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.. 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 |
| Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
|---|---|---|---|---|---|---|
| year-month | Shares | Value | Shares | Value | Shares | Value |
| 2024-03 | 32,832 | $1,714,793 | 700 | $39,844 | 0 | $0 |
| 2024-02 | 0 | $0 | 0 | $0 | 14,100 | $589,944 |
| 2023-06 | 2,000 | $108,780 | 7,940 | $429,331 | 0 | $0 |
| 2023-05 | 0 | $0 | 4,000 | $218,960 | 0 | $0 |
| 2023-03 | 0 | $0 | 9,330 | $530,364 | 0 | $0 |
| 2023-02 | 0 | $0 | 0 | $0 | 29,454 | $451,824 |
| 2022-11 | 0 | $0 | 5,358 | $300,048 | 0 | $0 |
| 2022-08 | 0 | $0 | 6,450 | $363,990 | 0 | $0 |
| 2022-06 | 920 | $49,486 | 200 | $10,758 | 0 | $0 |
| 2022-03 | 0 | $0 | 1,078 | $80,120 | 0 | $0 |
| 2022-02 | 0 | $0 | 0 | $0 | 15,472 | $192,625 |
| 2022-01 | 0 | $0 | 0 | $0 | 13,594 | $169,245 |
| 2021-12 | 0 | $0 | 16,422 | $1,345,618 | 0 | $0 |
| 2021-09 | 0 | $0 | 350 | $27,898 | 0 | $0 |
| 2021-02 | 0 | $0 | 0 | $0 | 12,048 | $151,202 |
| 2020-12 | 0 | $0 | 25,000 | $2,062,750 | 0 | $0 |
| 2020-10 | 0 | $0 | 70,643 | $5,811,845 | 46,301 | $1,327,503 |
| 2020-06 | 0 | $0 | 18,470 | $1,360,452 | 18,320 | $180,122 |
| 2020-05 | 0 | $0 | 24,357 | $1,727,592 | 22,190 | $199,710 |
| 2020-04 | 0 | $0 | 9,244 | $514,607 | 0 | $0 |
| 2020-03 | 0 | $0 | 9,244 | $512,802 | 9,094 | $81,846 |
| 2020-02 | 0 | $0 | 9,244 | $766,775 | 9,094 | $81,846 |
| 2020-01 | 0 | $0 | 131,744 | $9,519,006 | 22,094 | $198,846 |
| 2019-12 | 0 | $0 | 71,839 | $5,124,022 | 55,289 | $586,665 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2024-03-25 | Majoros Matthew (Principal Accounting Officer) | Sale | 700 | 56.92 | 39,844 |
| 2024-03-15 | Asmar Christian | Buy | 1,670 | 52.99 | 88,493 |
| 2024-03-07 | Asmar Christian | Buy | 21,761 | 52.62 | 1,145,063 |
| 2024-03-06 | Asmar Christian | Buy | 9,401 | 51.19 | 481,237 |
| 2024-02-27 | Crager William (Chief Executive Officer) | Option Ex | 14,100 | 41.84 | 589,944 |
| 2023-06-29 | Cooper Barry D. (SVP, Head of Accounting Mgmt.) | Sale | 690 | 58.19 | 40,151 |
| 2023-06-21 | Turner Barbara (Director) | Buy | 2,000 | 54.39 | 108,780 |
| 2023-06-12 | Crager William (Chief Executive Officer) | Sale | 7,250 | 53.68 | 389,180 |
| 2023-05-19 | Majoros Matthew (Principal Accounting Officer) | Sale | 4,000 | 54.74 | 218,960 |
| 2023-03-30 | Cooper Barry D. (SVP, Head of Accounting Mgmt.) | Sale | 530 | 56.93 | 30,172 |
| 2023-03-30 | O'brien Shelly (Chief Legal Officer) | Sale | 8,800 | 56.84 | 500,192 |
| 2023-02-27 | Crager William (Chief Executive Officer) | Option Ex | 13,500 | 15.34 | 207,090 |
| 2023-02-24 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 8,000 | 15.34 | 122,720 |
| 2023-02-23 | Chapin Ross K | Option Ex | 7,954 | 15.34 | 122,014 |
| 2022-11-14 | O'brien Shelly (Chief Legal Officer) | Sale | 5,358 | 56.00 | 300,048 |
| 2022-08-22 | Cooper Barry D. (SVP, Head of Accounting Mgmt.) | Sale | 3,870 | 56.43 | 218,394 |
| 2022-06-29 | Crager William (Chief Executive Officer) | Buy | 920 | 53.79 | 49,486 |
| 2022-06-28 | Majoros Matthew (Principal Accounting Officer) | Sale | 200 | 53.79 | 10,758 |
| 2022-03-25 | Cooper Barry D. (SVP, Head of Accounting Mgmt.) | Sale | 678 | 73.73 | 49,988 |
| 2022-03-21 | Majoros Matthew (Principal Accounting Officer) | Sale | 400 | 75.33 | 30,132 |
| 2022-02-22 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,195 | 12.45 | 126,927 |
| 2022-02-02 | Chapin Ross K | Option Ex | 5,277 | 12.45 | 65,698 |
