| |
| |
| 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 |
  Thomas Brandon |
Chief Investment Officer |
• – – |
2019-06-27 |
4 |
S |
$67.46 |
$64,829 |
D/D |
(961) |
265,767 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-06-25 |
4 |
AS |
$67.86 |
$508,950 |
D/D |
(7,500) |
799,599 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-06-25 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
807,099 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-06-18 |
4 |
AS |
$69.91 |
$1,048,650 |
D/D |
(15,000) |
797,099 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-06-18 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
812,099 |
|
- |
|
| Roame Charles |
Director |
– • – |
2019-06-17 |
4 |
S |
$69.80 |
$220,917 |
I/I |
(3,165) |
0 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
31,552 |
75,605 |
|
- |
|
| Chapin Ross K |
Director |
– • – |
2019-06-05 |
4 |
S |
$68.40 |
$135,911 |
D/D |
(1,987) |
44,493 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-06-03 |
4 |
AS |
$66.79 |
$151,012 |
D/D |
(2,261) |
40,706 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-05-28 |
4 |
D |
$68.86 |
$96,611 |
D/D |
(1,403) |
792,099 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$17,077 |
D/D |
(248) |
190,351 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-05-28 |
4 |
D |
$68.86 |
$54,055 |
D/D |
(785) |
42,967 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$33,053 |
D/D |
(480) |
54,081 |
|
- |
|
| Crager William |
President* |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$48,753 |
D/D |
(708) |
225,622 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$11,086 |
D/D |
(161) |
29,256 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$5,715 |
D/D |
(83) |
14,185 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$14,598 |
D/D |
(212) |
266,728 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$9,296 |
D/D |
(135) |
29,207 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$9,021 |
D/D |
(131) |
10,413 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-05-28 |
4 |
D |
$68.86 |
$31,607 |
D/D |
(459) |
44,053 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-05-23 |
4 |
S |
$67.54 |
$67,540 |
D/D |
(1,000) |
29,417 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
D |
$68.27 |
$265,229 |
D/D |
(3,885) |
54,561 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,000 |
58,446 |
|
- |
|
| Crager William |
President* |
• – – |
2019-05-10 |
4 |
D |
$68.27 |
$477,344 |
D/D |
(6,992) |
226,330 |
|
- |
|
| Crager William |
President* |
• – – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,667 |
233,322 |
|
- |
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1267 Records found
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Page 18 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%) 
