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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 |
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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 |
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 |
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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 |
Johnson James |
Director |
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2010-08-31 |
4 |
S |
$9.00 |
$395,721 |
I/I |
(43,969) |
27,116 |
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- |
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Johnson James |
Director |
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2010-08-31 |
4 |
S |
$9.00 |
$666 |
D/D |
(74) |
1,774 |
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- |
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Chapin Ross K |
Director |
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2010-08-31 |
4 |
S |
$9.00 |
$96,786 |
I/I |
(10,754) |
1,057,163 |
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- |
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Thomas Brandon |
President |
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2010-08-05 |
4/A |
A |
$9.00 |
$125,442 |
I/I |
13,938 |
13,938 |
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- |
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Crager William |
President |
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2010-08-03 |
4/A |
A |
$9.00 |
$900 |
I/I |
100 |
100 |
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- |
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Chapin Ross K |
Director |
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2010-08-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,139,613) |
1,067,917 |
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- |
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Grpvc, L.p. |
10% Owner |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,824,008 |
6,903,651 |
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- |
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Koontz Paul G |
Director |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
697,778 |
18,340 |
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- |
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Koontz Paul G |
Director |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
1,056,968 |
1,448,895 |
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- |
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Koontz Paul G |
Director |
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2010-08-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(956,114) |
0 |
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- |
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Sisteron Yves |
Director |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
1,605,826 |
1,619,828 |
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- |
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Obrien Shelly |
General Counsel |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
20,577 |
49,343 |
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- |
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Bergman Judson |
Chairman, CEO |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
427,488 |
660,766 |
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- |
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Thomas Brandon |
Chief Investment Officer |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
93,784 |
239,584 |
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- |
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Crager William |
President |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
98,211 |
224,924 |
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- |
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Envestnet Group Inc |
Former 10% Owner |
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2010-08-03 |
4 |
D |
$0.00 |
$0 |
D/D |
(10,680,000) |
0 |
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- |
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Envestnet Group Inc |
Former 10% Owner |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
5,160,000 |
10,680,000 |
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- |
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Johnson James |
Director |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
I/I |
1,854,247 |
27,897 |
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- |
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Johnson James |
Director |
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2010-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
2,338 |
1,848 |
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- |
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Crager William |
PresidentOfficer |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
138,000 |
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- |
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Bergman Judson |
Chairman, CEOOfficer |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
266,000 |
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- |
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Hawn Gates Helms |
Director |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
128,000 |
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- |
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Johnson James |
Director |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
9,485 |
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- |
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Grinis Scott D |
Chief Technology OfficerOffice |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
335,896 |
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- |
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Envestnet Group Inc |
10% Owner |
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2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,520,000 |
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- |
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1513 Records found
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Page 60 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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