| |
| |
|
| 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 |
$16,917,415 |
|
|
|
Indirect Value
|
$877,536 |
|
|
| Total
Shares |
282,639 |
|
|
| Total
Value |
$17,794,951 |
|
|
|
|
|
|
|
|
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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Records found :
25 |
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. |
Chief Investment Officer |
• – – |
2020-10-21 |
4 |
AS |
$81.35 |
$3,332,078 |
D/D |
(40,801) |
268,701 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-10-21 |
4 |
OE |
$12.45 |
$965,567 |
D/D |
40,801 |
270,391 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-08-28 |
4 |
D |
$82.39 |
$38,229 |
D/D |
(464) |
268,701 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-03 |
4 |
AS |
$75.41 |
$254,806 |
D/D |
(3,367) |
269,165 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-03 |
4 |
OE |
$9.00 |
$30,303 |
D/D |
3,367 |
272,532 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-01 |
4 |
OE |
$9.00 |
$94,815 |
D/D |
10,535 |
279,700 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-06-01 |
4 |
AS |
$74.12 |
$780,854 |
D/D |
(10,535) |
269,165 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$22,101 |
D/D |
(307) |
269,165 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
AS |
$74.38 |
$974,229 |
D/D |
(13,098) |
269,472 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-05-28 |
4 |
OE |
$9.00 |
$117,882 |
D/D |
13,098 |
282,570 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,066 |
D/D |
(124) |
269,472 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$59,478 |
D/D |
(788) |
263,303 |
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 |
• – – |
2019-12-28 |
4 |
D |
$71.56 |
$13,453 |
D/D |
(188) |
264,091 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-11-28 |
4 |
D |
$71.08 |
$15,069 |
D/D |
(212) |
264,279 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-09-28 |
4 |
D |
$56.97 |
$10,198 |
D/D |
(179) |
264,491 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$11,842 |
D/D |
(212) |
264,670 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$48,086 |
D/D |
(706) |
264,882 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-07-01 |
4 |
D |
$68.37 |
$12,238 |
D/D |
(179) |
265,588 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-06-27 |
4 |
S |
$67.46 |
$64,829 |
D/D |
(961) |
265,767 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$14,598 |
D/D |
(212) |
266,728 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$50,246 |
D/D |
(706) |
266,940 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$8,017 |
D/D |
(124) |
267,646 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$39,473 |
D/D |
(647) |
268,347 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,556 |
268,994 |
0 |
- |
|
25 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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