Company · CIK 0001337619 · SIC 7389 — Services-Business Services, NEC
ENVESTNET, INC. · ENV
Insider activity reported against this company. All insider holders · On EDGAR ↗
Reported at this company — common stock
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 4, 2019 AForm 4 → | Mar 6, 7:54 pm EST | Gayle A CrowellDirector | 2,419 | — | — | 3,885 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:51 pm EST | Valerie MosleyDirector | 398 | — | — | 2,199 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:44 pm EST | Luis A AguilarDirector | 2,284 | — | — | 9,359 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:42 pm EST | Gregory A SmithDirector | 2,663 | — | — | 15,594 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:41 pm EST | Charles RoameDirector | 2,490 | — | — | 13,038 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:40 pm EST | James L FoxDirector | 2,553 | — | — | 13,297 | — | plan? |
| Mar 4, 2019 AForm 4 → | Mar 6, 7:38 pm EST | Ross K ChapinDirector | 2,724 | — | — | 46,480 | — | plan? |
| Mar 1, 2019 SForm 4 → | Mar 4, 5:21 pm EST | Joshua MayerChief Operating Officer | 1,162 | $61.15 | $71,056 | 34,343 | −3.27% | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:22 pm EST | Barry D. CooperSVP, Head of Accounting Mgmt. | 6,102 | $61.01 | $32,274 | 10,544 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:21 pm EST | Joshua MayerChief Operating Officer | 4,323 | $61.01 | $43,744 | 35,505 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:21 pm EST | Judson BergmanChief Executive Officer, Director | 27,838 | $61.01 | $240,806 | 746,153 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:20 pm EST | Scott D GrinisChief Technology Officer | 5,179 | $61.01 | $43,744 | 203,064 | — | plan? |
| Feb 28, 2019 FForm 4 → | Mar 4, 5:20 pm EST | Anil AroraEnvestnet | Yodlee *, Director | 2,244 | $61.01 | $136,906 | 62,501 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:19 pm EST | Brandon ThomasChief Investment Officer | 7,203 | $61.01 | $39,473 | 268,347 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:18 pm EST | William CragerPresident | 17,948 | $61.01 | $120,007 | 217,049 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:18 pm EST | Peter D'ArrigoChief Financial Officer | 10,061 | $61.01 | $83,828 | 48,729 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:17 pm EST | Matthew MajorosPrincipal Accounting Officer | 3,109 | $61.01 | $25,685 | 14,346 | — | plan? |
| Feb 28, 2019 AFForm 4 → | Mar 4, 5:17 pm EST | Shelly O'BrienChief Legal Officer | 6,172 | $61.01 | $36,545 | 41,939 | — | plan? |
| Feb 4, 2019 SForm 4 → | Feb 6, 4:27 pm EST | Joshua MayerChief Operating Officer | 2,616 | $55.00 | $143,880 | 32,616 | −7.43% | plan? |
| Feb 1, 2019 SForm 4 → | Feb 5, 12:35 pm EST | Anil AroraEnvestnet | Yodlee *, Director | 567 | $54.74 | $31,038 | 64,745 | −0.87% | plan? |
| Jan 25, 2019 SForm 4 → | Jan 29, 11:43 am EST | Anil AroraEnvestnet | Yodlee *, Director | 5,117 | $53.92 | $275,909 | 65,312 | −7.27% | plan? |
| Dec 31, 2018 GForm 5 → | Feb 14, 2019, 5:21 pm EST | Judson BergmanChief Executive Officer, Director | 1,250 | — | — | 726,209 | — | plan? |
