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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 Activity signal Earnings
Top insiders
Trades
BERRY RICK
Chief Financial Officer
1 sale — total 490,173 USD
Sale 14 May 2012
Value US$4,976,277.52 | Price 63.42 | Shares 64,796
Buy 13 Jun 2011
Value US$829,732.79 | Price 460.67 | Shares 829
Buy 13 Jun 2011
Value US$4,845,548.52 | Price 246.68 | Shares 46,963
Buy 13 Jun 2011
Value US$2,876.00 | Price 7.19 | Shares 400
Buy 13 Jun 2011
Value US$2,880.00 | Price 7.20 | Shares 400
Buy 13 Jun 2011
Value US$1,968.33 | Price 7.21 | Shares 273
Buy 13 Jun 2011
Value US$1,641.21 | Price 7.23 | Shares 227
Buy 13 Jun 2011
Value US$1,517.92 | Price 7.16 | Shares 212
Buy 10 Jun 2011
Value US$3,550.00 | Price 7.10 | Shares 500
Buy 10 Jun 2011
Value US$17,725.00 | Price 7.09 | Shares 2,500
Buy 26 May 2011
Value US$7,900.00 | Price 7.90 | Shares 1,000
Buy 14 Apr 2011
Value US$4,823.91 | Price 8.19 | Shares 589
Buy 14 Apr 2011
Value US$11,410.00 | Price 8.15 | Shares 1,400
Buy 14 Apr 2011
Value US$89.54 | Price 8.14 | Shares 11
Buy 22 Mar 2011
Value US$35,100.00 | Price 7.02 | Shares 5,000
Buy 21 Mar 2011
Value US$35,950.00 | Price 7.19 | Shares 5,000
Buy 13 Dec 2010
Value US$7,420.00 | Price 7.42 | Shares 1,000
Buy 10 Dec 2010
Value US$17,886.96 | Price 7.02 | Shares 2,548
Buy 3 Sep 2010
Value US$25,950.00 | Price 5.19 | Shares 5,000
Buy 2 Sep 2010
Value US$521.00 | Price 5.21 | Shares 100
Buy 10 Jun 2010
Value US$19,065.40 | Price 5.45 | Shares 3,501
Buy 10 Sep 2009
Value US$10,439.80 | Price 5.22 | Shares 2,000
Buy 10 Sep 2009
Value US$10,438.80 | Price 5.22 | Shares 2,000
Buy 10 Sep 2009
Value US$5,217.50 | Price 5.22 | Shares 1,000
Buy 3 Sep 2009
Value US$5,170.00 | Price 5.17 | Shares 1,000
Buy 3 Sep 2009
Value US$5,230.00 | Price 5.23 | Shares 1,000
Buy 3 Sep 2009
Value US$5,154.50 | Price 5.15 | Shares 1,000
Buy 3 Sep 2009
Value US$5,140.30 | Price 5.14 | Shares 1,000
Buy 3 Sep 2009
Value US$10,321.60 | Price 5.16 | Shares 2,000
Buy 3 Sep 2009
Value US$2,598.70 | Price 5.20 | Shares 500
Buy 2 Sep 2009
Value US$21,000.00 | Price 5.25 | Shares 4,000
Buy 2 Sep 2009
Value US$2,068.29 | Price 5.15 | Shares 402
Buy 2 Sep 2009
Value US$5,148.00 | Price 5.15 | Shares 1,000
Sale 29 May 2009
Value US$37,700.25 | Price 5.03 | Shares 7,500
Buy 24 Apr 2009
Value US$12,810.00 | Price 4.27 | Shares 3,000
Buy 23 Apr 2009
Value US$12,840.00 | Price 4.28 | Shares 3,000
Buy 15 Apr 2009
Value US$17,020.00 | Price 34.04 | Shares 500
Buy 15 Apr 2009
Value US$34,100.00 | Price 34.10 | Shares 1,000
Buy 9 Apr 2009
Value US$19,477.00 | Price 3.90 | Shares 5,000
Buy 8 Apr 2009
Value US$1,540.00 | Price 3.85 | Shares 400
Buy 8 Apr 2009
Value US$384.00 | Price 3.84 | Shares 100
Buy 8 Apr 2009
Value US$766.00 | Price 3.83 | Shares 200
Buy 8 Apr 2009
Value US$1,528.00 | Price 3.82 | Shares 400
Buy 8 Apr 2009
Value US$380.00 | Price 3.80 | Shares 100
Sale 8 Sep 2008
Value US$320,670.00 | Price 10.69 | Shares 30,000
Buy 9 Nov 2007
Value US$88,747.00 | Price 8.87 | Shares 10,000
Buy 11 Dec 2006
Value US$16,938.72 | Price 13.07 | Shares 1,296
Buy 11 Dec 2006
Value US$14,850.00 | Price 13.20 | Shares 1,125
Buy 7 Dec 2005
Value US$33,300.00 | Price 16.65 | Shares 2,000
Buy 25 May 2005
Value US$81,250.00 | Price 16.25 | Shares 5,000
Buy 12 May 2005
Value US$170,800.00 | Price 17.08 | Shares 10,000
Buy 22 Nov 2004
Value US$5,716.00 | Price 14.29 | Shares 400
Buy 19 Nov 2004
Value US$18,501.34 | Price 14.23 | Shares 1,300
Buy 12 Nov 2004
Value US$69,750.00 | Price 13.95 | Shares 5,000
Buy 7 Sep 2004
Value US$10,737.00 | Price 11.93 | Shares 900
Buy 3 Sep 2004
Value US$1,165.00 | Price 11.65 | Shares 100
Buy 3 Sep 2004
Value US$8,295.00 | Price 11.85 | Shares 700
Buy 2 Sep 2004
Value US$3,501.00 | Price 11.67 | Shares 300
Buy 2 Sep 2004
Value US$11,750.00 | Price 11.75 | Shares 1,000
Buy 31 Aug 2004
Value US$4,680.00 | Price 11.70 | Shares 400
Buy 30 Aug 2004
Value US$7,020.00 | Price 11.70 | Shares 600
Buy 27 Aug 2004
Value US$9,598.80 | Price 12.00 | Shares 800
Buy 27 Aug 2004
Value US$2,380.00 | Price 11.90 | Shares 200
Sale 20 Apr 2004
Value US$600,000.00 | Price 12.00 | Shares 50,000
Sale 20 Apr 2004
Value US$600,000.00 | Price 12.00 | Shares 50,000
Sale 20 Apr 2004
Value US$150,000.00 | Price 12.00 | Shares 12,500
Sale 20 Apr 2004
Value US$600,000.00 | Price 12.00 | Shares 50,000
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
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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