Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Envestnet, Inc. (ENV) since 2014 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Envestnet, Inc.. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1337619.
Total stock buying since 2014: $2,299,567.
Total stock sales since 2014: $138,139,656.
Total stock option exercises since 2014: $17,377,156.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2024 | 32,832 | $1,714,793 | 700 | $39,844 | 14,100 | $589,944 |
| 2023 | 2,000 | $108,780 | 21,270 | $1,178,655 | 29,454 | $451,824 |
| 2022 | 920 | $49,486 | 13,086 | $754,916 | 29,066 | $361,870 |
| 2021 | 0 | $0 | 16,772 | $1,373,516 | 12,048 | $151,202 |
| 2020 | 0 | $0 | 297,946 | $22,275,829 | 127,093 | $2,069,873 |
| 2019 | 0 | $0 | 525,690 | $34,315,355 | 537,364 | $4,691,146 |
| 2018 | 271 | $15,594 | 170,247 | $9,901,789 | 103,582 | $363,734 |
| 2017 | 5,482 | $196,556 | 472,451 | $26,986,145 | 570,266 | $3,028,751 |
| 2016 | 3,916 | $126,006 | 334,558 | $12,079,827 | 486,949 | $2,122,234 |
| 2015 | 1,805 | $66,112 | 454,237 | $19,588,482 | 370,984 | $2,134,738 |
| 2014 | 497 | $22,240 | 210,146 | $9,645,298 | 182,232 | $1,411,840 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2016-09-23 | Grinis Scott D (Chief Technology Officer) | Sale | 12,000 | 39.16 | 469,919 |
| 2016-09-23 | Grinis Scott D (Chief Technology Officer) | Option Ex | 12,000 | 7.50 | 90,000 |
| 2016-09-07 | Arora Anil (Director) | Option Ex | 8,333 | .00 | 0 |
| 2016-09-02 | O'brien Shelly (Chief Legal Officer) | Sale | 1,000 | 40.01 | 40,010 |
| 2016-09-02 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,000 | 7.50 | 7,500 |
| 2016-09-02 | Arora Anil (Director) | Sale | 2,520 | 40.33 | 101,631 |
| 2016-09-01 | O'brien Shelly (Chief Legal Officer) | Sale | 4,500 | 39.66 | 178,469 |
| 2016-09-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 4,500 | 7.50 | 33,750 |
| 2016-08-11 | Roame Charles (Director) | Buy | 238 | 37.58 | 8,944 |
| 2016-08-04 | O'brien Shelly (Chief Legal Officer) | Sale | 1,000 | 40.00 | 40,000 |
| 2016-08-04 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,000 | 7.50 | 7,500 |
| 2016-08-03 | Arora Anil (Director) | Sale | 4,900 | 40.00 | 196,000 |
| 2016-08-01 | O'brien Shelly (Chief Legal Officer) | Sale | 4,500 | 38.00 | 171,000 |
| 2016-08-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 4,500 | 7.50 | 33,750 |
| 2016-07-30 | Roame Charles (Director) | Option Ex | 164 | .00 | 0 |
| 2016-07-26 | Arora Anil (Director) | Sale | 1,750 | 37.50 | 65,625 |
| 2016-07-08 | O'brien Shelly (Chief Legal Officer) | Sale | 1,000 | 35.00 | 35,000 |
| 2016-07-08 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,000 | 7.50 | 7,500 |
| 2016-07-01 | O'brien Shelly (Chief Legal Officer) | Sale | 3,500 | 33.64 | 117,740 |
| 2016-07-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 3,500 | 7.50 | 26,250 |
| 2016-06-17 | D'arrigo Peter (Chief Financial Officer) | Sale | 24,588 | 35.67 | 877,176 |
| 2016-06-17 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 12,000 | 7.50 | 90,000 |
| 2016-06-07 | Arora Anil (Director) | Option Ex | 8,333 | .00 | 0 |
| 2016-06-06 | Arora Anil (Director) | Sale | 3,150 | 37.50 | 118,125 |
| 2016-06-02 | O'brien Shelly (Chief Legal Officer) | Sale | 1,000 | 35.00 | 35,000 |
