| |
| |
|
| Insider
Information: |
Fox James L |
| Relationship: |
Director |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
80,424 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$2,359,489 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
80,424 |
|
|
| Total
Value |
$2,359,489 |
|
|
|
|
|
|
|
|
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  |
 |
Bisys Group Inc |
BSG |
EVP, Chief Financial O... |
2004-12-31 |
42,948 |
2003-10-01 |
0 |
Premium* |
|
|
Rock Of Ages Corp |
ROAC |
Director |
2011-01-19 |
0 |
2004-05-21 |
0 |
Premium* |
|
|
Fx Alliance Inc. |
FX |
Director |
2012-08-20 |
0 |
2012-05-07 |
0 |
Premium* |
|
|
Envestnet, Inc. |
ENV |
Director |
2024-02-29 |
37,476 |
2016-02-29 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
24 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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. |
Director |
– • – |
2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
5,487 |
37,476 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2024-01-07 |
4 |
A |
$0.00 |
$0 |
D/D |
5,178 |
31,989 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,472 |
26,811 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,275 |
22,339 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
3,339 |
19,064 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,428 |
15,725 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,553 |
13,297 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,580 |
10,744 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-11-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
8,164 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
3,744 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
3,689 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,684 |
3,634 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-02-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,950 |
1,950 |
0 |
- |
|
| FX |
Fx Alliance Inc. |
Director |
– • – |
2012-08-20 |
4 |
D |
$22.00 |
$63,580 |
D/D |
(2,890) |
0 |
0 |
- |
|
| FX |
Fx Alliance Inc. |
Director |
– • – |
2012-05-07 |
4 |
A |
$0.00 |
$0 |
D/D |
2,890 |
2,890 |
0 |
- |
|
| ROAC |
Rock Of Ages Corp |
Director |
– • – |
2011-01-19 |
4 |
D |
$5.25 |
$26,250 |
D/D |
(5,000) |
0 |
0 |
- |
|
| ROAC |
Rock Of Ages Corp |
Director |
– • – |
2008-08-08 |
4 |
B |
$2.84 |
$11,298 |
D/D |
3,965 |
5,000 |
2.39 |
- |
|
| BSG |
Bisys Group Inc |
EVP, Chief Financial Officer |
• – – |
2004-12-31 |
4 |
A |
$12.65 |
$12,000 |
D/D |
949 |
42,949 |
|
- |
|
| BSG |
Bisys Group Inc |
EVP, Chief Financial Officer |
• – – |
2004-10-01 |
4 |
D |
$14.61 |
$23,668 |
D/D |
(1,620) |
41,329 |
|
- |
|
| BSG |
Bisys Group Inc |
EVP, Chief Financial Officer |
• – – |
2004-08-16 |
4 |
A |
$0.00 |
$0 |
D/D |
22,000 |
42,000 |
|
- |
|
| ROAC |
Rock Of Ages Corp |
Director |
– • – |
2004-05-24 |
4 |
S |
$7.90 |
$7,900 |
D/D |
(1,000) |
1,000 |
|
- |
|
| ROAC |
Rock Of Ages Corp |
Director |
– • – |
2004-05-21 |
4 |
S |
$7.90 |
$110,600 |
D/D |
(14,000) |
2,000 |
|
- |
|
| ROAC |
Rock Of Ages Corp |
Director |
– • – |
2004-05-21 |
4 |
OE |
$4.94 |
$74,100 |
D/D |
15,000 |
16,000 |
|
- |
|
| BSG |
Bisys Group Inc |
EVP, Chief Financial Officer |
• – – |
2003-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
20,000 |
20,000 |
|
- |
|
24 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 |
| |
|
|
|
|
|
