| |
| |
|
| Insider
Information: |
Smith Gregory A |
| Relationship: |
Director |
| City: |
Milwaukee |
| State: |
WI |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
31,166 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,962,211 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
31,166 |
|
|
| Total
Value |
$1,962,211 |
|
|
|
|
|
|
|
|
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 |
2024-02-29 |
31,166 |
2015-03-10 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
14 |
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 |
4,237 |
31,166 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,458 |
26,929 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,573 |
23,471 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,792 |
20,898 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,512 |
18,106 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,663 |
15,594 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,807 |
12,931 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-11-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
10,124 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
5,744 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
5,689 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,684 |
5,634 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-02-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,950 |
3,950 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-08-13 |
4 |
B |
$34.84 |
$34,840 |
D/D |
1,000 |
2,000 |
2.39 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2015-03-10 |
4 |
B |
$52.17 |
$52,170 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
14 Records found
|
1
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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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