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Insider Information:   Bergman Judson
Relationship:   Chief Executive Office...
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   820,644    

Indirect Shares

   0      
Direct Value   $55,647,870    

Indirect Value

   $0      
Total Shares   820,644      
Total Value   $55,647,870      


Envestnet, Inc. $55,647,870 Envestnet, Inc. $55,647,870
 


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 Executive Office... 2019-09-28 820,644 2018-08-22 0    Premium*  
* Premium Members only  

Records found :    142         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ENV Envestnet, Inc. Chairman, CEOOfficer   •       •      –    2010-07-28 3 IO $0.00 $0 D/D 0 266,000 -
ENV Envestnet, Inc. Chairman, CEO   •       •      –    2010-07-28 4 S $9.00 $294,498 D/D (32,722) 233,278 0 -
ENV Envestnet, Inc. Chairman, CEO   •       •      –    2010-08-03 4 A $0.00 $0 D/D 427,488 660,766 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2011-06-08 4 GD $0.00 $0 D/D 10,000 645,858 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2011-06-08 4 GA $0.00 $0 I/I 10,000 10,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2011-06-20 4 S $13.01 $130,100 I/I (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2011-09-23 4 B $10.15 $20,300 D/D 2,000 647,858 2.81 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2012-06-29 4 GD $0.00 $0 D/D 20,000 625,058 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2012-06-29 4 GA $0.00 $0 I/I 20,000 20,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2013-02-28 4 D $0.00 $0 D/D (529) 624,746 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2013-02-28 4 OE $0.00 $0 D/D 1,667 625,275 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2013-10-11 4 S $29.25 $1,023,750 D/D (35,000) 589,746 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-02-25 4 S $41.77 $835,400 I/I (20,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-02-28 4 OE $0.00 $0 D/D 2,878 590,569 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-02-28 4 D $0.00 $0 D/D (932) 589,637 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-13 4 OE $7.50 $142,830 D/D 19,044 19,044 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-13 4 AS $38.76 $738,145 D/D (19,044) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-14 4 AS $40.00 $238,240 D/D (5,956) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-14 4 OE $7.50 $44,670 D/D 5,956 5,956 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-31 4 AS $45.00 $450,000 D/D (10,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-10-31 4 OE $7.50 $75,000 D/D 10,000 10,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-03 4 OE $7.50 $187,500 D/D 25,000 25,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-03 4 AS $43.74 $1,093,500 D/D (25,000) 0 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-04 4 OE $7.50 $75,000 D/D 10,000 10,000 0 -
ENV Envestnet, Inc. Chief Executive Officer   •       •      –    2014-11-04 4 AS $45.00 $450,000 D/D (10,000) 0 0 -
  142  Records found
  1  2   3   4   5   6      
  Page 1 of 6  
 
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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