List of insiders holdings for ENVESTNET INC.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | ENVESTNET GROUP INC Former 10% Owner | 2010-08-05 20:38:24 | 10,680,000 0 | 10,680,000 | Form 4 |
| 2 | Bergman Judson Chief Executive Officer | 2019-10-01 18:02:54 | 820,644 0 | 820,644 | Form 4 |
| 3 | Crager William Chief Executive Officer | 2024-03-13 16:42:44 | 323,040 100 | 323,140 | Form 4 |
| 4 | Thomas Brandon Chief Investment Officer | 2020-10-23 20:08:56 | 268,701 13,938 | 282,639 | Form 4 |
| 5 | AOS Partners LP GRP II Investors L.P. GRP II Partners L.P. GRPVC L.P. 10% Owner | 2014-05-01 15:02:16 | 252,777 0 | 252,777 | Form 13G |
| 6 | D'Arrigo Peter Chief Financial Officer | 2023-09-13 16:06:54 | 119,040 0 | 119,040 | Form 4 |
| 7 | CHAPIN ROSS K Director | 2023-03-02 18:54:41 | 62,748 0 | 62,748 | Form 4 |
| 8 | DePina Stuart President | 2022-06-14 16:26:46 | 56,967 0 | 56,967 | Form 4 |
| 9 | Grinis Scott D Chief Technology Officer | 2020-09-02 16:09:19 | 37,220 0 | 37,220 | Form 4 |
| 10 | Arora Anil Director | 2021-08-03 16:56:17 | 27,852 272 | 28,124 | Form 4 |
| 11 | Mayer Joshua Chief Operating Officer | 2020-09-02 16:11:07 | 19,353 42 | 19,395 | Form 4 |
| 12 | Roame Charles Director | 2020-03-03 18:45:19 | 4,217 13,038 | 17,255 | Form 4 |
| 13 | Johnson James Director | 2018-03-02 16:08:08 | 7,161 0 | 7,161 | Form 4 |
| 14 | LANE WENDY E Director | 2024-03-04 17:32:03 | 4,991 0 | 4,991 | Form 4 |
| 15 | Warren Joshua CHIEF FINANCIAL OFFICER | 2024-11-25 16:05:04 | 0 0 | 0 | Form 4 |
| 16 | Wolfe Lauren Taylor Impactive Capital LP Impactive Capital LLC Asmar Christian Director | 2024-11-25 16:43:59 | 0 0 | 0 | Form 4 |
| 17 | Smith Gregory A Director | 2024-11-25 16:05:17 | 0 0 | 0 | Form 4 |
| 18 | CROWELL GAYLE A Director | 2024-11-25 16:05:18 | 0 0 | 0 | Form 4 |
| 19 | Majoros Matthew Principal Accounting Officer | 2024-11-25 16:05:20 | 0 0 | 0 | Form 4 |
| 20 | Aguilar Luis A Director | 2024-11-25 16:05:21 | 0 0 | 0 | Form 4 |
| 21 | Cooper Barry D. SVP, Head of Accounting Mgmt. | 2024-11-25 16:05:04 | 0 0 | 0 | Form 4 |
| 22 | FOX JAMES L Interim CEO | 2024-11-25 16:05:13 | 0 0 | 0 | Form 4 |
| 23 | Turner Barbara Director | 2024-11-25 16:05:12 | 0 0 | 0 | Form 4 |
| 24 | Mosley Valerie Director | 2024-11-25 16:05:10 | 0 0 | 0 | Form 4 |
| 25 | O'Brien Shelly CHIEF LEGAL OFFICER | 2024-11-25 16:05:07 | 0 0 | 0 | Form 4 |
| 26 | BlackRock Inc. BlackRock Holdco 2 Inc. BLACKROCK FINANCIAL MANAGEMENT INC 10% Owner | 2024-11-27 16:57:47 | 0 0 | 0 | Form 13D |
| 27 | Sisteron Yves Former Director Director | 2017-02-14 20:32:42 | 0 0 | 0 | Form 5 |
| 28 | Egan Cynthia Former Director Director | 2017-02-14 20:32:12 | 0 0 | 0 | Form 5 |
| 29 | Hawn Gates Helms Former Director Director | 2015-02-13 19:17:17 | 0 0 | 0 | Form 5 |
| 30 | KOONTZ PAUL G Former Director Director | 2014-02-14 16:08:15 | 0 0 | 0 | Form 5 |
| 31 | Tennant Charles Floyd Former Chief Operating Officer | 2012-02-14 16:53:42 | 0 0 | 0 | Form 5 |