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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 4:05 PM View:  | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 3,987 | -- | -- | 24% 16.94K to 20.93K | |
| 27-Nov-23 8:06 PM View: | Hercules Technology Growth ... (HTGC) | 22-Nov-23 | Grant | 1,200 | $15.74 | $18,886.40 | 3% 46.54K to 47.74K | |
| 11-Sep-23 5:15 PM View: | Hercules Technology Growth ... (HTGC) | 08-Sep-23 | Grant | 5,656 | $15.90 | $89,930.40 | 14% 40.88K to 46.54K | |
| 28-Aug-23 5:04 PM View: | Hercules Technology Growth ... (HTGC) | 25-Aug-23 | Grant | 956 | $16.44 | $15,712.30 | 2% 39.93K to 40.88K | 4% |
| 25-May-23 4:18 PM View: | Hercules Technology Growth ... (HTGC) | 23-May-23 | Grant | 1,083 | $13.71 | $14,851.20 | 3% 38.84K to 39.93K | |
| 09-May-23 4:17 PM View: | Hercules Technology Growth ... (HTGC) | 08-May-23 | Private Purchase | 7,200 | $13.66 | $98,352.00 | 23% 31.64K to 38.84K | |
| 13-Mar-23 4:14 PM View: | Hercules Technology Growth ... (HTGC) | 09-Mar-23 | Grant | 942 | $15.33 | $14,439.00 | 3% 30.7K to 31.64K | |
| 02-Mar-23 6:49 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 3,208 | -- | -- | 23% 13.73K to 16.94K | |
| 21-Nov-22 4:07 PM View: | Hercules Technology Growth ... (HTGC) | 17-Nov-22 | Grant | 1,059 | $14.27 | $15,107.70 | 4% 29.64K to 30.7K | |
| 18-Aug-22 4:03 PM View: | Hercules Technology Growth ... (HTGC) | 16-Aug-22 | Grant | 919 | $15.62 | $14,356.80 | 3% 28.72K to 29.64K | |
| 01-Aug-22 4:42 PM View: | Hercules Technology Growth ... (HTGC) | 01-Aug-22 | Grant | 4,339 | $16.13 | $69,995.90 | 18% 24.39K to 28.72K | |
| 26-May-22 5:25 PM View: | Hercules Technology Growth ... (HTGC) | 24-May-22 | Grant | 799 | $13.82 | $11,042.20 | 3% 23.59K to 24.39K | |
| 18-Mar-22 4:07 PM View: | Hercules Technology Growth ... (HTGC) | 16-Mar-22 | Grant | 643 | $17.17 | $11,040.30 | 3% 22.94K to 23.59K | (< 1%) |
| 02-Mar-22 8:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 2,352 | -- | -- | 21% 11.38K to 13.73K | |
| 19-Nov-21 4:54 PM View: | Hercules Technology Growth ... (HTGC) | 17-Nov-21 | Grant | 521 | $17.33 | $9,028.93 | 2% 22.42K to 22.94K | (3%) |
| 19-Aug-21 4:49 PM View: | Hercules Technology Growth ... (HTGC) | 18-Aug-21 | Grant | 498 | $16.98 | $8,456.04 | 2% 21.92K to 22.42K | < 1% |
| 02-Aug-21 5:44 PM View: | Hercules Technology Growth ... (HTGC) | 02-Aug-21 | Grant | 4,013 | $17.44 | $69,986.70 | 22% 17.91K to 21.92K | (< 1%) |
| 28-Jun-21 4:03 PM View: | Hercules Technology Growth ... (HTGC) | 24-Jun-21 | Grant | 3,472 | $17.28 | $59,996.20 | 24% 14.44K to 17.91K | (< 1%) |
| 21-May-21 5:21 PM View: | Hercules Technology Growth ... (HTGC) | 19-May-21 | Grant | 329 | $15.98 | $5,257.42 | 2% 14.11K to 14.44K | 6% |
| 03-May-21 4:51 PM View: | Hercules Technology Growth ... (HTGC) | 03-May-21 | Market Purchase | 377 | $17.50 | $6,597.50 | 3% 13.73K to 14.11K | (< 1%) |
| 16-Mar-21 4:24 PM View: | Hercules Technology Growth ... (HTGC) | 15-Mar-21 | Grant | 124 | $16.60 | $2,058.40 | < 1% 13.61K to 13.73K | 0% |
| 15-Mar-21 6:23 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 2,605 | -- | -- | 30% 8.78K to 11.38K | |
| 18-Nov-20 5:07 PM View: | Hercules Technology Growth ... (HTGC) | 16-Nov-20 | Grant | 154 | $11.49 | $1,769.46 | 1% 13.45K to 13.61K | |
| 10-Nov-20 4:17 PM View: | Hercules Technology Growth ... (HTGC) | 06-Nov-20 | Grant | 4,379 | $11.40 | $49,920.60 | 48% 9.07K to 13.45K | 24% |
| 19-Aug-20 5:05 PM View: | Hercules Technology Growth ... (HTGC) | 17-Aug-20 | Grant | 178 | $11.93 | $2,123.54 | 2% 8.9K to 9.07K | 15% |
| 26-May-20 4:10 PM View: | Hercules Technology Growth ... (HTGC) | 21-May-20 | Grant | 205 | $10.33 | $2,117.65 | 2% 8.69K to 8.9K | |
| 11-Mar-20 4:06 PM View: | Hercules Technology Growth ... (HTGC) | 09-Mar-20 | Grant | 188 | $14.08 | $2,647.04 | 2% 8.5K to 8.69K | (8%) |
| 03-Mar-20 6:48 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,371 | -- | -- | 37% 6.4K to 8.78K | |
| 20-Nov-19 4:10 PM View: | Hercules Technology Growth ... (HTGC) | 18-Nov-19 | Grant | 203 | $13.91 | $2,823.73 | 2% 8.3K to 8.5K | (9%) |
| 30-Sep-19 4:18 PM View: | Hercules Technology Growth ... (HTGC) | 26-Sep-19 | Grant | 3,759 | $13.30 | $49,994.70 | 83% 4.54K to 8.3K | (7%) |
| 20-Aug-19 4:18 PM View: | Hercules Technology Growth ... (HTGC) | 19-Aug-19 | Grant | 118 | $12.74 | $1,503.32 | 3% 4.42K to 4.54K | (3%) |
| 22-May-19 4:20 PM View: | Hercules Technology Growth ... (HTGC) | 20-May-19 | Grant | 108 | $13.13 | $1,418.04 | 3% 4.32K to 4.42K | (8%) |
| 28-Mar-19 6:55 PM View: | Hercules Technology Growth ... (HTGC) | 27-Mar-19 | Grant | 4,315 | $12.44 | $53,678.60 | 100% 0 to 4.32K | (< 1%) |
| 06-Mar-19 7:54 PM View: | Envestnet, Inc. (ENV) | 04-Mar-19 | Grant | 2,419 | -- | -- | 61% 3.98K to 6.4K | |
| 05-Oct-18 4:38 PM View: | Envestnet, Inc. (ENV) | 04-Oct-18 | Market Sale (Planned) | 133 | $60.94 | $8,105.02 | (3%) 4.25K to 4.12K | (35%) |
| 11-Jul-18 4:05 PM View: | Envestnet, Inc. (ENV) | 09-Jul-18 | Market Sale (Planned) | 133 | $59.05 | $7,853.65 | (3%) 4.25K to 4.12K | (39%) |
| 31-May-18 4:30 PM View: | Envestnet, Inc. (ENV) | 29-May-18 | Market Sale (Planned) | 2,934 | $54.35 | $159,463.00 | (41%) 7.18K to 4.25K | (52%) |
| 04-Apr-18 4:05 PM View: | Envestnet, Inc. (ENV) | 02-Apr-18 | Market Sale (Planned) | 745 | $57.10 | $42,539.50 | (9%) 7.93K to 7.18K | (44%) |
| 05-Mar-18 4:06 PM View: | Envestnet, Inc. (ENV) | 01-Mar-18 | Market Sale (Planned) | 746 | $54.85 | $40,918.10 | (9%) 8.68K to 7.93K | (50%) |
| 02-Mar-18 4:06 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Grant | 2,386 | -- | -- | 38% 6.29K to 8.68K | |
| 05-Feb-18 4:02 PM View: | Envestnet, Inc. (ENV) | 01-Feb-18 | Market Sale (Planned) | 746 | $53.20 | $39,687.20 | (11%) 7.04K to 6.29K | (55%) |
| 04-Jan-18 4:03 PM View: | Envestnet, Inc. (ENV) | 02-Jan-18 | Market Sale (Planned) | 746 | $50.00 | $37,300.00 | (10%) 7.78K to 7.04K | (65%) |
| 05-Dec-17 4:03 PM View: | Envestnet, Inc. (ENV) | 01-Dec-17 | Market Sale (Planned) | 746 | $48.90 | $36,479.40 | (9%) 8.53K to 7.78K | (68%) |
| 03-Nov-17 4:05 PM View: | Envestnet, Inc. (ENV) | 01-Nov-17 | Market Sale (Planned) | 746 | $53.60 | $39,985.60 | (12%) 6.08K to 5.33K | (54%) |
| 03-Oct-17 4:25 PM View: | Envestnet, Inc. (ENV) | 02-Oct-17 | Market Sale (Planned) | 746 | $51.20 | $38,195.20 | (11%) 6.82K to 6.08K | (61%) |
| 05-Sep-17 4:06 PM View: | Envestnet, Inc. (ENV) | 01-Sep-17 | Market Sale (Planned) | 746 | $44.45 | $33,159.70 | (10%) 7.57K to 6.82K | (85%) |
| 02-Aug-17 4:02 PM View: | Envestnet, Inc. (ENV) | 01-Aug-17 | Market Sale (Planned) | 746 | $39.20 | $29,243.20 | (9%) 8.31K to 7.57K | (110%) |
| 06-Jul-17 4:15 PM View: | Envestnet, Inc. (ENV) | 03-Jul-17 | Market Sale | 746 | $39.80 | $29,690.80 | (8%) 9.06K to 8.31K | (107%) |
| 06-Jun-17 4:23 PM View: | Envestnet, Inc. (ENV) | 02-Jun-17 | Market Purchase | 2,238 | $37.50 | $83,925.00 | 21% 10.5K to 12.74K | 120% |
| 28-Apr-17 8:13 PM View: | Envestnet, Inc. (ENV) | 26-Apr-17 | Option Exercise | 801 | -- | -- | 8% 10.5K to 11.3K |