| |
| |
|
| 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 |
$18,220,615 |
|
|
|
Indirect Value
|
$945,136 |
|
|
| Total
Shares |
282,639 |
|
|
| Total
Value |
$19,165,751 |
|
|
|
|
|
|
|
|
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* |
|
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|
|
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|
Records found :
111 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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. |
Chief Investment Officer |
• – – |
2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
93,784 |
239,584 |
0 |
- |
|
| 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 Officer |
• – – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,000 |
264,955 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,556 |
268,994 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,293 |
269,596 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-09-20 |
4 |
AS |
$12.00 |
$12,000 |
D/D |
(1,000) |
238,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-10-04 |
4 |
AS |
$12.25 |
$12,250 |
D/D |
(1,000) |
237,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-10-18 |
4 |
AS |
$13.60 |
$13,600 |
D/D |
(1,000) |
236,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-11-01 |
4 |
AS |
$13.90 |
$13,900 |
D/D |
(1,000) |
235,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-11-15 |
4 |
AS |
$13.27 |
$13,270 |
D/D |
(1,000) |
234,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-11-29 |
4 |
AS |
$13.94 |
$13,940 |
D/D |
(1,000) |
233,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-12-13 |
4 |
AS |
$13.67 |
$13,670 |
D/D |
(1,000) |
232,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2012-12-27 |
4 |
AS |
$13.53 |
$13,530 |
D/D |
(1,000) |
231,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-01-10 |
4 |
AS |
$13.73 |
$13,730 |
D/D |
(1,000) |
230,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-01-24 |
4 |
AS |
$13.36 |
$13,360 |
D/D |
(1,000) |
229,584 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2013-02-07 |
4 |
AS |
$14.58 |
$14,580 |
D/D |
(1,000) |
228,584 |
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 |
• – – |
2013-03-07 |
4 |
AS |
$15.35 |
$15,350 |
D/D |
(1,000) |
227,246 |
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 |
• – – |
2013-06-27 |
4 |
AS |
$23.97 |
$23,970 |
D/D |
(1,000) |
225,246 |
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 |
• – – |
2013-07-25 |
4 |
AS |
$25.80 |
$25,800 |
D/D |
(1,000) |
223,246 |
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 |
• – – |
2013-08-22 |
4 |
AS |
$27.93 |
$27,930 |
D/D |
(1,000) |
221,246 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
AS |
$74.38 |
$974,229 |
D/D |
(13,098) |
269,472 |
0 |
% |
|
111 Records found
|
|
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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