소개
이 페이지에서는 Shelly O'Brien의 공개된 내부자의 매매 거래 내역을 종합적으로 분석합니다. 내부자들은 기업의 임원(내부 경영진), 이사 또는 주요 투자자입니다. 일반적으로 내부자가 중요한 비공개 정보를 기반으로 자신이 속한 기업을 거래하는 것은 불법으로 간주됩니다. 이것은 내부자가 자신의 기업 내에서 행하는 모든 거래가 불법이라는 것을 뜻은 아닙니다. 그러나 그들은 자신들의 모든 거래를 양식 4를 통해 SEC에 보고해야만 합니다. 이러한 제한에도 불구하고, 학계 연구에 따르면 내부자는, 일반적으로, 자신의 회사 주식에 대한 실적이 시장의 수익률을 능가하는 경향성을 보였습니다.
평균 거래 수익성
평균 거래 수익성은 내부자가 지난 3년 동안 매입한 모든 "공개 시장"(Open market)에서의 매입의 평균 수익률입니다. 이를 계산하기 위해 10b5-1 거래 계획의 일부로 표시된 모든 거래를 제외하고 내부자가 계획되지 않은 모든 오픈 마켓에서의 매입을 조사합니다. 그런 다음 3개월, 6개월, 12개월 동안 해당 거래의 평균 성과를 계산하여 각 거래에 대한 최종 성과 지표를 생성합니다. 마지막으로 내부자에 대한 성과 지표를 계산하기 위해 모든 성과 지표의 평균을 내립니다. 이 목록에는 지난 2년 동안 최소 3번 이상 거래한 내부자만 포함됩니다.
내부자의 매매 거래 수익성이 "해당 없음"인 경우, 내부자는 지난 3년 동안 공개 시장에서 매수한 적이 없거나, 거래가 너무 최근에 이루어져서 신뢰할 수 있는 성과 지표를 산출할 수 없는 경우에 해당합니다.
업데이트 주기: 일별
내부자 포지션이 보고된 기업
SEC 서류에 따르면 Shelly O'Brien 기업이 다음 기업에 대한 보유 또는 거래를 보고했습니다:
| 증권 | 소유권 | 최근 보고된 보유 주식 |
|---|---|---|
| US:ENV / Envestnet, Inc. | CHIEF LEGAL OFFICER | 0 |
차트 해석 방법
아래 차트는 Shelly O'Brien에 의한 각 "공개 시장"(Open market)에서 계획되지 않은 거래 이후 증권의 주가 실적을 보여줍니다. 계획되지 않은 거래는 10b5-1 거래 계획의 일환으로 이루어지지 않은 거래입니다. 주가 실적은 주가의 누적 백분율 변화로 표시됩니다. 예를 들어, 2019년 1월 1일 내부자의 매매 거래가 이루어졌을 경우, 차트는 현재까지 증권의 일별 백분율 변화를 보여줍니다. 이 기간 동안 주가가 10달러에서 15달러로 간다면, 주가의 누적 백분율 변화는 50%가 됩니다. 10달러에서 20달러로의 가격 변화는 100%가 되며, 10달러에서 5달러로의 가격 변화는 -50%가 됩니다.
궁극적으로 내부자의 매매 거래가 내부자의 정보를 이용하여 이익을 얻기 위해 거래 타이밍을 맞추고 있는지 확인하기 위해 내부자의 매매 거래가 주가의 초과 수익률(양 또는 음)과 얼마나 밀접한 상관 관계가 있는지 확인하고자 합니다. 내부자가 이러한 작업을 수행하고 있는 상황을 고려해 보겠습니다. 이러한 상황에서 우리는 (a) 매입 후 양의 수익률 또는 (b) 매각 후 음의 수익률을 기대할 수 있습니다. (a)의 경우, 매입 차트는 상향으로 기울어진 일련의 곡선을 보여주며, 각 매입 거래 후 양의 수익률을 나타냅니다. (b)의 경우, SALE 차트는 하향으로 기울어진 일련의 곡선을 보여주며, 각 판매 거래 후 음의 수익률을 나타냅니다.
