
Congress trades
Envestnet, Inc. (ENV)
NYSE · Technology · 5 congress trades · last filed 6 years agono longer trading under this ticker
About Envestnet, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- James Lawrence Fox
- Employees
- 3,069
- Listed since
- Jul 29, 2010
- Market value
- $3.5B
- Price to earnings
- -
- Earnings per share
- -$4.38
- Dividend yield
- -
Earnings
6 reported quarters| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2024reported Nov 7, 2024 | $0.70 | $0.68 | $345.9M | $362.8M | EPS beatRevenue miss |
| Q2 FY2024reported Aug 9, 2024 | $0.55 | $0.63 | $348.3M | $343.0M | EPS missRevenue beat |
| Q1 FY2024reported May 7, 2024 | $0.60 | $0.54 | $324.9M | $324.9M | EPS beatRevenue in line |
| Q4 FY2023reported Feb 22, 2024 | $0.65 | $0.53 | $317.6M | $315.2M | EPS beatRevenue in line |
| Q3 FY2023reported Nov 8, 2023 | $0.56 | $0.54 | $316.8M | $317.7M | EPS beatRevenue in line |
| Q2 FY2023reported Aug 3, 2023 | $0.46 | $0.46 | $312.4M | $312.4M | EPS in lineRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Congress trades in ENV
5 disclosures of 5 on record · median 64d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Susie LeeJointFiled late | Stock | Sale | $1,001 - $15,000 | -20.1%S&P +78.6% · vs S&P 500 -98.7% | Feb 21, 2020 | Apr 28, 2020 | 67d |
| Susie LeeJointFiled late | Stock | Sale | $1,001 - $15,000 | -18.5%S&P +84.8% · vs S&P 500 -103.3% | Feb 24, 2020 | Apr 28, 2020 | 64d |
| Susie LeeJointFiled late | Stock | Purchase | $1,001 - $15,000 | -14.2%S&P +82.4% · vs S&P 500 -96.7% | Jan 9, 2020 | Feb 25, 2020 | 47d |
| Bradley Scott SchneiderSpouse | Stock | Sale | $100,001 - $250,000 | +13.7%S&P +115.7% · vs S&P 500 -102.0% | Oct 19, 2018 | Nov 20, 2018 | 32d |
| Bradley Scott SchneiderSpouseFiled late | Stock | Purchase | $100,001 - $250,000 | +2.8%S&P +112.6% · vs S&P 500 -109.8% | Jul 23, 2018 | Oct 8, 2018 | 77d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 6, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded ENV?
Susie Lee, Bradley Scott Schneider disclosed ENV transactions in the filings shown here.
How quickly are ENV trades disclosed?
Congressional disclosures took a median of 64 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
