649,106 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   •       •      –    2016-10-03 4 AS $36.28 $725,600 D/D (20,000) 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   •       •      –    2016-10-17 4 AS $35.52 $710,400 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 -
  25  Records found
  1     
  Page 1 of 1  
 
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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