Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lefteris Acquisition Corp. | 30,000 | reported | 04 Feb 2021 | tx 1+10,000 |
| ENVESTNET, INC. | 4,217 | reported | 28 Feb 2020 | tx 77+55,392−43,425 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Feb 2021 | GRANT_AWARD | Lefteris Acquisition Corp. | 10,000 | 38.60 USD | deriv |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 2,435 | 0.00 USD | |
| 17 Jun 2019 | SALE | ENVESTNET, INC. | 3,165 | 69.80 USD | |
| 04 Mar 2019 | GRANT_AWARD | ENVESTNET, INC. | 2,490 | 0.00 USD | |
| 29 Aug 2018 | SALE | ENVESTNET, INC. | 7,481 | 62.86 USD | |
| 28 Feb 2018 | GRANT_AWARD | ENVESTNET, INC. | 2,541 | 0.00 USD | |
| 27 Feb 2018 | PURCHASE | ENVESTNET, INC. | 271 | 57.55 USD | |
| 13 Nov 2017 | PURCHASE | ENVESTNET, INC. | 323 | 51.43 USD | |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 53 | — | |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 53 | — | deriv |
| 11 Aug 2017 | PURCHASE | ENVESTNET, INC. | 238 | 43.06 USD | |
| 31 May 2017 | PURCHASE | ENVESTNET, INC. | 1,454 | 35.38 USD | anomaly |
| 31 May 2017 | PURCHASE | ENVESTNET, INC. | 19 | 35.38 USD | anomaly |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 53 | 0.00 USD | |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 53 | — | deriv |
| 15 May 2017 | PURCHASE | ENVESTNET, INC. | 257 | 35.98 USD | |
| 15 May 2017 | GIFT | ENVESTNET, INC. | 257 | 0.00 USD | |
| 28 Mar 2017 | PURCHASE | ENVESTNET, INC. | 276 | 31.25 USD | |
| 28 Mar 2017 | GIFT | ENVESTNET, INC. | 276 | 0.00 USD | |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,416 | 31.70 USD | deriv |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,208 | 31.70 USD | deriv |
| 28 Feb 2017 | EXERCISE | ENVESTNET, INC. | 213 | 0.00 USD | |
| 28 Feb 2017 | EXERCISE | ENVESTNET, INC. | 1,463 | 0.00 USD | |
| 28 Feb 2017 | GRANT_AWARD | ENVESTNET, INC. | 213 | — | deriv |
| 28 Feb 2017 | GRANT_AWARD | ENVESTNET, INC. | 1,463 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 11 Nov 2013.