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 |
|---|---|---|---|---|---|---|---|---|
| Aug 13, 2015 PForm 4 → | Aug 13, 7:26 pm EDT | Gregory A SmithDirector | 1,000 | $34.84 | $34,840 | 2,000 | +100% | plan? |
| Aug 13, 2015 GForm 4 → | Aug 13, 7:25 pm EDT | Charles RoameDirector | 415 | — | — | 4,884 | — | plan? |
| Aug 13, 2015 PForm 4 → | Aug 13, 7:25 pm EDT | Charles RoameDirector | 415 | $35.45 | $14,712 | 415 | — | plan? |
| Aug 12, 2015 MForm 4 → | Aug 12, 6:12 pm EDT | Judson BergmanChief Executive Officer, Director | 20,000 | $5.00 | $100,000 | 614,214 | — | plan? |
| Aug 3, 2015 SForm 4 → | Aug 5, 7:32 pm EDT | William CragerPresident | 6,000 | $45.13 | $270,756 | 136,200 | −4.22% | plan? |
| Aug 3, 2015 MForm 4 → | Aug 5, 7:32 pm EDT | William CragerPresident | 6,000 | $5.00 | $30,000 | 140,500 | — | plan? |
| Aug 3, 2015 SForm 4 → | Aug 5, 7:32 pm EDT | Shelly O'BrienChief Legal Officer | 1,000 | $45.00 | $45,000 | 3,525 | −22.1% | plan? |
| Aug 3, 2015 MForm 4 → | Aug 5, 7:32 pm EDT | Shelly O'BrienChief Legal Officer | 1,000 | $7.50 | $7,500 | 4,525 | — | plan? |
| Jul 30, 2015 JMForm 4 → | Jul 31, 9:05 pm EDT | Charles RoameDirector | 326 | — | — | 0 | — | plan? |
| Jul 21, 2015 GForm 5 → | Feb 13, 7:34 pm EST | Charles RoameDirector | 3,857 | — | — | 0 | — | plan? |
| Jul 14, 2015 SForm 4 → | Jul 16, 7:28 pm EDT | William CragerPresident | 7,333 | $43.02 | $315,465 | 136,200 | −5.11% | plan? |
| Jul 14, 2015 MForm 4 → | Jul 16, 7:28 pm EDT | William CragerPresident | 7,333 | $5.00 | $36,665 | 140,075 | — | plan? |
| Jul 9, 2015 SForm 4 → | Jul 10, 5:08 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | $45.00 | $90,000 | 3,525 | −36.2% | plan? |
| Jul 9, 2015 MForm 4 → | Jul 10, 5:08 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | $7.50 | $15,000 | 5,525 | — | plan? |
| Jun 30, 2015 SForm 4 → | Jul 1, 8:26 pm EDT | Judson BergmanChief Executive Officer, Director | 20,000 | $40.58 | $811,600 | 594,214 | −3.26% | plan? |
| Jun 30, 2015 MForm 4 → | Jul 1, 8:26 pm EDT | Judson BergmanChief Executive Officer, Director | 20,000 | $5.00 | $100,000 | 614,214 | — | plan? |
| Jun 29, 2015 SForm 4 → | Jul 1, 8:25 pm EDT | Peter D'ArrigoChief Financial Officer | 10,000 | $41.62 | $416,200 | 4,393 | −69.5% | plan? |
| Jun 29, 2015 MForm 4 → | Jul 1, 8:25 pm EDT | Peter D'ArrigoChief Financial Officer | 10,000 | $7.50 | $75,000 | 14,393 | — | plan? |
| Jun 19, 2015 SForm 4 → | Jun 23, 9:21 pm EDT | Brandon ThomasChief Investment Officer | 20,358 | $42.26 | $860,329 | 225,054 | −8.30% | plan? |
| Jun 19, 2015 MForm 4 → | Jun 23, 9:21 pm EDT | Brandon ThomasChief Investment Officer | 20,358 | $5.00 | $101,790 | 245,412 | — | plan? |
| Jun 15, 2015 SForm 4 → | Jun 15, 9:06 pm EDT | William CragerPresident | 7,333 | $42.87 | $314,397 | 136,200 | −5.11% | plan? |
| Jun 15, 2015 MForm 4 → | Jun 15, 9:06 pm EDT | William CragerPresident | 7,333 | $5.00 | $36,665 | 142,233 | — | plan? |
| Jun 11, 2015 SForm 4/A → | Jun 16, 6:26 am EDT | Brandon ThomasChief Investment Officer | 32,500 | $43.12 | $1,401,388 | 225,054 | −12.6% | plan? |
| Jun 11, 2015 MForm 4/A → | Jun 16, 6:26 am EDT | Brandon ThomasChief Investment Officer | 32,500 | $7.50 | $243,750 | 233,094 | — | plan? |
