| |
| |
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| Insider
Information: |
Majoros Matthew |
| Relationship: |
Principal Accounting O... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
15,104 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$942,943 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
15,104 |
|
|
| Total
Value |
$942,943 |
|
|
|
|
|
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|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
4
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -13.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Envestnet, Inc. |
ENV |
Principal Accounting O... |
2024-05-28 |
15,104 |
|
0 |
Premium* |
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Records found :
77 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 3 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. |
Principal Accounting Officer |
• – – |
2023-05-26 |
4 |
D |
$52.68 |
$3,055 |
D/D |
(58) |
14,019 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2023-06-09 |
4 |
D |
$54.22 |
$3,253 |
D/D |
(60) |
13,959 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2023-08-28 |
4 |
D |
$53.68 |
$3,113 |
D/D |
(58) |
13,901 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2023-09-11 |
4 |
D |
$50.08 |
$3,005 |
D/D |
(60) |
13,841 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2023-11-28 |
4 |
D |
$37.18 |
$2,156 |
D/D |
(58) |
13,783 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2023-12-11 |
4 |
D |
$42.38 |
$2,543 |
D/D |
(60) |
13,723 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2024-02-28 |
4 |
D |
$50.98 |
$15,753 |
D/D |
(309) |
13,414 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2024-03-11 |
4 |
D |
$55.49 |
$3,995 |
D/D |
(72) |
15,912 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2024-05-28 |
4 |
D |
$68.45 |
$7,393 |
D/D |
(108) |
15,104 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting OfficerOf |
• – – |
2013-12-12 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
895 |
|
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2014-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
738 |
1,633 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2014-06-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
711 |
2,070 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2015-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,237 |
3,086 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2016-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,562 |
4,219 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,751 |
4,922 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
119 |
4,893 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
119 |
4,975 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-08-30 |
4 |
OE |
$13.45 |
$6,725 |
D/D |
500 |
5,436 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-11-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
119 |
9,474 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2019-03-19 |
4 |
OE |
$9.00 |
$33,725 |
D/D |
3,500 |
17,346 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2017-08-30 |
4 |
S |
$42.70 |
$21,350 |
D/D |
(500) |
4,936 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2019-03-19 |
4 |
S |
$66.76 |
$233,720 |
D/D |
(3,500) |
14,346 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2019-12-16 |
4 |
S |
$70.72 |
$99,008 |
D/D |
(1,400) |
12,457 |
0 |
- |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2022-03-21 |
4 |
S |
$75.33 |
$30,132 |
D/D |
(400) |
16,936 |
0 |
% |
|
| ENV |
Envestnet, Inc. |
Principal Accounting Officer |
• – – |
2022-06-28 |
4 |
S |
$53.79 |
$10,758 |
D/D |
(200) |
16,624 |
0 |
% |
|
77 Records found
|
|
Page 3 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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