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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
ENVESTNET INC: ENV
Price: 11/29/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$63.14 $73.04 $39.04 $3,495 55 812 0.0% 7.8% 96.95% 1.16%
Exch Sector Industry Sub-Industry
NYSE Services Business Services Services- Business Services, N E C
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
WOLFE LAUREN TAYLOR
DIR
JS
$264,527,200
4,188,871
---
11/25/24
---
$63.15
---
All
I
R
11/25/24 - 4:43:59 pm
2
    
 
AGUILAR LUIS A
DIR
JS
$1,462,617
23,161
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:21 pm
3
    
 
MAJOROS MATTHEW
AO
JS
$946,997
14,996
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:20 pm
4
    
 
CROWELL GAYLE A
DIR
JS
$1,078,286
17,075
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:18 pm
5
    
 
CROWELL GAYLE A
DIR
JS
$243,254
3,852
---
11/25/24
---
$63.15
---
All
I
R
11/25/24 - 4:05:18 pm
6
    
 
SMITH GREGORY A
DIR
JS
$1,968,133
31,166
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:17 pm
7
    
 
FOX JAMES L
CEO,DIR
JS
$2,366,610
37,476
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:13 pm
8
    
 
TURNER BARBARA
DIR
JS
$452,659
7,168
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:12 pm
9
    
 
MOSLEY VALERIE
DIR
JS
$980,909
15,533
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:10 pm
10
    
 
O BRIEN SHELLY
LO
JS
$5,350,952
84,734
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:07 pm
11
    
 
COOPER BARRY D
VP,AO
JS
$2,173,876
34,424
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:04 pm
12
    
 
WARREN JOSHUA
CFO
JS
$3,096,813
49,039
---
11/25/24
---
$63.15
---
All
D
R
11/25/24 - 4:05:04 pm
13
    
 
COOPER BARRY D
VP,AO
JS
$314
5
---
11/1/24
---
$62.82
34,424
-0.0
D
R
11/5/24 - 4:05:58 pm
14
    
 
O BRIEN SHELLY
LO
JS
$58,476
931
---
8/28/24
---
$62.81
46,661
-2.0
D
R
8/30/24 - 4:39:13 pm
15
    
 
COOPER BARRY D
VP,AO
JS
$21,607
344
---
8/28/24
---
$62.81
34,429
-1.0
D
R
8/30/24 - 4:39:03 pm
16
    
 
MAJOROS MATTHEW
AO
JS
$6,783
108
---
8/28/24
---
$62.81
14,996
-0.7
D
R
8/30/24 - 4:38:53 pm
17
    
 
COOPER BARRY D
VP,AO
JS
$310
5
---
8/2/24
---
$61.92
34,773
-0.0
D
R
8/6/24 - 4:02:11 pm
18
    
 
COOPER BARRY D
VP,AO
JS
$23,547
344
---
5/28/24
---
$68.45
34,778
-1.0
D
R
5/30/24 - 4:05:00 pm
19
    
 
MAJOROS MATTHEW
AO
JS
$7,393
108
---
5/28/24
---
$68.45
15,104
-0.7
D
R
5/30/24 - 4:03:36 pm
20
    
 
O BRIEN SHELLY
LO
JS
$14,511
212
---
5/28/24
---
$68.45
47,592
-0.4
D
R
5/30/24 - 4:02:34 pm
21
    
 
COOPER BARRY D
VP,AO
JS
$317
5
---
5/2/24
---
$63.39
35,122
-0.0
D
R
5/6/24 - 4:03:45 pm
22
1y
6
50%
2%
1
MAJOROS MATTHEW
AO
S
$39,844
700
---
3/25/24
---
$56.92
15,212
-4.4
D
---
3/27/24 - 4:03:04 pm
23
6m
2
100%
15%
2
WOLFE LAUREN TAYLOR
DIR
B
$88,493
1,670
---
3/15/24
---
$52.99
4,188,871
0.0
I
R
3/19/24 - 6:01:33 pm
24
    
 
CRAGER WILLIAM
CEO,DIR
JS
$290,268
5,231
---
3/11/24
---
$55.49
323,040
-1.6
D
R
3/13/24 - 4:42:44 pm
25
    
 
O BRIEN SHELLY
LO
JS
$30,464
549
---
3/11/24
---
$55.49
47,804
-1.1
D
R
3/13/24 - 4:30:18 pm
26
    
 
MAJOROS MATTHEW
AO
JS
$3,995
72
---
3/11/24
---
$55.49
15,912
-0.5
D
R
3/13/24 - 4:28:12 pm
27
    
 
COOPER BARRY D
VP,AO
JS
$10,432
188
---
3/11/24
---
$55.49
35,127
-0.5
D
R
3/13/24 - 4:26:26 pm
28
6m
2
100%
15%
2
WOLFE LAUREN TAYLOR
DIR
B
$1,626,301
31,162
3/6/24
3/7/24
$51.19
$52.62
4,183,729
0.8
I
R
3/8/24 - 4:46:07 pm
29
    
