| |
| |
|
| 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 4 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 |
• – – |
2020-01-15 |
4 |
AS |
$74.25 |
$371,250 |
D/D |
(5,000) |
51,840 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2020-01-15 |
4 |
OE |
$9.00 |
$45,000 |
D/D |
5,000 |
56,840 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2016-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,073 |
9,466 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,444 |
5,782 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,910 |
84,758 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2016-06-17 |
4 |
OE |
$7.50 |
$45,000 |
D/D |
6,000 |
13,888 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-11-28 |
4 |
AS |
$50.00 |
$344,500 |
D/D |
(6,890) |
28,165 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-11-28 |
4 |
OE |
$7.50 |
$51,675 |
D/D |
6,890 |
35,055 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-06-28 |
4 |
S |
$39.20 |
$294,000 |
D/D |
(7,500) |
12,476 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-06-28 |
4 |
OE |
$7.50 |
$56,250 |
D/D |
7,500 |
19,976 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-12-26 |
4 |
OE |
$9.00 |
$72,000 |
D/D |
8,000 |
60,267 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-12-26 |
4 |
AS |
$71.02 |
$568,160 |
D/D |
(8,000) |
52,267 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2023-02-24 |
4 |
OE |
$15.34 |
$122,720 |
D/D |
8,000 |
110,980 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
8,687 |
50,103 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2014-08-13 |
4 |
S |
$46.89 |
$424,964 |
D/D |
(9,063) |
0 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2014-08-13 |
4 |
OE |
$7.50 |
$67,973 |
D/D |
9,063 |
9,063 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2015-06-29 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
14,393 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2015-06-29 |
4 |
S |
$41.62 |
$416,200 |
D/D |
(10,000) |
4,393 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-05-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
15,343 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-12-06 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
37,999 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2017-12-06 |
4 |
AS |
$50.00 |
$500,000 |
D/D |
(10,000) |
27,999 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2018-05-11 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
49,229 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
58,446 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-27 |
4 |
AS |
$69.56 |
$697,800 |
D/D |
(10,000) |
52,747 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Chief Financial Officer |
• – – |
2019-11-27 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
62,747 |
0 |
- |
|
128 Records found
|
|
Page 4 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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|