그러나 이것만으로는 결론을 도출하기에 충분하지 않습니다. 예를 들어, 해당 기업의 주가가 수년에 걸쳐 비주기적 상승 추세에 있다면, Fintel은 매입 후 도표가 모두 상향 곡선으로 예상할 수 있습니다. 마찬가지로, 수년에 걸쳐 비주기적 하락은 거래 후에 하향 곡선으로 초래할 가능성이 높습니다. 이 도표들 중 어느 것도 내부자의 매매 거래 활동을 시사하지는 않습니다.
가장 강력한 지표는 주가가 극단적으로 순환하는 상황일 것이고, PURCHASE 차트에는 긍정적인 시그널이, SALE 차트에는 부정적인 플롯이 존재했습니다. 이는 자신들의 금전적 이익을 위한 거래 타이밍을 재던 내부자에 의한 상황일 가능성이 높습니다.
내부자의 매매 거래 내역
아래 표는 증권거래위원회(SEC)에 공시된 Shelly O'Brien의 내부자의 전체 거래 목록입니다.
| 보고일 | 거래일 | 보고 | 티커 | 증권 | 코드 | 지분 | 잔여 지분 | 변동률 (%) |
지분 가치 |
거래 가치 |
잔여 가치 |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-11-25 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
D - Sale to Issuer | -84,734 | 0 | -100.00 | 63.15 | -5,350,952 | ||
| 2024-08-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -931 | 46,661 | -1.96 | 62.81 | -58,476 | 2,930,777 | |
| 2024-05-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -212 | 47,592 | -0.44 | 68.45 | -14,511 | 3,257,672 | |
| 2024-03-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 47,804 | -0.26 | 55.49 | -7,047 | 2,652,644 | |
| 2024-03-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -422 | 47,931 | -0.87 | 55.49 | -23,417 | 2,659,691 | |
| 2024-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 9,808 | 48,353 | 25.45 | ||||
| 2024-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 1,439 | 38,545 | 3.88 | ||||
| 2024-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 14,712 | 37,106 | 65.70 | ||||
| 2024-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -565 | 22,394 | -2.46 | 50.98 | -28,804 | 1,141,646 | |
| 2023-12-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 22,959 | -0.55 | 42.38 | -5,382 | 973,002 | |
| 2023-11-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 23,086 | -0.53 | 37.18 | -4,573 | 858,337 | |
| 2023-09-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 23,209 | -0.54 | 50.08 | -6,360 | 1,162,307 | |
| 2023-08-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 23,336 | -0.52 | 53.68 | -6,603 | 1,252,676 | |
| 2023-06-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 23,459 | -0.54 | 54.22 | -6,886 | 1,271,947 | |
| 2023-05-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 23,586 | -0.52 | 52.68 | -6,480 | 1,242,510 | |
| 2023-03-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -8,800 | 23,709 | -27.07 | 56.84 | -500,192 | 1,347,620 | |
| 2023-03-14 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 32,509 | -0.39 | 56.65 | -7,195 | 1,841,635 | |
| 2023-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -1,090 | 32,636 | -3.23 | 62.51 | -68,136 | 2,040,076 | |
| 2023-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 1,639 | 33,726 | 5.11 | ||||
| 2023-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 3,637 | 32,087 | 12.78 | ||||
| 2022-12-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 28,450 | -0.44 | 61.20 | -7,772 | 1,741,140 | |
| 2022-11-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -119 | 28,577 | -0.41 | 57.25 | -6,813 | 1,636,033 | |
| 2022-11-16 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -5,358 | 28,696 | -15.73 | 56.00 | -300,048 | 1,606,976 |
| 2022-09-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 34,054 | -0.37 | 53.25 | -6,763 | 1,813,376 | |
| 2022-08-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -119 | 34,181 | -0.35 | 53.81 | -6,403 | 1,839,280 | |
| 2022-06-14 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -127 | 34,300 | -0.37 | 59.69 | -7,581 | 2,047,367 | |
| 2022-06-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -119 | 34,427 | -0.34 | 67.09 | -7,984 | 2,309,707 | |
| 2022-03-16 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -507 | 34,546 | -1.45 | 72.86 | -36,940 | 2,517,022 | |
| 2022-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -256 | 35,053 | -0.73 | 74.82 | -19,154 | 2,622,665 | |
| 2022-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 5,012 | 35,309 | 16.54 | ||||
| 2021-11-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -256 | 30,297 | -0.84 | 76.90 | -19,686 | 2,329,839 | |
| 2021-08-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -256 | 30,553 | -0.83 | 79.45 | -20,339 | 2,427,436 | |
| 2021-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -256 | 30,809 | -0.82 | 71.97 | -18,424 | 2,217,324 | |
| 2021-03-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 5,193 | 31,065 | 20.07 | ||||
| 2021-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -744 | 25,872 | -2.80 | 64.02 | -47,631 | 1,656,325 | |
| 2020-12-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -271 | 26,616 | -1.01 | 79.85 | -21,639 | 2,125,288 | |
| 2020-10-28 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -5,500 | 0 | -100.00 | |||
