| |
| |
| 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 |
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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. |
|
|
|
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 |
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 |
|
| 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 |
• – – |
2019-05-10 |
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 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-05-10 |
4 |
D |
$68.27 |
$1,260,196 |
D/D |
(18,459) |
793,502 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-05-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,667 |
811,961 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-05-03 |
4 |
AS |
$71.21 |
$342,164 |
D/D |
(4,805) |
44,512 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$43,485 |
D/D |
(611) |
29,342 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$88,251 |
D/D |
(1,240) |
190,599 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$73,376 |
D/D |
(1,031) |
30,417 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$98,428 |
D/D |
(1,383) |
49,317 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-05-02 |
4 |
D |
$71.17 |
$50,246 |
D/D |
(706) |
266,940 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-05-01 |
4 |
AS |
$70.03 |
$22,760 |
D/D |
(325) |
43,752 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-04-01 |
4 |
AS |
$65.66 |
$629,942 |
D/D |
(9,594) |
44,904 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-03-29 |
4 |
AS |
$65.28 |
$105,688 |
D/D |
(1,619) |
31,448 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-03-28 |
4 |
D |
$64.65 |
$53,466 |
D/D |
(827) |
44,077 |
|
- |
|
| Depina Stuart |
President* |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$17,326 |
D/D |
(268) |
50,700 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$9,956 |
D/D |
(154) |
33,067 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-03-28 |
4 |
AS |
$64.50 |
$645,000 |
D/D |
(10,000) |
191,839 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-03-28 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
201,839 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$10,667 |
D/D |
(165) |
191,839 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$8,017 |
D/D |
(124) |
267,646 |
|
- |
|
| Crager William |
President |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$25,472 |
D/D |
(394) |
216,655 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-03-28 |
4 |
D |
$64.65 |
$5,043 |
D/D |
(78) |
14,268 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-03-28 |
4 |
D |
$64.65 |
$55,534 |
D/D |
(859) |
770,294 |
|
- |
|
1513 Records found
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|
Page 19 of 61 |
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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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|
0.73 (1.1%) 
