Envestnet
Insider trading & Transactions

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Transaction Date Insider Security Shares Price per share Total value Source
Option
THOMAS BRANDON officer: Chief Investment Officer
Restricted Stock Award 1,666 N/A N/A
Option
MAYER JOSHUA officer: Chief Operating Officer
Common Stock 3,750 N/A N/A
Option
CRAGER WILLIAM director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 12,954 $7.5 $97,155
Option
GRINIS SCOTT D officer: Chief Technology Officer
Restricted Stock Award 2,916 N/A N/A
Option
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,666 N/A N/A
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 10,000 $33.76 $337,600
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 10,000 $34.79 $347,900
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 10,000 $34.79 $347,900
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $7.5 $33,750
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 2,806 $0.11 $300
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $7.5 $33,750
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 20,000 $17.67 $353,460
Option
CRAGER WILLIAM director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 27,194 N/A N/A
Option
CRAGER WILLIAM director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 2,806 $0.11 $300
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 20,000 $17.67 $353,460
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 10,000 $35 $350,000
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 10,000 $35 $350,000
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 2,806 $0.11 $300
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $22.23 $444,500
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 7,529 $36.95 $278,197
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $7.5 $33,750
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 4,500 $7.5 $33,750
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $7.5 $33,750
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $7.5 $150,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 20,000 $7.5 $150,000
Option
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 12,000 $7.5 $90,000
Option
GRINIS SCOTT D officer: Chief Technology Officer
Employee Stock Option (Right to Buy) 12,000 $7.5 $90,000
Sale
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 12,000 $7.5 $90,000
Option
ARORA ANIL director
Restricted Stock Unit 8,333 $32.46 $270,489
Option
ARORA ANIL director
Common Stock 8,333 $32.46 $270,489
Sale
ARORA ANIL director
Common Stock 2,520 $40.33 $101,632
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 1,000 $40.01 $40,010
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 1,000 $40.01 $40,010
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $39.66 $178,470
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 5,500 $7.5 $41,250
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 4,500 $39.66 $178,470
Purchase
ROAME CHARLES director
Common Stock 238 N/A N/A

Insider trading

Monitoring trades made by the management members or major shareholders of companies may help create a sharper picture of what is happening inside the companies. Base your decisions on buys or sells of the people involved and do the right thing at the right time.

Who is insider?

Every director or senior officer, as well as any other entity or individual owning more than 10% of the company’s shares on the stock market, is called an insider. Such people or entities are allowed to buy/sell the company's shares under strictly controlled conditions. Key premise here is that none of them can make trades based on non-public information about the company.