| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.95(B) |
| Last
Volume: |
47,289 |
Avg
Vol: |
47,162 |
| 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 : 13.1 |
| Insider 3/6 Months : 13.7 |
|
| 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 |
0 |
32,832 |
32,832 |
35,752 |
| Total Buy Value |
$0 |
$1,714,794 |
$1,714,794 |
$1,873,061 |
| Total People Bought |
0 |
1 |
1 |
3 |
| Total Buy Transactions |
0 |
3 |
3 |
5 |
| Total Shares Sold |
0 |
700 |
1,390 |
19,488 |
| Total Sell Value |
$0 |
$39,844 |
$79,995 |
$1,071,734 |
| Total People Sold |
0 |
1 |
2 |
4 |
| Total Sell Transactions |
0 |
1 |
2 |
7 |
| End Date |
2024-03-28 |
2023-12-26 |
2023-06-27 |
2022-06-27 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Roame Charles |
Director |
– • – |
2017-05-31 |
4 |
B |
$35.38 |
$52,108 |
I/I |
1,473 |
3,165 |
2.1 |
- |
|
| Chapin Ross K |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
64 |
37,758 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(102) |
217,454 |
|
- |
|
| Grinis Scott D |
Chief Technology Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
269 |
217,556 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(94) |
12,053 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
205 |
12,147 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(110) |
12,476 |
|
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
353 |
12,586 |
|
- |
|
| Crager William |
President |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(220) |
155,288 |
|
- |
|
| Crager William |
President |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
487 |
155,508 |
|
- |
|
| Roame Charles |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
53 |
1,676 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(37) |
4,856 |
|
- |
|
| Majoros Matthew |
Principal Accounting Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
119 |
4,893 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(341) |
689,286 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
744 |
689,627 |
|
- |
|
| Johnson James |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
60 |
2,076 |
|
- |
|
| Smith Gregory A |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
5,689 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(83) |
12,690 |
|
- |
|
| Mayer Joshua |
Chief Operating Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
269 |
12,773 |
|
- |
|
| Fox James L |
Director |
– • – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
55 |
3,689 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2017-05-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(64) |
238,522 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2017-05-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
205 |
238,586 |
|
- |
|
| Roame Charles |
Director |
– • – |
2017-05-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
257 |
9,209 |
|
- |
|
| Roame Charles |
Director |
– • – |
2017-05-15 |
4 |
B |
$35.98 |
$9,247 |
D/D |
257 |
257 |
2.39 |
- |
|
| Darrigo Peter |
Chief Financial Officer |
• – – |
2017-05-12 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,110) |
12,233 |
|
- |
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1513 Records found
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Page 34 of 61 |
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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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0.11 (0.18%) 
