Shelly S. O'Brien J.D.
Net Worth

Last updated:

What is Shelly S. O'Brien J.D. net worth?

The estimated net worth of Ms. Shelly S. O'Brien J.D. is at least $13,404,221 as of 30 Mar 2023. She has earned $4,665,981 from insider trading and has received compensation worth at least $8,738,240 in Envestnet, Inc..

What is the salary of Shelly S. O'Brien J.D.?

Ms. Shelly S. O'Brien J.D. salary is $624,160 per year as Chief Legal Officer, Gen. Counsel & Corporation Sec. in Envestnet, Inc..

How old is Shelly S. O'Brien J.D.?

Ms. Shelly S. O'Brien J.D. is 59 years old, born in 1966.

What stocks does Shelly S. O'Brien J.D. currently own?

As insider, Ms. Shelly S. O'Brien J.D. owns shares in one company:

Company Title Shares Price per share Total value
Envestnet, Inc. (ENV) Chief Legal Officer, Gen. Counsel & Corporation Sec. 23,709 $0 $0

What does Envestnet, Inc. do?

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. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

ENV logo
ENV
Envestnet, Inc.

Shelly S. O'Brien J.D. insider trading

Envestnet, Inc.

Ms. Shelly S. O'Brien J.D. has made 67 insider trades between 2011-2023, according to the Form 4 filled with the SEC. Most recently she sold 8,800 units of ENV stock worth $500,192 on 30 Mar 2023.

The largest trade she's ever made was exercising 25,000 units of ENV stock on 2 Aug 2016. As of 30 Mar 2023 she still owns at least 23,709 units of ENV stock.

