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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 5 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   •       –      –    2019-12-04 4 OE $9.00 $90,000 D/D 10,000 62,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-12-04 4 AS $70.34 $703,400 D/D (10,000) 52,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-12-11 4 AS $72.05 $720,500 D/D (10,000) 52,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-12-11 4 OE $9.00 $90,000 D/D 10,000 62,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-12-18 4 OE $9.00 $90,000 D/D 10,000 62,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2019-12-18 4 AS $70.45 $704,500 D/D (10,000) 52,267 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2021-02-26 4 OE $12.55 $125,500 D/D 10,000 68,458 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2022-02-22 4 OE $12.45 $126,928 D/D 10,195 90,050 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2020-02-28 4 A $0.00 $0 D/D 11,924 61,291 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2016-06-17 4 S $35.66 $438,593 D/D (12,294) 1,594 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2021-03-11 4 A $0.00 $0 D/D 12,804 78,848 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2018-02-28 4 A $0.00 $0 D/D 13,000 40,357 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2023-02-28 4 A $0.00 $0 D/D 13,738 124,718 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2013-10-11 4 S $29.25 $585,000 D/D (20,000) 0 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2013-10-11 4 OE $7.15 $147,900 D/D 20,000 6,000 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-01 4 OE $7.50 $150,000 D/D 20,000 47,999 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-01 4 AS $48.02 $962,290 D/D (20,000) 27,999 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-11-24 4 AS $49.68 $993,848 D/D (20,005) 28,165 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-11-24 4 OE $7.50 $150,038 D/D 20,005 48,170 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2022-02-28 4 A $0.00 $0 D/D 22,273 112,323 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-15 4 OE $7.50 $175,778 D/D 23,437 51,436 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-15 4 AS $49.87 $1,168,803 D/D (23,437) 27,999 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-08 4 AS $50.09 $1,491,680 D/D (29,780) 27,999 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-12-08 4 OE $7.50 $223,350 D/D 29,780 57,779 0 -
ENV Envestnet, Inc. Chief Financial Officer   •       –      –    2017-11-10 4 AS $51.41 $1,544,796 D/D (30,000) 28,165 0 -
  128  Records found
  1   2   3   4   5  6      
  Page 5 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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