| |
| |
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| Insider
Information: |
Crager William |
| Relationship: |
Chief Executive Office... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
323,040 |
|
|
Indirect Shares
|
100 |
|
|
| Direct
Value |
$22,318,834 |
|
|
|
Indirect Value
|
$6,909 |
|
|
| Total
Shares |
323,140 |
|
|
| Total
Value |
$22,325,743 |
|
|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
2
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
-2.0
|
| Percentage
Gain/Loss : |
 -1.4%
|
-10.6%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Envestnet, Inc. |
ENV |
Chief Executive Office... |
2024-03-11 |
323,040 |
2024-03-11 |
100 |
Premium* |
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|
Records found :
209 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ENV |
Envestnet, Inc. |
CEO* |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$34,758 |
D/D |
(610) |
250,589 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
CEO* |
• – – |
2020-04-13 |
4 |
AS |
$55.54 |
$506,299 |
D/D |
(9,094) |
241,495 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2020-08-28 |
4 |
D |
$82.39 |
$105,047 |
D/D |
(1,275) |
248,039 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2020-11-27 |
4 |
D |
$79.85 |
$101,809 |
D/D |
(1,275) |
246,764 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2020-12-16 |
4 |
S |
$82.17 |
$2,059,122 |
D/D |
(25,000) |
221,764 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-02-26 |
4 |
D |
$64.02 |
$319,908 |
D/D |
(4,997) |
216,767 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
5,818 |
261,959 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
34,144 |
250,911 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-03-15 |
4 |
D |
$71.01 |
$274,312 |
D/D |
(3,863) |
256,141 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
9,093 |
260,004 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-05-28 |
4 |
D |
$71.97 |
$121,773 |
D/D |
(1,692) |
260,267 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-07-30 |
4 |
D |
$75.23 |
$186,044 |
D/D |
(2,473) |
257,794 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-08-28 |
4 |
D |
$79.45 |
$134,429 |
D/D |
(1,692) |
256,102 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2021-11-29 |
4 |
D |
$76.90 |
$130,115 |
D/D |
(1,692) |
254,410 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-01-19 |
4 |
OE |
$12.45 |
$169,245 |
D/D |
13,594 |
268,004 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
53,144 |
321,148 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-02-28 |
4 |
D |
$74.82 |
$647,717 |
D/D |
(8,657) |
312,491 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-03-11 |
4 |
D |
$72.86 |
$352,278 |
D/D |
(4,835) |
307,656 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-05-27 |
4 |
D |
$67.09 |
$75,543 |
D/D |
(1,126) |
306,530 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-06-29 |
4 |
B |
$53.79 |
$49,487 |
D/D |
920 |
306,241 |
2.81 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-08-26 |
4 |
D |
$53.81 |
$60,590 |
D/D |
(1,126) |
305,115 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-09-09 |
4 |
D |
$53.25 |
$64,379 |
D/D |
(1,209) |
303,906 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-11-28 |
4 |
D |
$57.25 |
$64,464 |
D/D |
(1,126) |
302,780 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2022-12-09 |
4 |
D |
$61.20 |
$73,991 |
D/D |
(1,209) |
301,571 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Executive Officer |
• • – |
2023-02-27 |
4 |
D |
$62.89 |
$385,956 |
D/D |
(6,137) |
308,934 |
0 |
- |
|
209 Records found
|
|
Page 1 of 9 |
| |
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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