| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.93(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 |
34,832 |
| Total Buy Value |
$0 |
$1,714,794 |
$1,714,794 |
$1,823,574 |
| Total People Bought |
0 |
1 |
1 |
2 |
| Total Buy Transactions |
0 |
3 |
3 |
4 |
| Total Shares Sold |
0 |
700 |
700 |
19,288 |
| Total Sell Value |
$0 |
$39,844 |
$39,844 |
$1,060,976 |
| Total People Sold |
0 |
1 |
1 |
4 |
| Total Sell Transactions |
0 |
1 |
1 |
6 |
| End Date |
2024-03-31 |
2023-12-29 |
2023-06-30 |
2022-06-30 |
|
| 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 |
– • – |
2012-08-13 |
4 |
S |
$11.75 |
$24,381 |
D/D |
(2,075) |
2,075 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-08-13 |
4 |
AS |
$12.00 |
$2,400 |
I/I |
(200) |
20,384 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-08-10 |
4 |
AS |
$12.02 |
$101,569 |
I/I |
(8,450) |
20,388 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-08-09 |
4 |
AS |
$12.00 |
$116,400 |
I/I |
(9,700) |
20,530 |
|
- |
|
| Obrien Shelly |
General Counsel |
• – – |
2012-08-06 |
4 |
AS |
$12.50 |
$28,325 |
D/D |
(2,266) |
15,443 |
|
- |
|
| Obrien Shelly |
General Counsel |
• – – |
2012-07-17 |
4 |
AS |
$12.51 |
$9,182 |
D/D |
(734) |
17,709 |
|
- |
|
| Obrien Shelly |
General Counsel |
• – – |
2012-07-13 |
4 |
AS |
$12.50 |
$75,000 |
D/D |
(6,000) |
18,443 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-12 |
4 |
AS |
$12.00 |
$33,096 |
I/I |
(2,758) |
20,702 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-11 |
4 |
AS |
$12.03 |
$114,574 |
I/I |
(9,524) |
20,751 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-10 |
4 |
AS |
$12.10 |
$6,050 |
I/I |
(500) |
20,920 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-09 |
4 |
AS |
$12.09 |
$21,762 |
I/I |
(1,800) |
20,929 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-06 |
4 |
AS |
$12.10 |
$90,750 |
I/I |
(7,500) |
20,961 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-05 |
4 |
AS |
$12.37 |
$36,096 |
I/I |
(2,918) |
21,094 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-03 |
4 |
AS |
$12.20 |
$56,120 |
I/I |
(4,600) |
21,146 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-07-02 |
4 |
AS |
$12.12 |
$76,356 |
I/I |
(6,300) |
21,228 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-06-29 |
4 |
AS |
$12.00 |
$22,800 |
I/I |
(1,900) |
21,340 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2012-06-29 |
4 |
GA |
$0.00 |
$0 |
I/I |
20,000 |
20,000 |
|
- |
|
| Bergman Judson |
Chief Executive Officer |
• • – |
2012-06-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
20,000 |
625,058 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-06-27 |
4 |
AS |
$12.04 |
$2,408 |
I/I |
(200) |
21,374 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-06-19 |
4 |
AS |
$12.01 |
$43,236 |
I/I |
(3,600) |
21,378 |
|
- |
|
| Crager William |
President |
• – – |
2012-06-11 |
4 |
S |
$11.55 |
$19,635 |
D/D |
(1,700) |
153,171 |
|
- |
|
| Crager William |
President |
• – – |
2012-06-08 |
4 |
S |
$11.52 |
$35,689 |
D/D |
(3,098) |
154,871 |
|
- |
|
| Crager William |
President |
• – – |
2012-06-07 |
4 |
S |
$11.62 |
$95,307 |
D/D |
(8,202) |
157,969 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-05-29 |
4 |
AS |
$12.02 |
$40,868 |
I/I |
(3,400) |
21,442 |
|
- |
|
| Johnson James |
Director |
– • – |
2012-05-09 |
4 |
AS |
$12.01 |
$6,581 |
I/I |
(548) |
21,502 |
|
- |
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1513 Records found
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Page 56 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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0.16 (0.26%) 
