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. | 37,220 | reported | 28 Aug 2020 | tx 176+310,509−627,445 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Aug 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 264 | 82.39 USD | |
| 28 May 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 263 | 71.99 USD | |
| 28 Mar 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 154 | 56.98 USD | |
| 28 Feb 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 570 | 75.48 USD | |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 2,981 | 0.00 USD | |
| 04 Dec 2019 | GIFT | ENVESTNET, INC. | 15,000 | 0.00 USD | |
| 27 Jan 2020 | SALE | ENVESTNET, INC. | 4,700 | 71.67 USD | |
| 27 Jan 2020 | SALE | ENVESTNET, INC. | 10,300 | 72.16 USD | |
| 21 Jan 2020 | SALE | ENVESTNET, INC. | 5,815 | 70.52 USD | |
| 21 Jan 2020 | SALE | ENVESTNET, INC. | 24,185 | 71.45 USD | |
| 13 Jan 2020 | SALE | ENVESTNET, INC. | 801 | 74.02 USD | |
| 13 Jan 2020 | SALE | ENVESTNET, INC. | 29,199 | 73.61 USD | |
| 06 Jan 2020 | SALE | ENVESTNET, INC. | 23,403 | 72.07 USD | |
| 06 Jan 2020 | SALE | ENVESTNET, INC. | 6,597 | 71.28 USD | |
| 28 Dec 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 238 | 71.56 USD | |
| 23 Dec 2019 | SALE | ENVESTNET, INC. | 15,000 | 71.39 USD | |
| 04 Dec 2019 | SALE | ENVESTNET, INC. | 10,195 | 71.33 USD | |
| 04 Dec 2019 | EXERCISE | ENVESTNET, INC. | 8,000 | 15.34 USD | |
| 04 Dec 2019 | SALE | ENVESTNET, INC. | 8,000 | 71.34 USD | |
| 04 Dec 2019 | EXERCISE | ENVESTNET, INC. | 10,195 | 12.45 USD | |
| 04 Dec 2019 | EXERCISE | ENVESTNET, INC. | 10,195 | 0.00 USD | deriv |
| 04 Dec 2019 | EXERCISE | ENVESTNET, INC. | 8,000 | 0.00 USD | deriv |
| 28 Nov 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 249 | 71.08 USD | |
| 27 Nov 2019 | EXERCISE | ENVESTNET, INC. | 10,000 | 12.55 USD | |
| 27 Nov 2019 | SALE | ENVESTNET, INC. | 10,000 | 70.55 USD |