CRAGER WILLIAM (President) reported 2 transactions at ENVESTNET, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 3/13/2024ACC: 0001628280-24-010934
-5.23K
Net shares
Net seller
$290.3K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
5.23K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−4.02K
Price / share
$55.49
Trade value
$223.13K
% of position
1.2%
3/11/2024
328.27K→324.25K
Common Stock
Direct
Shares
−1.21K
Price / share
$55.49
Trade value
$67.14K
% of position
0.4%
3/11/2024
324.25K→323.04K
Total
Net shares
−5.23K
Net value
-$290.27K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/11/2024 | F · Tax Withholding | −4.02K | $55.49 | $223.13K | 1.2% | 328.27K | 324.25K |
| Common Stock Direct | 3/11/2024 | F · Tax Withholding | −1.21K | $55.49 | $67.14K | 0.4% | 324.25K | 323.04K |
| Total | −5.23K | -$290.27K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned100.00
Total
100.00 indirect100.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 100.00 | Indirect |
| Total | 100.00 | 100.00 indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported