Insider · CIK 0001527569

Roame Charles

Reports to the SEC for 2 companies · CHICAGO, IL

sec.gov

Transactions

Companies

Filings

CIK

0001527569

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2021-02-04	Lefteris Acquisition Corp.Class B Common StockA Award	Director	AAward	+10K sh	$38.60	+$386K	30,000
2020-02-28	ENVESTNET, INC.A Award	Director	AAward	+2,435 sh	—	—	4,217
2019-06-17	ENVESTNET, INC.S Sale	Director	SSale	−3,165 sh	$69.80	−$221K	0
2019-03-04	ENVESTNET, INC.A Award	Director	AAward	+2,490 sh	—	—	13,038
2018-08-29	ENVESTNET, INC.S Sale	Director	SSale	−7,481 sh	$62.86	−$470K	10,548
2018-02-28	ENVESTNET, INC.A Award	Director	AAward	+2,541 sh	—	—	18,029
2018-02-27	ENVESTNET, INC.P Purchase	Director	PPurchase	+271 sh	$57.55	+$15.6K	15,488
2017-11-13	ENVESTNET, INC.P Purchase	Director	PPurchase	+323 sh	$51.43	+$16.6K	15,217
2017-08-29	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+53 sh	—	—	1,782
2017-08-29	ENVESTNET, INC.Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−53 sh	—	—	322
2017-08-11	ENVESTNET, INC.P Purchase	Director	PPurchase	+238 sh	$43.06	+$10.2K	10,901
2017-05-31	ENVESTNET, INC.P Purchase	Director	PPurchase	+1,454 sh	$35.38	+$51.4K	10,663
2017-05-31	ENVESTNET, INC.P Purchase	Director	PPurchase	+19 sh	$35.38	+$672.275	3,165
2017-05-29	ENVESTNET, INC.Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−53 sh	—	—	375
2017-05-29	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+53 sh	—	—	1,676
2017-05-15	ENVESTNET, INC.P Purchase	Director	PPurchase	+257 sh	$35.98	+$9,246.86	257
2017-05-15	ENVESTNET, INC.G Gift	Director	GGift	−257 sh	—	—	9,209
2017-03-28	ENVESTNET, INC.G Gift	Director	GGift	−276 sh	—	—	8,952
2017-03-28	ENVESTNET, INC.Director Stock Option (Right to Buy)A Award	Director	AAward	+2,416 sh	$31.70	+$76.6K	2.416
2017-03-28	ENVESTNET, INC.Restricted Stock UnitsA Award	Director	AAward	+2,208 sh	$31.70	+$70K	2,208
2017-03-28	ENVESTNET, INC.P Purchase	Director	PPurchase	+276 sh	$31.25	+$8,625	276
2017-02-28	ENVESTNET, INC.Restricted Stock UnitsA Award	Director	AAward	−213 sh	—	—	428
2017-02-28	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+213 sh	—	—	1,676
2017-02-28	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,463 sh	—	—	1,463
2017-02-28	ENVESTNET, INC.Restricted Stock UnitsA Award	Director	AAward	−1,463 sh	—	—	1,463
2016-11-10	ENVESTNET, INC.G Gift	Director	GGift	−250 sh	—	—	8,676
2016-11-10	ENVESTNET, INC.P Purchase	Director	PPurchase	+250 sh	$33.65	+$8,412.5	250
2016-08-11	ENVESTNET, INC.P Purchase	Director	PPurchase	+238 sh	$37.58	+$8,944.04	238
2016-08-11	ENVESTNET, INC.G Gift	Director	GGift	−238 sh	—	—	8,426
2016-07-30	ENVESTNET, INC.J Other	Director	JOther	−164 sh	—	—	8,188
2016-07-30	ENVESTNET, INC.Restricted Stock AwardM Exercise/Conversion	Director	MExercise/Conversion	−164 sh	—	—	0
2016-07-30	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+164 sh	—	—	164
2016-05-10	ENVESTNET, INC.P Purchase	Director	PPurchase	+282 sh	$31.65	+$8,925.3	282
2016-05-10	ENVESTNET, INC.P Purchase	Director	PPurchase	+3,146 sh	$31.74	+$99.9K	3,146
2016-05-10	ENVESTNET, INC.G Gift	Director	GGift	−282 sh	—	—	8,024
2016-03-02	ENVESTNET, INC.P Purchase	Director	PPurchase	+75 sh	$20.04	+$1,503	75
2016-03-02	ENVESTNET, INC.G Gift	Director	GGift	−75 sh	—	—	7,742
2016-03-01	ENVESTNET, INC.G Gift	Director	GGift	−325 sh	—	—	7,667
2016-03-01	ENVESTNET, INC.P Purchase	Director	PPurchase	+325 sh	$20.73	+$6,737.25	325
2016-02-29	ENVESTNET, INC.G Gift	Director	GGift	−1,950 sh	—	—	7,342
2016-02-29	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,950 sh	—	—	1,950
2016-02-29	ENVESTNET, INC.Director Stock Option (Right to Buy)A Award	Director	AAward	+5,655 sh	$20.51	+$116K	5,655
2016-02-29	ENVESTNET, INC.Restricted Stock UnitA Award	Director	AAward	+641 sh	$20.51	+$13.1K	641
2016-02-29	ENVESTNET, INC.Restricted Stock UnitA Award	Director	AAward	+4,876 sh	$20.51	+$100K	4,876
2016-02-29	ENVESTNET, INC.Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−1,950 sh	—	—	2,925
2015-11-12	ENVESTNET, INC.G Gift	Director	GGift	−225 sh	—	—	5,392
2015-11-12	ENVESTNET, INC.P Purchase	Director	PPurchase	+225 sh	$33.35	+$7,503.75	225
2015-10-29	ENVESTNET, INC.Restricted Stock AwardM Exercise/Conversion	Director	MExercise/Conversion	−283 sh	—	—	0
2015-10-29	ENVESTNET, INC.M Exercise/Conversion	Director	MExercise/Conversion	+283 sh	—	—	283
2015-10-29	ENVESTNET, INC.J Other	Director	JOther	−283 sh	—	—	0

Recent filings

Accepted (ET)
Feb 44
Roame Charles0001140361-21-003400
SEC(opens sec.gov)
Mar 34
Roame Charles0001628280-20-002834
SEC(opens sec.gov)
Jun 194
Roame Charles0001628280-19-008119
SEC(opens sec.gov)
Mar 64
Roame Charles0001628280-19-002565
SEC(opens sec.gov)
Aug 314
Roame Charles0001104659-18-054768
SEC(opens sec.gov)
Mar 24
Roame Charles0001104659-18-014468
SEC(opens sec.gov)
Mar 14
Roame Charles0001104659-18-014083
SEC(opens sec.gov)
Nov 144
Roame Charles0001104659-17-068504
SEC(opens sec.gov)
Aug 314
Roame Charles0001104659-17-054969
SEC(opens sec.gov)
Aug 154
Roame Charles0001104659-17-052050
SEC(opens sec.gov)
Jun 24
ENVESTNET, INC.0001104659-17-037290
SEC(opens sec.gov)
May 314
ENVESTNET, INC.0001104659-17-036655
SEC(opens sec.gov)
May 174
ENVESTNET, INC.0001104659-17-033539
SEC(opens sec.gov)
Mar 304
ENVESTNET, INC.0001104659-17-020469
SEC(opens sec.gov)

Companies

Address

35 EAST WACKER DRIVE SUITE 2400

CHICAGO, IL, 60601