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Exchange: |
New York Stock Exchange |
Security
Type: |
Common |
Shares
Out: |
62,766,000 |
Market
Cap: |
3.95(B) |
Last
Volume: |
47,289 |
Avg
Vol: |
47,158 |
52
Week Range: |
$33.55 - $63.39 |
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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 |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
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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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2022-11-28 |
4 |
D |
$57.25 |
$2,977 |
D/D |
(52) |
16,460 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-11-28 |
4 |
D |
$57.25 |
$10,076 |
D/D |
(176) |
25,438 |
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- |
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Crager William |
Chief Executive Officer |
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2022-11-28 |
4 |
D |
$57.25 |
$64,464 |
D/D |
(1,126) |
302,780 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2022-11-28 |
4 |
D |
$57.25 |
$25,247 |
D/D |
(441) |
103,453 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2022-11-14 |
4 |
AS |
$56.00 |
$300,048 |
D/D |
(5,358) |
28,696 |
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-1% |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-11-02 |
4 |
D |
$48.22 |
$868 |
D/D |
(18) |
25,614 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2022-09-09 |
4 |
D |
$53.25 |
$3,195 |
D/D |
(60) |
16,512 |
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- |
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Crager William |
Chief Executive Officer |
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2022-09-09 |
4 |
D |
$53.25 |
$64,379 |
D/D |
(1,209) |
303,906 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2022-09-09 |
4 |
D |
$53.25 |
$25,187 |
D/D |
(473) |
103,894 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-09-09 |
4 |
D |
$53.25 |
$10,064 |
D/D |
(189) |
25,632 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2022-09-09 |
4 |
D |
$53.25 |
$6,763 |
D/D |
(127) |
34,054 |
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- |
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Crager William |
Chief Executive Officer |
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2022-08-26 |
4 |
D |
$53.81 |
$60,590 |
D/D |
(1,126) |
305,115 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2022-08-26 |
4 |
D |
$53.81 |
$6,403 |
D/D |
(119) |
34,181 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2022-08-26 |
4 |
D |
$53.81 |
$23,730 |
D/D |
(441) |
104,367 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-08-26 |
4 |
D |
$53.81 |
$9,471 |
D/D |
(176) |
25,821 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2022-08-26 |
4 |
D |
$53.81 |
$2,798 |
D/D |
(52) |
16,572 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-08-22 |
4 |
S |
$56.42 |
$72,793 |
D/D |
(1,290) |
25,997 |
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-11% |
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Crager William |
Chief Executive Officer |
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2022-06-29 |
4 |
B |
$53.79 |
$49,487 |
D/D |
920 |
306,241 |
2.81 |
-13% |
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Majoros Matthew |
Principal Accounting Officer |
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2022-06-28 |
4 |
S |
$53.79 |
$10,758 |
D/D |
(200) |
16,624 |
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14% |
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Obrien Shelly |
Chief Legal Officer |
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2022-05-27 |
4 |
D |
$67.09 |
$7,984 |
D/D |
(119) |
34,427 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2022-05-27 |
4 |
D |
$67.09 |
$11,808 |
D/D |
(176) |
27,476 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2022-05-27 |
4 |
D |
$67.09 |
$3,489 |
D/D |
(52) |
16,884 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2022-05-27 |
4 |
D |
$67.09 |
$29,587 |
D/D |
(441) |
105,281 |
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- |
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Crager William |
Chief Executive Officer |
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2022-05-27 |
4 |
D |
$67.09 |
$75,543 |
D/D |
(1,126) |
306,530 |
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- |
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Depina Stuart |
President |
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2022-05-27 |
4 |
D |
$67.09 |
$40,388 |
D/D |
(602) |
71,421 |
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- |
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1267 Records found
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Page 5 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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