Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Insiders for : 
Envestnet, Inc. (ENV)  
$65.51 0.73 (1.1%) as of 4:30 Fri 5/31


Download
   
Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 4.11(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    : 13.1
Insider 6 Months    : 13.1
Insider 3/6 Months : 26.6
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 32,832 32,832 34,832 35,752
Total Buy Value $1,714,794 $1,714,794 $1,823,574 $1,873,061
Total People Bought 1 1 2 3
Total Buy Transactions 3 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 2024-03-03 2023-12-01 2023-06-02 2022-06-02

   
Records found: 1513
  Page 14 of 61  
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   •       –      –    2019-12-28 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     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-18 4 AS $70.45 $704,500 D/D (10,000) 52,267     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-18 4 OE $9.00 $90,000 D/D 10,000 62,267     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2019-12-16 4 S $70.72 $99,008 D/D (1,400) 12,457     -
   Crager William Interim CEO*   •       –      –    2019-12-12 4 AS $71.45 $650,714 D/D (9,094) 222,984     -
   Crager William Interim CEO*   •       –      –    2019-12-12 4 OE $9.00 $81,846 D/D 9,094 232,078     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-11 4 AS $72.05 $720,500 D/D (10,000) 52,267     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-11 4 OE $9.00 $90,000 D/D 10,000 62,267     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-12-09 4 AS $72.04 $10,806 D/D (150) 19,005     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-04 4 AS $70.34 $703,400 D/D (10,000) 52,267     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-12-04 4 OE $9.00 $90,000 D/D 10,000 62,267     -
   Grinis Scott D Chief Technology Officer   •       –      –    2019-12-04 4 S $71.33 $1,297,929 D/D (18,195) 170,728     -
   Grinis Scott D Chief Technology Officer   •       –      –    2019-12-04 4 OE $12.45 $249,648 D/D 18,195 178,728     -
   Obrien Shelly Chief Legal Officer   •       –      –    2019-11-28 4 D $71.08 $9,596 D/D (135) 28,080     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2019-11-28 4 D $71.08 $6,113 D/D (86) 13,857     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2019-11-28 4 D $71.08 $9,454 D/D (133) 10,147     -
   Arora Anil Director   –       •      –    2019-11-28 4 D $71.08 $55,798 D/D (785) 27,319     -
   Crager William Interim CEO*   •       –      –    2019-11-28 4 D $71.08 $50,467 D/D (710) 222,984     -
   Mayer Joshua Chief Operating Officer   •       –      –    2019-11-28 4 D $71.08 $17,699 D/D (249) 19,155     -
   Darrigo Peter Chief Financial Officer   •       –      –    2019-11-28 4 D $71.08 $34,118 D/D (480) 52,267     -
   Depina Stuart Envestnet Data & Analytics*   •       –      –    2019-11-28 4 D $71.08 $32,697 D/D (460) 72,470     -
   Thomas Brandon Chief Investment Officer   •       –      –    2019-11-28 4 D $71.08 $15,069 D/D (212) 264,279     -

  1513 Records found
  Previous  10  11  12  13  14  15  16  17  18  19  Next   
  Page 14 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