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. | 56,967 | reported | 10 Jun 2022 | tx 53+114,958−126,092 |
| AMERICAN PHARMACEUTICAL PARTNERS INC /DE/ | 0 | reported | 10 Sept 2008 | tx 2+7,500−7,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Jun 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 14,454 | 59.69 USD | |
| 27 May 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 602 | 67.09 USD | |
| 11 Mar 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 3,766 | 72.86 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 5,052 | 74.82 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 15,555 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 12,186 | 0.00 USD | |
| 29 Dec 2021 | GIFT | ENVESTNET, INC. | 500 | 0.00 USD | |
| 27 Dec 2021 | SALE | ENVESTNET, INC. | 16,422 | 81.94 USD | |
| 29 Nov 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 992 | 76.90 USD | |
| 11 Sept 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,035 | 76.03 USD | |
| 28 Aug 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 992 | 79.45 USD | |
| 30 Jul 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 4,580 | 75.23 USD | |
| 11 Jun 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,035 | 79.24 USD | |
| 28 May 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 992 | 71.97 USD | |
| 26 Feb 2021 | GRANT_AWARD | ENVESTNET, INC. | 11,637 | 0.00 USD | |
| 11 Mar 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,035 | 70.29 USD | |
| 11 Mar 2021 | GRANT_AWARD | ENVESTNET, INC. | 20,825 | 0.00 USD | |
| 26 Feb 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 2,158 | 64.02 USD | |
| 23 Dec 2020 | GIFT | ENVESTNET, INC. | 568 | 0.00 USD | |
| 11 Dec 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,035 | 81.40 USD | |
| 27 Nov 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 850 | 79.85 USD | |
| 21 Oct 2020 | SALE | ENVESTNET, INC. | 2,000 | 82.89 USD | |
| 21 Oct 2020 | SALE | ENVESTNET, INC. | 13,742 | 81.39 USD | |
| 21 Oct 2020 | SALE | ENVESTNET, INC. | 3,600 | 82.12 USD | |
| 11 Sept 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,035 | 75.64 USD |