Latest filing published 03 Mar 2020 for Envestnet, INC..
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BuySaleInsider track record
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Charles Roame: trading record in brief
Charles Roame discloses dealings in Envestnet, Inc. to SEC (Form 4). The record holds 52 filings, for trades running from 13 August 2012 to 28 February 2020.
The open-market side counts 23 purchases for €317k alongside 2 sales for €598k. On balance, insiders were net sellers of €281k. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Other entries cover 3 share grants and 9 option exercises.
In size, the median ticket on the buying side is €7,973. Across 13 purchases, this insider has always bought alone, with no colleague buying within 30 days.
The newest entry dates from 3 March 2020: a share grant, in Envestnet, Inc. The latest purchase dates back some time: it was published 3,174 days ago, on 1 March 2018. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. The legal deadline for a Form 4 is two business days after the transaction. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Companies and markets linked to Charles Roame
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- 2,435 shares0Common StockSEC:0001628280-20-002834:0
- 3,165 shares@ US$69.8032.9% of flowCommon StockSEC:0001628280-19-008119:0
- 2,490 shares0Common StockSEC:0001628280-19-002565:0
- 7,481 shares@ US$62.8664.2% of flowCommon StockSEC:0001104659-18-054768:0
- 2,541 shares0Common StockSEC:0001104659-18-014468:0
- 271 shares@ US$57.551.6% of flowCommon StockSEC:0001104659-18-014083:0Canonical exit: 28 May 2018 (T+90)
- 323 shares@ US$51.431.7% of flowCommon StockSEC:0001104659-17-068504:0Canonical exit: 11 Feb 2018 (T+90)
- 53 sharesCommon StockSEC:0001104659-17-054969:0
- 238 shares@ US$43.061.1% of flowCommon StockSEC:0001104659-17-052050:0Canonical exit: 9 Nov 2017 (T+90)
- 1,454 shares@ US$35.385.6% of flowCommon StockSEC:0001104659-17-037290:0Canonical exit: 29 Aug 2017 (T+90)
- 19 shares@ US$35.380.1% of flowCommon StockSEC:0001104659-17-037290:1Canonical exit: 29 Aug 2017 (T+90)
- 53 shares0Common StockSEC:0001104659-17-036655:0
- 257 shares@ US$35.981.0% of flowCommon StockSEC:0001104659-17-033539:0Canonical exit: 13 Aug 2017 (T+90)
- 257 shares0Common StockSEC:0001104659-17-033539:1
- 276 shares@ US$31.251.0% of flowCommon StockSEC:0001104659-17-020469:0Canonical exit: 26 Jun 2017 (T+90)
- 276 shares0Common StockSEC:0001104659-17-020469:1
- 1,463 shares0Common StockSEC:0001104659-17-013632:0
- 213 shares0Common StockSEC:0001104659-17-013632:1
- 250 shares0Common StockSEC:0001104659-16-157075:1
- 250 shares@ US$33.650.9% of flowCommon StockSEC:0001104659-16-157075:0Canonical exit: 8 Feb 2017 (T+90)
- 238 shares0Common StockSEC:0001104659-16-139061:1
- 238 shares@ US$37.581.0% of flowCommon StockSEC:0001104659-16-139061:0Canonical exit: 9 Nov 2016 (T+90)
- 164 shares0Common StockSEC:0001104659-16-136275:0
- 164 shares0Common StockSEC:0001104659-16-136275:1
- 282 shares0Common StockSEC:0001104659-16-120548:1
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