Charles Roame is Director at ENVESTNET, INC. (ENV). They have made 21 open-market trades across 1 company since 2012, most recently 2020-02-28.
CIK 0001337619
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
19 open-market purchases totalling $523K since 2012, against 2 sales. Across 19 scored buys the stock is up 6.4% at ninety days, and 4.6 points ahead of the S&P over the same stretch.
19 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| ENV | 4,217 | $266K |
Shares reported on the most recent Form 4, priced at the 2020-03-03 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 42% | 37% | 42% |
| Avg Move | -6.1% | +2.9% | +6.4% |
| Alpha | -4.0% | +2.1% | +4.6% |
| Scored | 19 | 19 | 19 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| ENV | SELL | 2019-06-17 | 2019-06-19 | $69.80 | $221K | -3.1% | +1.8% | -14.6% |
| ENV | SELL | 2018-08-29 | 2018-08-31 | $62.86 | $941K | +0.9% | -5.6% | -13.6% |
| ENV | BUY | 2018-02-27 | 2018-03-01 | $57.55 | $16K | +6.1% | +2.0% | +0.5% |
| ENV | BUY | 2017-11-13 | 2017-11-14 | $51.43 | $17K | -4.0% | -3.2% | -0.9% |
| ENV | BUY | 2017-08-11 | 2017-08-15 | $43.06 | $10K | -3.6% | +5.3% | +15.9% |
| ENV | BUY | 2017-05-31 | 2017-06-02 | $35.38 | $104K | +3.8% | +6.8% | +21.1% |
| ENV | BUY | 2017-05-15 | 2017-05-17 | $35.98 | $9K | +2.8% | +10.9% | +29.4% |
| ENV | BUY | 2017-03-28 | 2017-03-30 | $31.25 | $9K | +7.8% | +11.0% | +24.9% |
| ENV | BUY | 2016-11-10 | 2016-11-14 | $33.65 | $8K | +8.2% | -0.3% | +4.7% |
| ENV | BUY | 2016-08-11 | 2016-08-11 | $37.58 | $9K | +1.8% | -0.7% | -15.5% |
| ENV | BUY | 2016-05-10 | 2016-05-12 | $31.74 | $209K | +7.2% | +15.6% | +21.2% |
| ENV | BUY | 2016-03-01 | 2016-03-02 | $20.60 | $8K | +24.6% | +36.7% | +71.8% |
| ENV | BUY | 2015-11-12 | 2015-11-16 | $33.35 | $8K | -19.1% | -3.2% | -26.0% |
| ENV | BUY | 2015-08-13 | 2015-08-13 | $35.45 | $15K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2015-03-03 | 2015-03-03 | $54.90 | $9K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2014-11-11 | 2014-11-13 | $52.21 | $7K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2014-08-11 | 2014-08-13 | $45.71 | $7K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2014-05-13 | 2014-05-13 | $38.46 | $7K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2014-02-25 | 2014-02-27 | $42.13 | $9K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2013-11-19 | 2013-11-20 | $37.09 | $7K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2013-11-11 | 2013-11-12 | $35.46 | $31K | -19.1% | -3.2% | -3.2% |
| ENV | BUY | 2012-08-13 | 2012-08-20 | $11.75 | $24K | -19.1% | -3.2% | -3.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.