| Dec 28, 2018 GForm 5 → | Feb 14, 2019, 5:17 pm EST | Scott D GrinisChief Technology Officer | 1,000 | — | — | 199,319 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:09 pm EST | Brandon ThomasChief Investment Officer | 124 | $48.94 | $6,069 | 262,438 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:09 pm EST | Anil AroraEnvestnet | Yodlee *, Director | 827 | $48.94 | $40,473 | 70,429 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:08 pm EST | Shelly O'BrienChief Legal Officer | 185 | $48.94 | $9,054 | 36,965 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:07 pm EST | Matthew MajorosPrincipal Accounting Officer | 78 | $48.94 | $3,817 | 12,079 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:07 pm EST | Peter D'ArrigoChief Financial Officer | 427 | $48.94 | $20,897 | 43,839 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:06 pm EST | Scott D GrinisChief Technology Officer | 238 | $48.94 | $11,648 | 200,319 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:05 pm EST | Judson BergmanChief Executive Officer, Director | 1,276 | $48.94 | $62,447 | 727,459 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 4:05 pm EST | William CragerPresident | 609 | $48.94 | $29,804 | 203,035 | — | plan? |
| Dec 28, 2018 FForm 4 → | Jan 2, 2019, 3:58 pm EST | Joshua MayerChief Operating Officer | 238 | $48.94 | $11,648 | 35,232 | — | plan? |
| Dec 7, 2018 FForm 4 → | Dec 11, 12:39 pm EST | Anil AroraEnvestnet | Yodlee *, Director | 4,132 | $52.14 | $215,442 | 71,256 | — | plan? |
| Nov 30, 2018 SForm 4 → | Dec 4, 5:04 pm EST | Joshua MayerChief Operating Officer | 186 | $55.00 | $10,230 | 35,470 | −0.52% | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:26 pm EST | Brandon ThomasChief Investment Officer | 61 | $54.66 | $3,334 | 262,562 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:25 pm EST | Matthew MajorosPrincipal Accounting Officer | 35 | $54.66 | $1,913 | 12,157 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:25 pm EST | William CragerPresident | 208 | $54.66 | $11,369 | 203,644 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:25 pm EST | Scott D GrinisChief Technology Officer | 115 | $54.66 | $6,286 | 200,557 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:24 pm EST | Joshua MayerChief Operating Officer | 115 | $54.66 | $6,286 | 35,656 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:24 pm EST | Shelly O'BrienChief Legal Officer | 92 | $54.66 | $5,029 | 37,150 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:23 pm EST | Judson BergmanChief Executive Officer, Director | 331 | $54.66 | $18,092 | 728,735 | — | plan? |
| Nov 29, 2018 FForm 4 → | Dec 3, 4:23 pm EST | Peter D'ArrigoChief Financial Officer | 157 | $54.66 | $8,582 | 44,266 | — | plan? |
| Nov 8, 2018 SForm 4 → | Nov 13, 4:08 pm EST | Joshua MayerChief Operating Officer | 2,606 | $55.00 | $143,330 | 35,771 | −6.79% | plan? late |
| Nov 2, 2018 FForm 4 → | Nov 6, 4:06 pm EST | Brandon ThomasChief Investment Officer | 489 | $52.12 | $25,487 | 262,623 | — | plan? |
| Nov 2, 2018 FForm 4 → | Nov 6, 4:06 pm EST | Shelly O'BrienChief Legal Officer | 924 | $52.12 | $48,159 | 37,242 | — | plan? |
| Nov 2, 2018 FForm 4 → | Nov 6, 4:06 pm EST | Scott D GrinisChief Technology Officer | 1,240 | $52.12 | $64,629 | 200,672 | — | plan? |