Transaction Date Security Shares Price per share Total value Source
Sale
Common Stock 8,800 $56.84 $500,192
Sale
Common Stock 5,358 $56 $300,048
Sale
Common Stock 5,500 N/A N/A
Option
Employee Stock Option (Right to Buy) 5,500 N/A N/A
Option
Common Stock 5,500 N/A N/A
Sale
Common Stock 4,500 $73.11 $328,995
Sale
Common Stock 11,147 $66.71 $743,616
Option
Employee Stock Option (Right to Buy) 1,882 $15.34 $28,870
Option
Common Stock 1,882 $15.34 $28,870
Sale
Common Stock 1,882 $15.34 $28,870
Sale
Common Stock 4,000 $15.34 $61,360
Option
Common Stock 4,000 $15.34 $61,360
Option
Employee Stock Option (Right to Buy) 4,000 $15.34 $61,360
Sale
Common Stock 1,232 $55 $67,760
Option
Common Stock 2,500 $55 $137,500
Option
Employee Stock Option (Right to Buy) 2,500 $55 $137,500
Sale
Common Stock 1,500 $12.45 $18,675
Option
Common Stock 1,500 $12.45 $18,675
Option
Employee Stock Option (Right to Buy) 1,500 $12.45 $18,675
Option
Employee Stock Option (Right to Buy) 4,000 $34.18 $136,700
Option
Common Stock 4,000 $34.18 $136,700
Sale
Common Stock 3,333 $12.55 $41,829
Sale
Common Stock 366 $9 $3,294
Option
Employee Stock Option (Right to Buy) 366 $9 $3,294
Option
Common Stock 366 $9 $3,294
Sale
Common Stock 3,000 $9 $27,000
Option
Common Stock 3,000 $9 $27,000
Option
Employee Stock Option (Right to Buy) 3,000 $9 $27,000
Option
Common Stock 3,000 $9 $27,000
Option
Employee Stock Option (Right to Buy) 3,000 $9 $27,000
Sale
Common Stock 3,000 $9 $27,000
Option
Common Stock 3,000 $9 $27,000
Sale
Common Stock 3,000 $9 $27,000
Option
Employee Stock Option (Right to Buy) 3,000 $9 $27,000
Option
Common Stock 1,500 $9 $13,500
Option
Employee Stock Option (Right to Buy) 1,500 $9 $13,500
Sale
Common Stock 1,500 $9 $13,500
Option
Common Stock 1,500 $9 $13,500
Sale
Common Stock 1,500 $47.96 $71,940
Option
Employee Stock Option (Right to Buy) 1,500 $9 $13,500
Option
Common Stock 4,166 N/A N/A
Option
Restricted Stock Units 2,083 N/A N/A
Option
Common Stock 3,000 $9 $27,000
Sale
Common Stock 6,000 $31.14 $186,840
Option
Employee Stock Option (Right to Buy) 3,000 $9 $27,000
Sale
Common Stock 6,000 $31.24 $187,440
Option
Employee Stock Option (Right to Buy) 3,000 $9 $27,000
Option
Common Stock 3,000 $9 $27,000
Option
Employee Stock Option (Right to Buy) 2,000 $7.15 $14,300
Sale
Common Stock 2,000 $7.15 $14,300
Option
Common Stock 2,000 $7.15 $14,300
Option
Restricted Stock Units 205 $7.15 $1,466
Option
Common Stock 205 $7.15 $1,466
Option
Restricted Stock Units 2,083 $7.15 $14,893
Option
Common Stock 2,083 $7.15 $14,893
Option
Common Stock 205 $7.15 $1,466
Option
Restricted Stock Units 205 $7.15 $1,466
Option
Common Stock 2,083 N/A N/A
Option
Restricted Stock Units 2,083 N/A N/A
Option
Employee Stock Option (Right to Buy) 2,000 $7.5 $15,000
Option
Common Stock 2,000 $7.5 $15,000
Sale
Common Stock 2,000 $7.5 $15,000
Option
Employee Stock Option (Right to Buy) 1,000 $7.5 $7,500
Option
Common Stock 1,000 $7.5 $7,500
Sale
Common Stock 1,000 $7.5 $7,500
Option
Employee Stock Option (Right to Buy) 9,403 $19.88 $186,932
Option
Common Stock 9,403 $19.88 $186,932
Sale
Common Stock 7,403 $7.5 $55,523
Sale
Common Stock 3,000 $38.95 $116,850
Option
Common Stock 4,500 $38.98 $175,388
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Option
Restricted Stock Unit 3,088 N/A N/A
Option
Common Stock 3,088 N/A N/A
Option
Restricted Stock Award 2,083 N/A N/A
Option
Common Stock 2,083 N/A N/A
Sale
Common Stock 4,500 $7.5 $33,750
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Option
Common Stock 4,500 $7.5 $33,750
Sale
Common Stock 4,500 $7.5 $33,750
Option
Common Stock 4,500 $7.5 $33,750
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Sale
Common Stock 4,500 $7.5 $33,750
Option
Common Stock 4,500 $7.5 $33,750
Option
Restricted Stock Award 2,083 N/A N/A
Option
Common Stock 2,083 N/A N/A
Option
Common Stock 4,500 $7.5 $33,750
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Sale
Common Stock 4,500 $7.5 $33,750