| 2016-06-02 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,000 | 7.50 | 7,500 |
| 2016-06-02 | Arora Anil (Director) | Sale | 5,250 | 35.30 | 185,351 |
| 2016-06-01 | O'brien Shelly (Chief Legal Officer) | Sale | 3,500 | 33.73 | 118,054 |
| 2016-06-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 3,500 | 7.50 | 26,250 |
| 2016-05-31 | O'brien Shelly (Chief Legal Officer) | Sale | 3,500 | 33.66 | 117,809 |
| 2016-05-31 | O'brien Shelly (Chief Legal Officer) | Option Ex | 3,500 | 7.50 | 26,250 |
| 2016-05-10 | Roame Charles (Director) | Buy | 3,428 | 31.70 | 108,650 |
| 2016-04-26 | Aguilar Luis A (Director) | Option Ex | 801 | .00 | 0 |
| 2016-04-26 | Crowell Gayle A (Director) | Option Ex | 801 | .00 | 0 |
| 2016-03-07 | Arora Anil (Director) | Option Ex | 8,333 | .00 | 0 |
| 2016-02-28 | Mayer Joshua (Chief Operating Officer) | Option Ex | 3,706 | .00 | 0 |
| 2016-02-28 | Majoros Matthew (Principal Accounting Officer) | Option Ex | 1,562 | .00 | 0 |
| 2016-02-28 | Bergman Judson (Chief Executive Officer) | Option Ex | 9,278 | .00 | 0 |
| 2016-02-28 | Crager William (President) | Option Ex | 7,380 | .00 | 0 |
| 2016-02-28 | Grinis Scott D (Chief Technology Officer) | Option Ex | 3,706 | .00 | 0 |
| 2016-02-28 | Thomas Brandon (Chief Investment Officer) | Option Ex | 3,439 | .00 | 0 |
| 2016-02-28 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,073 | .00 | 0 |
| 2016-02-28 | O'brien Shelly (Chief Legal Officer) | Option Ex | 3,199 | .00 | 0 |
| 2016-02-01 | Arora Anil (Director) | Option Ex | 399 | .00 | 0 |
| 2016-01-31 | Arora Anil (Director) | Option Ex | 388 | .00 | 0 |
| 2016-01-29 | Arora Anil (Director) | Option Ex | 100,809 | .00 | 0 |
| 2016-01-24 | Arora Anil (Director) | Option Ex | 520 | .00 | 0 |
| 2016-01-16 | Arora Anil (Director) | Option Ex | 313 | .00 | 0 |
| 2016-01-08 | Bergman Judson (Chief Executive Officer) | Option Ex | 5,000 | 7.50 | 37,500 |
| 2016-01-08 | Arora Anil (Director) | Option Ex | 1,725 | .00 | 0 |
| 2016-01-01 | Arora Anil (Director) | Option Ex | 400 | .00 | 0 |
| 2015-12-31 | Arora Anil (Director) | Option Ex | 389 | .00 | 0 |
| 2015-12-29 | Thomas Brandon (Chief Investment Officer) | Sale | 35,000 | 30.25 | 1,058,750 |
| 2015-12-29 | Thomas Brandon (Chief Investment Officer) | Option Ex | 35,000 | 9.00 | 315,000 |
| 2015-12-28 | Thomas Brandon (Chief Investment Officer) | Sale | 15,000 | 30.51 | 457,650 |
| 2015-12-28 | Thomas Brandon (Chief Investment Officer) | Option Ex | 15,000 | 7.33 | 109,875 |
| 2015-12-24 | Thomas Brandon (Chief Investment Officer) | Sale | 12,000 | 30.77 | 369,240 |
| 2015-12-24 | Thomas Brandon (Chief Investment Officer) | Option Ex | 12,000 | 7.50 | 90,000 |
| 2015-12-24 | Arora Anil (Director) | Option Ex | 519 | .00 | 0 |
| 2015-12-16 | Arora Anil (Director) | Option Ex | 314 | .00 | 0 |
| 2015-12-15 | Bergman Judson (Chief Executive Officer) | Option Ex | 5,000 | 7.50 | 37,500 |
| 2015-12-09 | O'brien Shelly (Chief Legal Officer) | Sale | 5,000 | 30.59 | 152,950 |
| 2015-12-09 | O'brien Shelly (Chief Legal Officer) | Option Ex | 5,000 | 7.50 | 37,500 |
| 2015-12-01 | Arora Anil (Director) | Option Ex | 399 | .00 | 0 |
| 2015-11-30 | Arora Anil (Director) | Sale | 10,000 | 32.50 | 325,000 |
| 2015-11-30 | Arora Anil (Director) | Option Ex | 387 | .00 | 0 |
