Envestnet, INC.
SEC CIK 1337619 · ENV · last insider filing 2024-11-25
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| FOX James L | Director · Interim CEO | filed 2015 - 2024 |
| Crowell Gayle A | Director | filed 2016 - 2024 |
| Smith Gregory A | Director | filed 2015 - 2024 |
| Mosley Valerie | Director | filed 2018 - 2024 |
| Aguilar Luis A | Director | filed 2016 - 2024 |
| Wolfe Lauren Taylor | Director | filed 2023 - 2024 |
| Impactive Capital LLC | Director | filed 2023 - 2024 |
| Impactive Capital LP | Director | filed 2023 - 2024 |
| Asmar Christian | Director | filed 2023 - 2024 |
| Turner Barbara | Director | filed 2023 - 2024 |
| Crager William | Director · President* | filed 2010 - 2024 |
| Lane Wendy E | Director | filed 2023 - 2024 |
| Chapin Ross K | Director · Director | filed 2010 - 2023 |
| Arora Anil | Director · Envestnet/Yodlee * | filed 2015 - 2021 |
| Roame Charles | Director · Director | filed 2011 - 2020 |
| Bergman Judson | Director · Chief Executive Officer | filed 2010 - 2019 |
| Johnson James | Director · Director | filed 2010 - 2018 |
| Sisteron Yves | Director · Former Director | filed 2010 - 2017 |
| Egan Cynthia | Director · Former Director | filed 2013 - 2017 |
| Hawn Gates Helms | Director · Director | filed 2010 - 2015 |
| Koontz Paul G | Director · Director | filed 2010 - 2014 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| O'Brien Shelly | General Counsel | filed 2010 - 2024 |
| Majoros Matthew | Principal Accounting Officer | filed 2013 - 2024 |
| Cooper Barry D. | SVP, Head of Accounting Mgmt. | filed 2018 - 2024 |
| Warren Joshua | Chief Financial Officer | filed 2023 - 2024 |
| D'Arrigo Peter | Chief Financial Officer | filed 2010 - 2023 |
| Depina Stuart | President* | filed 2019 - 2022 |
| Thomas Brandon | President | filed 2010 - 2020 |
| Grinis Scott D | Chief Technology Officer | filed 2010 - 2020 |
| Mayer Joshua | Chief Operating Officer | filed 2014 - 2020 |
| Tennant Charles Floyd | Chief Operating Officer | filed 2010 - 2012 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.