Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BISYS GROUP INC | 25,000 | reported | 16 Aug 2004 | tx 2+47,000 |
| FX Alliance Inc. | 0 | reported | 20 Aug 2012 | tx 2+2,890−2,890 |
| ENVESTNET, INC. | 0 | reported | 25 Nov 2024 | tx 27+49,357−49,357 |
| ROCK OF AGES CORP | 0 | reported | 19 Jan 2011 | tx 8+48,965−20,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 37,476 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 8,082 | — | deriv |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 5,487 | 0.00 USD | |
| 07 Jan 2024 | GRANT_AWARD | ENVESTNET, INC. | 5,178 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 4,472 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 3,275 | 0.00 USD | |
| 11 Mar 2021 | GRANT_AWARD | ENVESTNET, INC. | 3,339 | 0.00 USD | |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 2,428 | 0.00 USD | |
| 04 Mar 2019 | GRANT_AWARD | ENVESTNET, INC. | 2,553 | 0.00 USD | |
| 28 Feb 2018 | GRANT_AWARD | ENVESTNET, INC. | 2,580 | 0.00 USD | |
| 29 Nov 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | |
| 29 Nov 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 55 | 0.00 USD | |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,625 | 31.70 USD | deriv |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,872 | 31.70 USD | deriv |
| 28 Feb 2017 | EXERCISE | ENVESTNET, INC. | 1,463 | 0.00 USD | |
| 28 Feb 2017 | EXERCISE | ENVESTNET, INC. | 221 | 0.00 USD | |
| 28 Feb 2017 | GRANT_AWARD | ENVESTNET, INC. | 1,463 | — | deriv |
| 28 Feb 2017 | GRANT_AWARD | ENVESTNET, INC. | 221 | — | deriv |
| 29 Feb 2016 | EXERCISE | ENVESTNET, INC. | 1,950 | 0.00 USD | |
| 29 Feb 2016 | GRANT_AWARD | ENVESTNET, INC. | 663 | 20.51 USD | deriv |
| 29 Feb 2016 | GRANT_AWARD | ENVESTNET, INC. | 4,876 | 20.51 USD | deriv |