Gregory A Smith - Net Worth and Insider Trading
Gregory A Smith Net Worth
The estimated net worth of Gregory A Smith is at least $190,442 dollars as of 2024-09-23. Gregory A Smith is the Director of Envestnet Inc and owns about 2,000 shares of Envestnet Inc (ENV) stock worth over $125,480. Gregory A Smith is also the Director of Wintrust Financial Corp and owns about 600 shares of Wintrust Financial Corp (WTFC) stock worth over $64,962. Details can be seen in Gregory A Smith's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Gregory A Smith has not made any transactions after 2024-06-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Gregory A Smith
Gregory A Smith Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gregory A Smith owns 1 companies in total, including Envestnet Inc (ENV) .
Click here to see the complete history of Gregory A Smith’s form 4 insider trades.
Insider Ownership Summary of Gregory A Smith
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ENV | Envestnet Inc | 2015-08-13 | director |
Gregory A Smith Latest Holdings Summary
Gregory A Smith currently owns a total of 2 stocks. Among these stocks, Gregory A Smith owns 2,000 shares of Envestnet Inc (ENV) as of August 13, 2015, with a value of $125,480 and a weighting of 65.89%. Gregory A Smith also owns 600 shares of Wintrust Financial Corp (WTFC) as of June 4, 2024, with a value of $64,962 and a weighting of 34.11%.
Latest Holdings of Gregory A Smith
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ENV | Envestnet Inc | 2015-08-13 | 2,000 | 62.74 | 125,480 |
| WTFC | Wintrust Financial Corp | 2024-06-04 | 600 | 108.27 | 64,962 |
Holding Weightings of Gregory A Smith
Gregory A Smith Form 4 Trading Tracker
According to the SEC Form 4 filings, Gregory A Smith has made a total of 0 transactions in Envestnet Inc (ENV) over the past 5 years. The most-recent trade in Envestnet Inc is the acquisition of 1,000 shares on August 13, 2015, which cost Gregory A Smith around $34,840.
According to the SEC Form 4 filings, Gregory A Smith has made a total of 1 transactions in Wintrust Financial Corp (WTFC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Wintrust Financial Corp is the acquisition of 600 shares on June 4, 2024, which cost Gregory A Smith around $56,766.
Insider Trading History of Gregory A Smith
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Gregory A Smith Trading Performance
GuruFocus tracks the stock performance after each of Gregory A Smith's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gregory A Smith is -4.17%. GuruFocus also compares Gregory A Smith's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gregory A Smith within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gregory A Smith's insider trading performs compared to the benchmark.
Performance of Gregory A Smith
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.02 | | | | | |
| Relative Return to S&P 500(%) | -1.55 | | | | | |
Gregory A Smith Ownership Network
Gregory A Smith Owned Company Details
What does Envestnet Inc do?
Who are the key executives at Envestnet Inc?
Gregory A Smith is the director of Envestnet Inc. Other key executives at Envestnet Inc include Principal Accounting Officer Matthew Majoros , SVP & Head of Accounting Mgmt. Barry D. Cooper , and President William Crager .
Envestnet Inc (ENV) Insider Trades Summary
Over the past 18 months, Gregory A Smith made no insider transaction in Envestnet Inc (ENV). Other recent insider transactions involving Envestnet Inc (ENV) include a net purchase of 32,832 shares made by Lauren Taylor Wolfe , a net sale of 4,700 shares made by Matthew Majoros , and a net sale of 1,220 shares made by Barry D. Cooper .
In summary, during the past 3 months, insiders sold 0 shares of Envestnet Inc (ENV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 21,970 shares of Envestnet Inc (ENV) were sold and 34,832 shares were bought by its insiders, resulting in a net purchase of 12,862 shares.
Envestnet Inc (ENV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Envestnet Inc Insider Transactions
Gregory A Smith Mailing Address
Above is the net worth, insider trading, and ownership report for Gregory A Smith. You might contact Gregory A Smith via mailing address: Marshall & Ilsley Corporation, 770 N. Water Street, Milwaukee Wi 53202.
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