Congress trades

Envestnet, Inc. (ENV)

NYSE · Technology · 5 congress trades · last filed 6 years agono longer trading under this ticker

5
Congress disclosures shown
64d
Median delay on the congress disclosures
past the 45 day limit
2 buys·3 sells
Purchases and sales in the disclosures shown
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About Envestnet, Inc.

from the company's filings and listing, as of Oct 25, 2026
Exchange
NYSE
Sector
Technology
Industry
Software - Application
Chief executive
-
Employees
3,069
Listed since
Jul 29, 2010
Market value
$3.5Blast quoted Nov 22, 2024
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-
Dividend yield
-

www.envestnet.com

Earnings

6 reported quarters
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2024reported Nov 7, 2024$0.70$0.68$345.9M$362.8MEPS beatRevenue miss
Q2 FY2024reported Aug 9, 2024$0.55$0.63$348.3M$343.0MEPS missRevenue beat
Q1 FY2024reported May 7, 2024$0.60$0.54$324.9M$324.9MEPS beatRevenue in line
Q4 FY2023reported Feb 22, 2024$0.65$0.53$317.6M$315.2MEPS beatRevenue in line
Q3 FY2023reported Nov 8, 2023$0.56$0.54$316.8M$317.7MEPS beatRevenue in line
Q2 FY2023reported Aug 3, 2023$0.46$0.46$312.4M$312.4MEPS 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 reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

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Congress trades in ENV

5 disclosures of 5 on record · median 64d of the 45 allowed

Since the trade: the stock's move from the trade date to the last close under this ticker (Nov 22, 2024), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Susie LeeJointStockSale$1,001 - $15,000-20.1%After the saleS&P 500 +78.6% · -98.7 pts vs S&P 500Feb 21, 2020Apr 28, 202067d
Susie LeeJointStockSale$1,001 - $15,000-18.5%After the saleS&P 500 +84.8% · -103.3 pts vs S&P 500Feb 24, 2020Apr 28, 202064d
Susie LeeJointStockPurchase$1,001 - $15,000-14.2%S&P 500 +82.4% · -96.7 pts vs S&P 500Jan 9, 2020Feb 25, 202047d
Bradley Scott SchneiderSpouseStockSale$100,001 - $250,000+13.7%After the saleS&P 500 +115.7% · -102.0 pts vs S&P 500Oct 19, 2018Nov 20, 201832d
Bradley Scott SchneiderSpouseStockPurchase$100,001 - $250,000+2.8%S&P 500 +112.6% · -109.8 pts vs S&P 500Jul 23, 2018Oct 8, 201877d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in ENV, filterable by party, chamber, type and account.

Questions

Which members of Congress have traded ENV?

Susie Lee and 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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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 Oct 26, 2026.

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