| 2020-10-28 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -5,500 | 26,887 | -16.98 | 82.99 | -456,445 | 2,231,352 |
| 2020-10-28 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 5,500 | 32,387 | 20.46 | 41.84 | 230,120 | 1,355,072 |
| 2020-09-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -271 | 26,887 | -1.00 | 82.39 | -22,328 | 2,215,220 | |
| 2020-06-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -271 | 27,158 | -0.99 | 71.99 | -19,509 | 1,955,104 | |
| 2020-03-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 27,429 | -0.45 | 56.98 | -7,009 | 1,562,904 | |
| 2020-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 4,836 | 27,552 | 21.29 | ||||
| 2020-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -679 | 22,716 | -2.90 | 75.48 | -51,251 | 1,714,604 | |
| 2020-01-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 23,395 | -16.13 | 73.11 | -328,995 | 1,710,408 |
| 2019-12-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -185 | 27,895 | -0.66 | 71.56 | -13,239 | 1,996,166 | |
| 2019-12-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -135 | 28,080 | -0.48 | 71.08 | -9,596 | 1,995,926 | |
| 2019-10-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 28,215 | -0.43 | 56.97 | -7,007 | 1,607,409 | |
| 2019-08-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -135 | 28,338 | -0.47 | 55.86 | -7,541 | 1,582,961 | |
| 2019-08-08 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -611 | 28,473 | -2.10 | 68.11 | -41,615 | 1,939,296 | |
| 2019-07-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 29,084 | -0.42 | 68.37 | -8,410 | 1,988,473 | |
| 2019-05-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -135 | 29,207 | -0.46 | 68.86 | -9,296 | 2,011,194 | |
| 2019-05-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -611 | 29,342 | -2.04 | 71.17 | -43,485 | 2,088,270 | |
| 2019-04-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -123 | 29,953 | -0.41 | 64.65 | -7,952 | 1,936,461 | |
| 2019-03-20 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -11,147 | 30,076 | -27.04 | 66.71 | -743,616 | 2,006,370 | |
| 2019-03-19 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -716 | 41,223 | -1.71 | 55.12 | -39,466 | 2,272,212 | |
| 2019-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -599 | 41,939 | -1.41 | 61.01 | -36,545 | 2,558,698 | |
| 2019-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 5,573 | 42,538 | 15.08 | ||||
| 2019-01-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -185 | 36,965 | -0.50 | 48.94 | -9,054 | 1,809,067 | |
| 2018-12-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -92 | 37,150 | -0.25 | 54.66 | -5,029 | 2,030,619 | |
| 2018-11-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -924 | 37,242 | -2.42 | 52.12 | -48,159 | 1,941,053 | |
| 2018-10-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -185 | 38,166 | -0.48 | 60.95 | -11,276 | 2,326,218 | |
| 2018-08-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -92 | 38,351 | -0.24 | 62.85 | -5,782 | 2,410,360 | |
| 2018-08-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -923 | 38,443 | -2.34 | 59.85 | -55,242 | 2,300,814 | |
| 2018-08-03 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,882 | 0 | -100.00 | |||
| 2018-08-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,882 | 39,366 | -4.56 | 58.60 | -110,285 | 2,306,848 |
| 2018-08-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,882 | 41,248 | 4.78 | 15.34 | 28,870 | 632,744 |
| 2018-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -4,000 | 1,882 | -68.00 | |||
| 2018-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,000 | 39,366 | -9.22 | 54.81 | -219,240 | 2,157,650 |
| 2018-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,000 | 43,366 | 10.16 | 15.34 | 61,360 | 665,234 |
| 2018-07-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -185 | 39,366 | -0.47 | 56.20 | -10,397 | 2,212,369 | |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,268 | 5,882 | -17.73 | |||
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,232 | 0 | -100.00 | |||
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,268 | 39,551 | -3.11 | 55.00 | -69,740 | 2,175,305 |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,268 | 40,819 | 3.21 | 15.34 | 19,451 | 626,163 |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,232 | 39,551 | -3.02 | 55.00 | -67,760 | 2,175,305 |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,232 | 40,783 | 3.11 | 12.45 | 15,338 | 507,748 |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,500 | 1,232 | -54.90 | |||
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 39,551 | -3.65 | 52.95 | -79,425 | 2,094,225 |
| 2018-06-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 41,051 | 3.79 | 12.45 | 18,675 | 511,085 |
