| |
| |
|
| Insider
Information: |
Chapin Ross K |
| Relationship: |
Director |
| City: |
Seattle |
| State: |
WA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
62,748 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$3,950,614 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
62,748 |
|
|
| Total
Value |
$3,950,614 |
|
|
|
|
|
|
|
|
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 |
2023-02-28 |
62,748 |
2010-12-22 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
20 |
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 |
– • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,256 |
62,748 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2023-02-23 |
4 |
OE |
$15.34 |
$122,014 |
D/D |
7,954 |
67,446 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,312 |
59,492 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2022-02-02 |
4 |
OE |
$12.45 |
$65,699 |
D/D |
5,277 |
57,180 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,835 |
51,903 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2021-02-22 |
4 |
OE |
$12.55 |
$25,702 |
D/D |
2,048 |
49,068 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,527 |
47,020 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-06-05 |
4 |
S |
$68.40 |
$135,911 |
D/D |
(1,987) |
44,493 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,724 |
46,480 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,852 |
43,756 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-11-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
64 |
40,904 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
64 |
37,822 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
64 |
37,758 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
256 |
37,694 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2013-06-14 |
4 |
D |
$0.00 |
$0 |
D/D |
(37,438) |
37,438 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-12-22 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,057,163) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-12-22 |
4 |
A |
$0.00 |
$0 |
D/D |
74,876 |
74,876 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-08-31 |
4 |
S |
$9.00 |
$96,786 |
I/I |
(10,754) |
1,057,163 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-08-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,139,613) |
1,067,917 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2010-07-28 |
4 |
S |
$9.00 |
$645,264 |
I/I |
(71,696) |
1,067,917 |
0 |
- |
|
20 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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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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