ENV insider transaction filings
ENVESTNET, INC. — 45 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2024-11-25. Screen ENV transaction legs live →
Insider transaction summary — last 90 days
No Form 4 filings for ENV between 2026-06-24 and 2026-09-22. The table below lists the most recent filings on record.
Recent Form 4 filings — ENVESTNET, INC.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2024-11-25 | 4 | Aguilar Luis A — Director | Disposition to issuer (D): 23,161 @ $63.15 · Disposition to issuer (D): 1,745 (derivative) | EDGAR |
| 2024-11-25 | 4 | Majoros Matthew — Principal Accounting Officer | Disposition to issuer (D): 14,996 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | Smith Gregory A — Director | Disposition to issuer (D): 31,166 @ $63.15 · Disposition to issuer (D): 8,038 (derivative) | EDGAR |
| 2024-11-25 | 4 | Turner Barbara — Director | Disposition to issuer (D): 7,168 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | Mosley Valerie — Director | Disposition to issuer (D): 15,533 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | O'Brien Shelly — CHIEF LEGAL OFFICER | Disposition to issuer (D): 84,734 @ $63.15 · Disposition to issuer (D): 8,931 (derivative) | EDGAR |
| 2024-11-25 | 4 | Warren Joshua — CHIEF FINANCIAL OFFICER | Disposition to issuer (D): 49,039 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Disposition to issuer (D): 34,424 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | Wolfe Lauren Taylor — Director Impactive Capital LP — Director Impactive Capital LLC — Director Asmar Christian — Director | Disposition to issuer (D): 4,188,871 @ $63.15 | EDGAR |
| 2024-11-25 | 4 | CROWELL GAYLE A — Director | Disposition to issuer (D): 17,075 @ $63.15 · Disposition to issuer (D): 3,852 @ $63.15 · Disposition to issuer (D): 1,745 (derivative) | EDGAR |
| 2024-11-25 | 4 | FOX JAMES L — Interim CEO, Director | Disposition to issuer (D): 37,476 @ $63.15 · Disposition to issuer (D): 8,082 (derivative) | EDGAR |
| 2024-11-05 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 5 @ $62.82 | EDGAR |
| 2024-08-30 | 4 | O'Brien Shelly — Chief Legal Officer | Tax withholding (F): 931 @ $62.81 | EDGAR |
| 2024-08-30 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 344 @ $62.81 | EDGAR |
| 2024-08-30 | 4 | Majoros Matthew — Principal Accounting Officer | Tax withholding (F): 108 @ $62.81 | EDGAR |
| 2024-08-06 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 5 @ $61.92 | EDGAR |
| 2024-05-30 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 344 @ $68.45 | EDGAR |
| 2024-05-30 | 4 | Majoros Matthew — Principal Accounting Officer | Tax withholding (F): 108 @ $68.45 | EDGAR |
| 2024-05-30 | 4 | O'Brien Shelly — Chief Legal Officer | Tax withholding (F): 212 @ $68.45 | EDGAR |
| 2024-05-06 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 5 @ $63.39 | EDGAR |
| 2024-03-27 | 4 | Majoros Matthew — Principal Accounting Officer | Sale (S): 700 @ $56.92 | EDGAR |
| 2024-03-19 | 4 | Wolfe Lauren Taylor — Director Impactive Capital LP — Director Impactive Capital LLC — Director Asmar Christian — Director | Purchase (P): 1,670 @ $52.99 | EDGAR |
| 2024-03-15 | 4/A | Wolfe Lauren Taylor — Director Impactive Capital LP — Director Impactive Capital LLC — Director Asmar Christian — Director | Grant/award (A): 3,472 @ $0 | EDGAR |
| 2024-03-13 | 4 | Crager William — Chief Executive Officer, Director | Tax withholding (F): 4,021 @ $55.49 · Tax withholding (F): 1,210 @ $55.49 | EDGAR |
| 2024-03-13 | 4 | O'Brien Shelly — Chief Legal Officer | Tax withholding (F): 422 @ $55.49 · Tax withholding (F): 127 @ $55.49 | EDGAR |