| 2018-05-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -61 | 39,551 | -0.15 | 54.55 | -3,328 | 2,157,507 | |
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -667 | 2,732 | -19.62 | |||
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,333 | 0 | -100.00 | |||
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -667 | 39,612 | -1.66 | 55.80 | -37,219 | 2,210,350 |
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 667 | 40,279 | 1.68 | 12.45 | 8,304 | 501,474 |
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,333 | 39,612 | -7.76 | 55.80 | -185,981 | 2,210,350 |
| 2018-05-23 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,333 | 42,945 | 8.41 | 12.55 | 41,829 | 538,960 |
| 2018-05-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -611 | 39,612 | -1.52 | 56.85 | -34,735 | 2,251,942 | |
| 2018-04-04 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -366 | 0 | -100.00 | |||
| 2018-04-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -366 | 40,223 | -0.90 | 57.10 | -20,899 | 2,296,733 |
| 2018-04-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 366 | 40,589 | 0.91 | 9.00 | 3,294 | 365,301 |
| 2018-03-30 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -489 | 40,223 | -1.20 | 57.35 | -28,044 | 2,306,789 | |
| 2018-03-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,000 | 366 | -89.13 | |||
| 2018-03-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 40,712 | -6.86 | 54.91 | -164,730 | 2,235,496 |
| 2018-03-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 43,712 | 7.37 | 9.00 | 27,000 | 393,408 |
| 2018-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
A - Award | 5,500 | 40,712 | 15.62 | ||||
| 2018-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -374 | 35,212 | -1.05 | 55.10 | -20,607 | 1,940,181 | |
| 2018-02-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -600 | 35,586 | -1.66 | 52.75 | -31,650 | 1,877,162 | |
| 2018-02-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,000 | 3,366 | -47.13 | |||
| 2018-02-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 36,186 | -7.66 | 53.06 | -159,180 | 1,920,029 |
| 2018-02-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 39,186 | 8.29 | 9.00 | 27,000 | 352,674 |
| 2018-01-04 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,000 | 6,366 | -32.03 | |||
| 2018-01-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 36,186 | -7.66 | 50.00 | -150,000 | 1,809,300 |
| 2018-01-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 39,186 | 8.29 | 9.00 | 27,000 | 352,674 |
| 2017-12-08 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,500 | 9,366 | -13.80 | |||
| 2017-12-08 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 36,186 | -3.98 | 50.00 | -75,000 | 1,809,300 |
| 2017-12-08 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 37,686 | 4.15 | 9.00 | 13,500 | 339,174 |
| 2017-12-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -1,500 | 10,866 | -12.13 | |||
| 2017-12-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 36,186 | -2.69 | 48.47 | -48,470 | 1,753,935 |
| 2017-12-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -500 | 37,186 | -1.33 | 47.45 | -23,725 | 1,764,476 |
| 2017-12-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 37,686 | 4.15 | 9.00 | 13,500 | 339,174 |
| 2017-12-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -97 | 36,186 | -0.27 | 48.40 | -4,695 | 1,751,402 | |
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,000 | 15,366 | -16.33 | |||
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 13,292 | -18.41 | 53.48 | -160,440 | 710,856 |
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 16,292 | 22.57 | 9.00 | 27,000 | 146,628 |
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -977 | 36,283 | -2.62 | 53.70 | -52,465 | 1,948,397 | |
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 37,260 | 5.92 | ||||
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | X | -3,000 | 12,366 | -19.52 | |||
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 13,292 | -18.41 | 53.28 | -159,840 | 708,198 |
| 2017-11-09 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 16,292 | 22.57 | 9.00 | 27,000 | 146,628 |
| 2017-11-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
M - Exercise | -2,083 | 14,585 | -12.50 | ||||
| 2017-11-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -977 | 30,283 | -3.13 | 53.70 | -52,465 | 1,626,197 | |
| 2017-11-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 31,260 | 7.14 | ||||
| 2017-11-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 7,292 | -29.15 | 53.28 | -159,840 | 388,518 |
| 2017-10-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 10,292 | -22.57 | 53.48 | -160,440 | 550,416 |