| Jun 11, 2015 SForm 4 → | Jun 15, 9:58 pm EDT | Brandon ThomasChief Investment Officer | 32,500 | $43.12 | $1,401,388 | 225,054 | −12.6% | plan? amended |
| Jun 11, 2015 MForm 4 → | Jun 15, 9:58 pm EDT | Brandon ThomasChief Investment Officer | 32,500 | $7.50 | $243,750 | 233,094 | — | plan? amended |
| May 21, 2015 SForm 4 → | May 22, 6:08 pm EDT | William CragerPresident | 3,000 | $45.32 | $135,960 | 136,200 | −2.16% | plan? |
| May 21, 2015 MForm 4 → | May 22, 6:08 pm EDT | William CragerPresident | 3,000 | $5.00 | $15,000 | 139,200 | — | plan? |
| May 14, 2015 SForm 4 → | May 15, 4:55 pm EDT | William CragerPresident | 7,333 | $44.42 | $325,732 | 136,200 | −5.11% | plan? |
| May 14, 2015 MForm 4 → | May 15, 4:55 pm EDT | William CragerPresident | 7,333 | $5.00 | $36,665 | 143,533 | — | plan? |
| May 1, 2015 SForm 4 → | May 5, 6:01 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | $51.68 | $77,520 | 3,525 | −29.9% | plan? |
| May 1, 2015 MForm 4 → | May 5, 6:01 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | $7.50 | $11,250 | 5,025 | — | plan? |
| Apr 14, 2015 SForm 4 → | Apr 16, 5:53 pm EDT | William CragerPresident | 13,333 | $55.24 | $736,500 | 136,200 | −8.92% | plan? |
| Apr 14, 2015 MForm 4 → | Apr 16, 5:53 pm EDT | William CragerPresident | 13,333 | $5.00 | $66,670 | 136,202 | — | plan? |
| Apr 1, 2015 SForm 4 → | Apr 2, 6:18 pm EDT | Judson BergmanChief Executive Officer, Director | 30,000 | $54.77 | $1,643,218 | 594,214 | −4.81% | plan? |
| Apr 1, 2015 MForm 4 → | Apr 2, 6:18 pm EDT | Judson BergmanChief Executive Officer, Director | 30,000 | $5.00 | $150,000 | 605,674 | — | plan? |
| Apr 1, 2015 SForm 4 → | Apr 2, 6:17 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | $54.69 | $109,370 | 3,525 | −36.2% | plan? |
| Apr 1, 2015 MForm 4 → | Apr 2, 6:17 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | $7.50 | $15,000 | 4,025 | — | plan? |
| Mar 30, 2015 GForm 4 → | Mar 31, 5:47 pm EDT | Scott D GrinisChief Technology Officer | 1,000 | — | — | 208,462 | — | plan? |
| Mar 27, 2015 SForm 4 → | Mar 31, 5:47 pm EDT | Scott D GrinisChief Technology Officer | 10,000 | $55.83 | $558,292 | 209,462 | −4.56% | plan? |
| Mar 25, 2015 SForm 4 → | Mar 27, 9:09 pm EDT | Yves SisteronDirector | 43,832 | $54.90 | $2,406,271 | 0 | −100% | plan? |
| Mar 20, 2015 SForm 4 → | Mar 24, 7:28 pm EDT | Yves SisteronDirector | 53,437 | $57.17 | $3,054,773 | 7,832 | −87.2% | plan? |
| Mar 16, 2015 SForm 4 → | Mar 18, 6:03 pm EDT | Shelly O'BrienChief Legal Officer | 500 | $55.00 | $27,500 | 3,525 | −12.4% | plan? |
| Mar 16, 2015 MForm 4 → | Mar 18, 6:03 pm EDT | Shelly O'BrienChief Legal Officer | 500 | $7.50 | $3,750 | 4,025 | — | plan? |
| Mar 13, 2015 SForm 4 → | Mar 13, 6:51 pm EDT | William CragerPresident | 13,333 | $53.54 | $713,849 | 136,200 | −8.92% | plan? |
| Mar 13, 2015 MForm 4 → | Mar 13, 6:51 pm EDT | William CragerPresident | 13,333 | $7.50 | $99,998 | 149,533 | — | plan? |
| Mar 10, 2015 SForm 4 → | Mar 12, 5:34 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | $52.92 | $79,380 | 3,525 | −29.9% | plan? |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:34 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | $7.50 | $11,250 | 5,025 | — | plan? |
