| |
| |
| 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:
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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:
|
|
|
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:
|
|
|
| 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:
|
|
|
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 |
  Obrien Shelly |
Chief Legal Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,573 |
42,538 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$32,274 |
D/D |
(529) |
10,544 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,573 |
11,073 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2019-02-28 |
4 |
D |
$61.01 |
$136,906 |
D/D |
(2,244) |
62,501 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$39,473 |
D/D |
(647) |
268,347 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,556 |
268,994 |
|
- |
|
| Crager William |
President |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$120,007 |
D/D |
(1,967) |
217,049 |
|
- |
|
| Crager William |
President |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
15,981 |
219,016 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$83,828 |
D/D |
(1,374) |
48,729 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
8,687 |
50,103 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$43,744 |
D/D |
(717) |
35,505 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,606 |
36,222 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$25,685 |
D/D |
(421) |
14,346 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,688 |
14,767 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$43,744 |
D/D |
(717) |
203,064 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,462 |
203,781 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-02-04 |
4 |
AS |
$55.00 |
$143,880 |
D/D |
(2,616) |
32,616 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$39,466 |
D/D |
(716) |
41,223 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$49,498 |
D/D |
(898) |
202,166 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$61,845 |
D/D |
(1,122) |
33,221 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-02-01 |
4 |
D |
$55.12 |
$31,804 |
D/D |
(577) |
267,770 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2019-02-01 |
4 |
AS |
$54.74 |
$31,038 |
D/D |
(567) |
64,745 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2019-01-25 |
4 |
AS |
$53.92 |
$275,909 |
D/D |
(5,117) |
65,312 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$3,817 |
D/D |
(78) |
12,079 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2018-12-28 |
4 |
D |
$48.94 |
$11,648 |
D/D |
(238) |
35,232 |
|
- |
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1513 Records found
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Page 21 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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0.68 (1.12%) 
