Envestnet
Insider trading & Transactions

Last updated:

Transaction Date Insider Security Shares Price per share Total value Source
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 10,000 $7.5 $75,000
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 10,000 $7.5 $75,000
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 10,000 $7.5 $75,000
Option
ROAME CHARLES director
Restricted Stock Award 284 N/A N/A
Option
ROAME CHARLES director
Common Stock 284 N/A N/A
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 3,000 $7.5 $22,500
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 3,000 $7.5 $22,500
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 4,333 $7.5 $32,498
Option
CRAGER WILLIAM director, officer: Chief Execut..
Employee Stock Option (Right to Buy) 7,333 $7.5 $54,998
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 4,333 $7.5 $32,498
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) (1) 5,956 $40 $238,240
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 5,956 $40 $238,240
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 5,956 $40 $238,240
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 19,044 $7.5 $142,830
Option
BERGMAN JUDSON director, officer: Chief Execut..
Employee Stock Option (Right to Buy) (1) 19,044 $7.5 $142,830
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 19,044 $7.5 $142,830
Sale
SISTERON YVES officer: Former Director
Common Stock 27,917 $44.57 $1,244,261
Sale
MAYER JOSHUA officer: Chief Operating Officer
Common Stock 1,500 $46.2 $69,300
Option
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 9,063 $7.5 $67,973
Sale
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 9,063 $7.5 $67,973
Option
D'ARRIGO PETER officer: Chief Financial Officer
Employee Stock Option (Right to Buy) (1) 9,063 $7.5 $67,973
Purchase
ROAME CHARLES director
Common Stock 162 $45.71 $7,405
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $9 $45,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 5,000 $9 $45,000
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $9 $45,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 5,000 $9 $45,000
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $9 $45,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $9 $45,000
Option
MAJOROS MATTHEW officer: Principal Accounting O..
Restricted Stock Award 711 N/A N/A
Option
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 508 N/A N/A
Option
D'ARRIGO PETER officer: Chief Financial Officer
Restricted Stock Award 508 N/A N/A
Option
MAJOROS MATTHEW officer: Principal Accounting O..
Common Stock 711 N/A N/A
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $42 $210,000
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 1,634 $42 $68,628
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 5,000 $42 $210,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $26.31 $131,550
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 3,301 $12.55 $41,428
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 5,000 $26.31 $131,550
Purchase
ROAME CHARLES director
Common Stock 193 $38.46 $7,423
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 3,165 $42.83 $135,557
Sale
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 8,000 $45.2 $361,600
Sale
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 10,000 $45.3 $453,000
Option
D'ARRIGO PETER officer: Chief Financial Officer
Restricted Stock Award 1,819 $41.84 $76,107
Option
THOMAS BRANDON officer: Chief Investment Officer
Restricted Stock Award 2,103 $41.84 $87,990
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 1,641 N/A N/A
Option
MAJOROS MATTHEW officer: Principal Accounting O..
Common Stock 738 $41.84 $30,878
Option
MAJOROS MATTHEW officer: Principal Accounting O..
Restricted Stock Award 738 $41.84 $30,878
Option
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 1,819 $41.84 $76,107
Option
GRINIS SCOTT D officer: Chief Technology Officer
Restricted Stock Award 1,819 $41.84 $76,107
Option
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 2,103 $41.84 $87,990

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.