| 2022-01-19 | Crager William (Chief Executive Officer) | Option Ex | 13,594 | 12.45 | 169,245 |
| 2021-12-27 | Depina Stuart (President) | Sale | 16,422 | 81.94 | 1,345,618 |
| 2021-09-01 | Cooper Barry D. (SVP, Head of Accounting Mgmt.) | Sale | 350 | 79.71 | 27,898 |
| 2021-02-26 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | 12.55 | 125,500 |
| 2021-02-22 | Chapin Ross K | Option Ex | 2,048 | 12.55 | 25,702 |
| 2020-12-16 | Crager William (Chief Executive Officer) | Sale | 25,000 | 82.51 | 2,062,750 |
| 2020-10-26 | O'brien Shelly (Chief Legal Officer) | Sale | 5,500 | 82.99 | 456,445 |
| 2020-10-26 | O'brien Shelly (Chief Legal Officer) | Option Ex | 5,500 | 41.84 | 230,120 |
| 2020-10-23 | Arora Anil | Sale | 2,500 | 84.54 | 211,350 |
| 2020-10-21 | Thomas Brandon (Chief Investment Officer) | Sale | 40,801 | 82.10 | 3,349,802 |
| 2020-10-21 | Thomas Brandon (Chief Investment Officer) | Option Ex | 40,801 | 26.90 | 1,097,383 |
| 2020-10-21 | Depina Stuart (President) | Sale | 19,342 | 82.13 | 1,588,616 |
| 2020-10-21 | Arora Anil | Sale | 2,500 | 82.25 | 205,632 |
| 2020-06-29 | Mayer Joshua (Chief Operating Officer) | Sale | 4,418 | 70.87 | 313,103 |
| 2020-06-29 | Mayer Joshua (Chief Operating Officer) | Option Ex | 4,418 | 12.45 | 55,004 |
| 2020-06-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 76.08 | 11,412 |
| 2020-06-03 | Thomas Brandon (Chief Investment Officer) | Sale | 3,367 | 75.76 | 255,083 |
| 2020-06-03 | Thomas Brandon (Chief Investment Officer) | Option Ex | 3,367 | 9.00 | 30,303 |
| 2020-06-01 | Thomas Brandon (Chief Investment Officer) | Sale | 10,535 | 74.12 | 780,854 |
| 2020-06-01 | Thomas Brandon (Chief Investment Officer) | Option Ex | 10,535 | 9.00 | 94,815 |
| 2020-05-28 | Mayer Joshua (Chief Operating Officer) | Sale | 2,017 | 74.04 | 149,338 |
| 2020-05-28 | Thomas Brandon (Chief Investment Officer) | Sale | 13,098 | 74.38 | 974,229 |
| 2020-05-28 | Thomas Brandon (Chief Investment Officer) | Option Ex | 13,098 | 9.00 | 117,882 |
| 2020-05-12 | Crager William (Chief Executive Officer*) | Sale | 9,092 | 65.34 | 594,071 |
| 2020-05-12 | Crager William (Chief Executive Officer*) | Option Ex | 9,092 | 9.00 | 81,828 |
| 2020-05-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 66.36 | 9,954 |
| 2020-04-13 | Crager William (CEO*) | Sale | 9,094 | 55.75 | 506,990 |
| 2020-04-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 50.78 | 7,617 |
| 2020-03-12 | Crager William (Interim CEO*) | Sale | 9,094 | 55.31 | 502,952 |
| 2020-03-12 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2020-03-09 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 65.67 | 9,850 |
| 2020-02-12 | Crager William (Interim CEO*) | Sale | 9,094 | 82.97 | 754,483 |
| 2020-02-12 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2020-02-10 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 81.95 | 12,292 |
| 2020-01-27 | Grinis Scott D (Chief Technology Officer) | Sale | 15,000 | 71.92 | 1,078,725 |
| 2020-01-22 | D'arrigo Peter (Chief Financial Officer) | Sale | 3,000 | 71.28 | 213,840 |
| 2020-01-22 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 3,000 | 9.00 | 27,000 |
| 2020-01-21 | Grinis Scott D (Chief Technology Officer) | Sale | 30,000 | 70.98 | 2,129,550 |
| 2020-01-15 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 74.25 | 371,250 |
| 2020-01-15 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2020-01-13 | Crager William (Interim CEO*) | Sale | 9,094 | 73.79 | 671,046 |
| 2020-01-13 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2020-01-13 | Grinis Scott D (Chief Technology Officer) | Sale | 30,000 | 73.81 | 2,214,450 |