 
WOLFE LAUREN TAYLOR
DIR
JB
---
3,472
---
2/29/24
---
---
4,156,039
0.1
I
A,R
3/15/24 - 12:13:12 pm
30
    
 
LANE WENDY E
DIR
JB
---
3,457
---
2/29/24
---
---
4,991
225.4
D
R
3/4/24 - 5:32:03 pm
31
    
 
MOSLEY VALERIE
DIR
JB
---
3,663
---
2/29/24
---
---
15,533
30.9
D
R
3/4/24 - 5:29:29 pm
32
    
 
SMITH GREGORY A
DIR
JB
---
4,237
---
2/29/24
---
---
31,166
15.7
D
R
3/4/24 - 5:28:15 pm
33
    
 
TURNER BARBARA
DIR
JB
---
3,634
---
2/29/24
---
---
7,168
102.8
D
R
3/4/24 - 5:26:22 pm
34
    
 
MAJOROS MATTHEW
AO
JB
---
2,570
---
2/29/24
---
---
15,984
19.2
D
R
3/4/24 - 5:25:00 pm
35
    
 
COOPER BARRY D
VP,AO
JB
---
7,846
---
2/29/24
---
---
35,315
28.6
D
R
3/4/24 - 5:22:27 pm
36
    
 
AGUILAR LUIS A
DIR
JB
---
3,825
---
2/29/24
---
---
23,161
19.8
D
R
3/4/24 - 4:39:10 pm
37
    
 
FOX JAMES L
DIR
JB
---
5,487
---
2/29/24
---
---
37,476
17.2
D
R
3/4/24 - 4:19:03 pm
38
    
 
CROWELL GAYLE A
DIR
JB
---
3,987
---
2/29/24
---
---
17,075
30.5
D
R
3/4/24 - 4:05:27 pm
39
    
 
WARREN JOSHUA
CFO
JB
---
13,731
---
2/29/24
---
---
13,731
New
D
R
3/1/24 - 6:19:41 pm
40
    
 
O BRIEN SHELLY
LO
JB
---
25,959
---
2/29/24
---
---
48,353
115.9
D
R
3/1/24 - 6:19:01 pm
41
    
 
MAJOROS MATTHEW
AO
JS
$15,753
309
---
2/28/24
---
$50.98
13,414
-2.3
D
R
3/1/24 - 6:19:31 pm
42
    
 
COOPER BARRY D
VP,AO
JS
$48,125
944
---
2/28/24
---
$50.98
27,469
-3.3
D
R
3/1/24 - 6:19:18 pm
43
    
 
O BRIEN SHELLY
LO
JS
$28,804
565
---
2/28/24
---
$50.98
22,394
-2.5
D
R
3/1/24 - 6:19:01 pm
44
    
 
CRAGER WILLIAM
CEO,DIR
JS
$167,571
3,287
---
2/28/24
---
$50.98
318,809
-1.0
D
R
3/1/24 - 6:18:50 pm
45
    
 
CRAGER WILLIAM
CEO,DIR
JB
---
9,462
---
2/28/24
---
---
328,271
3.0
D
R
3/1/24 - 6:18:50 pm
46
1y
59
36%
19%
1
CRAGER WILLIAM
CEO,DIR
OS
$628,026
12,336
---
2/27/24
---
$50.91
322,096
-3.7
D
---
2/29/24 - 4:02:39 pm
47
    
 
CRAGER WILLIAM
CEO,DIR
OE
$589,944
14,100
---
2/27/24
---
$41.84
334,432
4.4
D
---
2/29/24 - 4:02:39 pm
48
    
 
COOPER BARRY D
VP,AO
JS
$314
6
---
2/2/24
---
$52.34
28,413
-0.0
D
R
2/6/24 - 4:04:11 pm
49
    
 
FOX JAMES L
DIR
JB
---
5,178
---
1/7/24
---
---
31,989
19.3
D
R
1/9/24 - 6:33:01 pm
50
    
 
CRAGER WILLIAM
CEO,DIR
JS
$51,280
1,210
---
12/11/23
---
$42.38
320,332
-0.4
D
R
12/13/23 - 4:09:12 pm
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