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Insider Information:   Darrigo Peter
Relationship:   Chief Financial Officer
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   119,040    

Indirect Shares

   0      
Direct Value   $7,431,667    

Indirect Value

   $0      
Total Shares   119,040      
Total Value   $7,431,667      


Envestnet, Inc. $7,431,667 Envestnet, Inc. $7,431,667
 


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 Financial Officer 2023-09-11 119,040 2013-02-28 0    Premium*  
* Premium Members only  

Records found :    128         Free Registration Required For Full Results.    Limit: 25

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  Page 2 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. Chief Financial Officer   •       –      –    2022-09-09 4 D $53.25 $25,187 D/D (473) 103,894 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2022-12-09 4 D $61.20 $28,948 D/D (473) 102,980 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-03-10 4 D $56.65 $26,795 D/D (473) 120,974 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-06-09 4 D $54.22 $25,646 D/D (473) 120,007 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-09-11 4 D $50.08 $23,688 D/D (473) 119,040 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-05-28 4 D $68.86 $33,053 D/D (480) 54,081 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-08-28 4 D $55.86 $26,813 D/D (480) 53,174 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-11-28 4 D $71.08 $34,118 D/D (480) 52,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-05-26 4 D $52.68 $26,024 D/D (494) 120,480 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-08-28 4 D $53.68 $26,518 D/D (494) 119,513 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2014-06-28 4 OE $0.00 $0 D/D 508 2,229 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2014-02-28 4 D $0.00 $0 D/D (589) 1,721 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2018-02-28 4 D $55.10 $35,374 D/D (642) 27,357 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2021-05-28 4 D $71.97 $54,769 D/D (761) 81,378 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2021-08-28 4 D $79.45 $60,461 D/D (761) 80,617 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2021-11-29 4 D $76.90 $58,598 D/D (762) 79,855 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 780 780 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2020-05-28 4 D $71.99 $57,736 D/D (802) 60,062 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2020-08-28 4 D $82.39 $66,077 D/D (802) 59,260 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2020-11-27 4 D $79.85 $64,040 D/D (802) 58,458 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2018-03-28 4 D $57.35 $64,691 D/D (1,128) 39,229 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2015-02-28 4 D $0.00 $0 D/D (1,251) 4,393 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-02-28 4 D $61.01 $83,828 D/D (1,374) 48,729 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2016-02-28 4 D $0.00 $0 D/D (1,578) 7,888 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-02-28 4 D $0.00 $0 D/D (1,695) 5,343 0 -
  128  Records found
  1   2  3   4   5   6      
  Page 2 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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