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JB
Total declarations
158
Company
1
▲ Purchases (2 ops.)
€45k
▼ Sales (54 ops.)
€33.3M

Latest filing published 01 Oct 2019 for Envestnet, INC., €67k.

Filing timeline

BuySale
Judson Bergman

Insider track record

Disclosed buys
2
Disclosed sells
54
Signal history

Closed purchases

Market purchases
2

Not enough history yet: 0 closed purchases, at least 2 are needed.

Purchases by company

Judson Bergman: trading record in brief

This profile gathers the share dealings of Judson Bergman in Envestnet, Inc. Over a trading history stretching from 28 July 2010 to 28 September 2019, the count stands at 158 filings.

In open-market terms, that means 2 purchases worth €45k on one side and 54 sales worth €33.3M on the other. Sales outweigh purchases by €33.2M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The rest of the record consists of 29 share grants and 66 option exercises. So far in 2019, the count stands at no purchases and 10 sales.

The latest filing, published on 1 October 2019, reports a share grant of €67k in Envestnet, Inc. The last purchase on record was published on 4 April 2017, which is 3,505 days ago. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.

Companies and markets linked to Judson Bergman

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations156 total
  • ◆
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    72,694 USD22SEC
    1,276 shares@ US$56.970.6% of flowCommon StockSEC:0001628280-19-012076:0
  • ◆
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    78,372 USD22SEC
    1,403 shares@ US$55.860.7% of flowCommon StockSEC:0001628280-19-011337:0
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    180,000 USD22SEC
    20,000 shares@ US$9.001.4% of flowCommon StockSEC:0001628280-19-009775:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    1M USD38SEC
    15,000 shares@ US$70.858.3% of flowCommon StockSEC:0001628280-19-009775:1
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    180,000 USD22SEC
    20,000 shares@ US$9.001.4% of flowCommon StockSEC:0001628280-19-009046:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    1M USD41SEC
    15,000 shares@ US$71.438.4% of flowCommon StockSEC:0001628280-19-009046:1
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    180,000 USD22SEC
    20,000 shares@ US$9.001.4% of flowCommon StockSEC:0001628280-19-008800:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    546,075 USD40SEC
    7,500 shares@ US$72.814.3% of flowCommon StockSEC:0001628280-19-008800:1
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    540,750 USD40SEC
    7,500 shares@ US$72.104.2% of flowCommon StockSEC:0001628280-19-008800:2
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    90,000 USD22SEC
    10,000 shares@ US$9.000.7% of flowCommon StockSEC:0001628280-19-008708:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    520,950 USD40SEC
    7,500 shares@ US$69.464.1% of flowCommon StockSEC:0001628280-19-008708:1
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    90,000 USD22SEC
    10,000 shares@ US$9.000.7% of flowCommon StockSEC:0001628280-19-008708:2
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    526,200 USD40SEC
    7,500 shares@ US$70.164.1% of flowCommon StockSEC:0001628280-19-008708:3
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    90,000 USD22SEC
    10,000 shares@ US$9.000.7% of flowCommon StockSEC:0001628280-19-008630:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    525,000 USD40SEC
    7,500 shares@ US$70.004.1% of flowCommon StockSEC:0001628280-19-008630:1
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    90,000 USD22SEC
    10,000 shares@ US$9.000.7% of flowCommon StockSEC:0001628280-19-008613:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    513,750 USD40SEC
    7,500 shares@ US$68.504.0% of flowCommon StockSEC:0001628280-19-008613:1
  • ◆
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    87,240 USD22SEC
    1,276 shares@ US$68.370.7% of flowCommon StockSEC:0001628280-19-008572:0
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    90,000 USD22SEC
    10,000 shares@ US$9.000.7% of flowCommon StockSEC:0001628280-19-008422:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    508,950 USD40SEC
    7,500 shares@ US$67.863.9% of flowCommon StockSEC:0001628280-19-008422:1
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    180,000 USD22SEC
    20,000 shares@ US$9.001.4% of flowCommon StockSEC:0001628280-19-008204:0
  • ▼
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    1M USD41SEC
    15,000 shares@ US$69.918.2% of flowCommon StockSEC:0001628280-19-008204:1
  • ◆
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    96,611 USD22SEC
    1,403 shares@ US$68.860.8% of flowCommon StockSEC:0001628280-19-007380:0
  • ◇
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    0SEC
    41,667 shares0Common StockSEC:0001628280-19-006758:0
  • ◆
    Chief Executive OfficerExecutivesEnvestnet, Inc.
    1M USD23SEC
    18,459 shares@ US$68.279.8% of flowCommon StockSEC:0001628280-19-006758:1

25 of 156 declarations