| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
4.34(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
47,159 |
| 52
Week Range: |
$33.55 - $68.51 |
|
| 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. |
|
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|
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 +/-:
|
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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.
|
|
|
|
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 |
8,640 |
19,488 |
| Total Sell Value |
$39,844 |
$39,844 |
$469,175 |
$1,071,734 |
| Total People Sold |
1 |
1 |
3 |
4 |
| Total Sell Transactions |
1 |
1 |
3 |
7 |
| End Date |
2024-02-25 |
2023-11-24 |
2023-05-26 |
2022-05-26 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Grinis Scott D |
Chief Technology Officer |
• – – |
2019-03-26 |
4 |
OE |
$9.00 |
$90,000 |
D/D |
10,000 |
202,004 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-03-25 |
4 |
OE |
$9.00 |
$225,000 |
D/D |
25,000 |
771,153 |
|
- |
|
| Depina Stuart |
President* |
• – – |
2019-03-21 |
4 |
S |
$65.02 |
$834,025 |
D/D |
(12,803) |
50,968 |
|
- |
|
| Depina Stuart |
President* |
• – – |
2019-03-21 |
4 |
OE |
$20.51 |
$587,370 |
D/D |
12,803 |
53,153 |
|
- |
|
| Depina Stuart |
President* |
• – – |
2019-03-20 |
4 |
S |
$65.09 |
$349,208 |
D/D |
(5,365) |
50,968 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-03-19 |
4 |
S |
$66.76 |
$233,720 |
D/D |
(3,500) |
14,346 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2019-03-19 |
4 |
OE |
$9.00 |
$33,725 |
D/D |
3,500 |
17,346 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2019-03-18 |
4 |
S |
$66.29 |
$673,639 |
D/D |
(10,162) |
192,004 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-03-18 |
4 |
S |
$66.71 |
$743,616 |
D/D |
(11,147) |
30,076 |
|
- |
|
| Roame Charles |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
I/I |
2,490 |
13,038 |
|
- |
|
| Aguilar Luis A |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,284 |
9,359 |
|
- |
|
| Mosley Valerie |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
398 |
2,199 |
|
- |
|
| Smith Gregory A |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,663 |
15,594 |
|
- |
|
| Crowell Gayle A |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,419 |
3,885 |
|
- |
|
| Chapin Ross K |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,724 |
46,480 |
|
- |
|
| Fox James L |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,553 |
13,297 |
|
- |
|
| Arora Anil |
Director |
– • – |
2019-03-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(8,003) |
54,498 |
|
- |
|
| Depina Stuart |
President*Officer |
• – – |
2019-03-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
56,333 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2019-03-01 |
4 |
AS |
$61.15 |
$71,056 |
D/D |
(1,162) |
34,343 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-02-28 |
4 |
D |
$61.01 |
$240,806 |
D/D |
(3,947) |
746,153 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
23,891 |
750,100 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$36,545 |
D/D |
(599) |
41,939 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,573 |
42,538 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-02-28 |
4 |
D |
$61.01 |
$32,274 |
D/D |
(529) |
10,544 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2019-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,573 |
11,073 |
|
- |
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1510 Records found
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Page 20 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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0.58 (0.85%) 
