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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: |
47,162 |
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 : 13.1 |
Insider 3/6 Months : 13.7 |
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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) ![](../../images/information.jpg) |
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 |
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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 |
Crager William |
President |
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2014-11-14 |
4 |
AS |
$54.22 |
$722,915 |
D/D |
(13,333) |
0 |
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- |
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Crager William |
President |
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2014-11-14 |
4 |
OE |
$7.50 |
$99,998 |
D/D |
13,333 |
13,333 |
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- |
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Roame Charles |
Director |
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2014-11-11 |
4 |
B |
$52.21 |
$7,414 |
D/D |
142 |
3,857 |
2.39 |
- |
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Crager William |
President |
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2014-11-10 |
4 |
AS |
$52.32 |
$156,960 |
D/D |
(3,000) |
0 |
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- |
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Crager William |
President |
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2014-11-10 |
4 |
OE |
$7.50 |
$22,500 |
D/D |
3,000 |
3,000 |
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- |
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Crager William |
President |
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2014-11-07 |
4 |
AS |
$49.32 |
$52,624 |
D/D |
(1,067) |
0 |
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- |
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Crager William |
President |
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2014-11-07 |
4 |
OE |
$7.50 |
$8,003 |
D/D |
1,067 |
1,067 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-07 |
4 |
AS |
$50.00 |
$500,000 |
D/D |
(10,000) |
0 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-07 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
10,000 |
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- |
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Crager William |
President |
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2014-11-05 |
4 |
AS |
$45.20 |
$87,372 |
D/D |
(1,933) |
0 |
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- |
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Crager William |
President |
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2014-11-05 |
4 |
OE |
$7.50 |
$14,498 |
D/D |
1,933 |
1,933 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-04 |
4 |
AS |
$45.00 |
$450,000 |
D/D |
(10,000) |
0 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-04 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
10,000 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-03 |
4 |
AS |
$43.74 |
$1,093,500 |
D/D |
(25,000) |
0 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-11-03 |
4 |
OE |
$7.50 |
$187,500 |
D/D |
25,000 |
25,000 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-10-31 |
4 |
AS |
$45.00 |
$450,000 |
D/D |
(10,000) |
0 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-10-31 |
4 |
OE |
$7.50 |
$75,000 |
D/D |
10,000 |
10,000 |
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- |
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Roame Charles |
Director |
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2014-10-29 |
4 |
D |
$0.00 |
$0 |
D/D |
(284) |
3,715 |
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- |
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Roame Charles |
Director |
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2014-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
284 |
3,999 |
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- |
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Crager William |
President |
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2014-10-20 |
4 |
AS |
$40.12 |
$120,360 |
D/D |
(3,000) |
0 |
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- |
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Crager William |
President |
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2014-10-20 |
4 |
OE |
$7.50 |
$22,500 |
D/D |
3,000 |
3,000 |
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- |
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Crager William |
President |
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2014-10-15 |
4 |
AS |
$38.74 |
$167,860 |
D/D |
(4,333) |
0 |
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- |
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Crager William |
President |
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2014-10-15 |
4 |
OE |
$7.50 |
$32,498 |
D/D |
4,333 |
4,333 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-10-14 |
4 |
AS |
$40.00 |
$238,240 |
D/D |
(5,956) |
0 |
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- |
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Bergman Judson |
Chief Executive Officer |
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2014-10-14 |
4 |
OE |
$7.50 |
$44,670 |
D/D |
5,956 |
5,956 |
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- |
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1513 Records found
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Page 50 of 61 |
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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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