United States

Edelman Financial Engines Investments LLC (SMHG)

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Ticker: SMHG
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
No insider activity signals detected

Insider trades have not triggered unusual activity signals for this company.

Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
BERRY RICK Chief Financial Officer Officer
Transaction date
Sale
Price
63.42
Quantity 64,796 +34.5%
Value US$4,976,278
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
460.67
Quantity 829 -5.7%
Value US$829,733
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
246.68
Quantity 46,963 +42.6%
Value US$4,845,549
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
7.19
Quantity 400 +1.1%
Value US$2,876
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
7.20
Quantity 400 +1.1%
Value US$2,880
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
7.21
Quantity 273 +0.8%
Value US$1,968
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
7.16
Quantity 212 +0.2%
Value US$1,518
NIEMI ALBERT W JR Non-Executive Director
Transaction date
Purchase
Price
7.23
Quantity 227 +0.7%
Value US$1,641
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
7.10
Quantity 500 +0.5%
Value US$3,550
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
7.09
Quantity 2,500 +2.6%
Value US$17,725
SANDERS DON A See General Remarks Large shareholder
Transaction date
Purchase
Price
7.90
Quantity 1,000 +0.1%
Value US$7,900
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
8.19
Quantity 589 +0.7%
Value US$4,824
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
8.15
Quantity 1,400 +1.7%
Value US$11,410
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
8.14
Quantity 11 +0.0%
Value US$90
BALL GEORGE L Chief Executive Officer Executive Director
Transaction date
Purchase
Price
7.02
Quantity 5,000 +0.4%
Value US$35,100
McClelland Scott Non-Executive Director
Transaction date
Purchase
Price
7.19
Quantity 5,000 +17.4%
Value US$35,950
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
7.42
Quantity 1,000 +1.2%
Value US$7,420
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
7.02
Quantity 2,548 +3.2%
Value US$17,887
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.19
Quantity 5,000 +6.6%
Value US$25,950
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.21
Quantity 100 +0.1%
Value US$521
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.45
Quantity 3,501 +4.9%
Value US$19,065
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.22
Quantity 2,000 +3.7%
Value US$10,440
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.22
Quantity 2,000 +3.9%
Value US$10,439
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.22
Quantity 1,000 +2.0%
Value US$5,218
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.17
Quantity 1,000 +2.2%
Value US$5,170
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.23
Quantity 1,000 +2.3%
Value US$5,230
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.15
Quantity 1,000 +2.3%
Value US$5,154
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.14
Quantity 1,000 +2.4%
Value US$5,140
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.16
Quantity 2,000 +5.0%
Value US$10,322
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.20
Quantity 500 +1.3%
Value US$2,599
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.25
Quantity 4,000 +11.3%
Value US$21,000
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.15
Quantity 402 +1.2%
Value US$2,068
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
5.15
Quantity 1,000 +2.9%
Value US$5,148
GARRISON ROBERT E II Formerly President
Transaction date
Sale
Price
5.03
Quantity 7,500 -2.2%
Value US$37,700
WALTRIP W BLAIR Non-Executive Director
Transaction date
Purchase
Price
4.27
Quantity 3,000 +inf%
Value US$12,810
WALTRIP W BLAIR Non-Executive Director
Transaction date
Purchase
Price
4.28
Quantity 3,000 +23.2%
Value US$12,840
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
34.04
Quantity 500 +1.5%
Value US$17,020
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
34.10
Quantity 1,000 +3.1%
Value US$34,100
McClelland Scott Non-Executive Director
Transaction date
Purchase
Price
3.90
Quantity 5,000 +31.7%
Value US$19,477
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
3.85
Quantity 400 +1.2%
Value US$1,540
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
3.84
Quantity 100 +0.3%
Value US$384
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
3.83
Quantity 200 +0.6%
Value US$766
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
3.82
Quantity 400 +1.3%
Value US$1,528
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
3.80
Quantity 100 +0.3%
Value US$380
BERRY RICK Chief Financial Officer Officer
Transaction date
Sale
Price
10.69
Quantity 30,000 -42.5%
Value US$320,670
BERRY RICK Chief Financial Officer Officer
Transaction date
Purchase
Price
8.87
Quantity 10,000 +43.4%
Value US$88,747
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
13.07
Quantity 1,296 +5.7%
Value US$16,939
McClelland Scott Non-Executive Director
Transaction date
Purchase
Price
13.20
Quantity 1,125 +13.7%
Value US$14,850
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
16.65
Quantity 2,000 +15.5%
Value US$33,300
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
16.25
Quantity 5,000 +50.0%
Value US$81,250
Duncan Charles William III Non-Executive Director
Transaction date
Purchase
Price
17.08
Quantity 10,000 +200.0%
Value US$170,800
McClelland Scott Non-Executive Director
Transaction date
Purchase
Price
14.29
Quantity 400 +17.4%
Value US$5,716
McClelland Scott Non-Executive Director
Transaction date
Purchase
Price
14.23
Quantity 1,300 +130.0%
Value US$18,501
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
13.95
Quantity 5,000 +50.0%
Value US$69,750
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.93
Quantity 900 +9.9%
Value US$10,737
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.65
Quantity 100 +1.1%
Value US$1,165
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.85
Quantity 700 +8.4%
Value US$8,295
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.67
Quantity 300 +3.8%
Value US$3,501
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.75
Quantity 1,000 +14.3%
Value US$11,750
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.70
Quantity 400 +6.1%
Value US$4,680
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.70
Quantity 600 +10.0%
Value US$7,020
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
12.00
Quantity 800 +15.4%
Value US$9,599
BEAN RICHARD E Non-Executive Director
Transaction date
Purchase
Price
11.90
Quantity 200 +4.0%
Value US$2,380
MORRIS BENJAMIN T Chief Executive Officer Executive Director
Transaction date
Sale
Price
12.00
Quantity 50,000 -4.1%
Value US$600,000
SANDERS DON A Vice Chairman Executive Director Large shareholder
Transaction date
Sale
Price
12.00
Quantity 50,000 -2.2%
Value US$600,000
GARRISON ROBERT E II President Executive Director
Transaction date
Sale
Price
12.00
Quantity 12,500 -4.6%
Value US$150,000
BALL GEORGE L Chairman Executive Director
Transaction date
Sale
Price
12.00
Quantity 50,000 -4.0%
Value US$600,000
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2012-05-15 2012-05-14 S Sale BERRY RICK

