Insider holders · CIK 0001337619
ENVESTNET, INC. · ENV
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| BlackRock Inc.10% Owner | — | 2,355,816 | 2,355,816 | Dec 20, 2018 · 4:28 pm EST | Form 3 |
| BLACKROCK FINANCIAL MANAGEMENT INC/DE10% Owner | — | 2,355,816 | 2,355,816 | Dec 20, 2018 · 4:28 pm EST | Form 3 |
| BlackRock Holdco 2, Inc.10% Owner | — | 2,355,816 | 2,355,816 | Dec 20, 2018 · 4:28 pm EST | Form 3 |
| Judson BergmanChief Executive Officer | 746,153 | 0 | 746,153 | Mar 4, 2019 · 5:21 pm EST | Form 4 |
| Brandon ThomasChief Investment Officer | 268,347 | 13,938 | 282,285 | Mar 4, 2019 · 5:19 pm EST | Form 4 |
| William CragerPresident | 217,049 | 100 | 217,149 | Mar 4, 2019 · 5:18 pm EST | Form 4 |
| Scott D GrinisChief Technology Officer | 203,064 | — | 203,064 | Mar 4, 2019 · 5:20 pm EST | Form 4 |
| Yves SisteronDirector | 12,000 | 56,397 | 68,397 | Mar 2, 2016 · 5:30 pm EST | Form 4 |
| Anil AroraEnvestnet | Yodlee * | 62,501 | 136 | 62,637 | Mar 4, 2019 · 5:20 pm EST | Form 4 |
| Stuart DePinaPresident* | 56,333 | — | 56,333 | Mar 8, 2019 · 4:40 pm EST | Form 3 |
| Peter D'ArrigoChief Financial Officer | 48,729 | — | 48,729 | Mar 4, 2019 · 5:18 pm EST | Form 4 |
| Ross K ChapinDirector | 46,480 | — | 46,480 | Mar 6, 2019 · 7:38 pm EST | Form 4 |
| Shelly O'BrienChief Legal Officer | 41,939 | — | 41,939 | Mar 4, 2019 · 5:17 pm EST | Form 4 |
| Joshua MayerChief Operating Officer | 34,343 | 42 | 34,385 | Mar 4, 2019 · 5:21 pm EST | Form 4 |
| Gregory A SmithDirector | 15,594 | — | 15,594 | Mar 6, 2019 · 7:42 pm EST | Form 4 |
| Matthew MajorosPrincipal Accounting Officer | 14,346 | — | 14,346 | Mar 4, 2019 · 5:17 pm EST | Form 4 |
| James L FoxDirector | 13,297 | — | 13,297 | Mar 6, 2019 · 7:40 pm EST | Form 4 |
| Barry D. CooperSVP, Head of Accounting Mgmt. | 10,544 | — | 10,544 | Mar 4, 2019 · 5:22 pm EST | Form 4 |
| Luis A AguilarDirector | 9,359 | — | 9,359 | Mar 6, 2019 · 7:44 pm EST | Form 4 |
| James JohnsonDirector | 7,161 | — | 7,161 | Mar 2, 2018 · 4:08 pm EST | Form 4 |
| Gayle A CrowellDirector | 3,885 | 2,519 | 6,404 | Mar 6, 2019 · 7:54 pm EST | Form 4 |
| Charles RoameDirector | 1,782 | 3,165 | 4,947 | Mar 6, 2019 · 7:41 pm EST | Form 4 |
| Valerie MosleyDirector | 2,199 | — | 2,199 | Mar 6, 2019 · 7:51 pm EST | Form 4 |
| Cynthia EganDirector | 1,950 | — | 1,950 | Mar 2, 2016 · 5:29 pm EST | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.