| 2020-01-13 | O'brien Shelly (Chief Legal Officer) | Sale | 4,500 | 73.11 | 328,995 |
| 2020-01-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 72.67 | 10,900 |
| 2020-01-06 | Grinis Scott D (Chief Technology Officer) | Sale | 30,000 | 71.67 | 2,150,250 |
| 2020-01-02 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 70.00 | 350,000 |
| 2020-01-02 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2019-12-26 | D'arrigo Peter (Chief Financial Officer) | Sale | 8,000 | 71.02 | 568,160 |
| 2019-12-26 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 8,000 | 9.00 | 72,000 |
| 2019-12-23 | Grinis Scott D (Chief Technology Officer) | Sale | 15,000 | 71.39 | 1,070,850 |
| 2019-12-16 | Majoros Matthew (Principal Accounting Officer) | Sale | 1,400 | 70.72 | 99,008 |
| 2019-12-12 | Crager William (Interim CEO*) | Sale | 9,094 | 71.84 | 653,358 |
| 2019-12-12 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2019-12-11 | D'arrigo Peter (Chief Financial Officer) | Sale | 10,000 | 72.05 | 720,500 |
| 2019-12-11 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-12-09 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 72.04 | 10,806 |
| 2019-12-04 | Grinis Scott D (Chief Technology Officer) | Sale | 18,195 | 71.33 | 1,297,940 |
| 2019-12-04 | Grinis Scott D (Chief Technology Officer) | Option Ex | 18,195 | 13.89 | 252,819 |
| 2019-12-04 | D'arrigo Peter (Chief Financial Officer) | Sale | 10,000 | 70.34 | 703,400 |
| 2019-12-04 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-11-27 | Grinis Scott D (Chief Technology Officer) | Sale | 10,000 | 70.55 | 705,500 |
| 2019-11-27 | Grinis Scott D (Chief Technology Officer) | Option Ex | 10,000 | 12.55 | 125,500 |
| 2019-11-27 | D'arrigo Peter (Chief Financial Officer) | Sale | 10,000 | 69.78 | 697,800 |
| 2019-11-27 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-11-26 | Grinis Scott D (Chief Technology Officer) | Sale | 17,410 | 68.45 | 1,191,714 |
| 2019-11-20 | Grinis Scott D (Chief Technology Officer) | Sale | 11,000 | 64.99 | 714,890 |
| 2019-11-20 | Grinis Scott D (Chief Technology Officer) | Option Ex | 11,000 | 9.00 | 99,000 |
| 2019-11-20 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 64.84 | 324,200 |
| 2019-11-20 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2019-11-19 | Grinis Scott D (Chief Technology Officer) | Sale | 15,000 | 64.93 | 973,950 |
| 2019-11-19 | Grinis Scott D (Chief Technology Officer) | Option Ex | 15,000 | 9.00 | 135,000 |
| 2019-11-13 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 64.25 | 321,250 |
| 2019-11-13 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2019-11-12 | Crager William (Interim CEO*) | Sale | 9,094 | 64.61 | 587,563 |
| 2019-11-12 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2019-11-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 63.81 | 9,571 |
| 2019-11-08 | Arora Anil | Sale | 4,476 | 64.90 | 290,492 |
| 2019-11-06 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 62.81 | 314,050 |
| 2019-11-06 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2019-10-30 | D'arrigo Peter (Chief Financial Officer) | Sale | 5,000 | 62.50 | 312,500 |
| 2019-10-30 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 5,000 | 9.00 | 45,000 |
| 2019-10-14 | Crager William (Interim CEO*) | Sale | 9,094 | 59.45 | 540,638 |
| 2019-10-14 | Crager William (Interim CEO*) | Option Ex | 9,094 | 9.00 | 81,846 |
| 2019-10-08 | Mayer Joshua (Chief Operating Officer) | Sale | 150 | 56.37 | 8,455 |
