Updated: May 19, 2026

Shelly O'Brien

ENVESTNET, INC.SEC CIK: 0001497434
Estimated Net Worth
$13.9 Million
Last Updated: May 19, 2026 11:38 PM EST

Transaction Summary

Total Transactions133
Buy-Sell Ratio0.14
Buy Transactions16
Sell Transactions115

Transaction Volume

Total Volume$16.64M
Net Volume-$10.77M
Buy Volume$2.94M
Sell Volume$13.7M

Trade Analysis

AVG Trade Size$125.13K
Largest Trade$5.35M
Most Active MonthFeb
Most Active Year2018

Trading Sentiment

OverallBearish
Recent TradeSelling
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

Shelly O'Brien has an estimated net worth of $13.9 Million. This is based on reported shares in ENVESTNET, INC..



2017 was Shelly O'Brien's most active year for acquiring shares with 24 total transactions. Shelly O'Brien's most active month to acquire stocks was the month of January. 2017 was Shelly O'Brien's most active year for disposing of shares, totalling 46 transactions. Shelly O'Brien's most active month to dispose stocks was the month of January. 2016 saw Shelly O'Brien paying a total of $1,329,823.28 for 70,127 shares, this is the most they've acquired in one year. In 2024 Shelly O'Brien cashed out on 95,922 shares for a total of $5,483,207.32, their largest year based on trade value.

Holdings & Transactions

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