SecurityENV / Envestnet, Inc. (29404K106)
IndustryBusiness Services, Not Elsewhere Classified
Common Shares Outstanding45,215,812 shares (as of 2018-03-31)
Total Insiders19
Total Directors11
Total Officers10

Stock Insider Trading (from SEC Form 4)

ENV / Envestnet, Inc. Insider Trades

Envestnet, Inc. insider trades are listed in the following table, followed by a table containing the full transaction history. Insiders are officers, directors, or significant investors in a company. In general, it is generally illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.

ENV / Envestnet, Inc. insiders include Roame Charles, Aguilar Luis A, and CHAPIN ROSS K, O'Brien Shelly, CROWELL GAYLE A, Smith Gregory A, Crager William, Thomas Brandon, Egan Cynthia, D'Arrigo Peter, Bergman Judson, FOX JAMES L, Arora Anil, Sisteron Yves, Johnson James, Mayer Joshua, Cooper Barry D. Grinis Scott D, Majoros Matthew, .

Insider Roster

Insider Dir Off 10% Shares Owned
Arora Anil Envestnet | Yodlee *, Director
X X 96,735
CROWELL GAYLE A Director
X 4,118
O'Brien Shelly Chief Legal Officer
X 39,366
Thomas Brandon Chief Investment Officer
X 277,724
Mayer Joshua Chief Operating Officer
X 47,257
Majoros Matthew Principal Accounting Officer
X 12,305
Grinis Scott D Chief Technology Officer
X 203,271
D'Arrigo Peter Chief Financial Officer
X 45,007
Crager William President
X 204,769
Bergman Judson Chief Executive Officer, Director
X X 755,673
Cooper Barry D. SVP, Head of Accounting Mgmt.
X 11,000
Smith Gregory A Director
X 12,931
Roame Charles Director
X 22,976
Johnson James Director
X 7,161
FOX JAMES L Director
X 10,744
CHAPIN ROSS K Director
X 43,756
Aguilar Luis A Director
X 7,075
Egan Cynthia Director
X
Sisteron Yves Director
X

Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b-5 automatic trading plan will have an X in the column marked 10b-5.

Tran
Date
Form Insider Code 10b-5 Direct Share
Price
Shares
Changed
Remaining
Shares
Post Value
2018-07-10 4 Arora Anil S X D 59.80 -100 96,735 5,784,753
2018-07-09 4 CROWELL GAYLE A By trust S X I 59.05 -133 4,118 243,168
2018-07-02 4 O'Brien Shelly S X D 54.81 -4,000 39,366 2,157,650
2018-07-02 4 O'Brien Shelly M X D 15.34 4,000 43,366
2018-06-28 4 Bergman Judson F D 56.20 -1,276 755,673
2018-06-28 4 Crager William F D 56.20 -609 204,769
2018-06-28 4 D'Arrigo Peter F D 56.20 -427 45,007
2018-06-28 4 Grinis Scott D F D 56.20 -193 203,271
2018-06-28 4 Majoros Matthew F D 56.20 -78 12,305
2018-06-28 4 Mayer Joshua F D 56.20 -154 47,257
2018-06-28 4 O'Brien Shelly F D 56.20 -185 39,366
2018-06-28 4 Thomas Brandon F D 56.20 -124 277,724
2018-06-28 4 Arora Anil F D 56.20 -827 96,835
2018-06-07 4 Arora Anil F D 55.45 -4,132 97,662
2018-06-04 4 O'Brien Shelly S X D 55.00 -1,268 39,551 2,175,305
2018-06-04 4 O'Brien Shelly M X D 15.34 1,268 40,819
2018-06-04 4 O'Brien Shelly S X D 55.00 -1,232 39,551 2,175,305
2018-06-04 4 O'Brien Shelly M X D 12.45 1,232 40,783
2018-06-01 4 O'Brien Shelly S X D 52.95 -1,500 39,551 2,094,225
2018-06-01 4 O'Brien Shelly M X D 12.45 1,500 41,051
2018-05-29 4 Bergman Judson F D 54.55 -330 756,949
2018-05-29 4 Crager William F D 54.55 -208 205,378
2018-05-29 4 CROWELL GAYLE A By trust S X I 54.35 -2,934 4,251 231,042
2018-05-29 4 D'Arrigo Peter F D 54.55 -157 45,434
2018-05-29 4 Grinis Scott D F D 54.55 -94 203,464
2018-05-29 4 Majoros Matthew F D 54.55 -35 12,383
2018-05-29 4 Mayer Joshua F D 54.55 -75 47,411
2018-05-29 4 O'Brien Shelly F D 54.55 -61 39,551
2018-05-29 4 Thomas Brandon F D 54.55 -61 277,848
2018-05-21 4 O'Brien Shelly S X D 55.80 -667 39,612 2,210,350
2018-05-21 4 O'Brien Shelly M X D 12.45 667 40,279
2018-05-21 4 O'Brien Shelly S X D 55.80 -3,333 39,612 2,210,350
2018-05-21 4 O'Brien Shelly M X D 12.55 3,333 42,945
2018-05-11 4 Crager William F D 56.15 -6,769 205,586
2018-05-11 4 Crager William M D 16,667 212,355
2018-05-11 4 Bergman Judson F D 56.15 -18,459 757,279
2018-05-11 4 Bergman Judson M D 41,667 775,738
2018-05-11 4 D'Arrigo Peter F D 56.15 -3,638 45,591
2018-05-11 4 D'Arrigo Peter M D 10,000 49,229
2018-05-02 4 Thomas Brandon F D 56.85 -489 277,909
2018-05-02 4 Grinis Scott D F D 56.85 -1,009 203,558
2018-05-02 4 Mayer Joshua F D 56.85 -1,031 47,486
2018-05-02 4 O'Brien Shelly F D 56.85 -611 39,612
2018-04-02 4 CROWELL GAYLE A By trust S X I 57.10 -745 7,185 410,264
2018-04-02 4 O'Brien Shelly S X D 57.10 -366 40,223 2,296,733
2018-04-02 4 O'Brien Shelly M X D 9.00 366 40,589
2018-04-02 4 Arora Anil S X D 57.40 -4,443 101,794 5,842,976
2018-03-28 4 Arora Anil F D 57.35 -3,091 106,237
2018-03-28 4 Thomas Brandon F D 57.35 -495 278,398
2018-03-28 4 Mayer Joshua F D 57.35 -614 48,517
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)

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