Comparable stake leader
William Crager
SEC ownership of ENVESTNET, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001337619.
Disclosed value leader
William Crager
Comparable rows
0/6
Latest evidence
11 Mar 2024
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
William Crager
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
11 Mar 2024
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001337619
- Issuer location
- Berwyn, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of ENVESTNET, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
William Crager
Disclosed value leader
William Crager
Comparable rows
0/6
Latest evidence
11 Mar 2024
3/4/5
Highest disclosed value: $17,931,039
6 rows are not safely comparable across share classes.
Quick read
William Crager has the largest disclosed position value at $17.93M.
0 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens William Crager's linked filing trail.
Disclosed position value
Top 5
William Crager
$17.93M
Peter D'Arrigo
$5.04M
Ross K. Chapin
$2.66M
Stuart DePina
$2.41M
Anil Arora
$1.19M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| William Crager |
3/4/5
Chief Executive Officer, Director
|
—
class O/S missing
|
$17,931,039
323,140 shares
|
— | 11 Mar 2024 |
| Peter D'Arrigo |
3/4/5
Chief Financial Officer
|
—
class O/S missing
|
$5,044,915
119,040 shares
|
— | 11 Sep 2023 |
| Ross K. Chapin |
3/4/5
Director
|
—
class O/S missing
|
$2,659,260
62,748 shares
|
— | 28 Feb 2023 |
| Stuart DePina |
3/4/5
President
|
—
class O/S missing
|
$2,414,261
56,967 shares
|
— | 10 Jun 2022 |
| Anil Arora |
3/4/5
Director
|
—
class O/S missing
|
$1,186,132
27,988 shares
|
— | 30 Jul 2021 |
| Wendy E. Lane |
3/4/5
Director
|
—
class O/S missing
|
$254,441
4,991 shares
|
— | 29 Feb 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 04 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-17 of 17 reporting-owner rows connected to ENVESTNET, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
17
Largest Forms 3/4/5 holder
William Crager
Net 12M change
$0
Latest report
25 Nov 2024
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| William Crager | Chief Executive Officer, Director | $17,931,039 | Mixed | 11 Mar 2024 | ||
| Peter D'Arrigo | Chief Financial Officer | $5,044,915 | Mixed | 11 Sep 2023 | ||
| Ross K. Chapin | Director | $2,659,260 | Mixed | 28 Feb 2023 | ||
| Stuart DePina | President | $2,414,261 | Mixed | 10 Jun 2022 | ||
| Anil Arora | Director | $1,186,132 | Mixed | 30 Jul 2021 | ||
| Wendy E. Lane | Director | $254,441 | Mixed | 29 Feb 2024 | ||
| Gayle A. Crowell | Director | $0 | Mixed | 25 Nov 2024 | ||
| Lauren Taylor Wolfe | Director | $0 | Mixed | 25 Nov 2024 | ||
| Valerie Mosley | Director | $0 | Mixed | 25 Nov 2024 | ||
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | $0 | Mixed | 25 Nov 2024 | ||
| Barbara Turner | Director | $0 | Mixed | 25 Nov 2024 | ||
| Gregory A. Smith | Director | $0 | Mixed | 25 Nov 2024 | ||
| Luis A. Aguilar | Director | $0 | Mixed | 25 Nov 2024 | ||
| Shelly O'Brien | Chief Legal Officer | $0 | Mixed | 25 Nov 2024 | ||
| Matthew Majoros | Principal Accounting Officer | $0 | Mixed | 25 Nov 2024 | ||
| Joshua Warren | Chief Financial Officer | $0 | Mixed | 25 Nov 2024 | ||
| James L. Fox | Interim CEO, Director | $0 | Mixed | 25 Nov 2024 |
Recent insider transactions for ENVESTNET, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.