| 2015-11-27 | Arora Anil (Director) | Sale | 10,000 | 32.00 | 320,000 |
| 2015-11-24 | Arora Anil (Director) | Sale | 40,000 | 31.32 | 1,252,800 |
| 2015-11-12 | Roame Charles (Director) | Buy | 225 | 33.35 | 7,503 |
| 2015-10-29 | Roame Charles (Director) | Option Ex | 283 | .00 | 0 |
| 2015-09-30 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2015-09-29 | Thomas Brandon (Chief Investment Officer) | Sale | 6,775 | 29.98 | 203,148 |
| 2015-09-29 | Thomas Brandon (Chief Investment Officer) | Option Ex | 12,142 | 5.00 | 60,710 |
| 2015-09-25 | Crager William (President) | Sale | 32,704 | 31.97 | 1,045,546 |
| 2015-09-25 | Crager William (President) | Option Ex | 32,704 | 5.00 | 163,520 |
| 2015-09-14 | Crager William (President) | Sale | 1,333 | 30.02 | 40,016 |
| 2015-09-14 | Crager William (President) | Option Ex | 1,333 | 5.00 | 6,665 |
| 2015-09-11 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2015-08-14 | Crager William (President) | Sale | 1,633 | 35.00 | 57,155 |
| 2015-08-14 | Crager William (President) | Option Ex | 1,633 | 5.00 | 8,165 |
| 2015-08-13 | Roame Charles (Director) | Buy | 415 | 35.45 | 14,711 |
| 2015-08-13 | Smith Gregory A (Director) | Buy | 1,000 | 34.84 | 34,840 |
| 2015-08-12 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 5.00 | 100,000 |
| 2015-08-05 | Crager William (President) | Sale | 4,300 | 45.16 | 194,187 |
| 2015-08-05 | Crager William (President) | Option Ex | 4,300 | 5.00 | 21,500 |
| 2015-08-03 | Crager William (President) | Sale | 1,700 | 45.04 | 76,568 |
| 2015-08-03 | Crager William (President) | Option Ex | 1,700 | 5.00 | 8,500 |
| 2015-08-03 | O'brien Shelly (Chief Legal Officer) | Sale | 1,000 | 45.00 | 45,000 |
| 2015-08-03 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,000 | 7.50 | 7,500 |
| 2015-07-30 | Roame Charles (Director) | Option Ex | 163 | .00 | 0 |
| 2015-07-14 | Crager William (President) | Sale | 7,333 | 43.03 | 315,575 |
| 2015-07-14 | Crager William (President) | Option Ex | 7,333 | 5.00 | 36,665 |
| 2015-07-09 | O'brien Shelly (Chief Legal Officer) | Sale | 2,000 | 45.00 | 90,000 |
| 2015-07-09 | O'brien Shelly (Chief Legal Officer) | Option Ex | 2,000 | 7.50 | 15,000 |
| 2015-06-30 | Bergman Judson (Chief Executive Officer) | Sale | 20,000 | 40.58 | 811,600 |
| 2015-06-30 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 5.00 | 100,000 |
| 2015-06-29 | D'arrigo Peter (Chief Financial Officer) | Sale | 10,000 | 41.62 | 416,200 |
| 2015-06-29 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2015-06-19 | Thomas Brandon (Chief Investment Officer) | Sale | 20,358 | 42.26 | 860,329 |
| 2015-06-19 | Thomas Brandon (Chief Investment Officer) | Option Ex | 20,358 | 5.00 | 101,790 |
| 2015-06-15 | Crager William (President) | Sale | 7,333 | 42.95 | 314,989 |
| 2015-06-15 | Crager William (President) | Option Ex | 7,333 | 5.00 | 36,665 |
| 2015-06-15 | Thomas Brandon (Chief Investment Officer) | Sale | 15,300 | 42.95 | 657,135 |
| 2015-06-15 | Thomas Brandon (Chief Investment Officer) | Option Ex | 15,300 | 7.50 | 114,750 |
| 2015-06-12 | Thomas Brandon (Chief Investment Officer) | Sale | 15,000 | 43.17 | 647,550 |
| 2015-06-12 | Thomas Brandon (Chief Investment Officer) | Option Ex | 15,000 | 7.50 | 112,500 |