| Mar 10, 2015 SForm 4 → | Mar 12, 5:33 pm EDT | William CragerPresident | 39,999 | $51.95 | $2,077,948 | 136,200 | −22.7% | plan? |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:33 pm EDT | William CragerPresident | 39,999 | $7.50 | $299,993 | 176,199 | — | plan? |
| Mar 10, 2015 SForm 4 → | Mar 12, 5:33 pm EDT | Judson BergmanChief Executive Officer, Director | 145,000 | $51.75 | $7,503,750 | 594,214 | −19.6% | plan? |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:33 pm EDT | Judson BergmanChief Executive Officer, Director | 145,000 | $5.78 | $837,500 | 639,214 | — | plan? |
| Mar 10, 2015 PForm 4 → | Mar 12, 5:33 pm EDT | Gregory A SmithDirector | 1,000 | $52.17 | $52,170 | 1,000 | — | plan? |
| Mar 3, 2015 GForm 4 → | Mar 3, 7:42 pm EST | Charles RoameDirector | 165 | — | — | 0 | — | plan? |
| Mar 3, 2015 PForm 4 → | Mar 3, 7:42 pm EST | Charles RoameDirector | 165 | $54.90 | $9,059 | 165 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 8:41 pm EST | Peter D'ArrigoChief Financial Officer | 5,271 | — | — | 4,393 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 8:41 pm EST | William CragerPresident | 8,064 | — | — | 136,200 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 7:01 pm EST | Joshua MayerChief Operating Officer | 4,641 | — | — | 2,446 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 7:01 pm EST | Matthew MajorosPrincipal Accounting Officer | 1,666 | — | — | 2,657 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 7:01 pm EST | Judson BergmanChief Executive Officer, Director | 9,281 | — | — | 594,214 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 7:00 pm EST | Shelly O'BrienChief Legal Officer | 3,727 | — | — | 3,525 | — | plan? |
| Feb 28, 2015 FMForm 4 → | Mar 3, 6:59 pm EST | Scott D GrinisChief Technology Officer | 4,445 | — | — | 219,462 | — | plan? |
| Dec 30, 2014 GForm 5 → | Feb 13, 2015, 7:18 pm EST | Judson BergmanChief Executive Officer, Director | 1,100 | — | — | 589,337 | — | plan? |
| Nov 25, 2014 GForm 5 → | Feb 13, 2015, 7:18 pm EST | Peter D'ArrigoChief Financial Officer | 440 | — | — | 1,624 | — | plan? |
| Jun 26, 2014 GForm 5 → | Feb 13, 2015, 7:04 pm EST | William CragerPresident | 1,022 | — | — | 132,490 | — | plan? |
| Feb 28, 2014 FMForm 4 → | Mar 3, 2015, 8:25 pm EST | Brandon ThomasChief Investment Officer | 4,501 | — | — | 225,054 | — | plan? late |
Reported at this company — derivatives (options, RSUs, warrants)
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 28, 2016 MForm 4 → | Mar 1, 9:32 pm EST | Shelly O'BrienChief Legal Officer | 3,199 | — | — | 2,134 | — | amended |
| Feb 28, 2016 MForm 4 → | Mar 1, 9:31 pm EST | Joshua MayerChief Operating Officer | 3,706 | — | — | 2,667 | — | |
| Feb 28, 2016 MForm 4 → | Mar 1, 9:31 pm EST | Peter D'ArrigoChief Financial Officer | 5,073 | — | — | 3,667 | — | |
| Feb 28, 2016 MForm 4 → | Mar 1, 9:30 pm EST | Judson BergmanChief Executive Officer, Director | 9,278 | — | — | 7,734 | — | |
| Feb 28, 2016 MForm 4 → | Mar 1, 9:12 pm EST | Scott D GrinisChief Technology Officer | 3,706 | — | — | 2,667 | — | amended |
| Jan 31, 2016 MForm 4 → | Feb 2, 9:26 pm EST | Anil AroraDirector | 787 | — | — | 10,082 | — | |
| Jan 29, 2016 MForm 4 → | Mar 18, 9:20 pm EDT | Anil AroraDirector | 102,867 | — | — | 91,667 | — | late |
| Jan 24, 2016 MForm 4 → | Jan 26, 8:16 pm EST | Anil AroraDirector | 520 | — | — | 19,315 | — | |
