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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 30 of 61  
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   •       –      –    2017-11-28 4 OE $7.50 $51,675 D/D 6,890 35,055     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-27 4 AS $49.77 $497,700 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-27 4 OE $9.00 $90,000 D/D 10,000 742,569     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-27 4 AS $50.01 $155,281 D/D (3,105) 28,165     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-27 4 OE $7.50 $23,288 D/D 3,105 31,270     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-24 4 AS $49.68 $993,848 D/D (20,005) 28,165     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-24 4 OE $7.50 $150,038 D/D 20,005 48,170     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-22 4 AS $49.39 $493,900 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-22 4 OE $9.00 $90,000 D/D 10,000 742,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-21 4 AS $49.91 $499,100 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-21 4 OE $9.00 $90,000 D/D 10,000 742,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-20 4 AS $49.55 $495,500 D/D (10,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-20 4 OE $7.15 $88,150 D/D 10,000 742,569     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-17 4 AS $50.10 $1,504,496 D/D (30,000) 28,165     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-17 4 OE $7.50 $225,000 D/D 30,000 58,165     -
   Roame Charles Director   –       •      –    2017-11-13 4 B $51.43 $16,612 I/I 323 15,217 2.1     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-13 4 AS $51.48 $1,029,600 D/D (20,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-13 4 OE $7.15 $145,100 D/D 20,000 752,569     -
   Crager William President   •       –      –    2017-11-10 4 AS $51.48 $205,920 D/D (4,000) 178,217     -
   Crager William President   •       –      –    2017-11-10 4 OE $7.50 $30,000 D/D 4,000 182,217     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-10 4 AS $51.41 $1,544,796 D/D (30,000) 28,165     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-11-10 4 OE $7.50 $225,000 D/D 30,000 58,165     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-06 4/A AS $53.21 $1,064,200 D/D (20,000) 732,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-06 4/A OE $7.50 $150,000 D/D 20,000 752,569     -
   Bergman Judson Chief Executive Officer   •       •      –    2017-11-06 4 AS $53.21 $1,064,200 D/D (20,000) 712,569     -

  1513 Records found
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  Page 30 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