Chief Financial Officer

Officer
64,796 +34.5%
63.42
US$4,976,278 		64,796 +34.5% 63.42 US$4,976,278
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
829 -5.7%
460.67
US$829,733 		829 -5.7% 460.67 US$829,733
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
46,963 +42.6%
246.68
US$4,845,549 		46,963 +42.6% 246.68 US$4,845,549
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
400 +1.1%
7.19
US$2,876 		400 +1.1% 7.19 US$2,876
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
400 +1.1%
7.20
US$2,880 		400 +1.1% 7.20 US$2,880
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
273 +0.8%
7.21
US$1,968 		273 +0.8% 7.21 US$1,968
2011-06-15 2011-06-13 B Purchase BEAN RICHARD E Non-Executive Director
212 +0.2%
7.16
US$1,518 		212 +0.2% 7.16 US$1,518
2011-06-15 2011-06-13 B Purchase NIEMI ALBERT W JR Non-Executive Director
227 +0.7%
7.23
US$1,641 		227 +0.7% 7.23 US$1,641
2011-06-13 2011-06-10 B Purchase BEAN RICHARD E Non-Executive Director
500 +0.5%
7.10
US$3,550 		500 +0.5% 7.10 US$3,550
2011-06-13 2011-06-10 B Purchase BEAN RICHARD E Non-Executive Director
2,500 +2.6%
7.09
US$17,725 		2,500 +2.6% 7.09 US$17,725
2011-05-27 2011-05-26 B Purchase SANDERS DON A

See General Remarks

Large shareholder
1,000 +0.1%
7.90
US$7,900 		1,000 +0.1% 7.90 US$7,900
2011-04-18 2011-04-14 B Purchase BEAN RICHARD E Non-Executive Director
589 +0.7%
8.19
US$4,824 		589 +0.7% 8.19 US$4,824
2011-04-18 2011-04-14 B Purchase BEAN RICHARD E Non-Executive Director
1,400 +1.7%
8.15
US$11,410 		1,400 +1.7% 8.15 US$11,410
2011-04-18 2011-04-14 B Purchase BEAN RICHARD E Non-Executive Director
11 +0.0%
8.14
US$90 		11 +0.0% 8.14 US$90
2011-03-23 2011-03-22 B Purchase BALL GEORGE L

