James Fox's Insider Trades & SAST Disclosures
James Fox's most recent trade in Envestnet Inc. was a trade of 5,487 Common Stock done . Disclosure was reported to the exchange on Feb. 29, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Envestnet Inc. | James L. Fox | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Feb 2024 | 5,487 | 37,476 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Fox James L. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 Jan 2024 | 5,178 | 31,989 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | James L. Fox | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2023 | 4,472 | 26,811 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | James L. Fox | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2022 | 3,275 | 22,339 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | James L. Fox | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Mar 2021 | 3,339 | 19,064 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges