| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
4.26(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
47,159 |
| 52
Week Range: |
$33.55 - $67.34 |
|
| Level
I Sector: |
Information Technology |
| Level
II Sector: |
Computer Software |
| Level
III Sector: |
Information Technology Services |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : 13.1 |
| Insider 6 Months : 13.1 |
| Insider 3/6 Months : 26.6 |
|
| 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:
|
|
|
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. |
|
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|
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
|
|
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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 |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Crager William |
President* |
• – – |
2019-09-12 |
4 |
S |
$57.11 |
$4,158,660 |
D/D |
(72,750) |
224,304 |
|
- |
|
| Crager William |
President* |
• – – |
2019-09-12 |
4 |
OE |
$9.00 |
$654,750 |
D/D |
72,750 |
297,054 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$26,813 |
D/D |
(480) |
53,174 |
|
- |
|
| Crager William |
President* |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$39,549 |
D/D |
(708) |
224,304 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$25,640 |
D/D |
(459) |
73,300 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$7,541 |
D/D |
(135) |
28,338 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$13,853 |
D/D |
(248) |
19,942 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$13,853 |
D/D |
(248) |
188,625 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$4,804 |
D/D |
(86) |
14,021 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-08-28 |
4 |
D |
$55.86 |
$78,372 |
D/D |
(1,403) |
821,920 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$7,429 |
D/D |
(133) |
10,280 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-08-28 |
4 |
D |
$55.86 |
$11,842 |
D/D |
(212) |
264,670 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-08-28 |
4 |
D |
$55.86 |
$43,683 |
D/D |
(782) |
33,407 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-08-16 |
4 |
S |
$56.15 |
$386,368 |
D/D |
(6,881) |
20,190 |
|
- |
|
| Crager William |
President* |
• – – |
2019-08-12 |
4 |
S |
$57.26 |
$1,075,460 |
D/D |
(18,500) |
225,012 |
|
- |
|
| Crager William |
President* |
• – – |
2019-08-12 |
4 |
OE |
$9.00 |
$166,500 |
D/D |
18,500 |
243,512 |
|
- |
|
| Depina Stuart |
Envestnet Data & Analytics* |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$100,530 |
D/D |
(1,476) |
73,759 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$70,221 |
D/D |
(1,031) |
27,071 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$84,456 |
D/D |
(1,240) |
188,873 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$48,086 |
D/D |
(706) |
264,882 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-08-06 |
4 |
D |
$68.11 |
$41,615 |
D/D |
(611) |
28,473 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-08-02 |
4 |
AS |
$69.82 |
$34,910 |
D/D |
(500) |
28,102 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-08-01 |
4 |
AS |
$70.52 |
$23,177 |
D/D |
(325) |
34,189 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-07-30 |
4 |
AS |
$70.85 |
$1,062,750 |
D/D |
(15,000) |
823,323 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-07-30 |
4 |
OE |
$9.00 |
$180,000 |
D/D |
20,000 |
838,323 |
|
- |
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1510 Records found
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Page 16 of 61 |
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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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|
1.51 (2.28%) 
