The estimated Net Worth of Charles Roame is at least $1.35 Million dollars as of 29 August 2018. Charles Roame owns over 7,481 units of Envestnet stock worth over $660,832 and over the last 13 years Charles sold ENV stock worth over $691,173.
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Charles Roame ENV stock SEC Form 4 insiders trading
Charles has made over 32 trades of the Envestnet stock since 2012, according to the Form 4 filled with the SEC. Most recently Charles sold 3,165 units of ENV stock worth $220,917 on 17 June 2019.
The largest trade Charles's ever made was selling 7,481 units of Envestnet stock on 29 August 2018 worth over $470,256. On average, Charles trades about 705 units every 61 days since 2012. As of 29 August 2018 Charles still owns at least 10,548 units of Envestnet stock.
You can see the complete history of Charles Roame stock trades at the bottom of the page.
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What's Charles Roame's mailing address?
Charles's mailing address filed with the SEC is 35 EAST WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60601.
Insiders trading at Envestnet
Over the last 14 years, insiders at Envestnet have traded over $279,574,671 worth of Envestnet stock and bought 68,939 units worth $2,631,033 . The most active insiders traders include Yves Sisteron, Partners, Lpgrp Ii Investor..., and James Johnson. On average, Envestnet executives and independent directors trade stock every 8 days with the average trade being worth of $1,432,868. The most recent stock trade was executed by Matthew Majoros on 25 March 2024, trading 700 units of ENV stock currently worth $39,844.
What does Envestnet do?
envestnet, inc. (nyse: env) is a leading provider of unified wealth management technology and services to investment advisors. our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. envestnet's advisor suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. envestnet provides institutional-quality research and advanced portfolio solutions through our portfolio management consultants group, envestnet | pmc®. envestnet | tamarac provides leading rebalancing, reporting, and practice management software. for more information on envestnet, please visit www.envestnet.com or call our toll-free number: (855) 769-0806.
What does Envestnet's logo look like?
Complete history of Charles Roame stock trades at Envestnet
Envestnet executives and stock owners
Envestnet executives and other stock owners filed with the SEC include:
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Stuart DePina,
President -
William Crager,
Chief Executive Officer -
Anil Arora,
Director -
Peter D'Arrigo,
Chief Financial Officer -
William C. Crager,
Co-Founder, CEO, Pres & Director -
Stuart DePina,
Pres -
Scott Grinis,
Chief Technology Officer -
Joshua Mayer,
Chief Operating Officer -
Peter H. D'Arrigo CFA,
Chief Financial Officer -
Shelly S. O'Brien J.D.,
Chief Legal Officer, Gen. Counsel & Corp. Sec. -
Joshua David Mayer,
Chief Operating Officer -
Brandon Thomas,
Chief Investment Officer -
Ross Chapin,
Independent Director -
Gregory Smith,
Independent Director -
James Fox,
Chairman of the Board -
Gayle Crowell,
Independent Director -
Luis Aguilar,
Independent Director -
Valerie Mosley,
Independent Director -
Donna Peeples,
Chief Relationship Officer -
Shelly O'Brien,
Chief Legal Officer, General Counsel, Corporate Secretary -
Dana D'Auria,
Co-Chief Investment Officer -
Mary Ellen Dugan,
Chief Marketing Officer -
Jason O'Shaughnessy,
Head of International Sales -
Brian S. Shipman CFA,
Head of Investor Relations -
Robert Michael Coppola,
Chief Technology Officer -
Arun Anur,
Chief Operating Officer -
Christopher Curtis,
Division CFO & Head of Investor Relations -
Robert Coppola,
Chief Technology Officer -
Dana D'Auria C.F.A.,
Co-Chief Investment Officer -
James Winfield Lumberg,
Co-Founder Emeritus -
James Johnson,
Director -
Matthew Majoros,
Principal Accounting Officer -
Judson Bergman,
Chief Executive Officer -
Charles Roame,
Director -
Barry D. Cooper,
SVP, Head of Accounting Mgmt. -
Cynthia Egan,
Director -
Partners, Lpgrp Ii Investor...,
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Paul G Koontz,
Director -
Yves Sisteron,
Director -
Charles Floyd Tennant,
Chief Operating Officer -
Group Inc Envestnet,
10% owner -
Joshua Warren,
Chief Financial Officer -
Barbara Turner,
Director -
Lauren Taylor Impactive Cap...,
-
Wendy E Lane,
Director