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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 |
Arora Anil |
Director |
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2021-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
6,132 |
30,088 |
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- |
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Depina Stuart |
President |
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2021-02-26 |
4 |
D |
$64.02 |
$138,155 |
D/D |
(2,158) |
49,256 |
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- |
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Crager William |
Chief Executive Officer |
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2021-02-26 |
4 |
D |
$64.02 |
$319,908 |
D/D |
(4,997) |
216,767 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2021-02-26 |
4 |
D |
$64.02 |
$25,928 |
D/D |
(405) |
13,176 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2021-02-26 |
4 |
D |
$64.02 |
$62,099 |
D/D |
(970) |
14,989 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2021-02-26 |
4 |
D |
$64.02 |
$154,544 |
D/D |
(2,414) |
66,044 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2021-02-26 |
4 |
OE |
$12.55 |
$125,500 |
D/D |
10,000 |
68,458 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2021-02-26 |
4 |
D |
$64.02 |
$47,631 |
D/D |
(744) |
25,872 |
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- |
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Chapin Ross K |
Director |
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2021-02-22 |
4 |
OE |
$12.55 |
$25,702 |
D/D |
2,048 |
49,068 |
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- |
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Crager William |
Chief Executive Officer |
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2020-12-16 |
4 |
S |
$82.17 |
$2,059,122 |
D/D |
(25,000) |
221,764 |
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10% |
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Depina Stuart |
President |
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2020-12-11 |
4 |
D |
$81.40 |
$84,249 |
D/D |
(1,035) |
51,982 |
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- |
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Crager William |
Chief Executive Officer |
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2020-11-27 |
4 |
D |
$79.85 |
$101,809 |
D/D |
(1,275) |
246,764 |
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- |
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Majoros Matthew |
Principal Accounting Officer |
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2020-11-27 |
4 |
D |
$79.85 |
$12,057 |
D/D |
(151) |
13,581 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2020-11-27 |
4 |
D |
$79.85 |
$64,040 |
D/D |
(802) |
58,458 |
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- |
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Depina Stuart |
President |
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2020-11-27 |
4 |
D |
$79.85 |
$67,873 |
D/D |
(850) |
53,017 |
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- |
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Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
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2020-11-27 |
4 |
D |
$79.85 |
$21,480 |
D/D |
(269) |
15,959 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2020-11-27 |
4 |
D |
$79.85 |
$21,639 |
D/D |
(271) |
26,616 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2020-10-26 |
4 |
AS |
$82.99 |
$456,445 |
D/D |
(5,500) |
26,887 |
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-17% |
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Obrien Shelly |
Chief Legal Officer |
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2020-10-26 |
4 |
OE |
$41.84 |
$230,120 |
D/D |
5,500 |
32,387 |
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- |
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Arora Anil |
Director |
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2020-10-23 |
4 |
AS |
$84.54 |
$211,350 |
D/D |
(2,500) |
22,169 |
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-15% |
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Thomas Brandon |
Chief Investment Officer |
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2020-10-21 |
4 |
AS |
$81.35 |
$3,332,078 |
D/D |
(40,801) |
268,701 |
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-14% |
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Thomas Brandon |
Chief Investment Officer |
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2020-10-21 |
4 |
OE |
$12.45 |
$965,567 |
D/D |
40,801 |
270,391 |
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- |
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Depina Stuart |
President |
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2020-10-21 |
4 |
AS |
$81.39 |
$1,579,873 |
D/D |
(19,342) |
53,867 |
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-14% |
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Arora Anil |
Director |
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2020-10-21 |
4 |
AS |
$81.42 |
$204,353 |
D/D |
(2,500) |
24,669 |
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-14% |
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Depina Stuart |
President |
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2020-09-11 |
4 |
D |
$75.64 |
$78,287 |
D/D |
(1,035) |
73,209 |
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1267 Records found
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Page 9 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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