The estimated Net Worth of Gregory A Smith is at least $268 Thousand dollars as of 4 June 2024. Mr. Smith owns over 600 units of Envestnet stock worth over $37,590 and over the last 10 years he sold ENV stock worth over $0. In addition, he makes $230,053 as Independent Director at Envestnet.
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Mr. Smith ENV stock SEC Form 4 insiders trading
Gregory has made over 8 trades of the Envestnet stock since 2015, according to the Form 4 filled with the SEC. Most recently he bought 600 units of ENV stock worth $56,766 on 4 June 2024.
The largest trade he's ever made was exercising 1,950 units of Envestnet stock on 29 February 2016 worth over $122,168. On average, Gregory trades about 401 units every 169 days since 2015. As of 4 June 2024 he still owns at least 600 units of Envestnet stock.
You can see the complete history of Mr. Smith stock trades at the bottom of the page.
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Gregory Smith biography
Gregory (Greg) A. Smith serves as Independent Director of the Company. Mr. Smith currently is an Executive-in-Residence and Lecturer at the University of Wisconsin-Milwaukee’s Lubar School of Business. Prior to joining the University of Wisconsin-Milwaukee, Mr. Smith served as Senior Vice President and Chief Financial Officer of the Marshall & Ilsley Corporation and M&I Bank from 2006 until the company’s sale to BMO Harris Bank in 2011. Prior to joining Marshall & Ilsley, Mr. Smith held progressively senior roles during a 16-year Wall Street investment banking career, including six years as a Managing Director. He is currently a Director and Vice Chairman of the Church Mutual Insurance Company and its subsidiary CM Vantage Specialty Insurance Company. He is also a board member of the University School of Milwaukee and the Milwaukee Symphony Orchestra. He served as a Trustee of the Milwaukee County Pension Fund in 2014 and 2015. Mr. Smith is an honors graduate of both Princeton University, where he received an undergraduate degree, and The University of Chicago where he received an MBA. More recently, he has been recognized as a Board Leadership Fellow by the National Association of Corporate Directors.
What is the salary of Gregory Smith?
As the Independent Director of Envestnet, the total compensation of Gregory Smith at Envestnet is $230,053. There are 13 executives at Envestnet getting paid more, with Stuart DePina having the highest compensation of $7,001,500.
How old is Gregory Smith?
Gregory Smith is 56, he's been the Independent Director of Envestnet since 2015. There are 10 older and 10 younger executives at Envestnet. The oldest executive at Envestnet Inc. is Gayle Crowell, 69, who is the Independent Director.
What's Gregory Smith's mailing address?
Gregory's mailing address filed with the SEC is 9700 WEST HIGGINS ROAD, 8TH FLOOR, , ROSEMONT, IL, 60018.
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 Mr. Smith stock trades at Wintrust and 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...,
-
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