Jan-06-21 Initiated
Goldman
Neutral
$91
Dec-18-20 Initiated
Truist
Buy
$95
Feb-21-20 Downgrade
Piper Sandler
Overweight → Neutral
$80
Feb-21-20 Downgrade
Compass Point
Buy → Neutral
$75
Feb-19-20 Downgrade
DA Davidson
Buy → Neutral
Nov-27-19 Upgrade
Sandler O'Neill
Hold → Buy
$66 → $80
Oct-01-19 Upgrade
DA Davidson
Neutral → Buy
$67
May-09-19 Downgrade
JP Morgan
Overweight → Neutral
$71 → $73
May-09-19 Downgrade
Buckingham Research
Buy → Neutral
Apr-18-19 Initiated
SunTrust
Buy
$80
Mar-20-19 Downgrade
DA Davidson
Buy → Neutral
$64 → $67
Jan-10-19 Initiated
Buckingham Research
Buy
$63
Jul-12-18 Initiated
JP Morgan
Overweight
$70
Nov-09-17 Reiterated
Stifel
Buy
$52 → $62
Jul-06-17 Initiated
DA Davidson
Neutral
$42
Nov-08-16 Reiterated
Stifel
Buy
$40 → $45
Aug-09-16 Reiterated
RBC Capital Mkts
Sector Perform
$37 → $40
Jun-02-16 Upgrade
UBS
Neutral → Buy
$33 → $44
May-09-16 Reiterated
RBC Capital Mkts
Sector Perform
$26 → $33
Apr-08-16 Reiterated
Stifel
Buy
$56 → $40
Apr-14-21 09:00AM
Apr-13-21 08:38AM
Apr-09-21 07:55AM
Apr-08-21 10:46AM
10:26AM
08:30AM
Mar-30-21 08:32AM
Mar-29-21 08:38AM
Mar-27-21 11:31AM
Mar-26-21 09:52AM
03:24AM
Mar-25-21 08:38AM
Mar-24-21 08:30AM
Mar-23-21 08:38AM
Mar-17-21 08:38AM
Mar-16-21 10:27AM
08:38AM
Mar-15-21 08:38AM
Mar-04-21 06:52AM
Mar-02-21 09:20AM
Feb-26-21 11:31AM
08:29AM
Feb-25-21 07:10PM
04:05PM
Feb-24-21 10:16AM
08:38AM
Feb-22-21 04:05PM
08:38AM
Feb-18-21 08:32AM
Feb-12-21 04:57PM
08:30AM
Feb-11-21 04:05PM
Feb-10-21 08:38AM
Feb-08-21 08:17AM
Feb-05-21 07:34AM
Jan-26-21 08:38AM
Jan-18-21 02:14AM
Jan-08-21 07:35AM
Jan-06-21 08:38AM
Dec-18-20 10:10AM
Dec-09-20 08:39AM
08:38AM
Dec-05-20 11:32AM
Dec-03-20 08:38AM
Nov-19-20 08:38AM
08:30AM
Nov-17-20 02:06PM
Nov-12-20 08:38AM
Nov-11-20 08:38AM
06:00AM
Nov-10-20 10:03AM
Nov-09-20 06:05AM
Nov-06-20 09:39PM
03:31PM
10:39AM
Nov-05-20 06:05PM
04:05PM
Nov-04-20 01:24PM
Nov-03-20 10:25AM
Oct-29-20 12:34PM
Oct-28-20 08:38AM
08:30AM
Oct-27-20 04:15PM
Oct-26-20 12:45PM
Oct-23-20 04:05PM
12:10PM
Oct-22-20 09:00AM
Oct-21-20 08:38AM
Oct-15-20 08:48AM
Oct-13-20 12:51PM
08:48AM
Oct-09-20 12:45PM
Oct-07-20 09:25AM
Oct-05-20 08:37AM
Sep-30-20 08:38AM
Sep-29-20 08:38AM
Sep-25-20 08:13AM
Sep-23-20 12:45PM
Sep-22-20 08:38AM
Sep-20-20 09:40AM
Sep-18-20 08:14AM
Sep-17-20 10:35AM
Sep-16-20 08:07AM
Sep-15-20 08:48AM
Sep-11-20 06:16PM
Sep-10-20 08:38AM
08:27AM
Sep-09-20 08:38AM
Sep-08-20 11:21AM
Sep-07-20 12:45PM
Sep-05-20 11:32AM
