Shelly O'brien - Net Worth and Insider Trading

Shelly O'brien Net Worth

The estimated net worth of Shelly O'brien is at least $1 Million dollars as of 2024-04-28. Shelly O'brien is the Chief Legal Officer of Envestnet Inc and owns about 23,709 shares of Envestnet Inc (ENV) stock worth over $1 Million. Details can be seen in Shelly O'brien's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Shelly O'brien has not made any transactions after 2023-03-30 and currently still holds the listed stock(s).

Transaction Summary of Shelly O'brien

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Shelly O'brien Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Shelly O'brien owns 1 companies in total, including Envestnet Inc (ENV) .

Click here to see the complete history of Shelly O'brien’s form 4 insider trades.

Insider Ownership Summary of Shelly O'brien

Ticker Comapny Transaction Date Type of Owner
ENV Envestnet Inc 2023-03-30 General Counsel

Shelly O'brien Latest Holdings Summary

Shelly O'brien currently owns a total of 1 stock. Shelly O'brien owns 23,709 shares of Envestnet Inc (ENV) as of March 30, 2023, with a value of $1 Million.

Latest Holdings of Shelly O'brien

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ENV Envestnet Inc 2023-03-30 23,709 62.15 1,473,514

Holding Weightings of Shelly O'brien


Shelly O'brien Form 4 Trading Tracker

According to the SEC Form 4 filings, Shelly O'brien has made a total of 4 transactions in Envestnet Inc (ENV) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Envestnet Inc is the sale of 8,800 shares on March 30, 2023, which brought Shelly O'brien around $500,192.

Insider Trading History of Shelly O'brien

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
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  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Shelly O'brien Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Shelly O'brien Ownership Network

Ownership Network List of Shelly O'brien

No Data

Ownership Network Relation of Shelly O'brien


Shelly O'brien Owned Company Details

What does Envestnet Inc do?

Who are the key executives at Envestnet Inc?

Shelly O'brien is the General Counsel of Envestnet Inc. Other key executives at Envestnet Inc include Principal Accounting Officer Matthew Majoros , SVP & Head of Accounting Mgmt. Barry D. Cooper , and President William Crager .

Envestnet Inc (ENV) Insider Trades Summary

Over the past 18 months, Shelly O'brien made 2 insider transaction in Envestnet Inc (ENV) with a net sale of 14,158. Other recent insider transactions involving Envestnet Inc (ENV) include a net purchase of 32,832 shares made by Lauren Taylor Wolfe , a net sale of 4,700 shares made by Matthew Majoros , and a net sale of 1,220 shares made by Barry D. Cooper .

In summary, during the past 3 months, insiders sold 700 shares of Envestnet Inc (ENV) in total and bought 32,832 shares, with a net purchase of 32,132 shares. During the past 18 months, 27,328 shares of Envestnet Inc (ENV) were sold and 34,832 shares were bought by its insiders, resulting in a net purchase of 7,504 shares.

Envestnet Inc (ENV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Envestnet Inc Insider Transactions

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Shelly O'brien Mailing Address

Above is the net worth, insider trading, and ownership report for Shelly O'brien. You might contact Shelly O'brien via mailing address: 35 E. Wacker Drive, Suite 2400, Chicago Il 60601.

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