Transaction DateRecipientSharesTypePriceValue
21st October 2020Anil Arora770Open or private sale$82.25$63,332.50
21st October 2020Anil Arora1,632Open or private sale$81.42$132,877.44
21st October 2020Stuart De Pina2,000Open or private sale$82.89$165,780.00
21st October 2020Anil Arora98Open or private sale$83.09$8,142.82
21st October 2020Stuart De Pina13,742Open or private sale$81.39$1,118,461.38
21st October 2020Stuart De Pina3,600Open or private sale$82.12$295,632.00
11th September 2020Stuart De Pina1,035Payment by withholding$75.64$78,287.40
1st September 2020Anil Arora330.43Grant/award etc.$37.83$12,500.17
28th August 2020Brandon Thomas464Payment by withholding$82.39$38,228.96
28th August 2020Stuart De Pina850Payment by withholding$82.39$70,031.50
Envestnet logo

Based on disclosure changes, sentiment, insider trading and news impact we give a rating of 7/10.

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envest net/Yodlee business segments. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999.

Ticker: ENV
Sector: Technology Services
Industry: Packaged Software
SEC Central Index Key (CIK): 1337619
Employees: 4190
Exchange: New York Stock Exchange
Auditor Opinion:

Disclosure Language changes
Red Flags
Cash at Carrying Value: $92 M (0%)
Assets, Current: $206 M (12%)
Property, Plant and Equipment, Net: $50 M (0%)
Other Assets, Noncurrent: $47 M (25%)
Assets: $2 B (0%)
Accounts Payable, Current: $16 M (-6%)
Accrued Liabilities, Current: $135 M (-2%)
Liabilities, Current: $209 M (2%)
Other Liabilities, Noncurrent: $37 M (14%)
Liabilities: $958 M (2%)
Common Stock, Value, Issued: $337 Th (1%)
Common Stock, Shares, Issued: $67 M (1%)
Retained Earnings (Accumulated Deficit): $89 M (17%)
Accumulated Other Comprehensive Income (Loss), Net of Tax: $3 M (82%)
Treasury Stock, Value: $1 M (14%)
Treasury Stock, Shares: $137 M (1%)
Stockholders' Equity (Parent): $876 M (0%)
Liabilities and Equity: $2 B (1%)
Revenue: $235 M (0%)
Cost of Revenue: $69 M (0%)
General and Administrative Expenses: $38 M (-51%)
Operating Income/Loss: $4 M (0%)
Provision for income taxes: $1 M (0%)
EPS (basic): $0.09 (0%)
EPS (diluted): $0.09 (0%)