| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
62,766,000 |
| Market
Cap: |
3.90(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:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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 +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
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|
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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 |
2024-04-04 |
2024-01-02 |
2023-07-04 |
2022-07-04 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Grpvc, L.p. |
10% Owner |
– – • |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,763,879 |
|
- |
|
| Koontz Paul G |
Director |
– • – |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,660,758 |
|
- |
|
| Thomas Brandon |
Chief Investment OfficerOffice |
• – – |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
145,800 |
|
- |
|
| Obrien Shelly |
General CounselOfficer |
• – – |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
28,766 |
|
- |
|
| Sisteron Yves |
Director |
– • • |
2010-07-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
909,309 |
|
- |
|
| Johnson James |
Director |
– • – |
2010-07-28 |
4 |
S |
$9.00 |
$2,638,170 |
I/I |
(293,130) |
0 |
|
- |
|
| Johnson James |
Director |
– • – |
2010-07-28 |
4 |
S |
$9.00 |
$4,410 |
D/D |
(490) |
0 |
|
- |
|
| Bergman Judson |
Chairman, CEO |
• • – |
2010-07-28 |
4 |
S |
$9.00 |
$294,498 |
D/D |
(32,722) |
233,278 |
|
- |
|
| Sisteron Yves |
Director |
– • • |
2010-07-28 |
4 |
S |
$9.00 |
$2,041,218 |
I/I |
(226,802) |
682,507 |
|
- |
|
| Crager William |
President |
• – – |
2010-07-28 |
4 |
S |
$9.00 |
$101,583 |
D/D |
(11,287) |
126,713 |
|
- |
|
| Chapin Ross K |
Director |
– • – |
2010-07-28 |
4 |
S |
$9.00 |
$645,264 |
I/I |
(71,696) |
1,067,917 |
|
- |
|
| Envestnet Group Inc |
10% Owner |
– – • |
2010-07-28 |
4 |
S |
$9.00 |
$7,098,777 |
D/D |
(788,753) |
4,731,247 |
|
- |
|
| Grpvc, L.p. |
10% Owner |
– – • |
2010-07-28 |
4 |
S |
$9.00 |
$6,158,124 |
D/D |
(684,236) |
2,079,643 |
|
- |
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1513 Records found
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Page 61 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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0.99 (1.62%) 