| Nov 2, 2018 FForm 4 → | Nov 6, 4:05 pm EST | Joshua MayerChief Operating Officer | 1,594 | $52.12 | $83,079 | 38,377 | — | plan? |
| Oct 23, 2018 AForm 4 → | Oct 25, 4:42 pm EDT | Valerie MosleyDirector | 1,801 | — | — | 1,801 | — | plan? |
| Oct 5, 2018 SForm 4 → | Oct 10, 4:05 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 4,551 | $62.40 | $283,982 | 75,388 | −5.69% | plan? late |
| Oct 4, 2018 SForm 4 → | Oct 5, 4:38 pm EDT | Gayle A CrowellDirector | 133 | $60.94 | $8,105 | 0 | −100% | plan? |
| Oct 1, 2018 SForm 4 → | Oct 3, 4:05 pm EDT | Joshua MayerChief Operating Officer | 186 | $61.11 | $11,366 | 39,971 | −0.46% | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:18 pm EDT | Brandon ThomasChief Investment Officer | 124 | $60.95 | $7,558 | 263,112 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:18 pm EDT | Shelly O'BrienChief Legal Officer | 185 | $60.95 | $11,276 | 38,166 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:17 pm EDT | Joshua MayerChief Operating Officer | 238 | $60.95 | $14,506 | 40,157 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:17 pm EDT | Matthew MajorosPrincipal Accounting Officer | 78 | $60.95 | $4,754 | 12,192 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:16 pm EDT | Scott D GrinisChief Technology Officer | 238 | $60.95 | $14,506 | 201,912 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:16 pm EDT | Peter D'ArrigoChief Financial Officer | 427 | $60.95 | $26,026 | 44,423 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:15 pm EDT | William CragerPresident | 609 | $60.95 | $37,119 | 203,852 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:15 pm EDT | Judson BergmanChief Executive Officer, Director | 1,276 | $60.95 | $77,772 | 729,066 | — | plan? |
| Sep 28, 2018 FForm 4 → | Oct 2, 5:14 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 827 | $60.95 | $50,406 | 79,939 | — | plan? |
| Sep 26, 2018 SForm 4 → | Sep 28, 4:20 pm EDT | William CragerPresident | 12,000 | $60.99 | $731,866 | 204,461 | −5.54% | plan? |
| Sep 26, 2018 MForm 4 → | Sep 28, 4:20 pm EDT | William CragerPresident | 12,000 | $7.15 | $85,800 | 208,670 | — | plan? |
| Sep 7, 2018 FForm 4 → | Sep 11, 4:03 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 4,132 | $62.00 | $256,184 | 80,766 | — | plan? |
| Sep 4, 2018 SForm 4 → | Sep 6, 4:20 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 567 | $62.41 | $35,386 | 84,898 | −0.66% | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:09 pm EDT | Matthew MajorosPrincipal Accounting Officer | 35 | $62.85 | $2,200 | 12,270 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:08 pm EDT | William CragerPresident | 208 | $62.85 | $13,073 | 204,461 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:08 pm EDT | Judson BergmanChief Executive Officer, Director | 331 | $62.85 | $20,803 | 730,342 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:08 pm EDT | Peter D'ArrigoChief Financial Officer | 157 | $62.85 | $9,867 | 44,850 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:08 pm EDT | Joshua MayerChief Operating Officer | 115 | $62.85 | $7,228 | 40,395 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:07 pm EDT | Brandon ThomasChief Investment Officer | 61 | $62.85 | $3,834 | 263,236 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:07 pm EDT | Scott D GrinisChief Technology Officer | 112 | $62.85 | $7,039 | 202,150 | — | plan? |
