Insider Transactions

What ENVESTNET, INC.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.

Insider trades

	3 months	12 months
Open-market buys	0	0
Sells	0	0
Total trades	0	0

Shares traded

	3 months	12 months
Acquired	0	0
Disposed	0	0
Net activity	+0	+0

See the story behind these numbers

View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

All Buys Sells

Insider	Relation	Date	Transaction	Shares	Price	Value	Shares held
Warren Joshua	CHIEF FINANCIAL OFFICER	Nov 25	Disposition to Issuer · D	−49,039	$63.15	−$3.1M	0
Mosley Valerie	Director	Nov 25	Disposition to Issuer · D	−15,533	$63.15	−$981K	0
Smith Gregory A	Director	Nov 25	Disposition to Issuer · D	−31,166	$63.15	−$1.97M	0
Wolfe Lauren Taylor	Director	Nov 25	Disposition to Issuer · D	−4,188,871	$63.15	−$265M	0
Aguilar Luis A	Director	Nov 25	Disposition to Issuer · D	−23,161	$63.15	−$1.46M	0
O'Brien Shelly	CHIEF LEGAL OFFICER	Nov 25	Disposition to Issuer · D	−84,734	$63.15	−$5.35M	0
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Nov 25	Disposition to Issuer · D	−34,424	$63.15	−$2.17M	0
Majoros Matthew	Principal Accounting Officer	Nov 25	Disposition to Issuer · D	−14,996	$63.15	−$947K	0
Fox James L	Interim CEO	Nov 25	Disposition to Issuer · D	−37,476	$63.15	−$2.37M	0
Turner Barbara	Director	Nov 25	Disposition to Issuer · D	−7,168	$63.15	−$453K	0
Crowell Gayle A	Director	Nov 25	Disposition to Issuer · D	−3,852	$63.15	−$243K	0
Crowell Gayle A	Director	Nov 25	Disposition to Issuer · D	−17,075	$63.15	−$1.08M	0
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Nov 01	Withheld — tax / exercise cost · F	−5	$62.82	−$314	34,424
Majoros Matthew	Principal Accounting Officer	Aug 28	Withheld — tax / exercise cost · F	−108	$62.81	−$6.78K	14,996
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Aug 28	Withheld — tax / exercise cost · F	−344	$62.81	−$21.6K	34,429
O'Brien Shelly	Chief Legal Officer	Aug 28	Withheld — tax / exercise cost · F	−931	$62.81	−$58.5K	46,661
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Aug 02	Withheld — tax / exercise cost · F	−5	$61.92	−$310	34,773
O'Brien Shelly	Chief Legal Officer	May 28	Withheld — tax / exercise cost · F	−212	$68.45	−$14.5K	47,592
Majoros Matthew	Principal Accounting Officer	May 28	Withheld — tax / exercise cost · F	−108	$68.45	−$7.39K	15,104
Cooper Barry D.	SVP, Head of Accounting Mgmt.	May 28	Withheld — tax / exercise cost · F	−344	$68.45	−$23.5K	34,778

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