| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.92(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 |
– • – |
2015-10-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(283) |
0 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
283 |
283 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2015-09-30 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
634,214 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2015-09-29 |
4 |
S |
$29.90 |
$203,323 |
D/D |
(6,775) |
230,421 |
|
- |
|
| Thomas Brandon |
Chief Investment Officer |
• – – |
2015-09-29 |
4 |
OE |
$5.00 |
$60,710 |
D/D |
12,142 |
237,196 |
|
- |
|
| Crager William |
President |
• – – |
2015-09-25 |
4 |
S |
$31.85 |
$1,048,346 |
D/D |
(32,704) |
136,200 |
|
- |
|
| Crager William |
President |
• – – |
2015-09-25 |
4 |
OE |
$5.00 |
$163,520 |
D/D |
32,704 |
140,891 |
|
- |
|
| Crager William |
President |
• – – |
2015-09-14 |
4 |
AS |
$30.02 |
$40,017 |
D/D |
(1,333) |
136,200 |
|
- |
|
| Crager William |
President |
• – – |
2015-09-14 |
4 |
OE |
$5.00 |
$6,665 |
D/D |
1,333 |
137,533 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2015-09-11 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
624,214 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-14 |
4 |
AS |
$35.00 |
$57,155 |
D/D |
(1,633) |
136,200 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-14 |
4 |
OE |
$5.00 |
$8,165 |
D/D |
1,633 |
137,833 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-08-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
415 |
4,884 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-08-13 |
4 |
B |
$35.45 |
$14,712 |
D/D |
415 |
415 |
2.39 |
- |
|
| Smith Gregory A |
Director |
– • – |
2015-08-13 |
4 |
B |
$34.84 |
$34,840 |
D/D |
1,000 |
2,000 |
2.39 |
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2015-08-12 |
4 |
OE |
$5.00 |
$100,000 |
D/D |
20,000 |
614,214 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-05 |
4 |
AS |
$45.16 |
$194,188 |
D/D |
(4,300) |
136,200 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-05 |
4 |
OE |
$5.00 |
$21,500 |
D/D |
4,300 |
140,500 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2015-08-03 |
4 |
AS |
$45.00 |
$45,000 |
D/D |
(1,000) |
3,525 |
|
- |
|
| Obrien Shelly |
Chief Legal Officer |
• – – |
2015-08-03 |
4 |
OE |
$7.50 |
$7,500 |
D/D |
1,000 |
4,525 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-03 |
4 |
AS |
$45.04 |
$76,568 |
D/D |
(1,700) |
136,200 |
|
- |
|
| Crager William |
President |
• – – |
2015-08-03 |
4 |
OE |
$5.00 |
$8,500 |
D/D |
1,700 |
137,900 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-07-30 |
4 |
D |
$0.00 |
$0 |
D/D |
(163) |
0 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-07-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
163 |
163 |
|
- |
|
| Roame Charles |
Director |
– • – |
2015-07-21 |
5 |
GD |
$0.00 |
$0 |
D/D |
3,857 |
0 |
|
- |
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1513 Records found
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Page 46 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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0.08 (0.13%) 
