| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.76(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
47,161 |
| 52
Week Range: |
$33.55 - $69.09 |
|
| Level
I Sector: |
Information Technology |
| Level
II Sector: |
Computer Software |
| Level
III Sector: |
Information Technology Services |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : 13.1 |
| Insider 3/6 Months : 13.7 |
|
| Guru Rank Number : 477 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
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|
Company Profile Envestnet provides a financial network connecting technology, solutions and data. Co. has two segments: Envestnet Wealth Solutions, which enables financial advisors at broker-dealers, banks and registered investment advisers with the tools they require to deliver holistic wealth management to their end clients, enabling them to deliver an Intelligent Financial Life to their clients; and Envestnet Data and Analytics, which is a data aggregation and data intelligence platform that gathers, refines and aggregates a set of end-user permissioned transaction level data, and combines them with financial applications, reports, market research analysis, and application programming interfaces.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
32,832 |
34,832 |
35,752 |
| Total Buy Value |
$0 |
$1,714,794 |
$1,823,574 |
$1,873,061 |
| Total People Bought |
0 |
1 |
2 |
3 |
| Total Buy Transactions |
0 |
3 |
4 |
5 |
| Total Shares Sold |
700 |
700 |
1,390 |
19,488 |
| Total Sell Value |
$39,844 |
$39,844 |
$79,995 |
$1,071,734 |
| Total People Sold |
1 |
1 |
2 |
4 |
| Total Sell Transactions |
1 |
1 |
2 |
7 |
| End Date |
2024-03-17 |
2023-12-15 |
2023-06-16 |
2022-06-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Grinis Scott D |
Chief Technology Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$43,024 |
D/D |
(570) |
34,920 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,637 |
22,612 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$37,136 |
D/D |
(492) |
17,975 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,836 |
27,552 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$51,251 |
D/D |
(679) |
22,716 |
|
- |
|
| Roame Charles |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,435 |
4,217 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
11,924 |
61,291 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$133,071 |
D/D |
(1,763) |
49,367 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,293 |
269,596 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$59,478 |
D/D |
(788) |
263,303 |
|
- |
|
| Crowell Gayle A |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,371 |
4,923 |
|
- |
|
| Arora Anil |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,325 |
27,169 |
|
- |
|
| Arora Anil |
Director |
– • – |
2020-02-28 |
4 |
D |
$75.48 |
$48,911 |
D/D |
(648) |
25,844 |
|
- |
|
| Chapin Ross K |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,527 |
47,020 |
|
- |
|
| Crager William |
Interim CEO* |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
31,797 |
251,199 |
|
- |
|
| Crager William |
Interim CEO* |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$224,327 |
D/D |
(2,972) |
219,402 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
10,400 |
80,453 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$101,143 |
D/D |
(1,340) |
70,053 |
|
- |
|
| Smith Gregory A |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,512 |
18,106 |
|
- |
|
| Fox James L |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,428 |
15,725 |
|
- |
|
| Mosley Valerie |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,163 |
4,362 |
|
- |
|
| Aguilar Luis A |
Director |
– • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,173 |
11,532 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,120 |
14,110 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2020-02-28 |
4 |
D |
$75.48 |
$29,362 |
D/D |
(389) |
11,990 |
|
- |
|
| Crager William |
Interim CEO* |
• – – |
2020-02-12 |
4 |
AS |
$82.39 |
$755,803 |
D/D |
(9,094) |
222,374 |
|
-11% |
|
1267 Records found
|
|
Page 12 of 51 |
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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0.68 (1.12%) 