| Aug 29, 2018 FForm 4 → | Aug 31, 4:07 pm EDT | Shelly O'BrienChief Legal Officer | 92 | $62.85 | $5,782 | 38,351 | — | plan? |
| Aug 29, 2018 SForm 4 → | Aug 31, 4:06 pm EDT | Charles RoameDirector | 7,481 | $62.86 | $470,256 | 10,548 | −41.5% | plan? |
| Aug 27, 2018 SForm 4 → | Aug 29, 4:05 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 362 | $62.40 | $22,589 | 85,465 | −0.42% | plan? |
| Aug 22, 2018 SForm 4 → | Aug 22, 4:05 pm EDT | Judson BergmanChief Executive Officer, Director | 25,000 | $59.04 | $1,476,000 | 0 | −100% | plan? |
| Aug 20, 2018 GForm 5 → | Feb 14, 2019, 5:01 pm EST | Peter D'ArrigoChief Financial Officer | 2,423 | — | — | 41,416 | — | plan? |
| Aug 20, 2018 SForm 4 → | Aug 22, 4:05 pm EDT | Joshua MayerChief Operating Officer | 5,398 | $59.44 | $320,857 | 40,510 | −11.8% | plan? |
| Aug 9, 2018 GForm 4 → | Aug 22, 4:05 pm EDT | Judson BergmanChief Executive Officer, Director | 50,000 | — | — | 25,000 | — | plan? late |
| Aug 8, 2018 SForm 4 → | Aug 10, 4:06 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 205 | $62.40 | $12,792 | 85,827 | −0.24% | plan? |
| Aug 2, 2018 FForm 4 → | Aug 6, 4:08 pm EDT | Scott D GrinisChief Technology Officer | 1,009 | $59.85 | $60,389 | 202,262 | — | plan? |
| Aug 2, 2018 FForm 4 → | Aug 6, 4:07 pm EDT | Joshua MayerChief Operating Officer | 1,307 | $59.85 | $78,224 | 45,908 | — | plan? |
| Aug 2, 2018 FForm 4 → | Aug 6, 4:07 pm EDT | Shelly O'BrienChief Legal Officer | 923 | $59.85 | $55,242 | 38,443 | — | plan? |
| Aug 2, 2018 FForm 4 → | Aug 6, 4:07 pm EDT | Brandon ThomasChief Investment Officer | 489 | $59.85 | $29,267 | 263,297 | — | plan? |
| Aug 1, 2018 SForm 4 → | Aug 3, 4:07 pm EDT | Shelly O'BrienChief Legal Officer | 1,882 | $58.60 | $110,285 | 39,366 | −4.56% | plan? |
| Aug 1, 2018 MForm 4 → | Aug 3, 4:07 pm EDT | Shelly O'BrienChief Legal Officer | 1,882 | $15.34 | $28,870 | 41,248 | — | plan? |
| Jul 26, 2018 SForm 4 → | Jul 30, 4:07 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 531 | $62.40 | $33,134 | 86,032 | −0.61% | plan? |
| Jul 23, 2018 SForm 4 → | Jul 25, 4:05 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 9,900 | $59.80 | $592,020 | 86,563 | −10.3% | plan? |
| Jul 10, 2018 SForm 4 → | Jul 12, 4:02 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 100 | $59.80 | $5,980 | 96,463 | −0.10% | plan? |
| Jul 9, 2018 SForm 4 → | Jul 11, 4:05 pm EDT | Gayle A CrowellDirector | 133 | $59.05 | $7,854 | 0 | −100% | plan? |
| Jul 2, 2018 SForm 4 → | Jul 5, 4:34 pm EDT | Shelly O'BrienChief Legal Officer | 4,000 | $54.81 | $219,240 | 39,366 | −9.22% | plan? |
