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. | 324,250 | reported | 11 Mar 2024 | tx 368+1,295,244−1,573,086 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,210 | 55.49 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 4,021 | 55.49 USD | |
| 28 Feb 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 3,287 | 50.98 USD | |
| 28 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 9,462 | 0.00 USD | |
| 27 Feb 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 12,336 | 50.91 USD | |
| 27 Feb 2024 | EXERCISE | ENVESTNET, INC. | 14,100 | 41.84 USD | |
| 27 Feb 2024 | EXERCISE | ENVESTNET, INC. | 14,100 | 0.00 USD | deriv |
| 11 Dec 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,210 | 42.38 USD | |
| 28 Nov 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,302 | 37.18 USD | |
| 11 Sept 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,210 | 50.08 USD | |
| 28 Aug 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,302 | 53.68 USD | |
| 12 Jun 2023 | SALE | ENVESTNET, INC. | 7,250 | 53.68 USD | |
| 09 Jun 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,210 | 54.22 USD | |
| 26 May 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,302 | 52.68 USD | |
| 10 Mar 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,209 | 56.65 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 10,772 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 10,053 | 62.51 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 26,674 | 0.00 USD | |
| 27 Feb 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 6,137 | 62.89 USD | |
| 27 Feb 2023 | EXERCISE | ENVESTNET, INC. | 13,500 | 15.34 USD | |
| 27 Feb 2023 | EXERCISE | ENVESTNET, INC. | 13,500 | 0.00 USD | deriv |
| 09 Dec 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,209 | 61.20 USD | |
| 28 Nov 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,126 | 57.25 USD | |
| 09 Sept 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,209 | 53.25 USD | |
| 26 Aug 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,126 | 53.81 USD |