Chief Executive Officer

Executive Director
5,000 +0.4%
7.02
US$35,100 		5,000 +0.4% 7.02 US$35,100
2011-03-23 2011-03-21 B Purchase McClelland Scott Non-Executive Director
5,000 +17.4%
7.19
US$35,950 		5,000 +17.4% 7.19 US$35,950
2010-12-16 2010-12-13 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +1.2%
7.42
US$7,420 		1,000 +1.2% 7.42 US$7,420
2010-12-13 2010-12-10 B Purchase BEAN RICHARD E Non-Executive Director
2,548 +3.2%
7.02
US$17,887 		2,548 +3.2% 7.02 US$17,887
2010-09-03 2010-09-03 B Purchase BEAN RICHARD E Non-Executive Director
5,000 +6.6%
5.19
US$25,950 		5,000 +6.6% 5.19 US$25,950
2010-09-03 2010-09-02 B Purchase BEAN RICHARD E Non-Executive Director
100 +0.1%
5.21
US$521 		100 +0.1% 5.21 US$521
2010-06-14 2010-06-10 B Purchase BEAN RICHARD E Non-Executive Director
3,501 +4.9%
5.45
US$19,065 		3,501 +4.9% 5.45 US$19,065
2009-09-10 2009-09-10 B Purchase BEAN RICHARD E Non-Executive Director
2,000 +3.7%
5.22
US$10,440 		2,000 +3.7% 5.22 US$10,440
2009-09-10 2009-09-10 B Purchase BEAN RICHARD E Non-Executive Director
2,000 +3.9%
5.22
US$10,439 		2,000 +3.9% 5.22 US$10,439
2009-09-10 2009-09-10 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.0%
5.22
US$5,218 		1,000 +2.0% 5.22 US$5,218
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.2%
5.17
US$5,170 		1,000 +2.2% 5.17 US$5,170
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.3%
5.23
US$5,230 		1,000 +2.3% 5.23 US$5,230
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.3%
5.15
US$5,154 		1,000 +2.3% 5.15 US$5,154
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.4%
5.14
US$5,140 		1,000 +2.4% 5.14 US$5,140
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
2,000 +5.0%
5.16
US$10,322 		2,000 +5.0% 5.16 US$10,322
2009-09-04 2009-09-03 B Purchase BEAN RICHARD E Non-Executive Director
500 +1.3%
5.20
US$2,599 		500 +1.3% 5.20 US$2,599
2009-09-04 2009-09-02 B Purchase BEAN RICHARD E Non-Executive Director
4,000 +11.3%
5.25
US$21,000 		4,000 +11.3% 5.25 US$21,000
2009-09-04 2009-09-02 B Purchase BEAN RICHARD E Non-Executive Director
402 +1.2%
5.15
US$2,068 		402 +1.2% 5.15 US$2,068
2009-09-04 2009-09-02 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +2.9%
5.15
US$5,148 		1,000 +2.9% 5.15 US$5,148
2009-09-03 2009-05-29 S Sale GARRISON ROBERT E II

Formerly President
7,500 -2.2%
5.03
US$37,700 		7,500 -2.2% 5.03 US$37,700
2009-04-28 2009-04-24 B Purchase WALTRIP W BLAIR Non-Executive Director
3,000 +inf%
4.27
US$12,810 		3,000 +inf% 4.27 US$12,810
2009-04-23 2009-04-23 B Purchase WALTRIP W BLAIR Non-Executive Director
3,000 +23.2%
4.28
US$12,840 		3,000 +23.2% 4.28 US$12,840
2009-04-16 2009-04-15 B Purchase BEAN RICHARD E Non-Executive Director
500 +1.5%
34.04
US$17,020 		500 +1.5% 34.04 US$17,020
2009-04-16 2009-04-15 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +3.1%
34.10
US$34,100 		1,000 +3.1% 34.10 US$34,100
2009-04-28 2009-04-09 B Purchase McClelland Scott Non-Executive Director
5,000 +31.7%
3.90
US$19,477 		5,000 +31.7% 3.90 US$19,477
2009-04-14 2009-04-08 B Purchase BEAN RICHARD E Non-Executive Director
400 +1.2%
3.85
US$1,540 		400 +1.2% 3.85 US$1,540
2009-04-14 2009-04-08 B Purchase BEAN RICHARD E Non-Executive Director
100 +0.3%
3.84
US$384 		100 +0.3% 3.84 US$384
2009-04-14 2009-04-08 B Purchase BEAN RICHARD E Non-Executive Director
200 +0.6%
3.83
US$766 		200 +0.6% 3.83 US$766
2009-04-14 2009-04-08 B Purchase BEAN RICHARD E Non-Executive Director
400 +1.3%
3.82
US$1,528 		400 +1.3% 3.82 US$1,528
2009-04-14 2009-04-08 B Purchase BEAN RICHARD E Non-Executive Director
100 +0.3%
3.80
US$380 		100 +0.3% 3.80 US$380
2008-09-09 2008-09-08 S Sale BERRY RICK

