| |
| |
|
| Insider
Information: |
Crowell Gayle A |
| Relationship: |
|
| City: |
Menlo Park |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
66,940 |
|
|
Indirect Shares
|
3,852 |
|
|
| Direct
Value |
$2,042,921 |
|
|
|
Indirect Value
|
$255,388 |
|
|
| Total
Shares |
70,792 |
|
|
| Total
Value |
$2,298,308 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 12.1%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Scientific Learning Corp |
SCIL |
Director |
2012-05-20 |
2,125 |
2011-05-20 |
0 |
Premium* |
|
|
Yodlee Inc |
YDLE |
Director |
2015-11-19 |
0 |
2015-11-19 |
0 |
Premium* |
|
|
Envestnet, Inc. |
ENV |
Director |
2024-02-29 |
17,075 |
2024-02-29 |
3,852 |
Premium* |
|
|
Hercules Technology Growth Capit... |
HTGC |
|
2023-11-22 |
47,740 |
2019-03-27 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
76 |
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 |
| YDLE |
Yodlee Inc |
Director |
– • – |
2014-10-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
30,000 |
|
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-03-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
11,444 |
|
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-03-29 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,983 |
|
- |
|
| SCIL |
Scientific Learning Corp |
Director |
– • – |
2011-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
500 |
500 |
0 |
- |
|
| SCIL |
Scientific Learning Corp |
Director |
– • – |
2011-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
312 |
812 |
0 |
- |
|
| SCIL |
Scientific Learning Corp |
Director |
– • – |
2011-11-20 |
4 |
A |
$0.00 |
$0 |
D/D |
500 |
1,312 |
0 |
- |
|
| SCIL |
Scientific Learning Corp |
Director |
– • – |
2012-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
313 |
1,625 |
0 |
- |
|
| SCIL |
Scientific Learning Corp |
Director |
– • – |
2012-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
500 |
2,125 |
0 |
- |
|
| YDLE |
Yodlee Inc |
Director |
– • – |
2015-05-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,409 |
17,209 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-04-26 |
4 |
OE |
$0.00 |
$0 |
D/D |
801 |
12,245 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-04-26 |
4 |
OE |
$0.00 |
$0 |
D/D |
801 |
801 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,386 |
6,384 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,419 |
3,885 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,371 |
4,923 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,605 |
7,528 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,352 |
9,880 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,208 |
13,088 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,987 |
17,075 |
0 |
- |
|
| YDLE |
Yodlee Inc |
Director |
– • – |
2015-02-12 |
4 |
OE |
$3.30 |
$33,000 |
D/D |
10,000 |
17,209 |
0 |
- |
|
| HTGC |
Hercules Technology Growt... |
Director |
• • – |
2020-05-21 |
4 |
A |
$10.33 |
$2,118 |
D/D |
205 |
8,896 |
0 |
- |
|
| HTGC |
Hercules Technology Growt... |
Director |
• • – |
2020-11-06 |
4 |
A |
$11.40 |
$49,921 |
D/D |
4,379 |
13,454 |
0 |
- |
|
| HTGC |
Hercules Technology Growt... |
Director |
• • – |
2020-11-16 |
4 |
A |
$11.49 |
$1,769 |
D/D |
154 |
13,608 |
0 |
- |
|
| YDLE |
Yodlee Inc |
Director |
– • – |
2015-11-19 |
4 |
D |
$11.51 |
$198,076 |
D/D |
(17,209) |
0 |
0 |
- |
|
| YDLE |
Yodlee Inc |
Director |
– • – |
2015-11-19 |
4 |
D |
$11.51 |
$120,855 |
I/I |
(10,500) |
0 |
0 |
- |
|
| HTGC |
Hercules Technology Growt... |
Director |
• • – |
2020-08-17 |
4 |
A |
$11.93 |
$2,124 |
D/D |
178 |
9,074 |
0 |
- |
|
76 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 |
| |
|
|
|
|
|
