O'Brien Shelly - Insider Stock Trading

TC	Stat	Stk	Ins	Fil	+d	+w	+m	+q	+h	+y	avg
S	%ret	1	1	43	-0	-2	-2	-4	1	38	5
S	%wins				65	60	51	62	50	43	55

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	T	TVal	Price	L	Qty	oc	Own	H	r2y	r1y	r6m	r3m	r6w	r3w	r7d	r3d	f1d	f1w	f1m	f3m	f6m	f1y
3/31/23 16:12	3/30/23	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	PA	O	GC	S	-500	56.84	0	-9	-27	24	D
11/16/22 16:06	11/14/22	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	PA	O	GC	S	-300	56.00	0	-5	-16	29	D
10/28/20 16:23	10/26/20	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-456	82.99	0	-6	-17	27	D
1/15/20 16:28	1/13/20	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-329	73.11	0	-5	-16	23	D
3/20/19 17:44	3/18/19	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-744	66.71	0	-11	-27	30	D
8/3/18 16:07	8/1/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-110	58.60	0	-2	-5	39	D
7/5/18 16:34	7/2/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-219	54.81	0	-4	-9	39	D
6/5/18 16:06	6/1/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.dm	-217	54.23	0	-4	-9	40	D
5/23/18 16:03	5/21/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-223	55.80	0	-4	-9	40	D
4/4/18 16:06	4/2/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-21	57.10	0	0	-1	40	D
3/5/18 16:06	3/1/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-165	54.91	0	-3	-7	41	D
2/5/18 16:02	2/1/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-159	53.06	0	-3	-8	36	D
1/4/18 16:02	1/2/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-150	50.00	0	-3	-8	36	D
12/8/17 16:04	12/6/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-75	50.00	0	-2	-4	36	D
12/5/17 16:51	12/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-72	48.13	0	-2	-4	36	D
11/9/17 18:53	10/27/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.ad	-160	53.48	0	-3	-18	13	D
11/9/17 18:52	11/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.ad	-160	53.28	0	-3	-8	36	D
11/3/17 16:49	11/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-160	53.28	0	-3	-9	30	D
10/31/17 16:02	10/27/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-160	53.48	0	-3	-23	10	D
9/29/17 16:05	9/27/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-100	49.96	0	-2	-13	13	D
5/3/17 17:38	5/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-70	34.85	11	-2	-14	12	D	-34	13	0	-7	5	2	3	0	1	3
4/27/17 17:42	4/25/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-35	35.00	12	-1	-9	11	D	-35	12	-7	-6	-3	7	5	3	-1	0
4/5/17 17:44	4/3/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-304	32.32	14	-9	-47	11	D	-42	19	-11	-7	-14	-10	1	2	3	5	8
3/2/17 19:51	3/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-175	38.97	8	-5	-30	11	D	-28	101	1	3	8	6	3	3	-1	-5	-14
2/1/17 19:26	2/1/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-171	37.95	7	-5	-44	6	D	-27	61	-1	8	3	5	2	0	-1	-1	-2	-7
1/5/17 19:57	1/3/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-160	35.45	10	-5	-44	6	D	-24	26	8	-1	-6	2	4	3	0	-2	4	-11
12/2/16 17:08	12/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-161	35.86	9	-5	-44	6	D	-33	3	-5	-14	-7	1	-12	-12	0	2	2	7
11/2/16 21:34	11/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-158	35.15	7	-5	-44	6	D	-21	18	18	-10	-8	-3	-4	2	1	-2	2	11	5
10/4/16 19:18	10/3/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-163	36.25	8	-5	-44	6	D	-11	23	34	9	-6	0	-8	-2	0	0	-4	-5	-12
9/6/16 19:01	9/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.dm	-218	39.72	10	-6	-49	6	D	-13	33	68	9	10	4	4	2	-1	-5	-9	-16	-12
8/5/16 19:10	8/4/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-40	40.00	7	-1	-15	6	D	-10	-14	83	34	11	8	6	4	2	-4	1	-16	-5
8/2/16 19:46	8/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-171	38.00	7	-5	-44	6	D	-12	-15	63	23	7	5	4	-1	3	7	4	-8	-1
7/11/16 19:53	7/8/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-35	35.00	12	-1	-15	6	D	-24	-19	34	27	8	-1	10	5	1	3	14	2	3
7/5/16 21:06	7/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-118	33.64	13	-4	-38	6	D	-28	-17	15	26	6	-4	-1	6	0	6	13	8	5
6/2/16 18:01	5/31/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.dm	-271	33.86	8	-8	-58	6	D	-16	-21	5	73	7	6	5	3	0	3	-8	11	4