| 2015-06-11 | Thomas Brandon (Chief Investment Officer) | Sale | 2,200 | 43.91 | 96,601 |
| 2015-06-11 | Thomas Brandon (Chief Investment Officer) | Option Ex | 2,200 | 7.50 | 16,500 |
| 2015-05-21 | Crager William (President) | Sale | 3,000 | 45.32 | 135,960 |
| 2015-05-21 | Crager William (President) | Option Ex | 3,000 | 5.00 | 15,000 |
| 2015-05-14 | Crager William (President) | Sale | 7,333 | 44.42 | 325,731 |
| 2015-05-14 | Crager William (President) | Option Ex | 7,333 | 5.00 | 36,665 |
| 2015-05-01 | O'brien Shelly (Chief Legal Officer) | Sale | 1,500 | 51.68 | 77,520 |
| 2015-05-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 1,500 | 7.50 | 11,250 |
| 2015-04-14 | Crager William (President) | Sale | 13,333 | 55.11 | 734,821 |
| 2015-04-14 | Crager William (President) | Option Ex | 13,333 | 5.83 | 77,771 |
| 2015-04-01 | Bergman Judson (Chief Executive Officer) | Sale | 30,000 | 54.50 | 1,635,090 |
| 2015-04-01 | Bergman Judson (Chief Executive Officer) | Option Ex | 30,000 | 5.00 | 150,000 |
| 2015-04-01 | O'brien Shelly (Chief Legal Officer) | Sale | 2,000 | 54.79 | 109,580 |
| 2015-04-01 | O'brien Shelly (Chief Legal Officer) | Option Ex | 2,000 | 7.50 | 15,000 |
| 2015-03-27 | Grinis Scott D (Chief Technology Officer) | Sale | 10,000 | 55.94 | 559,400 |
| 2015-03-26 | Sisteron Yves (Director) | Sale | 39,930 | 54.87 | 2,190,959 |
| 2015-03-25 | Sisteron Yves (Director) | Sale | 3,902 | 55.18 | 215,312 |
| 2015-03-23 | Sisteron Yves (Director) | Sale | 14,931 | 57.31 | 855,695 |
| 2015-03-20 | Sisteron Yves (Director) | Sale | 38,506 | 57.11 | 2,199,077 |
| 2015-03-16 | O'brien Shelly (Chief Legal Officer) | Sale | 500 | 55.00 | 27,500 |
| 2015-03-16 | O'brien Shelly (Chief Legal Officer) | Option Ex | 500 | 7.50 | 3,750 |
| 2015-03-13 | Crager William (President) | Sale | 13,333 | 53.54 | 713,848 |
| 2015-03-13 | Crager William (President) | Option Ex | 13,333 | 7.50 | 99,997 |
| 2015-03-03 | Roame Charles (Director) | Buy | 165 | 54.90 | 9,058 |
| 2015-02-28 | Mayer Joshua (Chief Operating Officer) | Option Ex | 3,540 | .00 | 0 |
| 2015-02-28 | Majoros Matthew (Principal Accounting Officer) | Option Ex | 1,237 | .00 | 0 |
| 2015-02-28 | Bergman Judson (Chief Executive Officer) | Option Ex | 7,079 | .00 | 0 |
| 2015-02-28 | Crager William (President) | Option Ex | 5,887 | .00 | 0 |
| 2015-02-28 | Grinis Scott D (Chief Technology Officer) | Option Ex | 3,153 | .00 | 0 |
| 2015-02-28 | Thomas Brandon (Chief Investment Officer) | Option Ex | 3,436 | .00 | 0 |
| 2015-02-28 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 4,020 | .00 | 0 |
| 2015-02-28 | O'brien Shelly (Chief Legal Officer) | Option Ex | 2,843 | .00 | 0 |
| 2014-12-01 | Bergman Judson (Chief Executive Officer) | Sale | 45,000 | 49.86 | 2,243,700 |
| 2014-12-01 | Bergman Judson (Chief Executive Officer) | Option Ex | 45,000 | 7.50 | 337,500 |
| 2014-11-14 | Crager William (President) | Sale | 13,333 | 54.22 | 722,915 |
| 2014-11-14 | Crager William (President) | Option Ex | 13,333 | 7.50 | 99,997 |
| 2014-11-11 | Roame Charles (Director) | Buy | 142 | 52.21 | 7,413 |
| 2014-11-10 | Crager William (President) | Sale | 3,000 | 52.32 | 156,960 |
| 2014-11-10 | Crager William (President) | Option Ex | 3,000 | 7.50 | 22,500 |
| 2014-11-07 | Bergman Judson (Chief Executive Officer) | Sale | 10,000 | 50.00 | 500,000 |
