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Insider
Information: |
Smith Gregory A |
Relationship: |
Director |
City: |
Milwaukee |
State: |
WI |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
31,910 |
|
Indirect Shares
|
0 |
|
|
Direct
Value |
$2,028,463 |
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Indirect Value
|
$0 |
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Total
Shares |
31,910 |
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Total
Value |
$2,028,463 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
1
|
0
|
Stock
price went up :
|
0
|
0
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Stock
price went down : |
1
|
0
|
|
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|
Gain/Loss Ratio : |
-1.0
|
0.0
|
Percentage
Gain/Loss : |
-100.0%
|
0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Envestnet, Inc. |
ENV |
Director |
2024-02-29 |
31,166 |
2015-03-10 |
0 |
Premium* |
|
Wintrust Financial Corp |
WTFC |
Director |
2024-06-30 |
744 |
2024-06-04 |
0 |
Premium* |
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Records found :
16 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
3m +/- |
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|
Form |
WTFC |
Wintrust Financial Corp |
Director |
|
2024-06-04 |
4 |
B |
$94.61 |
$56,766 |
D/D |
600 |
600 |
2.39 |
% |
|
WTFC |
Wintrust Financial Corp |
Director |
|
2024-06-30 |
4 |
A |
$104.39 |
$15,032 |
D/D |
144 |
744 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2015-03-10 |
4 |
B |
$52.17 |
$52,170 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2015-08-13 |
4 |
B |
$34.84 |
$34,840 |
D/D |
1,000 |
2,000 |
2.39 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2016-02-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,950 |
3,950 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2017-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,684 |
5,634 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
5,689 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2017-08-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
5,744 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2017-11-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
10,124 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,807 |
12,931 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,663 |
15,594 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,512 |
18,106 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,792 |
20,898 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,573 |
23,471 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,458 |
26,929 |
0 |
- |
|
ENV |
Envestnet, Inc. |
Director |
|
2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
4,237 |
31,166 |
0 |
- |
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16 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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