| Jul 2, 2018 MForm 4 → | Jul 5, 4:34 pm EDT | Shelly O'BrienChief Legal Officer | 4,000 | $15.34 | $61,360 | 43,366 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:26 pm EDT | Brandon ThomasChief Investment Officer | 124 | $56.20 | $6,969 | 263,786 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:26 pm EDT | Shelly O'BrienChief Legal Officer | 185 | $56.20 | $10,397 | 39,366 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:25 pm EDT | Joshua MayerChief Operating Officer | 154 | $56.20 | $8,655 | 47,215 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:25 pm EDT | Matthew MajorosPrincipal Accounting Officer | 78 | $56.20 | $4,384 | 12,305 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:25 pm EDT | Scott D GrinisChief Technology Officer | 193 | $56.20 | $10,847 | 203,271 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:24 pm EDT | Peter D'ArrigoChief Financial Officer | 427 | $56.20 | $23,997 | 45,007 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:24 pm EDT | William CragerPresident | 609 | $56.20 | $34,226 | 204,669 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:24 pm EDT | Judson BergmanChief Executive Officer, Director | 1,276 | $56.20 | $71,711 | 755,673 | — | plan? |
| Jun 28, 2018 FForm 4 → | Jul 2, 4:24 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 827 | $56.20 | $46,477 | 96,563 | — | plan? |
Reported at this company — derivatives (options, RSUs, warrants)
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 26, 2018 MForm 4 → | Sep 28, 4:20 pm EDT | William CragerPresident | 12,000 | — | — | 0 | — | |
| Aug 1, 2018 MForm 4 → | Aug 3, 4:07 pm EDT | Shelly O'BrienChief Legal Officer | 1,882 | — | — | 0 | — | |
| Jul 2, 2018 MForm 4 → | Jul 5, 4:34 pm EDT | Shelly O'BrienChief Legal Officer | 4,000 | — | — | 1,882 | — | |
| Jun 1, 2018 MForm 4 → | Jun 5, 4:06 pm EDT | Shelly O'BrienChief Legal Officer | 4,000 | — | — | 5,882 | — | |
| May 21, 2018 MForm 4 → | May 23, 4:03 pm EDT | Shelly O'BrienChief Legal Officer | 4,000 | — | — | 2,732 | — | |
| May 11, 2018 MForm 4 → | May 15, 4:05 pm EDT | William CragerPresident | 16,667 | — | — | 16,667 | — | |
| May 11, 2018 MForm 4 → | May 15, 4:05 pm EDT | Judson BergmanChief Executive Officer, Director | 41,667 | — | — | 41,667 | — | |
| May 11, 2018 MForm 4 → | May 15, 4:04 pm EDT | Peter D'ArrigoChief Financial Officer | 10,000 | — | — | 10,000 | — | |
| Apr 2, 2018 MForm 4 → | Apr 4, 4:06 pm EDT | Shelly O'BrienChief Legal Officer | 366 | — | — | 0 | — | |
| Mar 1, 2018 MForm 4 → | Mar 5, 4:06 pm EST | Shelly O'BrienChief Legal Officer | 3,000 | — | — | 366 | — | |
| Feb 1, 2018 MForm 4 → | Feb 5, 4:02 pm EST | Shelly O'BrienChief Legal Officer | 3,000 | — | — | 3,366 | — | |
| Jan 2, 2018 MForm 4 → | Jan 4, 4:02 pm EST | Shelly O'BrienChief Legal Officer | 3,000 | — | — | 6,366 | — | |
| Dec 22, 2017 MForm 4 → | Dec 27, 4:04 pm EST | Joshua MayerChief Operating Officer | 30,800 | — | — | 0 | — | |
| Dec 15, 2017 MForm 4 → | Dec 19, 4:05 pm EST | Peter D'ArrigoChief Financial Officer | 23,437 | — | — | 0 | — | |
| Dec 11, 2017 MForm 4 → | Dec 13, 4:02 pm EST | Peter D'ArrigoChief Financial Officer | 220 | — | — | 23,437 | — | |
| Dec 8, 2017 MForm 4 → | Dec 12, 4:06 pm EST | Peter D'ArrigoChief Financial Officer | 29,780 | — | — | 23,657 | — | |
| Dec 7, 2017 MForm 4 → | Dec 11, 4:03 pm EST | Anil AroraEnvestnet | Yodlee *, Director | 8,333 | — | — | 33,336 | — | |
| Dec 6, 2017 MForm 4 → | Dec 8, 4:04 pm EST | Shelly O'BrienChief Legal Officer | 1,500 | — | — | 9,366 | — | |