| 2014-11-07 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2014-11-07 | Crager William (President) | Sale | 1,067 | 49.32 | 52,624 |
| 2014-11-07 | Crager William (President) | Option Ex | 1,067 | 7.50 | 8,002 |
| 2014-11-05 | Crager William (President) | Sale | 1,933 | 45.20 | 87,371 |
| 2014-11-05 | Crager William (President) | Option Ex | 1,933 | 7.50 | 14,497 |
| 2014-11-04 | Bergman Judson (Chief Executive Officer) | Sale | 10,000 | 45.00 | 450,000 |
| 2014-11-04 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2014-11-03 | Bergman Judson (Chief Executive Officer) | Sale | 25,000 | 43.74 | 1,093,500 |
| 2014-11-03 | Bergman Judson (Chief Executive Officer) | Option Ex | 25,000 | 7.50 | 187,500 |
| 2014-10-31 | Bergman Judson (Chief Executive Officer) | Sale | 10,000 | 45.00 | 450,000 |
| 2014-10-31 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 7.50 | 75,000 |
| 2014-10-29 | Roame Charles (Director) | Option Ex | 284 | .00 | 0 |
| 2014-10-20 | Crager William (President) | Sale | 3,000 | 40.12 | 120,359 |
| 2014-10-20 | Crager William (President) | Option Ex | 3,000 | 7.50 | 22,500 |
| 2014-10-15 | Crager William (President) | Sale | 4,333 | 38.74 | 167,860 |
| 2014-10-15 | Crager William (President) | Option Ex | 4,333 | 7.50 | 32,497 |
| 2014-10-14 | Bergman Judson (Chief Executive Officer) | Sale | 5,956 | 40.00 | 238,240 |
| 2014-10-14 | Bergman Judson (Chief Executive Officer) | Option Ex | 5,956 | 7.50 | 44,670 |
| 2014-10-13 | Bergman Judson (Chief Executive Officer) | Sale | 19,044 | 38.76 | 738,145 |
| 2014-10-13 | Bergman Judson (Chief Executive Officer) | Option Ex | 19,044 | 7.50 | 142,830 |
| 2014-09-29 | Sisteron Yves (Director) | Sale | 27,917 | 44.57 | 1,244,260 |
| 2014-08-18 | Mayer Joshua (Chief Operating Officer) | Sale | 1,500 | 46.20 | 69,300 |
| 2014-08-13 | D'arrigo Peter (Chief Financial Officer) | Sale | 9,063 | 46.89 | 424,964 |
| 2014-08-13 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 9,063 | 7.50 | 67,972 |
| 2014-08-11 | Roame Charles (Director) | Buy | 162 | 45.71 | 7,405 |
| 2014-08-11 | O'brien Shelly (General Counsel) | Sale | 5,000 | 46.00 | 230,000 |
| 2014-08-11 | O'brien Shelly (General Counsel) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2014-07-01 | O'brien Shelly (General Counsel) | Sale | 5,000 | 48.95 | 244,750 |
| 2014-07-01 | O'brien Shelly (General Counsel) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2014-06-28 | Majoros Matthew (Principal Accounting Officer) | Option Ex | 711 | .00 | 0 |
| 2014-06-28 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 508 | .00 | 0 |
| 2014-06-05 | O'brien Shelly (General Counsel) | Sale | 5,000 | 42.00 | 210,000 |
| 2014-06-05 | O'brien Shelly (General Counsel) | Option Ex | 5,000 | 10.78 | 53,875 |
| 2014-06-04 | O'brien Shelly (General Counsel) | Sale | 5,000 | 40.07 | 200,350 |
| 2014-06-04 | O'brien Shelly (General Counsel) | Option Ex | 5,000 | 12.50 | 62,500 |
| 2014-05-13 | Roame Charles (Director) | Buy | 193 | 38.46 | 7,422 |
Insider trading activities including stock purchases, stock sales, and option exercises of ENV listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Envestnet, Inc. (symbol ENV, CIK number 1337619) see the Securities and Exchange Commission (SEC) website.