Chief Financial Officer

Officer
30,000 -42.5%
10.69
US$320,670 		30,000 -42.5% 10.69 US$320,670
2007-11-13 2007-11-09 B Purchase BERRY RICK

Chief Financial Officer

Officer
10,000 +43.4%
8.87
US$88,747 		10,000 +43.4% 8.87 US$88,747
2006-12-12 2006-12-11 B Purchase BEAN RICHARD E Non-Executive Director
1,296 +5.7%
13.07
US$16,939 		1,296 +5.7% 13.07 US$16,939
2006-12-12 2006-12-11 B Purchase McClelland Scott Non-Executive Director
1,125 +13.7%
13.20
US$14,850 		1,125 +13.7% 13.20 US$14,850
2005-12-07 2005-12-07 B Purchase BEAN RICHARD E Non-Executive Director
2,000 +15.5%
16.65
US$33,300 		2,000 +15.5% 16.65 US$33,300
2005-05-27 2005-05-25 B Purchase BEAN RICHARD E Non-Executive Director
5,000 +50.0%
16.25
US$81,250 		5,000 +50.0% 16.25 US$81,250
2005-05-13 2005-05-12 B Purchase Duncan Charles William III Non-Executive Director
10,000 +200.0%
17.08
US$170,800 		10,000 +200.0% 17.08 US$170,800
2004-11-23 2004-11-22 B Purchase McClelland Scott Non-Executive Director
400 +17.4%
14.29
US$5,716 		400 +17.4% 14.29 US$5,716
2004-11-23 2004-11-19 B Purchase McClelland Scott Non-Executive Director
1,300 +130.0%
14.23
US$18,501 		1,300 +130.0% 14.23 US$18,501
2004-11-12 2004-11-12 B Purchase BEAN RICHARD E Non-Executive Director
5,000 +50.0%
13.95
US$69,750 		5,000 +50.0% 13.95 US$69,750
2004-09-07 2004-09-07 B Purchase BEAN RICHARD E Non-Executive Director
900 +9.9%
11.93
US$10,737 		900 +9.9% 11.93 US$10,737
2004-09-03 2004-09-03 B Purchase BEAN RICHARD E Non-Executive Director
100 +1.1%
11.65
US$1,165 		100 +1.1% 11.65 US$1,165
2004-09-03 2004-09-03 B Purchase BEAN RICHARD E Non-Executive Director
700 +8.4%
11.85
US$8,295 		700 +8.4% 11.85 US$8,295
2004-09-03 2004-09-02 B Purchase BEAN RICHARD E Non-Executive Director
300 +3.8%
11.67
US$3,501 		300 +3.8% 11.67 US$3,501
2004-09-03 2004-09-02 B Purchase BEAN RICHARD E Non-Executive Director
1,000 +14.3%
11.75
US$11,750 		1,000 +14.3% 11.75 US$11,750
2004-08-31 2004-08-31 B Purchase BEAN RICHARD E Non-Executive Director
400 +6.1%
11.70
US$4,680 		400 +6.1% 11.70 US$4,680
2004-08-31 2004-08-30 B Purchase BEAN RICHARD E Non-Executive Director
600 +10.0%
11.70
US$7,020 		600 +10.0% 11.70 US$7,020
2004-08-31 2004-08-27 B Purchase BEAN RICHARD E Non-Executive Director
800 +15.4%
12.00
US$9,599 		800 +15.4% 12.00 US$9,599
2004-08-31 2004-08-27 B Purchase BEAN RICHARD E Non-Executive Director
200 +4.0%
11.90
US$2,380 		200 +4.0% 11.90 US$2,380
2004-04-22 2004-04-20 S Sale MORRIS BENJAMIN T

Chief Executive Officer

Executive Director
50,000 -4.1%
12.00
US$600,000 		50,000 -4.1% 12.00 US$600,000
2004-04-22 2004-04-20 S Sale SANDERS DON A

Vice Chairman

Executive Director Large shareholder
50,000 -2.2%
12.00
US$600,000 		50,000 -2.2% 12.00 US$600,000
2004-04-22 2004-04-20 S Sale GARRISON ROBERT E II

President

Executive Director
12,500 -4.6%
12.00
US$150,000 		12,500 -4.6% 12.00 US$150,000
2004-04-22 2004-04-20 S Sale BALL GEORGE L

Chairman

Executive Director
50,000 -4.0%
12.00
US$600,000 		50,000 -4.0% 12.00 US$600,000
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