No insider purchase over the last 90 days. The latest, by Wolfe Lauren Taylor, was filed 19 Mar 2024.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
FY ended December 2023 · cache
25 of 1276 declarations
Envestnet, Inc. is a US finance and banking company listed on Nasdaq whose record leans toward selling: 342 sales, worth EUR 91.7 million with a median of EUR 124,617, against 20 purchases worth EUR 2.04 million, or 6% purchases among open-market trades. The largest sale is by William Crager, filed as President, EUR 3,491,586 on September 12, 2019. Scott D. Grinis, Chief Technology Officer, follows with EUR 1,935,589 on March 22, 2018 and EUR 1,933,437 on January 13, 2020.
The largest purchases are by director Lauren Taylor Wolfe, EUR 1,050,562 on March 7, 2024 and EUR 443,292 on March 6, 2024, ahead of Barbara Turner, a director, EUR 98,957 on June 21, 2023. From May 15 to June 2, 2017, two insiders bought EUR 129,599.
The record holds 1,276 filings published from January 5, 2016 to November 25, 2024, from 24 filers, and none in the last twelve months. Grants, 585, and option exercises, 305, make up most of the rest. William Crager, Chief Executive Officer, files 196 times, 66 of them sales; Shelly O'Brien, Chief Legal Officer, 166, 43 of them sales. The year 2017 is the fullest, with 320 filings, against 54 in 2024. They come out a median of 2 days after the trade.
Headquarters: Chicago, United States · Founded: 1999 · Wikipedia article
Source: Wikidata (CC0).
| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Dec 2023 | 1.25 bn USD | -238.7 m USD | -4.38 USD | 10-K |
| Dec 2022 | 1.24 bn USD | -80.9 m USD | -1.59 USD | 10-K |
| Dec 2021 | 1.19 bn USD | 13.3 m USD | 0.24 USD | 10-K |
| Dec 2020 | 998.2 m USD | -3.1 m USD | -0.06 USD | 10-K |
| Dec 2019 | 900.1 m USD | -16.8 m USD | -0.33 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.