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Envestnet, Inc. (ENV)  
$59.94 0.68 (1.12%) as of 4:30 Fri 6/14


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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

 

            6 Months   1 Year   2 Year  
 
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.


 
 
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

   
Records found: 1267
  Page 13 of 51  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Crager William Interim CEO*   •       –      –    2020-02-12 4 OE $9.00 $81,846 D/D 9,094 231,468     -
   Mayer Joshua Chief Operating Officer   •       –      –    2020-02-10 4 AS $81.95 $12,293 D/D (150) 18,467 -8%     
   Grinis Scott D Chief Technology Officer   •       –      –    2020-01-27 4 AS $71.67 $1,080,097 D/D (15,000) 50,490 4%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-22 4 AS $71.28 $213,840 D/D (3,000) 51,840 1%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-22 4 OE $9.00 $27,000 D/D 3,000 54,840     -
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-15 4 AS $74.25 $371,250 D/D (5,000) 51,840 -5%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-15 4 OE $9.00 $45,000 D/D 5,000 56,840     -
   Mayer Joshua Chief Operating Officer   •       –      –    2020-01-08 4 AS $72.67 $10,901 D/D (150) 18,617 -15%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-08 4 AS $72.67 $363,350 D/D (5,000) 51,840 -15%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-08 4 OE $9.00 $45,000 D/D 5,000 56,840     -
   Grinis Scott D Chief Technology Officer   •       –      –    2020-01-06 4 AS $71.28 $2,156,888 D/D (30,000) 125,490 -14%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-02 4 AS $70.00 $350,000 D/D (5,000) 51,840 -6%     
   Darrigo Peter Chief Financial Officer   •       –      –    2020-01-02 4 OE $9.00 $45,000 D/D 5,000 56,840     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-12-28 4 D $71.56 $17,031 D/D (238) 18,767     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2019-12-28 4 D $71.56 $5,582 D/D (78) 12,379     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-28 4 D $71.56 $30,556 D/D (427) 51,840     -
   Obrien Shelly Chief Legal Officer   •       –      –    2019-12-28 4 D $71.56 $13,239 D/D (185) 27,895     -
   Arora Anil Director   –       •      –    2019-12-28 4 D $71.56 $59,180 D/D (827) 26,492     -
   Depina Stuart Envestnet Data & Analytics*   •       –      –    2019-12-28 4 D $71.56 $26,477 D/D (370) 72,100     -
   Crager William Interim CEO*   •       –      –    2019-12-28 4 D $71.56 $43,652 D/D (610) 222,374     -
   Grinis Scott D Chief Technology Officer   •       –      –    2019-12-28 4 D $71.56 $17,031 D/D (238) 155,490     -
   Thomas Brandon Chief Investment Officer   •       –      –    2019-12-28 4 D $71.56 $13,453 D/D (188) 264,091     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-26 4 AS $71.02 $568,160 D/D (8,000) 52,267     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-26 4 OE $9.00 $72,000 D/D 8,000 60,267     -
   Grinis Scott D Chief Technology Officer   •       –      –    2019-12-23 4 S $71.39 $1,070,850 D/D (15,000) 155,728     -

  1267 Records found
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  Page 13 of 51
  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