Insider Transactions Reported by 17 Insiders of ENVESTNET, INC.

Location
Berwyn, PA

There are no Buy or Sell transactions made by insiders since 15 Mar 2025

ENVESTNET, INC. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
William Crager Chief Executive Officer, Director $17,931,039 11 Mar 2024
Peter D'Arrigo Chief Financial Officer $5,044,915 11 Sep 2023
Ross K. Chapin Director $2,659,260 28 Feb 2023
Stuart DePina President $2,414,261 10 Jun 2022
Anil Arora Director $1,186,132 30 Jul 2021
Wendy E. Lane Director $254,441 29 Feb 2024
Gayle A. Crowell Director $0 25 Nov 2024
Lauren Taylor Wolfe Director $0 25 Nov 2024
Valerie Mosley Director $0 25 Nov 2024
Barry D. Cooper SVP, Head of Accounting Mgmt. $0 25 Nov 2024
Barbara Turner Director $0 25 Nov 2024
Gregory A. Smith Director $0 25 Nov 2024
Luis A. Aguilar Director $0 25 Nov 2024
Shelly O'Brien Chief Legal Officer $0 25 Nov 2024
Matthew Majoros Principal Accounting Officer $0 25 Nov 2024
Joshua Warren Chief Financial Officer $0 25 Nov 2024
James L. Fox Interim CEO, Director $0 25 Nov 2024

Recent Insider Transactions by Companies or Individuals for ENVESTNET, INC.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Lauren Taylor Wolfe Common Stock Disposed to Issuer -100% -4,188,871 0 25 Nov 2024 See Footnote
Luis A. Aguilar Common Stock Disposed to Issuer -100% -23,161 0 25 Nov 2024 Direct
Luis A. Aguilar Stock Option (right to buy) Disposed to Issuer -100% -1,745 0 25 Nov 2024 Direct
Gayle A. Crowell Common Stock Disposed to Issuer -100% -3,852 0 25 Nov 2024 By trust
Gayle A. Crowell Common Stock Disposed to Issuer -100% -17,075 0 25 Nov 2024 Direct
Gayle A. Crowell Stock Option (right to buy) Disposed to Issuer -100% -1,745 0 25 Nov 2024 Direct
Gregory A. Smith Common Stock Disposed to Issuer -100% -31,166 0 25 Nov 2024 Direct
Gregory A. Smith Stock Option (right to buy) Disposed to Issuer -100% -8,038 0 25 Nov 2024 Direct
Matthew Majoros Common Stock Disposed to Issuer -100% -14,996 0 25 Nov 2024 Direct
James L. Fox Common Stock Disposed to Issuer -100% -37,476 0 25 Nov 2024 Direct
James L. Fox Stock Option (right to buy) Disposed to Issuer -100% -8,082 0 25 Nov 2024 Direct
Barbara Turner Common Stock Disposed to Issuer -100% -7,168 0 25 Nov 2024 Direct
Valerie Mosley Common Stock Disposed to Issuer -100% -15,533 0 25 Nov 2024 Direct
Shelly O'Brien Common Stock Disposed to Issuer -100% -84,734 0 25 Nov 2024 Direct
Shelly O'Brien Stock Option (right to buy) Disposed to Issuer -100% -8,931 0 25 Nov 2024 Direct
Joshua Warren Common Stock Disposed to Issuer -100% -49,039 0 25 Nov 2024 Direct
Barry D. Cooper Common Stock Disposed to Issuer -100% -34,424 0 25 Nov 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.01% -5 34,424 01 Nov 2024 Direct
Shelly O'Brien Common Stock Tax liability -1.96% -931 46,661 28 Aug 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.99% -344 34,429 28 Aug 2024 Direct
Matthew Majoros Common Stock Tax liability -0.72% -108 14,996 28 Aug 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.01% -5 34,773 02 Aug 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.98% -344 34,778 28 May 2024 Direct
Matthew Majoros Common Stock Tax liability -0.71% -108 15,104 28 May 2024 Direct
Shelly O'Brien Common Stock Tax liability -0.44% -212 47,592 28 May 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.01% -5 35,122 02 May 2024 Direct
Matthew Majoros Common Stock Sale -4.4% $39,844 $56.92 -700 15,212 25 Mar 2024 Direct
Lauren Taylor Wolfe Common Stock Purchase 0.04% $88,493 $52.99 1,670 4,188,871 15 Mar 2024 See Footnote
William Crager Common Stock Tax liability -1.59% -5,231 323,040 11 Mar 2024 Direct
Shelly O'Brien Common Stock Tax liability -1.14% -549 47,804 11 Mar 2024 Direct
Matthew Majoros Common Stock Tax liability -0.45% -72 15,912 11 Mar 2024 Direct
Barry D. Cooper Common Stock Tax liability -0.53% -188 35,127 11 Mar 2024 Direct
Lauren Taylor Wolfe Common Stock Purchase 0.52% $1,145,064 $52.62 21,761 4,183,729 07 Mar 2024 See Footnote
Lauren Taylor Wolfe Common Stock Purchase 0.23% $481,237 $51.19 9,401 4,161,968 06 Mar 2024 See Footnote
Lauren Taylor Wolfe Common Stock Award 0.08% 3,472 4,156,039 29 Feb 2024 See Footnote
Wendy E. Lane Common Stock Award 225.4% 3,457 4,991 29 Feb 2024 Direct
Valerie Mosley Common Stock Award 30.9% 3,663 15,533 29 Feb 2024 Direct
Gregory A. Smith Common Stock Award 15.7% 4,237 31,166 29 Feb 2024 Direct
Barbara A. Turner Common Stock Award 102.8% 3,634 7,168 29 Feb 2024 Direct
Matthew Majoros Common Stock Award 19.2% 2,570 15,984 29 Feb 2024 Direct
Barry D. Cooper Common Stock Award 28.6% 7,846 35,315 29 Feb 2024 Direct
Luis A. Aguilar Common Stock Award 19.8% 3,825 23,161 29 Feb 2024 Direct
James L. Fox Common Stock Award 17.2% 5,487 37,476 29 Feb 2024 Direct
Gayle A. Crowell Common Stock Award 30.5% 3,987 17,075 29 Feb 2024 Direct
Joshua B. Warren Common Stock Award 13,731 13,731 29 Feb 2024 Direct
Shelly O'Brien Common Stock Award 115.9% 25,959 48,353 29 Feb 2024 Direct
Matthew Majoros Common Stock Tax liability -2.25% -309 13,414 28 Feb 2024 Direct
Barry D. Cooper Common Stock Tax liability -3.32% -944 27,469 28 Feb 2024 Direct
Shelly O'Brien Common Stock Tax liability -2.46% -565 22,394 28 Feb 2024 Direct
William Crager Common Stock Award 2.97% 9,462 328,271 28 Feb 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.