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Gregory A. Smith Insider Profile

4 Followers
Gregory A. Smith, Director at Envestnet, holds 2.75K shares in Wintrust Financial (Ticker: WTFC), holds 0.00 shares in Envestnet (Ticker: ENV).
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Gregory A. Smith

Gregory A. Smith
Envestnet (ENV)
Director

Ranked #59,822 out of 104,104 Corporate Insiders

Profitable Transactions

67%
2 out of 3 Profitable Transactions

Average Return

-5.70%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$354K
100.00%
A breakdown of Gregory A. Smith's holdings

Insider Roles

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 - Jun 05, 2025
Return:+27.30%
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
ENV
Envestnet
Nov 25, 2024
Uninformative Sell
1.97M
$0.00
Wintrust Financial
Sep 30, 2025
Director
Uninformative Buy
45.38K
$353.81K
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 -5.70%.
      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 $45.38K.
          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 27.30%.
            What is Gregory A. Smith's role in Envestnet?
            Gregory A. Smith's role in Envestnet is Director.
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