| 2019-09-12 | Crager William (President*) | Sale | 72,750 | 57.49 | 4,182,397 |
| 2019-09-12 | Crager William (President*) | Option Ex | 72,750 | 9.00 | 654,750 |
| 2019-08-16 | Mayer Joshua (Chief Operating Officer) | Sale | 6,881 | 56.15 | 386,368 |
| 2019-08-12 | Crager William (President*) | Sale | 37,000 | 58.14 | 2,151,068 |
| 2019-08-12 | Crager William (President*) | Option Ex | 37,000 | 9.00 | 333,000 |
| 2019-08-02 | Mayer Joshua (Chief Operating Officer) | Sale | 500 | 69.82 | 34,910 |
| 2019-08-01 | Arora Anil | Sale | 325 | 71.05 | 23,091 |
| 2019-07-30 | Bergman Judson (Chief Executive Officer) | Sale | 15,000 | 70.85 | 1,062,750 |
| 2019-07-30 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 9.00 | 180,000 |
| 2019-07-23 | Bergman Judson (Chief Executive Officer) | Sale | 15,000 | 71.43 | 1,071,450 |
| 2019-07-23 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 9.00 | 180,000 |
| 2019-07-16 | Bergman Judson (Chief Executive Officer) | Sale | 15,000 | 72.45 | 1,086,825 |
| 2019-07-16 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 9.00 | 180,000 |
| 2019-07-10 | Bergman Judson (Chief Executive Officer) | Sale | 7,500 | 70.16 | 526,200 |
| 2019-07-10 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-07-09 | Bergman Judson (Chief Executive Officer) | Sale | 7,500 | 69.46 | 520,949 |
| 2019-07-09 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-07-05 | Mayer Joshua (Chief Operating Officer) | Sale | 500 | 69.86 | 34,930 |
| 2019-07-03 | Bergman Judson (Chief Executive Officer) | Sale | 7,500 | 70.00 | 525,000 |
| 2019-07-03 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-07-02 | Bergman Judson (Chief Executive Officer) | Sale | 7,500 | 68.50 | 513,750 |
| 2019-07-02 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-07-01 | Arora Anil | Sale | 5,365 | 68.72 | 368,709 |
| 2019-06-28 | Grinis Scott D (Chief Technology Officer) | Sale | 10,000 | 68.40 | 684,000 |
| 2019-06-28 | Grinis Scott D (Chief Technology Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-06-27 | Thomas Brandon (Chief Investment Officer) | Sale | 961 | 67.46 | 64,829 |
| 2019-06-25 | Bergman Judson (Chief Executive Officer) | Sale | 7,500 | 67.86 | 508,950 |
| 2019-06-25 | Bergman Judson (Chief Executive Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
| 2019-06-18 | Bergman Judson (Chief Executive Officer) | Sale | 15,000 | 69.91 | 1,048,650 |
| 2019-06-18 | Bergman Judson (Chief Executive Officer) | Option Ex | 20,000 | 9.00 | 180,000 |
| 2019-06-17 | Roame Charles | Sale | 3,165 | 69.80 | 220,917 |
| 2019-06-05 | Chapin Ross K | Sale | 1,987 | 68.40 | 135,910 |
| 2019-06-03 | Arora Anil | Sale | 2,261 | 66.79 | 151,012 |
| 2019-05-23 | Mayer Joshua (Chief Operating Officer) | Sale | 1,000 | 67.54 | 67,540 |
| 2019-05-10 | Bergman Judson (Chief Executive Officer) | Option Ex | 41,667 | .00 | 0 |
| 2019-05-10 | Crager William (President*) | Option Ex | 16,667 | .00 | 0 |
| 2019-05-10 | D'arrigo Peter (Chief Financial Officer) | Option Ex | 10,000 | .00 | 0 |
| 2019-05-03 | Depina Stuart (Envestnet Data & Analytics*) | Sale | 4,805 | 71.21 | 342,164 |
| 2019-05-01 | Arora Anil | Sale | 325 | 70.03 | 22,759 |
| 2019-04-01 | Arora Anil | Sale | 9,594 | 65.66 | 629,942 |
| 2019-03-29 | Mayer Joshua (Chief Operating Officer) | Sale | 1,619 | 65.28 | 105,688 |
| 2019-03-28 | Grinis Scott D (Chief Technology Officer) | Sale | 10,000 | 64.50 | 645,000 |
| 2019-03-28 | Grinis Scott D (Chief Technology Officer) | Option Ex | 10,000 | 9.00 | 90,000 |
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.