| Jan 16, 2016 MForm 4 → | Jan 20, 7:07 pm EST | Anil AroraDirector | 313 | — | — | 1,256 | — | |
| Jan 8, 2016 MForm 4 → | Jan 12, 9:07 pm EST | Judson BergmanChief Executive Officer, Director | 5,000 | — | — | 170,000 | — | |
| Jan 8, 2016 MForm 4 → | Jan 12, 9:06 pm EST | Anil AroraDirector | 1,725 | — | — | 6,047 | — | |
| Dec 31, 2015 MForm 4 → | Jan 5, 2016, 8:35 pm EST | Anil AroraDirector | 789 | — | — | 10,481 | — | |
| Dec 24, 2015 SForm 4 → | Dec 29, 9:52 pm EST | Brandon ThomasChief Investment Officer | 62,000 | — | — | 27,000 | — | |
| Dec 24, 2015 MForm 4 → | Dec 29, 9:33 pm EST | Anil AroraDirector | 519 | — | — | 19,835 | — | |
| Dec 16, 2015 MForm 4 → | Dec 17, 5:33 pm EST | Anil AroraDirector | 314 | — | — | 1,569 | — | |
| Dec 15, 2015 MForm 4 → | Dec 16, 6:23 pm EST | Judson BergmanChief Executive Officer, Director | 5,000 | — | — | 175,000 | — | |
| Dec 9, 2015 MForm 4 → | Dec 11, 5:56 pm EST | Shelly O'BrienChief Legal Officer | 5,000 | — | — | 57,903 | — | |
| Dec 7, 2015 AForm 4 → | Dec 9, 8:51 pm EST | Anil AroraDirector | 120,000 | $32.46 | $3,895,200 | 20,000 | — | |
| Nov 30, 2015 MForm 4 → | Dec 2, 9:45 pm EST | Anil AroraDirector | 786 | — | — | 10,870 | — | |
| Nov 24, 2015 MForm 4/A → | Dec 2, 9:44 pm EST | Anil AroraDirector | 519 | — | — | 20,354 | — | |
| Oct 29, 2015 MForm 4 → | Oct 30, 7:15 pm EDT | Charles RoameDirector | 283 | — | — | 0 | — | |
| Sep 30, 2015 MForm 4 → | Sep 30, 7:10 pm EDT | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 180,000 | — | |
| Sep 29, 2015 MForm 4 → | Sep 30, 7:09 pm EDT | Brandon ThomasChief Investment Officer | 12,142 | — | — | 0 | — | |
| Sep 25, 2015 MForm 4 → | Sep 25, 7:42 pm EDT | William CragerPresident | 32,704 | — | — | 0 | — | |
| Sep 14, 2015 MForm 4 → | Sep 15, 6:35 pm EDT | William CragerPresident | 1,333 | — | — | 32,704 | — | |
| Sep 11, 2015 MForm 4 → | Sep 15, 6:35 pm EDT | Judson BergmanChief Executive Officer, Director | 10,000 | — | — | 190,000 | — | |
| Aug 14, 2015 MForm 4 → | Aug 14, 7:41 pm EDT | William CragerPresident | 1,633 | — | — | 34,037 | — | |
| Aug 12, 2015 MForm 4 → | Aug 12, 6:12 pm EDT | Judson BergmanChief Executive Officer, Director | 20,000 | — | — | 0 | — | |
| Aug 3, 2015 MForm 4 → | Aug 5, 7:32 pm EDT | William CragerPresident | 6,000 | — | — | 35,670 | — | |
| Aug 3, 2015 MForm 4 → | Aug 5, 7:32 pm EDT | Shelly O'BrienChief Legal Officer | 1,000 | — | — | 62,903 | — | |
| Jul 30, 2015 MForm 4 → | Jul 31, 9:05 pm EDT | Charles RoameDirector | 163 | — | — | 164 | — | |
| Jul 14, 2015 MForm 4 → | Jul 16, 7:28 pm EDT | William CragerPresident | 7,333 | — | — | 41,670 | — | |
| Jul 9, 2015 MForm 4 → | Jul 10, 5:08 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | — | — | 63,903 | — | |
| Jun 30, 2015 MForm 4 → | Jul 1, 8:26 pm EDT | Judson BergmanChief Executive Officer, Director | 20,000 | — | — | 20,000 | — | |
| Jun 29, 2015 MForm 4 → | Jul 1, 8:25 pm EDT | Peter D'ArrigoChief Financial Officer | 10,000 | — | — | 186,937 | — | |
| Jun 19, 2015 MForm 4 → | Jun 23, 9:21 pm EDT | Brandon ThomasChief Investment Officer | 20,358 | — | — | 12,142 | — | |
| Jun 15, 2015 MForm 4 → | Jun 15, 9:06 pm EDT | William CragerPresident | 7,333 | — | — | 49,003 | — | |
