Roame Charles - Insider Stock Trading

TC	Stat	Stk	Ins	Fil	+d	+w	+m	+q	+h	+y	avg
P	%ret	1	1	15	1	2	2	7	7	24	7
P	%wins				67	53	47	64	62	73	61

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
6/19/19 16:23	6/17/19	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	S	-221	69.80	0	-3	-18	15	I
8/31/18 16:06	8/29/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	S	-470	62.86	0	-7	-33	15	I
3/1/18 16:03	2/27/18	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	16	57.55	0	0	1	20	I
11/14/17 16:09	11/13/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	17	51.43	0	0	2	20	I
8/31/17 17:13	8/29/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	0	0	0	16	D
8/15/17 16:06	8/11/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	10	43.06	0	0	2	16	I
6/2/17 18:00	5/31/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	52	35.38	0	1	10	16	I
5/31/17 18:46	5/29/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	0	0	0	14	D
5/17/17 19:12	5/15/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	9	35.98	11	0	2	13	M	-20	14	8	-7	10	2	1	-1
3/30/17 20:33	3/28/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	9	31.25	14	0	2	12	M	-44	15	-16	-11	-17	-9	-8	-1	2	3	10
3/2/17 20:06	2/28/17	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	8	2	14	13	D	-28	101	1	3	8	6	3	3	-1	-5	-14
11/14/16 21:17	11/10/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	8	33.65	8	0	2	12	M	-34	10	13	-8	-2	-5	7	9	2	7	0	6
8/11/16 19:39	8/11/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	9	37.58	10	0	2	12	M	-19	28	81	18	14	2	-2	-6	1	-1	-1	-15	-1
8/2/16 19:49	7/30/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	7	0	1	11	M	-12	-15	63	23	7	5	4	-1	3	7	4	-8	-1
5/12/16 17:42	5/10/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	109	31.73	9	3	43	11	M	-18	-29	0	53	17	3	2	4	0	3	17	21	5
3/2/16 17:29	2/29/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	8	2	25	10	M	-53	-64	-36	-38	-14	-1	-9	-8	11	21	38	71	100	102
3/2/16 17:29	3/1/16	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.dm	8	20.60	8	0	4	10	M	-53	-64	-36	-38	-14	-1	-9	-8	11	21	38	71	100	102
11/16/15 17:53	11/12/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	8	33.35	15	0	4	6	M	-12	-42	-29	-7	6	9	1	-1	-2	-3	-10	-33	-3	11
10/30/15 19:15	10/29/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	12	0	5	5	D	-21	-30	-43	-33	-6	-8	3	4	0	5	9	-21	5	17
8/13/15 19:25	8/13/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	15	35.45	27	0	8	5	M	36	-22	-33	-20	-14	-19	-20	-19	-4	-6	-14	-9	-41	10
7/31/15 21:05	7/30/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	16	0	4	5	D	74	-5	-17	-15	1	0	2	-2	-1	-2	-33	-36	-50	-16
3/3/15 19:42	3/3/15	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P.d	9	54.90	12	0	4	4	D	260	32	23	5	7	4	4	-2	2	-1	2	-20	-44	-64
11/13/14 19:04	11/11/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	7	52.21	10	0	4	4	D	308	51	41	17	32	29	24	4	1	-3	-13	0	-18	-40
10/31/14 19:16	10/29/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	M.d	0	0.00	6	0	8	4	D	216	16	15	-1	-7	11	4	3	-2	2	12	18	20	-34
8/13/14 18:20	8/11/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	7	45.71	10	0	5	4	D	297	75	11	19	-6	0	5	5	-1	-2	2	12	14	-24
5/13/14 18:50	5/13/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	7	38.46	10	0	6	4	D	217	109	14	-5	-4	6	4	8	1	3	17	20	35	16
2/27/14 17:42	2/25/14	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	9	42.13	14	0	7	3	D	223	177	49	8	-5	6	-1	0	-1	2	-8	-4	10	36
11/20/13 17:11	11/19/13	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	7	37.09	8	0	7	3	D	220	168	81	33	29	-2	4	3	4	8	-1	13	6	42
11/12/13 19:34	11/11/13	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	31	35.46	9	1	43	3	D	209	166	84	35	12	-4	-3	-4	0	3	-1	16	8	52
8/20/12 18:16	8/13/12	ENV	Envestnet, Inc.	DE	BizSv	BizSv	Business Services	Roame Charles	IL	D	P	24	11.75	0	2	New	2	D	21	7	-2	9	1	0	6	3	-1	-5	-3	13	25	127

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

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