| 2024-03-13 | 4 | Majoros Matthew — Principal Accounting Officer | Tax withholding (F): 72 @ $55.49 | EDGAR |
| 2024-03-13 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 188 @ $55.49 | EDGAR |
| 2024-03-08 | 4 | Wolfe Lauren Taylor — Director Impactive Capital LP — Director Impactive Capital LLC — Director Asmar Christian — Director | Purchase (P): 9,401 @ $51.19 · Purchase (P): 21,761 @ $52.62 | EDGAR |
| 2024-03-04 | 4 | Mosley Valerie — Director | Grant/award (A): 3,663 @ $0 | EDGAR |
| 2024-03-04 | 4 | Smith Gregory A — Director | Grant/award (A): 4,237 @ $0 | EDGAR |
| 2024-03-04 | 4 | Turner Barbara — Director | Grant/award (A): 3,634 @ $0 | EDGAR |
| 2024-03-04 | 4 | Majoros Matthew — Principal Accounting Officer | Grant/award (A): 2,570 @ $0 | EDGAR |
| 2024-03-04 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Grant/award (A): 7,846 @ $0 | EDGAR |
| 2024-03-04 | 4 | Aguilar Luis A — Director | Grant/award (A): 3,825 @ $0 | EDGAR |
| 2024-03-04 | 4 | CROWELL GAYLE A — Director | Grant/award (A): 3,987 @ $0 | EDGAR |
| 2024-03-04 | 4 | LANE WENDY E — Director | Grant/award (A): 3,457 @ $0 | EDGAR |
| 2024-03-04 | 4 | FOX JAMES L — Director | Grant/award (A): 5,487 @ $0 | EDGAR |
| 2024-03-01 | 4 | Warren Joshua — Chief Financial Officer | Grant/award (A): 13,731 @ $0 | EDGAR |
| 2024-03-01 | 4 | Majoros Matthew — Principal Accounting Officer | Tax withholding (F): 309 @ $50.98 | EDGAR |
| 2024-03-01 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 944 @ $50.98 | EDGAR |
| 2024-03-01 | 4 | O'Brien Shelly — Chief Legal Officer | Tax withholding (F): 565 @ $50.98 · Grant/award (A): 14,712 @ $0 · Grant/award (A): 1,439 @ $0 · Grant/award (A): 9,808 @ $0 | EDGAR |
| 2024-03-01 | 4 | Crager William — Chief Executive Officer, Director | Tax withholding (F): 3,287 @ $50.98 · Grant/award (A): 9,462 @ $0 | EDGAR |
| 2024-02-29 | 4 | Crager William — Chief Executive Officer, Director | Option exercise (M): 14,100 @ $41.84 · Tax withholding (F): 12,336 @ $50.91 · Option exercise (M): 14,100 (derivative) @ $0 | EDGAR |
| 2024-02-06 | 4 | Cooper Barry D. — SVP, Head of Accounting Mgmt. | Tax withholding (F): 6 @ $52.34 | EDGAR |
| 2024-01-09 | 4 | FOX JAMES L — Director | Grant/award (A): 5,178 @ $0 | EDGAR |
Recent 8-K events — ENVESTNET, INC.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2024-11-25 | 8-K | 1.01 — Entry into a Material Definitive Agreement 1.02 — Termination of a Material Definitive Agreement 2.01 — Completion of Acquisition or Disposition of Assets 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 3.01 — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 3.03 — Material Modification to Rights of Security Holders 5.01 — Changes in Control of Registrant 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-11-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-09-24 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-09-16 | 8-K | 8.01 — Other Events | EDGAR |
| 2024-08-09 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-07-18 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-07-11 | 8-K/A | 1.01 — Entry into a Material Definitive Agreement 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-07-11 | 8-K | 1.01 — Entry into a Material Definitive Agreement 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-05-10 | 8-K | 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-05-07 | 8-K | 9.01 — Financial Statements and Exhibits | EDGAR |
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