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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.

 
 
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

   
Records found: 1513
  Page 29 of 61  
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   •       –      –    2017-12-06 4 AS $50.00 $75,000 D/D (1,500) 36,186     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-12-06 4 OE $9.00 $13,500 D/D 1,500 37,686     -
   Crowell Gayle A Director   –       •      –    2017-12-01 4 AS $48.90 $36,479 I/I (746) 3,784     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-01 4 AS $48.02 $962,290 D/D (20,000) 27,999     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-01 4 OE $7.50 $150,000 D/D 20,000 47,999     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-12-01 4 AS $47.45 $72,195 D/D (1,500) 36,186     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-12-01 4 OE $9.00 $13,500 D/D 1,500 37,686     -
   Fox James L Director   –       •      –    2017-11-29 4 OE $0.00 $0 D/D 55 8,164     -
   Crager William President   •       –      –    2017-11-29 4 D $48.40 $10,696 D/D (221) 177,996     -
   Smith Gregory A Director   –       •      –    2017-11-29 4 OE $0.00 $0 D/D 55 10,124     -
   Thomas Brandon Chief Investment Officer   •       –      –    2017-11-29 4 D $48.40 $3,243 D/D (67) 259,906     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-11-29 4 D $48.40 $4,695 D/D (97) 36,186     -
   Grinis Scott D Chief Technology Officer   •       –      –    2017-11-29 4 D $48.40 $6,824 D/D (141) 241,032     -
   Mayer Joshua Chief Operating Officer   •       –      –    2017-11-29 4 D $48.40 $4,017 D/D (83) 52,407     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-29 4 D $48.40 $8,034 D/D (166) 27,999     -
   Chapin Ross K Director   –       •      –    2017-11-29 4 OE $0.00 $0 D/D 64 40,904     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-29 4 D $48.40 $16,892 D/D (349) 732,220     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-29 4 AS $48.64 $487,044 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-29 4 OE $9.00 $90,000 D/D 10,000 742,569     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2017-11-29 4 D $48.40 $1,888 D/D (39) 9,435     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2017-11-29 4 OE $0.00 $0 D/D 119 9,474     -
   Johnson James Director   –       •      –    2017-11-29 4 OE $0.00 $0 D/D 61 4,847     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-28 4 AS $49.55 $495,500 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-28 4 OE $9.00 $90,000 D/D 10,000 742,569     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-28 4 AS $50.00 $344,500 D/D (6,890) 28,165     -
  1513 Records found
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  Page 29 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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