SecurityENV / Envestnet, Inc. (29404K106)
IndustryBusiness Services, Not Elsewhere Classified
Common Shares Outstanding45,384,004 shares (as of 2018-06-30)
Total Insiders19
Total Directors11
Total Officers10

Stock Insider Trading (from SEC Form 4)

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

Insider Roster

Insider Dir Off 10% Shares Owned
Arora Anil Envestnet | Yodlee *, Director
X X 75,660
CROWELL GAYLE A Director
X 4,118
Mayer Joshua Chief Operating Officer
X 40,013
Thomas Brandon Chief Investment Officer
X 277,050
O'Brien Shelly Chief Legal Officer
X 38,166
Majoros Matthew Principal Accounting Officer
X 12,192
Grinis Scott D Chief Technology Officer
X 201,912
D'Arrigo Peter Chief Financial Officer
X 44,423
Crager William President
X 203,952
Bergman Judson Chief Executive Officer, Director
X X 729,066
Roame Charles Director
X 15,495
Cooper Barry D. SVP, Head of Accounting Mgmt.
X 11,000
Smith Gregory A Director
X 12,931
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
2018-10-05 4 Arora Anil S X D 62.40 -4,551 75,660 4,721,184
2018-10-04 4 CROWELL GAYLE A By trust S X I 60.94 -133 4,118 250,951
2018-10-01 4 Mayer Joshua S X D 61.11 -186 40,013 2,445,194
2018-09-28 4 Arora Anil F D 60.95 -827 80,211
2018-09-28 4 Bergman Judson F D 60.95 -1,276 729,066
2018-09-28 4 Crager William F D 60.95 -609 203,952
2018-09-28 4 D'Arrigo Peter F D 60.95 -427 44,423
2018-09-28 4 Grinis Scott D F D 60.95 -238 201,912
2018-09-28 4 Majoros Matthew F D 60.95 -78 12,192
2018-09-28 4 Mayer Joshua F D 60.95 -238 40,199
2018-09-28 4 O'Brien Shelly F D 60.95 -185 38,166
2018-09-28 4 Thomas Brandon F D 60.95 -124 277,050
2018-09-27 4 Crager William S D 60.82 -4,209 204,561 12,441,400
2018-09-27 4 Crager William M D 7.15 4,209 208,770
2018-09-26 4 Crager William S D 61.08 -7,791 204,561 12,494,586
2018-09-26 4 Crager William M D 7.15 7,791 212,352
2018-09-07 4 Arora Anil F D 62.00 -4,132 81,038
2018-09-04 4 Arora Anil S X D 62.41 -567 85,170 5,315,460
2018-08-29 4 Roame Charles S I 62.86 -7,481 15,495 974,016
2018-08-29 4 O'Brien Shelly F D 62.85 -92 38,351
2018-08-29 4 Grinis Scott D F D 62.85 -112 202,150
2018-08-29 4 Thomas Brandon F D 62.85 -61 277,174
2018-08-29 4 Mayer Joshua F D 62.85 -115 40,437
2018-08-29 4 D'Arrigo Peter F D 62.85 -157 44,850
2018-08-29 4 Bergman Judson F D 62.85 -331 730,342
2018-08-29 4 Crager William F D 62.85 -208 204,561
2018-08-29 4 Majoros Matthew F D 62.85 -35 12,270
2018-08-27 4 Arora Anil S X D 62.40 -362 85,737 5,349,989
2018-08-22 4 Bergman Judson By Trust for Wife S I 59.04 -25,000 730,673 43,138,934
2018-08-09 4 Bergman Judson By Trust for Wife G I 25,000 755,673
2018-08-09 4 Bergman Judson G D -25,000 1,461,346
2018-08-20 4 Mayer Joshua S D 59.44 -5,398 40,552 2,410,411
2018-08-08 4 Arora Anil S X D 62.40 -205 86,099 5,372,578
2018-08-02 4 Thomas Brandon F D 59.85 -489 277,235
2018-08-02 4 O'Brien Shelly F D 59.85 -923 38,443
2018-08-02 4 Mayer Joshua F D 59.85 -1,307 45,950
2018-08-02 4 Grinis Scott D F D 59.85 -1,009 202,262
2018-08-01 4 O'Brien Shelly S X D 58.60 -1,882 39,366 2,306,848
2018-08-01 4 O'Brien Shelly M X D 15.34 1,882 41,248
2018-07-26 4 Arora Anil S X D 62.40 -531 86,304 5,385,370
2018-07-23 4 Arora Anil S X D 59.80 -9,900 86,835 5,192,733
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
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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