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Option
Common Stock 4,500 $7.5 $33,750
Sale
Common Stock 4,500 $7.5 $33,750
Option
Common Stock 1,000 $40.01 $40,010
Sale
Common Stock 1,000 $40.01 $40,010
Option
Employee Stock Option (Right to Buy) 5,500 $7.5 $41,250
Option
Common Stock 4,500 $39.66 $178,470
Sale
Common Stock 4,500 $39.66 $178,470
Option
Employee Stock Option (Right to Buy) 1,000 $7.5 $7,500
Sale
Common Stock 1,000 $7.5 $7,500
Option
Common Stock 1,000 $7.5 $7,500
Option
Restricted Stock Award 25,000 $7.5 $187,500
Sale
Common Stock 2,100 $38.01 $79,821
Option
Common Stock 4,500 $38 $171,000
Option
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Sale
Common Stock 1,000 $7.5 $7,500
Option
Employee Stock Option (Right to Buy) 1,000 $7.5 $7,500
Option
Common Stock 1,000 $7.5 $7,500
Option
Common Stock 3,500 $7.5 $26,250
Option
Employee Stock Option (Right to Buy) 3,500 $7.5 $26,250
Sale
Common Stock 3,500 $7.5 $26,250
Sale
Common Stock 1,000 $35 $35,000
Option
Common Stock 1,000 $35 $35,000
Sale
Common Stock 3,500 $33.73 $118,055
Option
Common Stock 3,500 $33.73 $118,055
Option
Common Stock 3,500 $33.73 $118,055
Sale
Common Stock 3,500 $33.73 $118,055
Option
Employee Stock Option (Right to Buy) 8,000 $7.5 $60,000
Option
Common Stock 3,199 N/A N/A
Option
Restricted Stock Award 3,199 $2.5 $7,998
Option
Common Stock 5,000 $7.5 $37,500
Option
Employee Stock Option (Right to Buy) 5,000 $7.5 $37,500
Sale
Common Stock 5,000 $7.5 $37,500
Sale
Common Stock 1,000 $7.5 $7,500
Option
Employee Stock Option (Right to Buy) 1,000 $7.5 $7,500
Option
Common Stock 1,000 $7.5 $7,500
Option
Common Stock 2,000 $7.5 $15,000
Sale
Common Stock 2,000 $7.5 $15,000
Option
Employee Stock Option (Right to Buy) 2,000 $7.5 $15,000
Option
Common Stock 1,500 $7.5 $11,250
Option
Employee Stock Option (Right to Buy) 1,500 $7.5 $11,250
Sale
Common Stock 1,500 $7.5 $11,250
Option
Common Stock 2,000 $54.79 $109,580
Option
Employee Stock Option (Right to Buy) 2,000 $7.5 $15,000
Sale
Common Stock 1,500 $54.58 $81,870
Option
Common Stock 500 $7.5 $3,750
Sale
Common Stock 500 $7.5 $3,750
Option
Employee Stock Option (Right to Buy) 500 $7.5 $3,750
Option
Common Stock 1,500 $7.5 $11,250
Option
Employee Stock Option (Right to Buy) 1,500 $7.5 $11,250
Sale
Common Stock 1,500 $7.5 $11,250
Option
Common Stock 2,843 N/A N/A
Option
Restricted Stock Award 2,843 N/A N/A
Sale
Common Stock 5,000 $9 $45,000
Option
Employee Stock Option (Right to Buy) 5,000 $9 $45,000
Option
Common Stock 5,000 $9 $45,000
Option
Employee Stock Option (Right to Buy) 5,000 $9 $45,000
Option
Common Stock 5,000 $9 $45,000
Sale
Common Stock 5,000 $9 $45,000
Sale
Common Stock 1,634 $42 $68,628
Option
Employee Stock Option (Right to Buy) 5,000 $42 $210,000
Option
Common Stock 5,000 $42 $210,000
Option
Employee Stock Option (Right to Buy) 5,000 $26.31 $131,550
Sale
Common Stock 3,301 $12.55 $41,428
Option
Common Stock 5,000 $26.31 $131,550
Option
Common Stock 1,641 N/A N/A
Sale
Common Stock 5,000 $7.5 $37,500
Option
Employee Stock Option (Right to Buy) 13,597 $18.38 $249,845
Option
Common Stock 15,000 $22 $330,000
Option
Common Stock 709 $15.34 $10,876
Option
Restricted Stock Award 709 $15.34 $10,876
Sale
Common Stock 443 $13.82 $6,122
Sale
Common Stock 811 $13.69 $11,103
Sale
Common Stock 2,189 $13.81 $30,230
Sale
Common Stock 3,000 $13.58 $40,740
Sale
Common Stock 3,000 $12.5 $37,500
Sale
Common Stock 6,000 $12.5 $75,000
Sale
Common Stock 2,266 $12.5 $28,325
Sale
Common Stock 734 $12.51 $9,182
Sale
Common Stock 6,000 $12.5 $75,000
Sale
Common Stock 3,000 $12.55 $37,650
Sale
Common Stock 3,000 $12.71 $38,130
Sale
Common Stock 3,000 $12.57 $37,710
Sale
Common Stock 3,000 $12.5 $37,500
Sale
Common Stock 3,000 $12.52 $37,560
Sale
Common Stock 3,000 $12.56 $37,680
Sale
Common Stock 3,000 $14.23 $42,690
Sale
Common Stock 900 $15 $13,500
Sale
Common Stock 3,000 $13.58 $40,740

Envestnet key executives

Envestnet, Inc. executives and other stock owners filed with the SEC: