ENV : Insider Transactions for Envestnet, Inc. | J3SG

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Envestnet, Inc. (ENV)

$59.94

0.68 (1.12%) as of 4:30 Fri 6/14

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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


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.

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	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

Adjust Filter Settings

Records found: 1513

Page 24 of 61

Filer's Name

Relation Title

Off-Dir-10%

D/I

Rank

3m +/-

Form

Envestnet Yodlee *

• • –

2018-08-27

4

AS

$62.40

$22,589

D/D

(362)

85,465

-

Chief Executive Officer

• • –

2018-08-22

4

S

$59.04

$1,476,000

I/I

(25,000)

0

-

Chief Operating Officer

• – –

2018-08-20

4

S

$59.44

$320,857

D/D

(5,398)

40,510

-

Chief Executive Officer

• • –

2018-08-09

4

GA

$0.00

$0

I/I

25,000

25,000

-

Chief Executive Officer

• • –

2018-08-09

4

GD

$0.00

$0

D/D

25,000

730,673

-

Envestnet Yodlee *

• • –

2018-08-08

4

AS

$62.40

$12,792

D/D

(205)

85,827

-

Chief Investment Officer

• – –

2018-08-02

4

D

$59.85

$29,267

D/D

(489)

263,297

-

Chief Operating Officer

• – –

2018-08-02

4

D

$59.85

$78,224

D/D

(1,307)

45,908

-

Chief Technology Officer

• – –

2018-08-02

4

D

$59.85

$60,389

D/D

(1,009)

202,262

-

Chief Legal Officer

• – –

2018-08-02

4

D

$59.85

$55,242

D/D

(923)

38,443

-

Chief Legal Officer

• – –

2018-08-01

4

AS

$58.60

$110,285

D/D

(1,882)

39,366

-

Chief Legal Officer

• – –

2018-08-01

4

OE

$15.34

$28,870

D/D

1,882

41,248

-

Envestnet Yodlee *

• • –

2018-07-26

4

AS

$62.40

$33,134

D/D

(531)

86,032

-

Envestnet Yodlee *

• • –

2018-07-23

4

AS

$59.80

$592,020

D/D

(9,900)

86,563

-

Envestnet Yodlee *

• • –

2018-07-10

4

AS

$59.80

$5,980

D/D

(100)

96,463

-

Crowell Gayle A

Director

– • –

2018-07-09

4

AS

$59.05

$7,854

I/I

(133)

0

-

Chief Legal Officer

• – –

2018-07-02

4

AS

$54.81

$219,240

D/D

(4,000)

39,366

-

Chief Legal Officer

• – –

2018-07-02

4

OE

$15.34

$61,360

D/D

4,000

43,366

-

Chief Legal Officer

• – –

2018-06-28

4

D

$56.20

$10,397

D/D

(185)

39,366

-

Chief Operating Officer

• – –

2018-06-28

4

D

$56.20

$8,655

D/D

(154)

47,215

-

Chief Financial Officer

• – –

2018-06-28

4

D

$56.20

$23,997

D/D

(427)

45,007

-

Chief Executive Officer

• • –

2018-06-28

4

D

$56.20

$71,711

D/D

(1,276)

755,673

-

Chief Investment Officer

• – –

2018-06-28

4

D

$56.20

$6,969

D/D

(124)

263,786

-

President

• – –

2018-06-28

4

D

$56.20

$34,226

D/D

(609)

204,669

-

Majoros Matthew

Principal Accounting Officer

• – –

2018-06-28

4

D

$56.20

$4,384

D/D

(78)

12,305

-

1513 Records found	Previous 20 21 22 23 24 25 26 27 28 29 Next	Page 24 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

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Summary:

Chart:

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.