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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 |
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Level
I Sector: |
Information Technology |
Level
II Sector: |
Computer Software |
Level
III Sector: |
Information Technology Services |
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Member Indexes:
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : 13.1 |
Insider 3/6 Months : 13.7 |
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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:
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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:
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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 +/-:
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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.
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Actions:
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B |
Buy |
S |
Sell |
OE |
Option
Exercised |
A |
Acquired |
D |
Disposed |
AB |
Automatic
Buy |
AS |
Automatic
Sell |
IO |
Initial
Ownership |
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Download:
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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 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Bergman Judson |
Chief Executive Officer |
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2019-07-23 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
833,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-16 |
4 |
AS |
$72.10 |
$1,086,825 |
D/D |
(15,000) |
813,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-16 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
828,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-10 |
4 |
AS |
$70.16 |
$526,200 |
D/D |
(7,500) |
808,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-10 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
815,823 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-09 |
4 |
AS |
$69.46 |
$520,950 |
D/D |
(7,500) |
805,823 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-09 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
813,323 |
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- |
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Mayer Joshua |
Chief Operating Officer |
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2019-07-05 |
4 |
AS |
$69.86 |
$34,930 |
D/D |
(500) |
28,602 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-03 |
4 |
AS |
$70.00 |
$525,000 |
D/D |
(7,500) |
803,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-03 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
810,823 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-02 |
4 |
AS |
$68.50 |
$513,750 |
D/D |
(7,500) |
800,823 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-02 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
808,323 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$87,240 |
D/D |
(1,276) |
798,323 |
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- |
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Depina Stuart |
Envestnet Data & Analytics* |
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2019-07-01 |
4 |
D |
$68.37 |
$25,297 |
D/D |
(370) |
75,235 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$8,410 |
D/D |
(123) |
29,084 |
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- |
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Grinis Scott D |
Chief Technology Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$16,272 |
D/D |
(238) |
190,113 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$5,333 |
D/D |
(78) |
14,107 |
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- |
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Mayer Joshua |
Chief Operating Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$10,529 |
D/D |
(154) |
29,102 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$29,194 |
D/D |
(427) |
53,654 |
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- |
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Thomas Brandon |
Chief Investment Officer |
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2019-07-01 |
4 |
D |
$68.37 |
$12,238 |
D/D |
(179) |
265,588 |
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- |
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Arora Anil |
Director |
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2019-07-01 |
4 |
D |
$68.37 |
$56,542 |
D/D |
(827) |
34,514 |
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- |
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Arora Anil |
Director |
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2019-07-01 |
4 |
AS |
$68.32 |
$366,841 |
D/D |
(5,365) |
35,341 |
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- |
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Crager William |
President* |
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2019-07-01 |
4 |
D |
$68.37 |
$41,706 |
D/D |
(610) |
225,012 |
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- |
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Grinis Scott D |
Chief Technology Officer |
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2019-06-28 |
4 |
AS |
$68.40 |
$684,000 |
D/D |
(10,000) |
190,351 |
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- |
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Grinis Scott D |
Chief Technology Officer |
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2019-06-28 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
200,351 |
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- |
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1267 Records found
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Page 17 of 51 |
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Acquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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