Last updated: 30 August 2024 at 4:45pm EST

Shelly S. O'Brien J.D. Net Worth




The estimated Net Worth of Shelly O'brien is at least $4.94 Million dollars as of 30 March 2023. Ms brien owns over 8,800 units of Envestnet stock worth over $1,485,369 and over the last 14 years she sold ENV stock worth over $2,829,501. In addition, she makes $624,160 as Chief Legal Officer and Gen. Counsel & Corp. Sec. at Envestnet.

Ms D ENV stock SEC Form 4 insiders trading

Ms has made over 73 trades of the Envestnet stock since 2011, according to the Form 4 filled with the SEC. Most recently she sold 8,800 units of ENV stock worth $500,192 on 30 March 2023.

The largest trade she's ever made was exercising 20,000 units of Envestnet stock on 11 October 2013 worth over $127,200. On average, Ms trades about 2,059 units every 32 days since 2010. As of 30 March 2023 she still owns at least 23,709 units of Envestnet stock.

You can see the complete history of Ms brien stock trades at the bottom of the page.





Ms. Shelly S. O'Brien J.D. biography

Shelly S. O'Brien J.D. is the Chief Legal Officer, Gen. Counsel & Corp. Sec. at Envestnet.

What is the salary of Ms D?

As the Chief Legal Officer and Gen. Counsel & Corp. Sec. of Envestnet, the total compensation of Ms D at Envestnet is $624,160. There are 9 executives at Envestnet getting paid more, with Stuart DePina having the highest compensation of $7,001,500.



How old is Ms D?

Ms D is 55, she's been the Chief Legal Officer and Gen. Counsel & Corp. Sec. of Envestnet since . There are 13 older and 8 younger executives at Envestnet. The oldest executive at Envestnet Inc. is Gayle Crowell, 69, who is the Independent Director.

What's Ms D's mailing address?

Shelly's mailing address filed with the SEC is 1000 CHESTERBROOK BOULEVARD, SUITE 250, BERWYN, PA, 19312.

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.