| Dec 6, 2017 MForm 4 → | Dec 8, 4:03 pm EST | Peter D'ArrigoChief Financial Officer | 10,000 | — | — | 53,437 | — | |
| Dec 1, 2017 MForm 4 → | Dec 5, 4:51 pm EST | Shelly O'BrienChief Legal Officer | 1,500 | — | — | 10,866 | — | |
| Dec 1, 2017 MForm 4 → | Dec 5, 4:03 pm EST | Peter D'ArrigoChief Financial Officer | 20,000 | — | — | 63,437 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:10 pm EST | Gregory A SmithDirector | 55 | — | — | 277 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:09 pm EST | James JohnsonDirector | 61 | — | — | 305 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:09 pm EST | James L FoxDirector | 55 | — | — | 277 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:08 pm EST | Ross K ChapinDirector | 64 | — | — | 321 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:04 pm EST | Matthew MajorosPrincipal Accounting Officer | 119 | — | — | 596 | — | |
| Nov 29, 2017 MForm 4 → | Dec 1, 4:01 pm EST | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 317,000 | — | |
| Nov 28, 2017 MForm 4 → | Nov 30, 4:16 pm EST | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 327,000 | — | |
| Nov 28, 2017 MForm 4 → | Nov 30, 4:05 pm EST | Peter D'ArrigoChief Financial Officer | 6,890 | — | — | 83,437 | — | |
| Nov 27, 2017 MForm 4 → | Nov 29, 4:02 pm EST | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 337,000 | — | |
| Nov 27, 2017 MForm 4 → | Nov 29, 4:02 pm EST | Peter D'ArrigoChief Financial Officer | 3,105 | — | — | 90,327 | — | |
| Nov 24, 2017 MForm 4 → | Nov 28, 4:01 pm EST | Peter D'ArrigoChief Financial Officer | 20,005 | — | — | 93,432 | — | |
| Nov 22, 2017 MForm 4 → | Nov 27, 4:01 pm EST | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 347,000 | — | |
| Nov 20, 2017 MForm 4 → | Nov 22, 4:08 pm EST | Judson BergmanChief Executive Officer, Director | 20,000 | — | — | 357,000 | — | |
| Nov 17, 2017 MForm 4 → | Nov 21, 4:06 pm EST | Peter D'ArrigoChief Financial Officer | 30,000 | — | — | 113,437 | — | |
| Nov 13, 2017 MForm 4 → | Nov 14, 4:07 pm EST | Judson BergmanChief Executive Officer, Director | 20,000 | — | — | 1,000 | — | |
| Nov 10, 2017 MForm 4 → | Nov 14, 4:09 pm EST | William CragerPresident | 4,000 | — | — | 0 | — | |
| Nov 10, 2017 MForm 4 → | Nov 14, 4:07 pm EST | Peter D'ArrigoChief Financial Officer | 30,000 | — | — | 143,437 | — | |
| Nov 6, 2017 MForm 4/A → | Nov 9, 7:04 pm EST | Judson BergmanChief Executive Officer, Director | 20,000 | — | — | 6,000 | — | |
| Nov 3, 2017 MForm 4/A → | Nov 9, 7:01 pm EST | William CragerPresident | 5,000 | — | — | 4,000 | — | |
| Nov 2, 2017 MForm 4 → | Nov 6, 4:06 pm EST | Brandon ThomasChief Investment Officer | 1,667 | — | — | 11,669 | — | |
| Nov 2, 2017 MForm 4 → | Nov 6, 4:05 pm EST | Joshua MayerChief Operating Officer | 3,750 | — | — | 26,250 | — | |
| Nov 2, 2017 MForm 4 → | Nov 6, 4:05 pm EST | Scott D GrinisChief Technology Officer | 2,917 | — | — | 20,419 | — | |
| Nov 2, 2017 MForm 4 → | Nov 3, 4:49 pm EDT | Shelly O'BrienChief Legal Officer | 2,083 | — | — | 14,585 | — | amended |
| Nov 1, 2017 MForm 4/A → | Nov 9, 6:52 pm EST | Shelly O'BrienChief Legal Officer | 3,000 | — | — | 12,366 | — | |
