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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 |
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Level
I Sector: |
Information Technology |
Level
II Sector: |
Computer Software |
Level
III Sector: |
Information Technology Services |
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Member Indexes:
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : 13.1 |
Insider 3/6 Months : 13.7 |
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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:
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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:
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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:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only) ![](../../images/information.jpg) |
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 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Darrigo Peter |
Chief Financial Officer |
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2017-11-28 |
4 |
OE |
$7.50 |
$51,675 |
D/D |
6,890 |
35,055 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-27 |
4 |
AS |
$49.77 |
$497,700 |
D/D |
(10,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-27 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-27 |
4 |
AS |
$50.01 |
$155,281 |
D/D |
(3,105) |
28,165 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-27 |
4 |
OE |
$7.50 |
$23,288 |
D/D |
3,105 |
31,270 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-24 |
4 |
AS |
$49.68 |
$993,848 |
D/D |
(20,005) |
28,165 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-24 |
4 |
OE |
$7.50 |
$150,038 |
D/D |
20,005 |
48,170 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-22 |
4 |
AS |
$49.39 |
$493,900 |
D/D |
(10,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-22 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-21 |
4 |
AS |
$49.91 |
$499,100 |
D/D |
(10,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-21 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
742,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-20 |
4 |
AS |
$49.55 |
$495,500 |
D/D |
(10,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-20 |
4 |
OE |
$7.15 |
$88,150 |
D/D |
10,000 |
742,569 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-17 |
4 |
AS |
$50.10 |
$1,504,496 |
D/D |
(30,000) |
28,165 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-17 |
4 |
OE |
$7.50 |
$225,000 |
D/D |
30,000 |
58,165 |
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- |
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Roame Charles |
Director |
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2017-11-13 |
4 |
B |
$51.43 |
$16,612 |
I/I |
323 |
15,217 |
2.1 |
- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-13 |
4 |
AS |
$51.48 |
$1,029,600 |
D/D |
(20,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-13 |
4 |
OE |
$7.15 |
$145,100 |
D/D |
20,000 |
752,569 |
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- |
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Crager William |
President |
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2017-11-10 |
4 |
AS |
$51.48 |
$205,920 |
D/D |
(4,000) |
178,217 |
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- |
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Crager William |
President |
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2017-11-10 |
4 |
OE |
$7.50 |
$30,000 |
D/D |
4,000 |
182,217 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-10 |
4 |
AS |
$51.41 |
$1,544,796 |
D/D |
(30,000) |
28,165 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-11-10 |
4 |
OE |
$7.50 |
$225,000 |
D/D |
30,000 |
58,165 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-06 |
4/A |
AS |
$53.21 |
$1,064,200 |
D/D |
(20,000) |
732,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-06 |
4/A |
OE |
$7.50 |
$150,000 |
D/D |
20,000 |
752,569 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2017-11-06 |
4 |
AS |
$53.21 |
$1,064,200 |
D/D |
(20,000) |
712,569 |
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- |
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1513 Records found
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Page 30 of 61 |
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Acquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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