Sep-01-20 08:38AM
Aug-28-20 01:53PM
Aug-26-20 08:38AM
Aug-25-20 08:30AM
Aug-20-20 04:05PM
Aug-19-20 12:45PM
Aug-17-20 09:54PM
10:35AM
08:38AM
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
D'Arrigo Peter Chief Financial Officer Feb 26 Option Exercise 12.55 10,000 125,500 68,458 Mar 02 08:07 PM CHAPIN ROSS K Director Feb 22 Option Exercise 12.55 2,048 25,702 49,068 Feb 24 04:20 PM Crager William Chief Executive Officer Dec 16 Sale 82.36 25,000 2,059,122 221,764 Dec 18 04:04 PM O'Brien Shelly Chief Legal Officer Oct 26 Option Exercise 41.84 5,500 230,120 32,387 Oct 28 04:23 PM O'Brien Shelly Chief Legal Officer Oct 26 Sale 82.99 5,500 456,445 26,887 Oct 28 04:23 PM Arora Anil Director Oct 23 Sale 84.54 2,500 211,350 22,169 Oct 27 04:44 PM Thomas Brandon Chief Investment Officer Oct 21 Option Exercise 23.67 40,801 965,567 278,701 Oct 23 08:08 PM DePina Stuart President Oct 21 Sale 81.68 19,342 1,579,873 53,867 Oct 23 07:08 PM Arora Anil Director Oct 21 Sale 81.74 2,500 204,353 24,669 Oct 23 06:53 PM Thomas Brandon Chief Investment Officer Oct 21 Sale 81.67 40,801 3,332,078 268,701 Oct 23 08:08 PM Mayer Joshua Chief Operating Officer Jun 29 Option Exercise 12.45 4,418 55,004 24,015 Jul 02 01:02 PM Mayer Joshua Chief Operating Officer Jun 29 Sale 70.87 4,418 313,104 19,597 Jul 02 01:02 PM Mayer Joshua Chief Operating Officer Jun 08 Sale 76.08 150 11,412 19,597 Jun 10 05:28 PM Thomas Brandon Chief Investment Officer Jun 03 Option Exercise 9.00 3,367 30,303 272,532 Jun 05 04:21 PM Thomas Brandon Chief Investment Officer Jun 03 Sale 75.68 3,367 254,806 269,165 Jun 05 04:21 PM Thomas Brandon Chief Investment Officer Jun 01 Option Exercise 9.00 10,535 94,815 279,700 Jun 03 06:23 PM Thomas Brandon Chief Investment Officer Jun 01 Sale 74.12 10,535 780,854 269,165 Jun 03 06:23 PM Thomas Brandon Chief Investment Officer May 28 Option Exercise 9.00 13,098 117,882 282,570 Jun 01 07:01 PM Thomas Brandon Chief Investment Officer May 28 Sale 74.38 13,098 974,229 269,472 Jun 01 07:01 PM Mayer Joshua Chief Operating Officer May 28 Sale 74.04 2,017 149,339 19,991 Jun 01 07:00 PM Crager William Chief Executive Officer* May 12 Option Exercise 9.00 9,092 81,828 259,681 May 14 04:34 PM Crager William Chief Executive Officer* May 12 Sale 64.91 9,092 590,165 250,589 May 14 04:34 PM Mayer Joshua Chief Operating Officer May 08 Sale 66.36 150 9,954 22,008 May 12 04:15 PM
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