| 2017-09-29 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -2,000 | 0 | -100.00 | ||||
| 2017-09-29 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -2,000 | 13,292 | -13.08 | 49.96 | -99,920 | 664,068 | |
| 2017-09-29 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,000 | 15,292 | 15.05 | 7.15 | 14,300 | 109,338 | |
| 2017-08-31 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
M - Exercise | -205 | 1,233 | -14.26 | ||||
| 2017-08-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -97 | 13,292 | -0.72 | 42.65 | -4,137 | 566,904 | |
| 2017-08-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 205 | 13,389 | 1.55 | ||||
| 2017-08-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
M - Exercise | -2,083 | 16,668 | -11.11 | ||||
| 2017-08-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -952 | 13,184 | -6.73 | ||||
| 2017-08-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 14,136 | 17.28 | ||||
| 2017-05-31 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
M - Exercise | -205 | 1,438 | -12.48 | ||||
| 2017-05-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -94 | 12,053 | -0.77 | ||||
| 2017-05-31 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 205 | 12,147 | 1.72 | ||||
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
M - Exercise | -2,083 | 18,751 | -10.00 | ||||
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -892 | 11,942 | -6.95 | ||||
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 12,834 | 19.37 | ||||
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -2,000 | 0 | -100.00 | ||||
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,000 | 10,751 | -15.69 | 34.85 | -69,700 | 374,672 |
| 2017-05-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 2,000 | 12,751 | 18.60 | 7.50 | 15,000 | 95,632 |
| 2017-04-27 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,000 | 2,000 | -33.33 | ||||
| 2017-04-27 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 10,751 | -8.51 | 35.00 | -35,000 | 376,285 |
| 2017-04-27 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 11,751 | 9.30 | 7.50 | 7,500 | 88,132 |
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -2,000 | 3,000 | -40.00 | ||||
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -7,403 | 0 | -100.00 | ||||
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,000 | 10,751 | -15.69 | 32.26 | -64,520 | 346,827 |
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 2,000 | 12,751 | 18.60 | 7.50 | 15,000 | 95,632 |
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -7,403 | 10,751 | -40.78 | 32.33 | -239,339 | 347,580 |
| 2017-04-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 7,403 | 18,154 | 68.86 | 7.50 | 55,522 | 136,155 |
| 2017-03-30 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Units |
A - Award | 5,000 | 5,000 | 31.70 | 158,500 | 158,500 | ||
| 2017-03-30 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 1,667 | 1,667 | 31.70 | 52,844 | 52,844 | ||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 7,403 | -37.81 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 10,751 | -12.24 | 39.00 | -58,500 | 419,289 |
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 12,251 | 13.95 | 7.50 | 11,250 | 91,882 |
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 10,751 | -21.82 | 38.95 | -116,850 | 418,751 |
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,000 | 13,751 | 27.90 | 7.50 | 22,500 | 103,132 |
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Unit |
M - Exercise | -821 | 1,643 | -33.32 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Unit |
M - Exercise | -1,067 | 1,067 | -50.00 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Unit |
M - Exercise | -1,200 | 0 | -100.00 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -256 | 10,751 | -2.33 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 821 | 11,007 | 8.06 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -332 | 10,186 | -3.16 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 1,067 | 10,518 | 11.29 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -374 | 9,451 | -3.81 | ||||
| 2017-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 1,200 | 9,825 | 13.91 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -2,083 | 20,834 | -9.09 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -633 | 8,625 | -6.84 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 9,258 | 29.03 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -2,083 | 22,917 | -8.33 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -648 | 7,175 | -8.28 | ||||
| 2017-02-14 |
|
5 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,083 | 7,823 | 36.29 | ||||
