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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 15 of 51  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-27 4 OE $9.00 $90,000 D/D 10,000 62,747     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-20 4 AS $64.84 $324,200 D/D (5,000) 52,747     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-20 4 OE $9.00 $45,000 D/D 5,000 57,747     -
   Crager William Interim CEO*   •       –      –    2019-11-12 4 AS $64.61 $587,563 D/D (9,094) 223,694     -
   Crager William Interim CEO*   •       –      –    2019-11-12 4 OE $9.00 $81,846 D/D 9,094 232,788     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-11-08 4 AS $63.81 $9,572 D/D (150) 19,404     -
   Arora Anil Director   –       •      –    2019-11-08 4 AS $64.90 $290,492 D/D (4,476) 28,104     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-06 4 AS $62.81 $314,050 D/D (5,000) 52,747     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-06 4 OE $9.00 $45,000 D/D 5,000 57,747     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-10-30 4 AS $62.50 $312,500 D/D (5,000) 52,747     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-10-30 4 OE $9.00 $45,000 D/D 5,000 57,747     -
   Crager William Interim CEO*   •       –      –    2019-10-14 4 AS $59.45 $540,638 D/D (9,094) 223,694     -
   Crager William Interim CEO*   •       –      –    2019-10-14 4 OE $9.00 $81,846 D/D 9,094 232,788     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-10-08 4 AS $56.37 $8,456 D/D (150) 19,554     -
   Grinis Scott D Chief Technology Officer   •       –      –    2019-09-28 4 D $56.97 $13,559 D/D (238) 188,387     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-09-28 4 D $56.97 $13,559 D/D (238) 19,704     -
   Obrien Shelly Chief Legal Officer   •       –      –    2019-09-28 4 D $56.97 $7,007 D/D (123) 28,215     -
   Arora Anil Director   –       •      –    2019-09-28 4 D $56.97 $47,114 D/D (827) 32,580     -
   Thomas Brandon Chief Investment Officer   •       –      –    2019-09-28 4 D $56.97 $10,198 D/D (179) 264,491     -
   Bergman Judson Chief Executive Officer   •       •      –    2019-09-28 4 D $56.97 $72,694 D/D (1,276) 820,644     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2019-09-28 4 D $56.97 $4,444 D/D (78) 13,943     -
   Crager William President*   •       –      –    2019-09-28 4 D $56.97 $34,752 D/D (610) 223,694     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-09-28 4 D $56.97 $24,326 D/D (427) 52,747     -
   Depina Stuart Envestnet Data & Analytics*   •       –      –    2019-09-28 4 D $56.97 $21,079 D/D (370) 72,930     -
   Crager William President*   •       –      –    2019-09-12 4 S $57.11 $4,158,660 D/D (72,750) 224,304     -

  1267 Records found
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  Page 15 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