Complete history of Ms brien stock trades at Envestnet

Insider
Trans.
Transaction
Total value
Shelly O'brien
Chief Legal Officer
Sale $500,192
30 Mar 2023
Shelly O'brien
Chief Legal Officer
Sale $300,048
14 Nov 2022
Shelly O'brien
Chief Legal Officer
Option $230,120
26 Oct 2020
Shelly O'brien
Chief Legal Officer
Sale $328,995
13 Jan 2020
Shelly O'brien
Chief Legal Officer
Sale $743,616
18 Mar 2019
Shelly O'brien
Chief Legal Officer
Option $28,870
1 Aug 2018
Shelly O'brien
Chief Legal Officer
Option $61,360
2 Jul 2018
Shelly O'brien
Chief Legal Officer
Option $53,480
1 Jun 2018
Shelly O'brien
Chief Legal Officer
Option $50,120
21 May 2018
Shelly O'brien
Chief Legal Officer
Option $3,294
2 Apr 2018
Shelly O'brien
Chief Legal Officer
Option $27,000
1 Mar 2018
Shelly O'brien
Chief Legal Officer
Option $27,000
1 Feb 2018
Shelly O'brien
Chief Legal Officer
Option $27,000
2 Jan 2018
Shelly O'brien
Chief Legal Officer
Option $13,500
6 Dec 2017
Shelly O'brien
Chief Legal Officer
Option $13,500
1 Dec 2017
Shelly O'brien
Chief Legal Officer
Sale $159,840
1 Nov 2017
Shelly O'brien
Chief Legal Officer
Sale $160,440
27 Oct 2017
Shelly O'brien
Chief Legal Officer
Option $14,300
27 Sep 2017
Shelly O'brien
Chief Legal Officer
Option $80,612
2 Aug 2017
Shelly O'brien
Chief Legal Officer
Option $7,360
29 May 2017
Shelly O'brien
Chief Legal Officer
Option $7,360
29 May 2017
Shelly O'brien
Chief Legal Officer
Option $14,985
2 May 2017
Shelly O'brien
Chief Legal Officer
Option $14,985
2 May 2017
Shelly O'brien
Chief Legal Officer
Option $7,500
25 Apr 2017
Shelly O'brien
Chief Legal Officer
Option $7,500
25 Apr 2017
Shelly O'brien
Chief Legal Officer
Option $70,523
3 Apr 2017
Shelly O'brien
Chief Legal Officer
Option $70,523
3 Apr 2017
Shelly O'brien
Chief Legal Officer
Option $33,767
28 Feb 2017
Shelly O'brien
Chief Legal Officer
Option $33,767
28 Feb 2017
Shelly O'brien
Chief Legal Officer
Option $33,750
1 Feb 2017
Shelly O'brien
Chief Legal Officer
Option $33,750
1 Feb 2017
Shelly O'brien
Chief Legal Officer
Option $33,750
3 Jan 2017
Shelly O'brien
Chief Legal Officer
Option $33,750
1 Dec 2016
Shelly O'brien
Chief Legal Officer
Option $33,750
1 Nov 2016
Shelly O'brien
Chief Legal Officer
Option $33,750
3 Oct 2016
Shelly O'brien
Chief Legal Officer
Option $41,250
1 Sep 2016
Shelly O'brien
Chief Legal Officer
Option $7,500
4 Aug 2016
Shelly O'brien
Chief Legal Officer
Option $33,750
1 Aug 2016
Shelly O'brien
Chief Legal Officer
Option $7,500
8 Jul 2016
Shelly O'brien
Chief Legal Officer
Option $26,250
1 Jul 2016
Shelly O'brien
Chief Legal Officer
Option $60,000
31 May 2016
Shelly O'brien
Chief Legal Officer
Option $73,193
28 Feb 2016
Shelly O'brien
Chief Legal Officer
Option $37,500
9 Dec 2015
Shelly O'brien
Chief Legal Officer
Option $7,500
3 Aug 2015
Shelly O'brien
Chief Legal Officer
Option $15,000
9 Jul 2015
Shelly O'brien
Chief Legal Officer
Option $11,250
1 May 2015
Shelly O'brien
Chief Legal Officer
Option $15,000
1 Apr 2015
Shelly O'brien
Chief Legal Officer
Option $3,750
16 Mar 2015
Shelly O'brien
Chief Legal Officer
Option $11,250
10 Mar 2015
Shelly O'brien
Chief Legal Officer
Option $153,181
28 Feb 2015
Shelly O'brien
Chief Legal Officer
Option $45,000
11 Aug 2014
Shelly O'brien
Chief Legal Officer
Option $45,000
1 Jul 2014
Shelly O'brien
Chief Legal Officer
Option $119,500
4 Jun 2014
Shelly O'brien
Chief Legal Officer
Option $68,659
28 Feb 2014
Shelly O'brien
Chief Legal Officer
Option $127,200
11 Oct 2013
Shelly O'brien
Chief Legal Officer
Option $10,876
28 Feb 2013
Shelly O'brien
Chief Legal Officer
Sale $6,122
25 Jan 2013
Shelly O'brien
Chief Legal Officer
Sale $41,340
4 Dec 2012
Shelly O'brien
Chief Legal Officer
Sale $40,740
6 Nov 2012
Shelly O'brien
Chief Legal Officer
Sale $37,500
11 Oct 2012
Shelly O'brien
Chief Legal Officer
Sale $75,000
5 Oct 2012
Shelly O'brien
Chief Legal Officer
Sale $28,325
6 Aug 2012
Shelly O'brien
Chief Legal Officer
Sale $9,182
17 Jul 2012
Shelly O'brien
Chief Legal Officer
Sale $75,000
13 Jul 2012
Shelly O'brien
Chief Legal Officer
Sale $37,650
24 Apr 2012
Shelly O'brien
Chief Legal Officer
Sale $38,130
27 Mar 2012
Shelly O'brien
Chief Legal Officer
Sale $37,710
28 Feb 2012
Shelly O'brien
Chief Legal Officer
Sale $37,500
2 Feb 2012
Shelly O'brien
Chief Legal Officer
Sale $37,560
18 Jan 2012
Shelly O'brien
Chief Legal Officer
Sale $37,680
10 Aug 2011
Shelly O'brien
Chief Legal Officer
Sale $42,690
13 Jul 2011
Shelly O'brien
Chief Legal Officer
Sale $13,500
7 Jul 2011
Shelly O'brien
Chief Legal Officer
Sale $40,740
15 Jun 2011


Envestnet executives and stock owners

Envestnet executives and other stock owners filed with the SEC include: