Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ENVESTNET, INC. | 820,644 | reported | 28 Sept 2019 | tx 253+2,240,310−2,355,854.47 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Sept 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,276 | 56.97 USD | |
| 28 Aug 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,403 | 55.86 USD | |
| 30 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 9.00 USD | |
| 30 Jul 2019 | SALE | ENVESTNET, INC. | 15,000 | 70.85 USD | |
| 30 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 0.00 USD | deriv |
| 23 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 9.00 USD | |
| 23 Jul 2019 | SALE | ENVESTNET, INC. | 15,000 | 71.43 USD | |
| 23 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 0.00 USD | deriv |
| 16 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 72.81 USD | |
| 16 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 72.10 USD | |
| 16 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 9.00 USD | |
| 16 Jul 2019 | EXERCISE | ENVESTNET, INC. | 20,000 | 0.00 USD | deriv |
| 10 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 70.16 USD | |
| 09 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 69.46 USD | |
| 09 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 9.00 USD | |
| 10 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 9.00 USD | |
| 09 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 0.00 USD | deriv |
| 10 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 0.00 USD | deriv |
| 03 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 70.00 USD | |
| 03 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 9.00 USD | |
| 03 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 0.00 USD | deriv |
| 02 Jul 2019 | SALE | ENVESTNET, INC. | 7,500 | 68.50 USD | |
| 02 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 9.00 USD | |
| 02 Jul 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 0.00 USD | deriv |
| 01 Jul 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,276 | 68.37 USD |
1 purchase reported after at least 12 months of silence — most recent on 31 Mar 2017.