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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 |
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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 : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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:
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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 |
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 |
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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 |
Crowell Gayle A |
Director |
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2018-02-01 |
4 |
AS |
$53.20 |
$39,687 |
I/I |
(746) |
2,292 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2018-02-01 |
4 |
AS |
$53.06 |
$159,180 |
D/D |
(3,000) |
36,186 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2018-02-01 |
4 |
OE |
$9.00 |
$27,000 |
D/D |
3,000 |
39,186 |
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- |
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Arora Anil |
Envestnet Yodlee * |
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2018-01-30 |
4 |
AS |
$54.80 |
$389,573 |
D/D |
(7,109) |
96,386 |
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- |
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Arora Anil |
Envestnet Yodlee * |
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2018-01-11 |
4 |
AS |
$53.10 |
$538,815 |
D/D |
(10,000) |
103,495 |
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- |
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Crowell Gayle A |
Director |
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2018-01-02 |
4 |
AS |
$50.00 |
$37,300 |
I/I |
(746) |
3,038 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2018-01-02 |
4 |
AS |
$50.00 |
$150,000 |
D/D |
(3,000) |
36,186 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2018-01-02 |
4 |
OE |
$9.00 |
$27,000 |
D/D |
3,000 |
39,186 |
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- |
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Mayer Joshua |
Chief Operating Officer |
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2017-12-22 |
4 |
S |
$52.04 |
$1,603,560 |
D/D |
(30,800) |
50,407 |
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- |
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Mayer Joshua |
Chief Operating Officer |
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2017-12-22 |
4 |
OE |
$7.15 |
$311,220 |
D/D |
30,800 |
60,407 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-15 |
4 |
AS |
$49.87 |
$1,168,803 |
D/D |
(23,437) |
27,999 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-15 |
4 |
OE |
$7.50 |
$175,778 |
D/D |
23,437 |
51,436 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-11 |
4 |
AS |
$49.73 |
$10,941 |
D/D |
(220) |
27,999 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-11 |
4 |
OE |
$7.50 |
$1,650 |
D/D |
220 |
28,219 |
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- |
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Mayer Joshua |
Chief Operating Officer |
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2017-12-11 |
4 |
S |
$49.75 |
$99,500 |
D/D |
(2,000) |
50,407 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-08 |
4 |
AS |
$50.09 |
$1,491,680 |
D/D |
(29,780) |
27,999 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-08 |
4 |
OE |
$7.50 |
$223,350 |
D/D |
29,780 |
57,779 |
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- |
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Arora Anil |
Envestnet Yodlee * |
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2017-12-07 |
4 |
D |
$49.65 |
$215,928 |
D/D |
(4,349) |
113,495 |
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- |
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Arora Anil |
Envestnet Yodlee * |
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2017-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,333 |
117,844 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-06 |
4 |
AS |
$50.00 |
$500,000 |
D/D |
(10,000) |
27,999 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-06 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
37,999 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2017-12-06 |
4 |
AS |
$50.00 |
$75,000 |
D/D |
(1,500) |
36,186 |
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- |
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Obrien Shelly |
Chief Legal Officer |
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2017-12-06 |
4 |
OE |
$9.00 |
$13,500 |
D/D |
1,500 |
37,686 |
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- |
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Crowell Gayle A |
Director |
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2017-12-01 |
4 |
AS |
$48.90 |
$36,479 |
I/I |
(746) |
3,784 |
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- |
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Darrigo Peter |
Chief Financial Officer |
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2017-12-01 |
4 |
AS |
$48.02 |
$962,290 |
D/D |
(20,000) |
27,999 |
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- |
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1267 Records found
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Page 28 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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