| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.92(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
46,846 |
| 52
Week Range: |
$33.55 - $69.09 |
|
| Level
I Sector: |
Information Technology |
| Level
II Sector: |
Computer Software |
| Level
III Sector: |
Information Technology Services |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 707 |
| 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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|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
32,832 |
34,832 |
| Total Buy Value |
$0 |
$0 |
$1,714,794 |
$1,823,574 |
| Total People Bought |
0 |
0 |
1 |
2 |
| Total Buy Transactions |
0 |
0 |
3 |
4 |
| Total Shares Sold |
0 |
0 |
700 |
17,998 |
| Total Sell Value |
$0 |
$0 |
$39,844 |
$988,183 |
| Total People Sold |
0 |
0 |
1 |
4 |
| Total Sell Transactions |
0 |
0 |
1 |
5 |
| End Date |
2024-06-27 |
2024-03-26 |
2023-09-26 |
2022-09-26 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Bergman Judson |
Chief Executive Officer |
• • – |
2018-08-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
25,000 |
730,673 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-08-08 |
4 |
AS |
$62.40 |
$12,792 |
D/D |
(205) |
85,827 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$29,267 |
D/D |
(489) |
263,297 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$78,224 |
D/D |
(1,307) |
45,908 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$60,389 |
D/D |
(1,009) |
202,262 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-08-02 |
4 |
D |
$59.85 |
$55,242 |
D/D |
(923) |
38,443 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-08-01 |
4 |
AS |
$58.60 |
$110,285 |
D/D |
(1,882) |
39,366 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-08-01 |
4 |
OE |
$15.34 |
$28,870 |
D/D |
1,882 |
41,248 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-07-26 |
4 |
AS |
$62.40 |
$33,134 |
D/D |
(531) |
86,032 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-07-23 |
4 |
AS |
$59.80 |
$592,020 |
D/D |
(9,900) |
86,563 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-07-10 |
4 |
AS |
$59.80 |
$5,980 |
D/D |
(100) |
96,463 |
|
- |
|
| Crowell Gayle A |
Director |
– • – |
2018-07-09 |
4 |
AS |
$59.05 |
$7,854 |
I/I |
(133) |
0 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-07-02 |
4 |
AS |
$54.81 |
$219,240 |
D/D |
(4,000) |
39,366 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-07-02 |
4 |
OE |
$15.34 |
$61,360 |
D/D |
4,000 |
43,366 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$10,397 |
D/D |
(185) |
39,366 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$8,655 |
D/D |
(154) |
47,215 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$23,997 |
D/D |
(427) |
45,007 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2018-06-28 |
4 |
D |
$56.20 |
$71,711 |
D/D |
(1,276) |
755,673 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$6,969 |
D/D |
(124) |
263,786 |
|
- |
|
| Crager William |
President |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$34,226 |
D/D |
(609) |
204,669 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$4,384 |
D/D |
(78) |
12,305 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-06-28 |
4 |
D |
$56.20 |
$46,477 |
D/D |
(827) |
96,563 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2018-06-28 |
4 |
D |
$56.20 |
$10,847 |
D/D |
(193) |
203,271 |
|
- |
|
| Arora Anil |
Envestnet Yodlee * |
• • – |
2018-06-07 |
4 |
D |
$55.45 |
$229,119 |
D/D |
(4,132) |
97,390 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2018-06-04 |
4 |
AS |
$55.00 |
$137,500 |
D/D |
(2,500) |
39,551 |
|
- |
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1267 Records found
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Page 24 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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|
0.04 (0.06%) 
