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Exchange: |
New York Stock Exchange |
Security
Type: |
Common |
Shares
Out: |
62,766,000 |
Market
Cap: |
3.91(B) |
Last
Volume: |
47,289 |
Avg
Vol: |
47,156 |
52
Week Range: |
$33.55 - $66.31 |
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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 : 13.1 |
Insider 6 Months : 13.1 |
Insider 3/6 Months : 26.6 |
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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) |
3 Months |
6 Months |
12 Months |
24 Months |
Total Shares Bought |
32,832 |
32,832 |
34,832 |
35,752 |
Total Buy Value |
$1,714,794 |
$1,714,794 |
$1,823,574 |
$1,873,061 |
Total People Bought |
1 |
1 |
2 |
3 |
Total Buy Transactions |
3 |
3 |
4 |
5 |
Total Shares Sold |
700 |
700 |
12,640 |
19,488 |
Total Sell Value |
$39,844 |
$39,844 |
$688,135 |
$1,071,734 |
Total People Sold |
1 |
1 |
3 |
4 |
Total Sell Transactions |
1 |
1 |
4 |
7 |
End Date |
2024-01-25 |
2023-10-24 |
2023-04-25 |
2022-04-25 |
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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 |
Majoros Matthew |
Principal Accounting Officer |
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2024-03-25 |
4 |
S |
$56.92 |
$39,844 |
D/D |
(700) |
15,212 |
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-9% |
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Asmar Christian |
Director |
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2024-03-15 |
4 |
B |
$52.99 |
$88,493 |
I/I |
1,670 |
4,188,871 |
2.1 |
17% |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2024-03-11 |
4 |
D |
$55.49 |
$10,432 |
D/D |
(188) |
35,127 |
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- |
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Crager William |
Chief Executive Officer |
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2024-03-11 |
4 |
D |
$55.49 |
$290,268 |
D/D |
(5,231) |
323,040 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2024-03-11 |
4 |
D |
$55.49 |
$3,995 |
D/D |
(72) |
15,912 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2024-03-11 |
4 |
D |
$55.49 |
$30,464 |
D/D |
(549) |
47,804 |
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- |
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Asmar Christian |
Director |
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2024-03-07 |
4 |
B |
$52.62 |
$1,145,064 |
I/I |
21,761 |
4,183,729 |
2.1 |
18% |
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Asmar Christian |
Director |
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2024-03-06 |
4 |
B |
$51.19 |
$481,237 |
I/I |
9,401 |
4,161,968 |
2.1 |
21% |
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Asmar Christian |
Director |
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2024-02-29 |
4/A |
A |
$0.00 |
$0 |
I/I |
3,472 |
4,156,039 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
7,846 |
35,315 |
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- |
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Turner Barbara |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,634 |
7,168 |
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- |
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Smith Gregory A |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
4,237 |
31,166 |
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- |
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Aguilar Luis A |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,825 |
23,161 |
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- |
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Mosley Valerie |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,663 |
15,533 |
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- |
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Fox James L |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
5,487 |
37,476 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
2,570 |
15,984 |
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- |
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Lane Wendy E |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,457 |
4,991 |
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- |
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Crowell Gayle A |
Director |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3,987 |
17,075 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
25,959 |
48,353 |
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- |
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Warren Joshua |
Chief Financial Officer |
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2024-02-29 |
4 |
A |
$0.00 |
$0 |
D/D |
13,731 |
13,731 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2024-02-28 |
4 |
D |
$50.98 |
$28,804 |
D/D |
(565) |
22,394 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2024-02-28 |
4 |
D |
$50.98 |
$15,753 |
D/D |
(309) |
13,414 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2024-02-28 |
4 |
D |
$50.98 |
$48,125 |
D/D |
(944) |
27,469 |
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- |
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Crager William |
Chief Executive Officer |
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2024-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
9,462 |
328,271 |
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- |
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Crager William |
Chief Executive Officer |
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2024-02-28 |
4 |
D |
$50.98 |
$167,571 |
D/D |
(3,287) |
318,809 |
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1267 Records found
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Page 1 of 51 |
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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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