| Oct 27, 2017 MForm 4/A → | Nov 9, 6:59 pm EST | William CragerPresident | 5,000 | — | — | 9,000 | — | |
| Oct 27, 2017 MForm 4/A → | Nov 9, 6:53 pm EST | Shelly O'BrienChief Legal Officer | 3,000 | — | — | 15,366 | — | |
| Sep 27, 2017 MForm 4 → | Sep 29, 4:05 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | — | — | 0 | — | |
| Sep 7, 2017 MForm 4 → | Sep 11, 4:44 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 8,333 | — | — | 41,669 | — | |
| Aug 30, 2017 MForm 4 → | Sep 1, 4:08 pm EDT | Matthew MajorosPrincipal Accounting Officer | 500 | — | — | 500 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:16 pm EDT | Ross K ChapinDirector | 64 | — | — | 385 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:15 pm EDT | Judson BergmanChief Executive Officer, Director | 744 | — | — | 4,467 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:14 pm EDT | James JohnsonDirector | 60 | — | — | 366 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:13 pm EDT | Brandon ThomasChief Investment Officer | 205 | — | — | 1,233 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:13 pm EDT | Charles RoameDirector | 53 | — | — | 322 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:12 pm EDT | Shelly O'BrienChief Legal Officer | 205 | — | — | 1,233 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:06 pm EDT | Gregory A SmithDirector | 55 | — | — | 332 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:05 pm EDT | William CragerPresident | 487 | — | — | 2,928 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:04 pm EDT | Peter D'ArrigoChief Financial Officer | 353 | — | — | 2,118 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 5:00 pm EDT | Joshua MayerChief Operating Officer | 269 | — | — | 1,618 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 4:58 pm EDT | Scott D GrinisChief Technology Officer | 269 | — | — | 1,618 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 4:51 pm EDT | Matthew MajorosPrincipal Accounting Officer | 119 | — | — | 715 | — | |
| Aug 29, 2017 MForm 4 → | Aug 31, 4:50 pm EDT | James L FoxDirector | 55 | — | — | 332 | — | |
| Aug 2, 2017 MForm 4 → | Aug 4, 4:28 pm EDT | Brandon ThomasChief Investment Officer | 1,666 | — | — | 13,336 | — | |
| Aug 2, 2017 MForm 4 → | Aug 4, 4:26 pm EDT | Shelly O'BrienChief Legal Officer | 2,083 | — | — | 16,668 | — | |
| Aug 2, 2017 MForm 4 → | Aug 4, 4:23 pm EDT | Joshua MayerChief Operating Officer | 3,750 | — | — | 30,000 | — | |
| Aug 2, 2017 MForm 4 → | Aug 4, 4:21 pm EDT | Scott D GrinisChief Technology Officer | 2,916 | — | — | 23,336 | — | |
| Jun 28, 2017 MForm 4 → | Jun 30, 4:06 pm EDT | Scott D GrinisChief Technology Officer | 15,000 | — | — | 0 | — | |
| Jun 28, 2017 MForm 4 → | Jun 30, 4:05 pm EDT | Peter D'ArrigoChief Financial Officer | 7,500 | — | — | 173,437 | — | |