| Jun 11, 2015 MForm 4/A → | Jun 16, 6:26 am EDT | Brandon ThomasChief Investment Officer | — | — | — | 0 | — | |
| Jun 11, 2015 MForm 4 → | Jun 15, 9:58 pm EDT | Brandon ThomasChief Investment Officer | — | — | — | 0 | — | amended |
| May 21, 2015 MForm 4 → | May 22, 6:08 pm EDT | William CragerPresident | 3,000 | — | — | 56,336 | — | |
| May 14, 2015 MForm 4 → | May 15, 4:55 pm EDT | William CragerPresident | 7,333 | — | — | 59,336 | — | |
| May 1, 2015 MForm 4 → | May 5, 6:01 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | — | — | 65,903 | — | |
| Apr 14, 2015 MForm 4 → | Apr 16, 5:53 pm EDT | William CragerPresident | 13,333 | — | — | 0 | — | |
| Apr 1, 2015 MForm 4 → | Apr 2, 6:18 pm EDT | Judson BergmanChief Executive Officer, Director | 30,000 | — | — | 40,000 | — | |
| Apr 1, 2015 MForm 4 → | Apr 2, 6:17 pm EDT | Shelly O'BrienChief Legal Officer | 2,000 | — | — | 67,403 | — | |
| Mar 16, 2015 MForm 4 → | Mar 18, 6:03 pm EDT | Shelly O'BrienChief Legal Officer | 500 | — | — | 69,403 | — | |
| Mar 13, 2015 MForm 4 → | Mar 13, 6:51 pm EDT | William CragerPresident | 13,333 | — | — | 2 | — | |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:34 pm EDT | Shelly O'BrienChief Legal Officer | 1,500 | — | — | 69,903 | — | |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:33 pm EDT | William CragerPresident | 39,999 | — | — | 13,335 | — | |
| Mar 10, 2015 MForm 4 → | Mar 12, 5:33 pm EDT | Judson BergmanChief Executive Officer, Director | 145,000 | — | — | 0 | — | |
| Mar 2, 2015 AGForm 4 → | Mar 3, 7:42 pm EST | Charles RoameDirector | 5,826 | $55.29 | $322,120 | 0 | — | |
| Mar 2, 2015 AForm 4 → | Mar 3, 5:37 pm EST | Yves SisteronDirector | 2,913 | $55.29 | $161,060 | 2,913 | — | |
| Mar 2, 2015 AForm 4 → | Mar 3, 5:36 pm EST | James JohnsonDirector | 3,219 | $55.29 | $177,979 | 3,219 | — | |
| Mar 2, 2015 AForm 4 → | Mar 3, 5:35 pm EST | Ross K ChapinDirector | 2,913 | $55.29 | $161,060 | 2,913 | — | |
| Mar 2, 2015 AForm 4 → | Mar 3, 5:34 pm EST | Cynthia EganDirector | 2,606 | $55.29 | $144,086 | 2,606 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 8:41 pm EST | Peter D'ArrigoChief Financial Officer | 17,770 | $53.88 | $740,850 | 5,500 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 8:41 pm EST | William CragerPresident | 24,887 | $53.88 | $1,023,720 | 7,600 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 8:25 pm EST | Brandon ThomasChief Investment Officer | 11,436 | $53.88 | $431,040 | 3,200 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 7:01 pm EST | Joshua MayerChief Operating Officer | 13,540 | $53.88 | $538,800 | 4,000 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 7:01 pm EST | Matthew MajorosPrincipal Accounting Officer | 3,062 | $53.88 | $98,331 | 1,825 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 7:01 pm EST | Judson BergmanChief Executive Officer, Director | 36,079 | $53.88 | $1,562,520 | 11,600 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 7:00 pm EST | Shelly O'BrienChief Legal Officer | 10,843 | $53.88 | $431,040 | 3,200 | — | |
| Feb 28, 2015 AMForm 4 → | Mar 3, 6:59 pm EST | Scott D GrinisChief Technology Officer | 13,153 | $53.88 | $538,800 | 4,000 | — | |
| Jul 21, 2014 GForm 5 → | Feb 13, 2015, 7:34 pm EST | Charles RoameDirector | 13,956 | $21.51 | $300,249 | 0 | — |