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Insider Information:   Mayer Joshua
Relationship:   Chief Operating Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   19,353    

Indirect Shares

   42      
Direct Value   $1,312,327    

Indirect Value

   $2,848      
Total Shares   19,395      
Total Value   $1,315,175      


Envestnet, Inc. $1,312,327 Envestnet, Inc. $1,312,327
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    2    

     Stock price went up :
    0   
    2    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   2.0   
     Percentage Gain/Loss :
     0.0%
 13.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Envestnet, Inc. ENV Chief Operating Officer 2020-08-28 19,353 2020-08-28 42    Premium*  
* Premium Members only  

Records found :    83         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
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 Operating OfficerOfficer   •       –      –    2014-04-01 3 IO $0.00 $0 D/D 0 1,507 -
ENV Envestnet, Inc. Chief Operating OfficerOfficer   •       –      –    2014-04-01 3 IO $0.00 $0 I/I 0 42 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2014-08-18 4 S $46.20 $69,300 D/D (1,500) 7 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2015-02-28 4 OE $0.00 $0 D/D 3,540 3,547 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2015-02-28 4 D $0.00 $0 D/D (1,101) 2,446 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2016-02-28 4 OE $0.00 $0 D/D 3,706 6,152 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2016-02-28 4 D $0.00 $0 D/D (1,475) 4,677 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (1,144) 4,844 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2016-11-03 5 OE $0.00 $0 D/D 3,750 5,988 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2016-12-29 4 S $35.60 $86,828 D/D (2,439) 2,238 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-02-02 5 OE $0.00 $0 D/D 3,750 8,594 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-02-02 5 D $0.00 $0 D/D (1,298) 7,296 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-02-28 4 D $0.00 $0 D/D (1,143) 9,898 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-02-28 4 OE $0.00 $0 D/D 3,745 10,227 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-05-02 4 D $0.00 $0 D/D (1,144) 12,504 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-05-02 4 OE $0.00 $0 D/D 3,750 13,648 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-05-29 4 OE $0.00 $0 D/D 269 12,773 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-05-29 4 D $0.00 $0 D/D (83) 12,690 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-02 4 OE $0.00 $0 D/D 3,750 16,440 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-02 4 D $0.00 $0 D/D (1,144) 15,296 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-18 4 S $43.66 $65,495 D/D (1,500) 13,796 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-29 4 OE $0.00 $0 D/D 269 14,065 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-08-29 4 D $42.65 $3,540 D/D (83) 13,982 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-11-02 4 OE $0.00 $0 D/D 3,750 53,634 0 -
ENV Envestnet, Inc. Chief Operating Officer   •       –      –    2017-11-02 4 D $53.70 $61,433 D/D (1,144) 52,490 0 -
  83  Records found
  1  2   3   4      
  Page 1 of 4  
 
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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