Gregory A. Smith Insider Profile

4 Followers
Gregory A. Smith, Director at Envestnet, holds 1.20K shares in Wintrust Financial (Ticker: WTFC), holds 31.17K shares in Envestnet (Ticker: ENV).
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Gregory A. Smith

Gregory A. Smith
Envestnet (ENV)
Director

Ranked #59,193 out of 99,218 Corporate Insiders

Profitable Transactions

67%
2 out of 3 Profitable Transactions

Average Return

-7.80%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$2M
92.70%
7.30%
A breakdown of Gregory A. Smith's holdings

Insider Roles

Envestnet
(ENV)
Director
Wintrust Financial
(WTFC)
Director
Roles that Gregory A. Smith holds in companies

Most Profitable Insider Trade

Stock:
Wintrust Financial
(WTFC)
Rating:Informative Buy
Date:Jun 05, 2024 - Today
Return:+21.00%
The most profitable trade made by Gregory A. Smith

Gregory A. Smith's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Envestnet
Mar 04, 2024
Director
Uninformative Buy
$1.96M
Wintrust Financial
Oct 02, 2024
Director
Uninformative Buy
45.04K
$154.45K
List of latest transactions for each holding click on a transaction to see Gregory A. Smith's performance on stock

Gregory A. Smith insider profile FAQ

What is the percentage of profitable transactions made by Gregory A. Smith?
The percentage of profitable transactions made by Gregory A. Smith is 67%.
    What is the average return per transaction made by Gregory A. Smith?
    The average return per transaction made by Gregory A. Smith is -7.80%.
      What stocks does Gregory A. Smith hold?
      Gregory A. Smith holds: ENV, WTFC stocks.
        What was Gregory A. Smith’s latest transaction?
        Gregory A. Smith latest transaction was an Uninformative Buy of $45.04K.
          What was Gregory A. Smith's most profitable transaction?
          Gregory A. Smith’s most profitable transaction was an Informative Buy of WTFC stock on June 5, 2024. The return on the trade was 21.00%.
            What is Gregory A. Smith's role in Envestnet?
            Gregory A. Smith's role in Envestnet is Director.
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