| 2017-02-01 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 11,903 | -27.43 | ||||
| 2017-02-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 37.95 | -170,775 | 217,833 |
| 2017-02-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2017-01-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 16,403 | -21.53 | ||||
| 2017-01-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 35.45 | -159,525 | 203,483 |
| 2017-01-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2016-12-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 20,903 | -17.71 | ||||
| 2016-12-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 35.86 | -161,370 | 205,836 |
| 2016-12-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2016-11-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 25,403 | -15.05 | ||||
| 2016-11-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 35.15 | -158,175 | 201,761 |
| 2016-11-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2016-10-04 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 29,903 | -13.08 | ||||
| 2016-10-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 36.25 | -163,125 | 208,075 |
| 2016-10-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2016-09-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 5,740 | -14.84 | 40.01 | -40,010 | 229,657 |
| 2016-09-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 6,740 | 17.42 | 7.50 | 7,500 | 50,550 |
| 2016-09-06 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,500 | 34,403 | -13.78 | ||||
| 2016-09-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -4,500 | 5,740 | -43.95 | 39.66 | -178,470 | 227,648 |
| 2016-09-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 4,500 | 10,240 | 78.40 | 7.50 | 33,750 | 76,800 |
| 2016-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,000 | 39,903 | -2.44 | ||||
| 2016-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 5,740 | -14.84 | 40.00 | -40,000 | 229,600 |
| 2016-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 6,740 | 17.42 | 7.50 | 7,500 | 50,550 |
| 2016-08-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | 25,000 | 25,000 | 38.05 | 951,250 | 951,250 | ||
| 2016-08-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -4,500 | 40,903 | -9.91 | ||||
| 2016-08-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,400 | 5,740 | -29.48 | 37.99 | -91,176 | 218,063 |
| 2016-08-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 2,400 | 8,140 | 41.81 | 7.50 | 18,000 | 61,050 |
| 2016-08-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,100 | 5,740 | -26.79 | 38.01 | -79,821 | 218,177 |
| 2016-08-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 2,100 | 7,840 | 36.59 | 7.50 | 15,750 | 58,800 |
| 2016-07-11 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,000 | 45,403 | -2.16 | ||||
| 2016-07-11 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 5,740 | -14.84 | 35.00 | -35,000 | 200,900 |
| 2016-07-11 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 6,740 | 17.42 | 7.50 | 7,500 | 50,550 |
| 2016-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -3,500 | 46,403 | -7.01 | ||||
| 2016-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,500 | 5,740 | -37.88 | 33.64 | -117,740 | 193,094 |
| 2016-07-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,500 | 9,240 | 60.98 | 7.50 | 26,250 | 69,300 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 5,740 | -14.84 | 35.00 | -35,000 | 200,900 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 6,740 | 17.42 | 7.50 | 7,500 | 50,550 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,500 | 5,740 | -37.88 | 33.73 | -118,055 | 193,610 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,500 | 9,240 | 60.98 | 7.50 | 26,250 | 69,300 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -8,000 | 49,903 | -13.82 | ||||
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,500 | 5,740 | -37.88 | 33.66 | -117,810 | 193,208 |
| 2016-06-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,500 | 9,240 | 60.98 | 7.50 | 26,250 | 69,300 |
| 2016-03-11 |
|
4/A | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -984 | 5,740 | -14.63 | ||||
| 2016-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 2,464 | 2,464 | 20.51 | 50,537 | 50,537 | ||
| 2016-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Unit |
A - Award | 2,464 | 2,464 | 20.51 | 50,537 | 50,537 | ||
| 2016-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -1,066 | 2,134 | -33.31 | ||||
| 2016-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -1,200 | 1,200 | -50.00 | ||||
| 2016-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -933 | 0 | -100.00 | ||||
| 2016-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -983 | 5,741 | -14.62 | ||||
| 2016-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 3,199 | 6,724 | 90.75 | ||||
| 2015-12-11 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,000 | 57,903 | -7.95 | ||||
| 2015-12-11 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -5,000 | 3,525 | -58.65 | 30.59 | -152,950 | 107,830 | |
| 2015-12-11 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 5,000 | 8,525 | 141.84 | 7.50 | 37,500 | 63,938 | |
| 2015-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,000 | 62,903 | -1.56 | ||||
| 2015-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,000 | 3,525 | -22.10 | 45.00 | -45,000 | 158,625 |
| 2015-08-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,000 | 4,525 | 28.37 | 7.50 | 7,500 | 33,938 |
| 2015-07-10 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -2,000 | 63,903 | -3.03 | ||||
| 2015-07-10 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,000 | 3,525 | -36.20 | 45.00 | -90,000 | 158,625 |
| 2015-07-10 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 2,000 | 5,525 | 56.74 | 7.50 | 15,000 | 41,438 |
| 2015-05-05 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,500 | 65,903 | -2.23 | ||||
| 2015-05-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 3,525 | -29.85 | 51.68 | -77,520 | 182,172 |
| 2015-05-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 5,025 | 42.55 | 7.50 | 11,250 | 37,688 |
| 2015-04-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -2,000 | 67,403 | -2.88 | ||||
| 2015-04-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -500 | 3,525 | -12.42 | 55.00 | -27,500 | 193,875 | |
| 2015-04-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 500 | 4,025 | 14.18 | 7.50 | 3,750 | 30,188 | |
| 2015-04-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 3,525 | -29.85 | 54.58 | -81,870 | 192,394 |
| 2015-04-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 5,025 | 42.55 | 7.50 | 11,250 | 37,688 |
| 2015-03-18 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -500 | 69,403 | -0.72 | ||||
| 2015-03-18 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -500 | 3,525 | -12.42 | 55.00 | -27,500 | 193,875 |
| 2015-03-18 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 500 | 4,025 | 14.18 | 7.50 | 3,750 | 30,188 |
| 2015-03-12 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,500 | 69,903 | -2.10 | ||||
| 2015-03-12 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,500 | 3,525 | -29.85 | 52.92 | -79,380 | 186,543 |
| 2015-03-12 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,500 | 5,025 | 42.55 | 7.50 | 11,250 | 37,688 |
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
A - Award | 3,200 | 3,200 | 53.88 | 172,416 | 172,416 | ||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -1,200 | 2,400 | -33.33 | ||||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -934 | 933 | -50.03 | ||||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -709 | 0 | -100.00 | ||||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 4,800 | 4,800 | 53.88 | 258,624 | 258,624 | ||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -884 | 3,525 | -20.05 | ||||
| 2015-03-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 2,843 | 4,409 | 181.55 | ||||
| 2014-08-13 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,000 | 18,366 | -21.40 | ||||
| 2014-08-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -5,000 | 0 | -100.00 | 46.00 | -230,000 | |
| 2014-08-13 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 5,000 | 5,000 | 9.00 | 45,000 | 45,000 | |
| 2014-07-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,000 | 23,366 | -17.63 | ||||
| 2014-07-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -5,000 | 0 | -100.00 | 48.95 | -244,750 | |
| 2014-07-02 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 5,000 | 5,000 | 9.00 | 45,000 | 45,000 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -3,366 | 3,333 | -50.25 | ||||
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,634 | 28,366 | -5.45 | ||||
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,366 | 0 | -100.00 | 42.00 | -141,372 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,366 | 3,366 | 12.55 | 42,243 | 42,243 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,634 | 0 | -100.00 | 42.00 | -68,628 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,634 | 1,634 | 9.00 | 14,706 | 14,706 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,699 | 3,399 | -33.33 | ||||
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -3,301 | 6,699 | -33.01 | ||||
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -1,699 | 0 | -100.00 | 40.07 | -68,079 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 1,699 | 1,699 | 12.45 | 21,153 | 21,153 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,301 | 0 | -100.00 | 40.07 | -132,271 | |
| 2014-06-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | X | 3,301 | 3,301 | 12.55 | 41,428 | 41,428 | |
| 2014-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
A - Award | 3,600 | 6,176 | 139.75 | 41.84 | 150,624 | 258,404 | |
| 2014-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 5,500 | 136,151 | 4.21 | 41.84 | 230,120 | 5,696,558 | |
| 2014-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | 2,576 | ||||||
| 2014-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -517 | 1,566 | -24.82 | ||||
| 2014-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 1,641 | 2,083 | 371.27 | ||||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -1,403 | 0 | -100.00 | ||||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -8,597 | 71,403 | -10.75 | ||||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,000 | 0 | -100.00 | ||||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
M - Exercise | -5,000 | 0 | -100.00 | ||||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -1,403 | 0 | -100.00 | 29.25 | -41,038 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 1,403 | 1,403 | 0.11 | 154 | 154 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -8,597 | 0 | -100.00 | 29.25 | -251,462 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 8,597 | 8,597 | 7.50 | 64,478 | 64,478 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -5,000 | 0 | -100.00 | 29.25 | -146,250 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | -5,000 | 0 | -100.00 | 29.25 | -146,250 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 5,000 | 5,000 | 5.00 | 25,000 | 25,000 | ||
| 2013-10-15 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 5,000 | 5,000 | 7.50 | 37,500 | 37,500 | ||
| 2013-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
A - Award | 2,800 | 4,217 | 197.60 | 15.34 | 42,952 | 64,689 | |
| 2013-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 7,150 | 150,651 | 4.98 | 15.34 | 109,681 | 2,310,986 | |
| 2013-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
M - Exercise | -709 | 1,417 | -33.35 | ||||
| 2013-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
F - Taxes | -267 | 442 | -37.66 | ||||
| 2013-03-04 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
M - Exercise | 709 | 709 | |||||
| 2013-01-25 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -443 | 0 | -100.00 | 13.82 | -6,122 | |
| 2012-12-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -811 | 443 | -64.67 | 13.69 | -11,103 | 6,065 |
| 2012-12-06 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,189 | 1,254 | -63.58 | 13.81 | -30,230 | 17,318 |
| 2012-11-08 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 3,443 | -46.56 | 13.58 | -40,740 | 46,756 |
| 2012-10-12 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 6,443 | -31.77 | 12.50 | -37,500 | 80,538 |
| 2012-10-05 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -6,000 | 9,443 | -38.85 | 12.50 | -75,000 | 118,038 |
| 2012-08-08 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -2,266 | 15,443 | -12.80 | 12.50 | -28,325 | 193,038 |
| 2012-07-19 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -734 | 17,709 | -3.98 | 12.51 | -9,182 | 221,540 |
| 2012-07-16 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -6,000 | 18,443 | -24.55 | 12.50 | -75,000 | 230,538 |
| 2012-04-26 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 24,443 | -10.93 | 12.55 | -37,650 | 306,760 |
| 2012-03-28 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 27,443 | -9.85 | 12.71 | -38,130 | 348,801 |
| 2012-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Restricted Stock Award |
A - Award | 2,126 | 2,126 | 12.45 | 26,469 | 26,469 | ||
| 2012-03-02 |
|
4 | ENV |
ENVESTNET, INC.
Employee Stock Option (Right to Buy) |
A - Award | 5,098 | 143,501 | 3.68 | 12.45 | 63,470 | 1,786,587 | |
| 2012-03-01 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 30,443 | -8.97 | 12.57 | -37,710 | 382,669 |
| 2012-02-03 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 33,443 | -8.23 | 12.50 | -37,500 | 418,038 |
| 2012-01-20 |
|
4 | ENV |
ENVESTNET, INC.
Common Stock |
S - Sale | X | -3,000 | 36,443 | -7.61 | 12.52 | -37,560 | 456,266 |
| 2010-07-28 | 3 | ENV |
ENVESTNET, INC.
Common Stock |
28,766 |
P
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매입
S
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매각
A
자사로부터 유가증권(옵션 등)을 보조, 지급 또는 기타 취득
C
파생상품 전환
D
자사에게 유가증권을 매각 또는 양도
F
기업으로부터 인도 받은 유가증권의 일부를 사용한 행사 가격 또는 조세 채무의 지급
G
내부자에 의한 또는 내부자에게 증권 증여
K
지분스왑 및 유사 위험 회피거래
M
자사로부터 인도 받은 파생증권(옵션 등)의 행사 또는 전환
V
보고서 양식 4에 자진 신고된 거래
J
기타 (거래 내용을 설명하는 각주와 동반)
