| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
4.03(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
47,160 |
| 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 : 6.7 |
| Insider 6 Months : 13.1 |
| Insider 3/6 Months : 20.2 |
|
| Guru Rank Number : 477 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
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
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
1,670 |
32,832 |
34,832 |
35,752 |
| Total Buy Value |
$88,493 |
$1,714,794 |
$1,823,574 |
$1,873,061 |
| Total People Bought |
1 |
1 |
2 |
3 |
| Total Buy Transactions |
1 |
3 |
4 |
5 |
| Total Shares Sold |
700 |
700 |
8,640 |
19,488 |
| Total Sell Value |
$39,844 |
$39,844 |
$469,175 |
$1,071,734 |
| Total People Sold |
1 |
1 |
3 |
4 |
| Total Sell Transactions |
1 |
1 |
3 |
7 |
| End Date |
2024-03-10 |
2023-12-08 |
2023-06-09 |
2022-06-09 |
|
| 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 |
• – – |
2020-05-28 |
4 |
OE |
$9.00 |
$117,882 |
D/D |
13,098 |
282,570 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$19,293 |
D/D |
(268) |
16,497 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$10,870 |
D/D |
(151) |
13,883 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$57,736 |
D/D |
(802) |
60,062 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$17,566 |
D/D |
(244) |
19,747 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-05-28 |
4 |
S |
$74.04 |
$149,339 |
D/D |
(2,017) |
19,991 |
|
-18% |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$18,933 |
D/D |
(263) |
37,484 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2020-05-28 |
4 |
D |
$71.99 |
$19,509 |
D/D |
(271) |
27,158 |
|
- |
|
| Crager William |
Chief Executive Officer* |
• • – |
2020-05-12 |
4 |
AS |
$64.49 |
$590,165 |
D/D |
(9,092) |
250,589 |
|
17% |
|
| Crager William |
Chief Executive Officer* |
• • – |
2020-05-12 |
4 |
OE |
$9.00 |
$81,828 |
D/D |
9,092 |
259,681 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-05-08 |
4 |
AS |
$66.36 |
$9,954 |
D/D |
(150) |
22,008 |
|
15% |
|
| Crager William |
Chief Executive Officer* |
• • – |
2020-04-13 |
4/A |
AS |
$55.54 |
$506,299 |
D/D |
(9,094) |
250,589 |
|
- |
|
| Crager William |
Chief Executive Officer* |
• • – |
2020-04-13 |
4/A |
OE |
$9.00 |
$81,846 |
D/D |
9,094 |
259,683 |
|
- |
|
| Crager William |
CEO* |
• – – |
2020-04-13 |
4 |
AS |
$55.54 |
$506,299 |
D/D |
(9,094) |
241,495 |
|
43% |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-04-08 |
4 |
AS |
$50.78 |
$7,617 |
D/D |
(150) |
22,158 |
|
45% |
|
| Crager William |
CEO* |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$34,758 |
D/D |
(610) |
250,589 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$8,775 |
D/D |
(154) |
37,747 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,066 |
D/D |
(124) |
269,472 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$24,330 |
D/D |
(427) |
60,864 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$8,775 |
D/D |
(154) |
22,308 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$4,330 |
D/D |
(76) |
14,034 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$21,083 |
D/D |
(370) |
80,083 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2020-03-28 |
4 |
D |
$56.98 |
$7,009 |
D/D |
(123) |
27,429 |
|
- |
|
| Crager William |
Interim CEO* |
• – – |
2020-03-12 |
4 |
AS |
$52.08 |
$499,717 |
D/D |
(9,094) |
251,199 |
|
50% |
|
| Crager William |
Interim CEO* |
• – – |
2020-03-12 |
4 |
OE |
$9.00 |
$81,846 |
D/D |
9,094 |
260,293 |
|
- |
|
1513 Records found
|
|
Page 11 of 61 |
|
|
| |
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 |
| |
|
|
|
|
|
0.25 (0.39%) 