| Jun 7, 2017 MForm 4 → | Jun 9, 4:02 pm EDT | Anil AroraEnvestnet | Yodlee *, Director | 8,333 | — | — | 50,002 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:48 pm EDT | Brandon ThomasChief Investment Officer | 205 | — | — | 1,438 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:48 pm EDT | Joshua MayerChief Operating Officer | 269 | — | — | 1,887 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:48 pm EDT | Matthew MajorosPrincipal Accounting Officer | 119 | — | — | 834 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:48 pm EDT | Shelly O'BrienChief Legal Officer | 205 | — | — | 1,438 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:48 pm EDT | Scott D GrinisChief Technology Officer | 269 | — | — | 1,887 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:47 pm EDT | Peter D'ArrigoChief Financial Officer | 353 | — | — | 2,471 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:47 pm EDT | William CragerPresident | 487 | — | — | 3,415 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:46 pm EDT | Judson BergmanChief Executive Officer, Director | 744 | — | — | 5,211 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:46 pm EDT | Gregory A SmithDirector | 55 | — | — | 387 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:46 pm EDT | Charles RoameDirector | 53 | — | — | 375 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:45 pm EDT | James JohnsonDirector | 60 | — | — | 426 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:45 pm EDT | James L FoxDirector | 55 | — | — | 387 | — | |
| May 29, 2017 MForm 4 → | May 31, 6:45 pm EDT | Ross K ChapinDirector | 64 | — | — | 449 | — | |
| May 12, 2017 MForm 4 → | May 16, 7:14 pm EDT | Peter D'ArrigoChief Financial Officer | 10,000 | — | — | 20,000 | — | |
| May 12, 2017 MForm 4 → | May 16, 7:13 pm EDT | Judson BergmanChief Executive Officer, Director | 41,666 | — | — | 83,334 | — | |
| May 12, 2017 MForm 4 → | May 16, 7:13 pm EDT | William CragerPresident | 10,000 | — | — | 33,334 | — | |
| May 2, 2017 MForm 4 → | May 3, 5:39 pm EDT | Joshua MayerChief Operating Officer | 3,750 | — | — | 33,750 | — | |
| May 2, 2017 MForm 4 → | May 3, 5:39 pm EDT | Brandon ThomasChief Investment Officer | 1,666 | — | — | 15,002 | — | |
| May 2, 2017 MForm 4 → | May 3, 5:38 pm EDT | Scott D GrinisChief Technology Officer | 2,916 | — | — | 26,252 | — | |
| May 1, 2017 MForm 4 → | May 3, 5:38 pm EDT | Shelly O'BrienChief Legal Officer | 4,083 | — | — | 18,751 | — | |
| Apr 26, 2017 MForm 4 → | Apr 28, 8:13 pm EDT | Gayle A CrowellDirector | 801 | — | — | 1,602 | — | |
| Apr 26, 2017 MForm 4 → | Apr 28, 8:13 pm EDT | Luis A AguilarDirector | 801 | — | — | 1,602 | — | |
| Apr 25, 2017 MForm 4 → | Apr 27, 5:42 pm EDT | Shelly O'BrienChief Legal Officer | 1,000 | — | — | 2,000 | — | |
| Apr 3, 2017 MForm 4 → | Apr 5, 5:44 pm EDT | William CragerPresident | 2,352 | — | — | 0 | — | |
| Apr 3, 2017 MForm 4 → | Apr 5, 5:44 pm EDT | Shelly O'BrienChief Legal Officer | 9,403 | — | — | 3,000 | — | |
| Mar 31, 2017 MForm 4 → | Apr 4, 4:49 pm EDT | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 26,000 | — | |
| Mar 28, 2017 AForm 4 → | Mar 30, 8:46 pm EDT | William CragerPresident | 22,933 | $31.70 | $726,976 | 17,200 | — | |
| Mar 28, 2017 AForm 4 → | Mar 30, 8:37 pm EDT | Brandon ThomasChief Investment Officer | 6,759 | $31.70 | $214,260 | 5,069 | — | |
| Mar 28, 2017 AForm 4 → | Mar 30, 8:37 pm EDT | Joshua MayerChief Operating Officer | 8,933 | $31.70 | $283,176 | 6,700 | — | |
| Mar 28, 2017 AForm 4 → | Mar 30, 8:36 pm EDT | Matthew MajorosPrincipal Accounting Officer | 4,285 | $31.70 | $135,835 | 3,214 | — |