| |
| |
| 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 |
|
| 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:
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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:
|
|
|
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:
|
|
|
| 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:
|
|
|
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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Crager William |
Chief Executive Officer |
• • – |
2021-05-28 |
4 |
D |
$71.97 |
$121,773 |
D/D |
(1,692) |
260,267 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2021-05-28 |
4 |
D |
$71.97 |
$18,424 |
D/D |
(256) |
30,809 |
|
- |
|
| Depina Stuart |
President |
• – – |
2021-05-28 |
4 |
D |
$71.97 |
$71,394 |
D/D |
(992) |
79,691 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2021-05-28 |
4 |
D |
$71.97 |
$8,349 |
D/D |
(116) |
15,550 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2021-05-28 |
4 |
D |
$71.97 |
$22,383 |
D/D |
(311) |
22,503 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2021-03-15 |
4 |
D |
$71.01 |
$185,975 |
D/D |
(2,619) |
82,139 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,910 |
84,758 |
|
- |
|
| Crager William |
Chief Executive Officer |
• • – |
2021-03-15 |
4 |
D |
$71.01 |
$274,312 |
D/D |
(3,863) |
256,141 |
|
- |
|
| Crager William |
Chief Executive Officer |
• • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
9,093 |
260,004 |
|
- |
|
| Arora Anil |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,787 |
23,956 |
|
- |
|
| Crager William |
Chief Executive Officer |
• • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
34,144 |
250,911 |
|
- |
|
| Aguilar Luis A |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,451 |
13,983 |
|
- |
|
| Mosley Valerie |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,387 |
6,749 |
|
- |
|
| Chapin Ross K |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,835 |
51,903 |
|
- |
|
| Smith Gregory A |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,792 |
20,898 |
|
- |
|
| Depina Stuart |
President |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
20,825 |
69,046 |
|
- |
|
| Depina Stuart |
President |
• – – |
2021-03-11 |
4 |
D |
$70.29 |
$72,750 |
D/D |
(1,035) |
48,221 |
|
- |
|
| Fox James L |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
3,339 |
19,064 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
5,193 |
31,065 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
12,804 |
78,848 |
|
- |
|
| Crowell Gayle A |
Director |
– • – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,605 |
7,528 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,490 |
15,666 |
|
- |
|
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
• – – |
2021-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
7,825 |
22,814 |
|
- |
|
| Depina Stuart |
President |
• – – |
2021-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
11,637 |
80,683 |
|
- |
|
| Crager William |
Chief Executive Officer |
• • – |
2021-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
5,818 |
261,959 |
|
- |
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1267 Records found
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Page 8 of 51 |
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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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0.43 (0.68%) 
