Envestnet
Insider trading & Transactions

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Transaction Date Insider Security Shares Price per share Total value Source
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 2,878 $41.84 $120,416
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 2,919 $41.84 $122,131
Option
CRAGER WILLIAM director, officer: Chief Execut..
Restricted Stock Award 2,919 $41.84 $122,131
Option
BERGMAN JUDSON director, officer: Chief Execut..
Restricted Stock Award 2,878 $41.84 $120,416
Option
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 1,819 $41.84 $76,107
Purchase
ROAME CHARLES director
Common Stock 206 $42.13 $8,679
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 20,000 $41.77 $835,400
Purchase
ROAME CHARLES director
Common 193 $37.09 $7,158
Purchase
ROAME CHARLES director
Common 886 $35.46 $31,418
Sale
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 35,000 $29.25 $1,023,750
Sale
KOONTZ PAUL G other: Former Director
Common Stock 384,393 $29.25 $11,243,495
Sale
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 10,000 $29.25 $292,500
Sale
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 14,000 $7.5 $105,000
Option
D'ARRIGO PETER officer: Chief Financial Officer
Employee Stock Option (Right to Buy) 20,000 $18.38 $367,500
Sale
JOHNSON JAMES director
Common Stock 669,354 $29.25 $19,578,605
Sale
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 15,000 $29.25 $438,750
Option
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 20,000 $18.38 $367,500
Sale
SISTERON YVES officer: Former Director
Common Stock 991,829 $29.25 $29,010,998
Sale
AOS PARTNERS, LP 10 percent owner
Common Stock 4,201,997 $29.25 $122,908,412
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 5,000 $7.5 $37,500
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 15,000 $22 $330,000
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Employee Stock Option (Right to Buy) 13,597 $18.38 $249,845
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $27.93 $27,930
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $26.3 $26,300
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $25.8 $25,800
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $28.56 $28,560
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $23.97 $23,970
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $25.08 $25,080
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $15.35 $15,350
Option
BERGMAN JUDSON director, officer: Chief Execut..
Common Stock 1,667 $15.34 $25,572
Option
D'ARRIGO PETER officer: Chief Financial Officer
Common Stock 780 $15.34 $11,965
Option
GRINIS SCOTT D officer: Chief Technology Officer
Restricted Stock Award 780 $15.34 $11,965
Option
GRINIS SCOTT D officer: Chief Technology Officer
Common Stock 780 $15.34 $11,965
Option
CRAGER WILLIAM director, officer: Chief Execut..
Common Stock 1,040 $15.34 $15,954
Option
THOMAS BRANDON officer: Chief Investment Officer
Restricted Stock Award 2,126 $15.34 $32,613
Option
CRAGER WILLIAM director, officer: Chief Execut..
Restricted Stock Award 1,040 $15.34 $15,954
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Restricted Stock Award 709 $15.34 $10,876
Option
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 709 $15.34 $10,876
Option
D'ARRIGO PETER officer: Chief Financial Officer
Restricted Stock Award 780 $15.34 $11,965
Option
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 2,126 $15.34 $32,613
Option
BERGMAN JUDSON director, officer: Chief Execut..
Restricted Stock Award 1,667 $15.34 $25,572
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $15.33 $15,330
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $14.58 $14,580
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 443 $13.82 $6,122
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $13.36 $13,360
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $13.73 $13,730
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $13.53 $13,530
Sale
THOMAS BRANDON officer: Chief Investment Officer
Common Stock 1,000 $13.67 $13,670
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 811 $13.69 $11,103
Sale
O'BRIEN SHELLY officer: Chief Legal Officer
Common Stock 2,189 $13.81 $30,230

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.