| |
| |
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| Insider
Information: |
Roame Charles |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
4,217 |
|
|
Indirect Shares
|
13,038 |
|
|
| Direct
Value |
$265,502 |
|
|
|
Indirect Value
|
$820,872 |
|
|
| Total
Shares |
17,255 |
|
|
| Total
Value |
$1,086,375 |
|
|
|
|
|
|
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|
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 |
Director |
2020-02-28 |
4,217 |
2020-02-28 |
13,038 |
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. |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,435 |
4,217 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-06-17 |
4 |
S |
$69.80 |
$220,917 |
I/I |
(3,165) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
I/I |
2,490 |
13,038 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-08-29 |
4 |
S |
$62.86 |
$470,256 |
I/I |
(7,481) |
10,548 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
I/I |
2,541 |
18,029 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2018-02-27 |
4 |
B |
$57.55 |
$15,595 |
I/I |
271 |
15,488 |
2.1 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-11-13 |
4 |
B |
$51.43 |
$16,612 |
I/I |
323 |
15,217 |
2.1 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
53 |
1,782 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-08-11 |
4 |
B |
$43.06 |
$10,248 |
I/I |
238 |
10,901 |
2.1 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-31 |
4 |
B |
$35.38 |
$52,108 |
I/I |
1,473 |
3,165 |
2.1 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
53 |
1,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-15 |
4 |
B |
$35.98 |
$9,247 |
D/D |
257 |
257 |
2.39 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-05-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
257 |
9,209 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-03-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
276 |
8,952 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-03-28 |
4 |
B |
$31.25 |
$8,625 |
D/D |
276 |
276 |
2.39 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,676 |
1,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
250 |
8,676 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-11-10 |
4 |
B |
$33.65 |
$8,413 |
D/D |
250 |
250 |
2.39 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-08-11 |
4 |
B |
$37.58 |
$8,944 |
D/D |
238 |
238 |
2.39 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-08-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
238 |
8,426 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-07-30 |
4 |
D |
$0.00 |
$0 |
I/I |
(164) |
8,188 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-07-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
164 |
164 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-05-10 |
4 |
B |
$31.74 |
$99,854 |
I/I |
3,146 |
3,146 |
2.1 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
282 |
8,024 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Director |
– • – |
2016-05-10 |
4 |
B |
$31.65 |
$8,925 |
D/D |
282 |
282 |
2.39 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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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