William Crager

Track

Insider profile

Currently holds a position at Envestnet Inc

Performance

Overall performance
1.6
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -4% 8.2% 15.1%
Success rate 1% 68% 82%
Transactions
6 17% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -0%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Chief Executive Officer Envestnet Inc March 30, 2020 -
President, Interim Chief Executive Officer Envestnet Inc Oct. 3, 2019 - March 30, 2020
President Envestnet Inc Jan. 1, 2002 - Oct. 3, 2019
William Crager's trades of Envestnet Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
430.87
Quantity 23,098 +36.5%
Value US$3,712,576
Transaction date
Proposed sale
Price
24.67
Quantity 14,513
Value US$4,948,109
Transaction date
Purchase
Price
72.36
Quantity 31,964 +10.7%
Value US$1,004,832
Transaction date
Sale
Price
82.85
Quantity 7,164 -3.1%
Value US$593,537
Transaction date
Sale
Price
82.17
Quantity 17,836 -7.2%
Value US$1,465,584
Transaction date
Planned sale
Price
66.17
Quantity 100 -0.0%
Value US$6,617
Transaction date
Planned sale
Price
65.36
Quantity 4,200 -1.6%
Value US$274,512
Transaction date
Planned sale
Price
64.49
Quantity 4,792 -1.8%
Value US$309,036
Transaction date
Planned sale
Price
55.96
Quantity 2,900 -1.2%
Value US$162,284
Transaction date
Planned sale
Price
55.54
Quantity 6,194 -2.5%
Value US$344,015
Transaction date
Planned sale
Price
58.60
Quantity 1,000 -0.4%
Value US$58,600
Transaction date
Planned sale
Price
57.58
Quantity 1,000 -0.4%
Value US$57,580
Transaction date
Planned sale
Price
56.22
Quantity 805 -0.3%
Value US$45,257
Transaction date
Planned sale
Price
55.46
Quantity 1,838 -0.7%
Value US$101,935
Transaction date
Planned sale
Price
54.04
Quantity 1,656 -0.6%
Value US$89,490
Transaction date
Planned sale
Price
53.16
Quantity 1,195 -0.5%
Value US$63,526
Transaction date
Planned sale
Price
52.08
Quantity 1,600 -0.6%
Value US$83,328
Transaction date
Planned sale
Price
83.54
Quantity 5,694 -2.5%
Value US$475,677
Transaction date
Planned sale
Price
82.39
Quantity 3,400 -1.5%
Value US$280,126
Transaction date
Planned sale
Price
73.98
Quantity 290 -0.1%
Value US$21,454
Transaction date
Planned sale
Price
73.60
Quantity 8,804 -3.8%
Value US$647,974
Transaction date
Planned sale
Price
64.61
Quantity 9,094 -3.9%
Value US$587,563
Transaction date
Planned sale
Price
59.45
Quantity 9,094 -3.9%
Value US$540,638
Transaction date
Sale
Price
57.87
Quantity 5,142 -2.2%
Value US$297,568
Transaction date
Sale
Price
57.11
Quantity 67,608 -22.8%
Value US$3,861,093
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-06-13 2023-06-12
S Sale
23,098 +36.5%
430.87
US$3,712,576 		23,098 +36.5% 430.87 US$3,712,576
2023-06-12 2023-06-12
PrS Proposed sale
14,513
24.67
US$4,948,109 		14,513 24.67 US$4,948,109
2022-07-01 2022-06-29
B Purchase
31,964 +10.7%
72.36
US$1,004,832 		31,964 +10.7% 72.36 US$1,004,832
2020-12-18 2020-12-16
S Sale
7,164 -3.1%
82.85
US$593,537 		7,164 -3.1% 82.85 US$593,537
2020-12-18 2020-12-16
S Sale
17,836 -7.2%
82.17
US$1,465,584 		17,836 -7.2% 82.17 US$1,465,584
2020-05-14 2020-05-12
PlS Planned sale
100 -0.0%
66.17
US$6,617 		100 -0.0% 66.17 US$6,617
2020-05-14 2020-05-12
PlS Planned sale
4,200 -1.6%
65.36
US$274,512 		4,200 -1.6% 65.36 US$274,512
2020-05-14 2020-05-12
PlS Planned sale
4,792 -1.8%
64.49
US$309,036 		4,792 -1.8% 64.49 US$309,036
2020-04-15 2020-04-13
PlS Planned sale
2,900 -1.2%
55.96
US$162,284 		2,900 -1.2% 55.96 US$162,284
2020-04-15 2020-04-13
PlS Planned sale
6,194 -2.5%
55.54
US$344,015 		6,194 -2.5% 55.54 US$344,015
2020-03-16 2020-03-12
PlS Planned sale
1,000 -0.4%
58.60
US$58,600 		1,000 -0.4% 58.60 US$58,600
2020-03-16 2020-03-12
PlS Planned sale
1,000 -0.4%
57.58
US$57,580 		1,000 -0.4% 57.58 US$57,580
2020-03-16 2020-03-12
PlS Planned sale
805 -0.3%
56.22
US$45,257 		805 -0.3% 56.22 US$45,257
2020-03-16 2020-03-12
PlS Planned sale
1,838 -0.7%
55.46
US$101,935 		1,838 -0.7% 55.46 US$101,935
2020-03-16 2020-03-12
PlS Planned sale
1,656 -0.6%
54.04
US$89,490 		1,656 -0.6% 54.04 US$89,490
2020-03-16 2020-03-12
PlS Planned sale
1,195 -0.5%
53.16
US$63,526 		1,195 -0.5% 53.16 US$63,526
2020-03-16 2020-03-12
PlS Planned sale
1,600 -0.6%
52.08
US$83,328 		1,600 -0.6% 52.08 US$83,328
2020-02-14 2020-02-12
PlS Planned sale
5,694 -2.5%
83.54
US$475,677 		5,694 -2.5% 83.54 US$475,677
2020-02-14 2020-02-12
PlS Planned sale
3,400 -1.5%
82.39
US$280,126 		3,400 -1.5% 82.39 US$280,126
2020-01-15 2020-01-13
PlS Planned sale
290 -0.1%
73.98
US$21,454 		290 -0.1% 73.98 US$21,454
2020-01-15 2020-01-13
PlS Planned sale
8,804 -3.8%
73.60
US$647,974 		8,804 -3.8% 73.60 US$647,974
2019-11-14 2019-11-12
PlS Planned sale
9,094 -3.9%
64.61
US$587,563 		9,094 -3.9% 64.61 US$587,563
2019-10-16 2019-10-14
PlS Planned sale
9,094 -3.9%
59.45
US$540,638 		9,094 -3.9% 59.45 US$540,638
2019-09-16 2019-09-12
S Sale
5,142 -2.2%
57.87
US$297,568 		5,142 -2.2% 57.87 US$297,568
2019-09-16 2019-09-12
S Sale
67,608 -22.8%
57.11
US$3,861,093 		67,608 -22.8% 57.11 US$3,861,093