| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
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|
|
|
|
|
|
|
|
|
Records found :
128 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$133,071 |
D/D |
(1,763) |
49,367 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2014-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,819 |
2,310 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2022-03-11 |
4 |
D |
$72.86 |
$137,778 |
D/D |
(1,891) |
105,722 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2021-02-26 |
4 |
D |
$64.02 |
$154,544 |
D/D |
(2,414) |
66,044 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2021-03-15 |
4 |
D |
$71.01 |
$185,975 |
D/D |
(2,619) |
82,139 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-22 |
4 |
AS |
$71.28 |
$213,840 |
D/D |
(3,000) |
51,840 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-22 |
4 |
OE |
$9.00 |
$27,000 |
D/D |
3,000 |
54,840 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-11-27 |
4 |
OE |
$7.50 |
$23,288 |
D/D |
3,105 |
31,270 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-11-27 |
4 |
AS |
$50.01 |
$155,281 |
D/D |
(3,105) |
28,165 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-05-12 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,110) |
12,233 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2023-02-28 |
4 |
D |
$62.51 |
$204,470 |
D/D |
(3,271) |
121,447 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-05-11 |
4 |
D |
$56.15 |
$204,274 |
D/D |
(3,638) |
45,591 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
D |
$68.27 |
$265,229 |
D/D |
(3,885) |
54,561 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2015-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,020 |
5,644 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2022-02-28 |
4 |
D |
$74.82 |
$352,402 |
D/D |
(4,710) |
107,613 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-10-30 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
57,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-10-30 |
4 |
AS |
$62.50 |
$312,500 |
D/D |
(5,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-06 |
4 |
AS |
$62.81 |
$314,050 |
D/D |
(5,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-06 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
57,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-20 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
57,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-20 |
4 |
AS |
$64.84 |
$324,200 |
D/D |
(5,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-02 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
56,840 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-02 |
4 |
AS |
$70.00 |
$350,000 |
D/D |
(5,000) |
51,840 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-08 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
56,840 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-08 |
4 |
AS |
$72.67 |
$363,350 |
D/D |
(5,000) |
51,840 |
0 |
% |
|
128 Records found
|
|
Page 3 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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|
