Envestnet, Inc.
ENVDelisted Nov 25, 2024- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001337619
Envestnet, Inc. was delisted on Nov 25, 2024; its insiders filed their last Form 4 on Nov 25, 2024; 261 institutions reported holding it in 13F filings for Q3 2024, worth $3.41B in total; no superinvestor held it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Envestnet, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Envestnet, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Wolfe Lauren Taylor | Director | 0Indirect | Nov 25, 2024 | 0 |
| Impactive Capital LLC | Director | 0Indirect | Nov 25, 2024 | 0 |
| Impactive Capital LP | Director | 0Indirect | Nov 25, 2024 | 0 |
| Asmar Christian | Director | 0Indirect | Nov 25, 2024 | 0 |
| Fox James L | Interim CEO | 0 | Nov 25, 2024 | 0 |
| Crowell Gayle A | Director | 0Indirect | Nov 25, 2024 | 0 |
| Smith Gregory A | Director | 0 | Nov 25, 2024 | 0 |
| O'Brien Shelly | CHIEF LEGAL OFFICER | 0 | Nov 25, 2024 | 0 |
| Mosley Valerie | Director | 0 | Nov 25, 2024 | 0 |
| Majoros Matthew | Principal Accounting Officer | 0 | Nov 25, 2024 | 0 |
| Aguilar Luis A | Director | 0 | Nov 25, 2024 | 0 |
| Cooper Barry D. | SVP, Head of Accounting Mgmt. | 0 | Nov 25, 2024 | 0 |
| Turner Barbara | Director | 0 | Nov 25, 2024 | 0 |
| Warren Joshua | CHIEF FINANCIAL OFFICER | 0 | Nov 25, 2024 | 0 |
| Crager William | Chief Executive Officer | 323,040 | Mar 13, 2024 | 0 |
| Lane Wendy E | Director | 4,991 | Mar 4, 2024 | 0 |
| D'Arrigo Peter | Chief Financial Officer | 119,040 | Sep 13, 2023 | 0 |
| Chapin Ross K | Director | 62,748 | Mar 2, 2023 | 0 |
| DePina Stuart | President | 56,967 | Jun 14, 2022 | 0 |
| Arora Anil | Director | 27,852 | Aug 3, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 27, 2024 (view filing) | Mar 25 | 2 days | Majoros MatthewPrincipal Accounting Officer | SSale | −700 | $56.92 | −$39.8K | −4.4%15.2K after | |
| Mar 19, 2024 (view filing)6:01 PM ET | Mar 15 | 4 days | Wolfe Lauren Taylor and 3 othersDirector | PPurchase | +1.67K | $52.99 | +$88.5K | 0.0%4.19M after | |
| Mar 8, 2024 (view filing)4:46 PM ET | Mar 6-7 | 2 days | Wolfe Lauren Taylor and 3 othersDirector | PPurchase | +31.2K | $52.19 | +$1.63M | +0.8%4.18M after | From original2 lots |
| Jul 3, 2023 (view filing) | Jun 29 | 4 days | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −690 | $58.19 | −$40.2K | −2.3%29.2K after | |
| Jun 23, 2023 (view filing) | Jun 21 | 2 days | Turner BarbaraDirector | PPurchase | +2.00K | $54.39 | +$108.8K | +130.4%3.53K after | |
| Jun 13, 2023 (view filing) | Jun 12 | 1 day | Crager WilliamChief Executive Officer | SSale | −7.25K | $53.68 | −$389.2K | −2.2%325.4K after | |
| May 23, 2023 (view filing) | May 19 | 4 days | Majoros MatthewPrincipal Accounting Officer | SSale | −4.00K | $54.74 | −$219.0K | −22.1%14.1K after | |
| Mar 31, 2023 (view filing) | Mar 30 | 1 day | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −530 | $56.93 | −$30.2K | −1.7%30.2K after | |
| Mar 31, 2023 (view filing) | Mar 30 | 1 day | O'Brien ShellyChief Legal Officer | SSale | −8.80K | $56.84 | −$500.2K | −27.1%23.7K after | |
| Nov 16, 2022 (view filing) | Nov 14 | 2 days | O'Brien ShellyChief Legal Officer | SSale | −5.36K | $56.00 | −$300.0K | −15.7%28.7K after | |
| Aug 24, 2022 (view filing) | Aug 22 | 2 days | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −1.29K | $56.43 | −$72.8K | −4.7%26.0K after | 3 lots |
| Jul 1, 2022 (view filing) | Jun 29 | 2 days | Crager WilliamChief Executive Officer | PPurchase | +920 | $53.79 | +$49.5K | +0.3%306.2K after | |
| Jun 30, 2022 (view filing) | Jun 28 | 2 days | Majoros MatthewPrincipal Accounting Officer | SSale | −200 | $53.79 | −$10.8K | −1.2%16.6K after | |
| Mar 29, 2022 (view filing) | Mar 25 | 4 days | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −678 | $73.73 | −$50.0K | −2.4%27.7K after | |
| Mar 23, 2022 (view filing) | Mar 21 | 2 days | Majoros MatthewPrincipal Accounting Officer | SSale | −400 | $75.33 | −$30.1K | −2.3%16.9K after | |
| Dec 29, 2021 (view filing) | Dec 27 | 2 days | DePina StuartPresident | SSale | −16.4K | $81.94 | −$1.35M | −23.5%53.6K after | |
| Sep 3, 2021 (view filing) | Sep 1 | 2 days | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −350 | $79.71 | −$27.9K | −1.6%21.8K after |