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Insider Information:   Thomas Brandon
Relationship:   Chief Investment Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   268,701    

Indirect Shares

   13,938      
Direct Value   $18,564,552    

Indirect Value

   $962,976      
Total Shares   282,639      
Total Value   $19,527,529      


Envestnet, Inc. $18,564,552 Envestnet, Inc. $18,564,552
 


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 Investment Officer 2020-10-21 268,701 2020-10-21 13,938    Premium*  
* Premium Members only  

Records found :    111         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. President   •       –      –    2010-08-05 4/A A $9.00 $125,442 I/I 13,938 13,938 0 -
ENV Envestnet, Inc. Chief Investment OfficerOffice   •       –      –    2010-07-28 3 IO $0.00 $0 D/D 0 145,800 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-08-22 4 AS $27.93 $27,930 D/D (1,000) 221,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-08-08 4 AS $26.30 $26,300 D/D (1,000) 222,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2014-02-28 4 D $0.00 $0 D/D (666) 222,683 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-07-25 4 AS $25.80 $25,800 D/D (1,000) 223,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2014-02-28 4 OE $0.00 $0 D/D 2,103 223,349 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-07-11 4 AS $28.56 $28,560 D/D (1,000) 224,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2014-02-28 4 D $0.00 $0 D/D (1,065) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-11 4 S $43.91 $96,602 D/D (2,200) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-11 4 S $43.91 $96,602 D/D (2,200) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-12 4 S $43.17 $647,550 D/D (15,000) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-12 4 S $43.17 $647,550 D/D (15,000) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-15 4 S $42.82 $657,236 D/D (15,300) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-15 4 S $42.82 $657,236 D/D (15,300) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-19 4 S $42.26 $860,329 D/D (20,358) 225,054 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-06-27 4 AS $23.97 $23,970 D/D (1,000) 225,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-02-28 4 OE $0.00 $0 D/D 3,436 226,119 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-06-18 4 AS $25.08 $25,080 D/D (1,000) 226,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-03-07 4 AS $15.35 $15,350 D/D (1,000) 227,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-11 4 OE $7.50 $16,500 D/D 2,200 227,254 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2015-06-11 4 OE $7.50 $16,500 D/D 2,200 227,254 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-02-21 4 AS $15.33 $15,330 D/D (1,000) 227,584 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-02-28 4/A D $0.00 $0 D/D (401) 228,246 0 -
ENV Envestnet, Inc. Chief Investment Officer   •       –      –    2013-02-07 4 AS $14.58 $14,580 D/D (1,000) 228,584 0 -
  111  Records found
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  Page 1 of 5  
 
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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