Shelly O'Brien Biography and Net Worth

Insider of Envestnet

Ms. O'Brien joined Envestnet in 2002 and is responsible for the firm-wide legal and compliance function. As a member of the executive team, O’Brien works closely with Envestnet’s Board of Directors and senior leadership on legal and regulatory matters, corporate governance, mergers and acquisitions and other strategic business initiatives.

Prior to joining Envestnet, O'Brien was General Counsel and Director of Legal and Compliance for ING (U.S.) Securities, Futures & Options which operated ING’s global exchange-traded derivatives activities.

O'Brien earned her undergraduate degree in Political Science from Northwestern University. She earned a J.D. from Hamline University School of Law and an LL.M in Taxation from John Marshall Law School.

What is Shelly O'Brien's net worth?: The estimated net worth of Shelly O'Brien is at least $1.50 million as of March 30th, 2023. Ms. O'Brien owns 23,709 shares of Envestnet stock worth more than $1,496,986 as of November 22nd. This net worth evaluation does not reflect any other assets that Ms. O'Brien may own. Learn More about Shelly O'Brien's net worth.
How do I contact Shelly O'Brien?: The corporate mailing address for Ms. O'Brien and other Envestnet executives is 35 EAST WACKER DRIVE SUITE 2400, CHICAGO IL, 60601. Envestnet can also be reached via phone at (312) 827-2800 and via email at [email protected]. Learn More on Shelly O'Brien's contact information.
Has Shelly O'Brien been buying or selling shares of Envestnet?: Shelly O'Brien has not been actively trading shares of Envestnet in the last ninety days. Most recently, Shelly O'brien sold 8,800 shares of the business's stock in a transaction on Thursday, March 30th. The shares were sold at an average price of $56.84, for a transaction totalling $500,192.00. Following the completion of the sale, the insider now directly owns 23,709 shares of the company's stock, valued at $1,347,619.56. Learn More on Shelly O'Brien's trading history.
Who are Envestnet's active insiders?: Envestnet's insider roster includes Anil Arora (Director), Barry Cooper (SVP), William Crager (CEO), Stuart DePina (President), Shelly O'Brien (Insider), Brandon Thomas (CIO), Barbara Turner (Director), and Lauren Wolfe (Director). Learn More on Envestnet's active insiders.
Are insiders buying or selling shares of Envestnet?: In the last year, Envestnet insiders bought shares 1 times. They purchased a total of 1,670 shares worth more than $88,493.30. In the last year, insiders at the business services provider sold shares 1 times. They sold a total of 700 shares worth more than $39,844.00. The most recent insider tranaction occured on March, 25th when insider Matthew Majoros sold 700 shares worth more than $39,844.00. Insiders at Envestnet own 8.9% of the company. Learn More about insider trades at Envestnet.
Information on this page was last updated on 3/25/2024.

Shelly O'Brien Insider Trading History at Envestnet

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/30/2023	Sell	8,800	$56.84	$500,192.00	23,709
10/26/2020	Sell	5,500	$82.99	$456,445.00	32,387
1/13/2020	Sell	4,500	$73.11	$328,995.00	23,395
8/1/2018	Sell	1,882	$58.60	$110,285.20
7/2/2018	Sell	4,000	$54.81	$219,240.00	43,366
6/4/2018	Sell	4,000	$54.23	$216,920.00
5/21/2018	Sell	4,000	$55.80	$223,200.00	42,945
4/2/2018	Sell	366	$57.10	$20,898.60
3/1/2018	Sell	3,000	$54.91	$164,730.00
2/1/2018	Sell	3,000	$53.06	$159,180.00
1/2/2018	Sell	3,000	$50.00	$150,000.00
12/6/2017	Sell	1,500	$50.00	$75,000.00	37,686
12/1/2017	Sell	1,500	$48.13	$72,195.00	37,686
11/1/2017	Sell	3,000	$53.28	$159,840.00	7,292
10/27/2017	Sell	3,000	$53.48	$160,440.00	10,292
9/27/2017	Sell	2,000	$49.96	$99,920.00	15,292
4/25/2017	Sell	1,000	$35.00	$35,000.00	11,751
4/3/2017	Sell	9,403	$32.32	$303,904.96	18,154
3/1/2017	Sell	4,500	$38.97	$175,365.00	9,825
2/1/2017	Sell	4,500	$37.95	$170,775.00	10,240
1/3/2017	Sell	4,500	$35.45	$159,525.00	10,240
12/1/2016	Sell	4,500	$35.86	$161,370.00	10,240
11/1/2016	Sell	4,500	$35.15	$158,175.00	10,240
10/3/2016	Sell	4,500	$36.25	$163,125.00	10,240
9/2/2016	Sell	5,500	$39.72	$218,460.00	10,240
8/4/2016	Sell	1,000	$40.00	$40,000.00	6,740
8/1/2016	Sell	4,500	$38.00	$171,000.00	7,840
7/8/2016	Sell	1,000	$35.00	$35,000.00	6,740
7/1/2016	Sell	3,500	$33.64	$117,740.00	9,240
6/2/2016	Sell	8,000	$33.86	$270,880.00	9,240
7/9/2015	Sell	2,000	$45.00	$90,000.00
4/1/2015	Sell	2,000	$54.69	$109,380.00
3/16/2015	Sell	500	$55.00	$27,500.00
8/11/2014	Sell	5,000	$46.00	$230,000.00
7/1/2014	Sell	5,000	$48.95	$244,750.00
6/5/2014	Sell	10,000	$41.04	$410,400.00
10/11/2013	Sell	20,000	$29.25	$585,000.00	442

Shelly O'Brien Buying and Selling Activity at Envestnet

Envestnet Company Overview

Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Today's Range

Now: $63.14

$63.13

$63.16

50 Day Range

MA: $62.75

$62.47

$63.15

2 Week Range

Now: $63.14

$36.43

$73.04

Volume

5,144,809 shs

Average Volume

724,204 shs

Market Capitalization

$3.49 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.25

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