12/11/15 17:56	12/9/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-153	30.59	16	-5	-59	4	D	-20	-35	-29	2	2	-2	-6	-6	-3	2	-15	-16	21	18
8/5/15 19:32	8/3/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-45	45.00	15	-1	-22	4	D	66	3	-14	-14	5	8	2	4	-3	-37	-35	-36	-54	-15
7/10/15 17:08	7/9/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-90	45.00	13	-2	-36	4	D	55	-6	-10	-21	-2	2	6	6	1	-4	1	-26	-39	-18
5/5/15 18:01	5/1/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-78	51.68	9	-2	-30	4	D	196	41	23	2	-6	-3	-2	-2	-2	-15	-16	-15	-43	-42
4/2/15 18:17	4/1/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-109	54.69	15	-2	-36	4	D	219	37	23	13	5	3	-2	-1	1	0	-4	-25	-46	-51
3/18/15 18:03	3/16/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-28	55.00	17	-1	-12	4	D	250	26	23	16	5	-3	0	2	4	1	0	-21	-45	-56
3/12/15 17:34	3/10/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-79	52.92	15	-2	-30	4	D	238	21	12	6	1	-1	-5	-5	0	2	3	-19	-44	-60
8/13/14 18:17	8/11/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-230	46.00	10	-5	-76	2	D	297	75	11	19	-6	0	5	5	-1	-2	2	12	14	-24
7/2/14 19:03	7/1/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-245	48.95	20	-5	-76	2	D	311	81	25	21	26	9	0	-2	2	-3	-9	-6	3	-13
6/6/14 19:02	6/4/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.dm	-410	41.04	8	-10	-86	2	D	276	82	13	-4	19	10	4	5	3	7	11	9	18	2
10/15/13 20:39	10/11/13	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.d	-585	29.25	12	-20	-98	0	D	230	188	94	32	25	14	11	24	3	5	4	27	1	13
1/25/13 17:31	1/25/13	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-6	13.82	1	0	-100	0	D	-12	12	12	-1	-4	-3	-1	0	0	1	9	33	90	225
12/6/12 18:14	12/4/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S.m	-41	13.78	1	-3	-87	0	D	-8	31	16	17	0	2	-1	-2	0	0	0	14	67	184
11/8/12 21:45	11/6/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-41	13.58	2	-3	-47	3	D	5	22	10	14	15	0	-1	1	2	2	6	16	41	156
10/12/12 17:41	10/11/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.50	1	-3	-32	6	D	-10	9	3	-3	10	3	3	-1	0	1	-1	1	36	170
10/5/12 18:11	10/5/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-75	12.50	1	-6	-39	9	D	3	16	-1	3	6	9	6	6	0	-1	8	11	52	137
8/8/12 21:08	8/6/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-28	12.50	1	-2	-13	15	D	15	-4	-6	-4	0	-4	-4	3	4	3	1	16	31	126
7/19/12 19:52	7/17/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-9	12.51	1	-1	-4	18	D		-14	0	1	4	4	1	-3	-1	-8	-2	10	9	108
7/16/12 18:37	7/13/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-75	12.50	1	-6	-25	18	D		-10	7	6	13	9	4	7	-2	-3	-6	-1	9	113
4/26/12 18:43	4/24/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.55	1	-3	-11	24	D		-4	10	5	5	2	3	-1	0	-1	-9	-10	8	45
3/28/12 20:07	3/27/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.71	1	-3	-10	27	D		-3	19	5	6	6	3	0	0	-1	-1	-7	-8	37
3/1/12 17:54	2/28/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.57	1	-3	-9	30	D		1	8	16	1	2	0	-1	-7	-3	4	-5	-5	26
2/3/12 21:22	2/2/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.50	1	-3	-8	33	D		-13	-7	17	12	5	4	7	-3	-8	-10	-5	-12	10
1/20/12 17:15	1/18/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.52	1	-3	-8	36	D		-23	-11	8	17	2	5	2	-4	-4	1	0	0	9
8/12/11 17:02	8/10/11	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-38	12.56	1	-3	-7	39	D		21	-13	-14	-18	-15	-11	-1	0	-5	-5	-8	-6	0
7/14/11 16:09	7/13/11	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-43	14.23	2	-3	-7	42	D			-12	8	4	7	-2	-4	1	-3	-14	-24	-14	-13
7/8/11 18:25	7/7/11	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-14	15.00	2	-1	-2	45	D			-9	13	0	12	3	2	-3	-4	-13	-28	-22	-19
6/17/11 16:11	6/15/11	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	O'Brien Shelly	IL	O	GC	S	-41	13.58	2	-3	-6	46	D			-11	11	1	-11	0	-3	0	1	9	-10	-20	-10

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

TC

Stat

Stk

Ins

Fil

+d

+w

+m

+q

+h

+y

avg

Filing Date

T Date

Ticker

Issuer

Inc

Sector

Ind

Industry

Owner

oSt

Rel

Title

T

TVal

Price

L

Qty

oc

Own

H

r2y

r1y

r6m

r3m

r6w

r3w

r7d

r3d

f1d

f1w

f1m

f3m

f6m

f1y