Koontz Paul G - Insider Stock Trading

TC	Stat	Stk	Ins	Fil	+d	+w	+m	+q	+h	+y	avg
S	%ret	3	1	23	0	1	7	19	34	116	30
S	%wins				52	39	4	9	9	9	20

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	T	TVal	Price	L	Qty	oc	Own	H	r2y	r1y	r6m	r3m	r6w	r3w	r7d	r3d	f1d	f1w	f1m	f3m	f6m	f1y
10/15/13 17:05	10/11/13	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-11,243	29.25	12	-384	-27	1,066	I	230	188	94	32	25	14	11	24	3	5	4	27	1	13
5/24/13 17:46	5/23/13	FNGN	Financial Engines, Inc.	DE	Financ	InvAdv	Investment Advice	Koontz Paul G	CA	D	S.dm	-1,279	42.64	16	-30	-51	29	I	67	111	60	30	21	19	0	-3	3	2	5	27	49	-3
5/14/13 17:35	5/14/13	FNGN	Financial Engines, Inc.	DE	Financ	InvAdv	Investment Advice	Koontz Paul G	CA	D	S.m	-2,036	40.72	11	-50	-47	57	I	52	102	64	26	18	18	17	6	-1	3	7	27	42	-8
3/5/13 13:44	3/1/13	FNGN	Financial Engines, Inc.	DE	Financ	InvAdv	Investment Advice	Koontz Paul G	CA	D	S	-1,116	32.61	14	-34	-24	107	I	36	48	62	29	12	3	2	4	1	-1	1	26	58	72
3/1/13 15:16	2/27/13	FNGN	Financial Engines, Inc.	DE	Financ	InvAdv	Investment Advice	Koontz Paul G	CA	D	S	-1,472	32.71	13	-45	-24	141	I	36	37	58	27	13	-1	-4	2	1	3	10	35	63	74
9/19/12 17:33	9/18/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-57	11.43	1	-5	0	1,450	I	2	5	-6	-2	0	2	1	2	1	-2	14	16	48	162
9/18/12 16:47	9/17/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-112	11.22	1	-10	-1	1,455	I	-2	-3	-9	-1	-7	1	-3	0	1	0	16	19	45	170
9/17/12 17:52	9/14/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-58	11.51	1	-5	0	1,465	I	-5	-3	-7	-3	-7	-1	-1	-1	3	6	19	23	43	174
9/14/12 17:41	9/13/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-308	11.52	1	-27	-2	1,470	I	0	-3	-5	-2	0	-2	-1	0	0	6	19	19	40	169
9/13/12 16:32	9/12/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-114	11.35	1	-10	-1	1,497	I	-1	-3	-6	1	0	-6	-2	-3	-1	4	8	18	37	166
9/12/12 17:24	9/11/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-328	11.59	1	-28	-2	1,507	I	3	1	-4	-2	-5	-4	2	-1	1	4	8	22	38	163
9/11/12 17:28	9/10/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-172	11.47	1	-15	-1	1,535	I	4	5	-4	1	-6	-5	2	-1	-2	-2	6	21	35	161
9/10/12 17:50	9/7/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-304	11.71	1	-26	-2	1,550	I	4	6	-2	2	-4	-5	1	1	0	-1	8	21	35	167
9/7/12 17:38	9/6/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-280	11.65	1	-24	-1	1,576	I	2	2	-5	2	1	-4	4	1	-2	-2	7	18	32	157
9/6/12 17:49	9/5/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-342	11.59	0	-30	-2	1,600	I	2	5	-3	-2	2	-4	1	2	0	-3	6	18	33	144
9/5/12 17:28	9/4/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-261	11.62	0	-22	-1	1,630	I	11	2	-1	-1	2	-2	-1	3	1	0	6	17	35	141
9/4/12 16:51	8/31/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-308	11.33	0	-27	-2	1,652	I	12	0	-2	0	-4	-2	-4	0	0	-1	3	19	34	143
8/31/12 17:21	8/30/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-339	11.30	0	-30	-2	1,680	I	10	-4	0	0	-7	-6	-6	1	1	1	2	19	36	147
8/30/12 15:00	8/29/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-341	11.36	0	-30	-2	1,710	I	11	-5	-7	-4	-8	-6	-7	-2	0	3	3	23	38	150
8/29/12 18:32	8/28/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-228	11.42	0	-20	-1	1,740	I	12	0	-7	0	-6	-1	-6	-2	0	2	3	22	35	141
8/28/12 20:58	8/27/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Koontz Paul G	CA	D	S	-144	11.28	0	-13	-1	1,760	I	13	-3	-12	-7	-8	-5	-8	-7	-2	1	3	21	33	147
3/1/10 16:36	2/25/10	SHOR	Shoretel Inc	CA	Electr	TelEq	Telephone & Telegraph Apparat	Koontz Paul G	CA	T	S.e	-2,493	5.87	1	-425	-7	6,061	I	3	53	-13	0	-1	8	3	1	1	3	11	-14	-25	13
11/12/09 20:13	11/10/09	SHOR	Shoretel Inc	CA	Electr	TelEq	Telephone & Telegraph Apparat	Koontz Paul G	CA	T	S	-2,950	5.90	1	-500	-7	6,486	I	-60	47	21	-21	-19	-13	-9	-1	-1	1	-4	-9	-1	14

D	Derivative transaction in filing (usually option exercise)
M	Multiple transactions in filing; earliest reported transaction date and weighted average transaction price
A	Amended filing
E	Error detected in filing

S - Sale	Sale of securities on an exchange or to another person
S - Sale+OE	Sale of securities on an exchange or to another person (after option exercise)
F - Tax	Payment of exercise price or tax liability using portion of securities received from the company
P - Purchase	Purchase of securities on an exchange or from another person

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