Last updated: 3 March 2020 at 6:47pm EST

Charles Roame Net Worth




The estimated Net Worth of Charles Roame is at least $1.35 Million dollars as of 29 August 2018. Charles Roame owns over 7,481 units of Envestnet stock worth over $660,832 and over the last 13 years Charles sold ENV stock worth over $691,173.

Charles Roame ENV stock SEC Form 4 insiders trading

Charles has made over 32 trades of the Envestnet stock since 2012, according to the Form 4 filled with the SEC. Most recently Charles sold 3,165 units of ENV stock worth $220,917 on 17 June 2019.

The largest trade Charles's ever made was selling 7,481 units of Envestnet stock on 29 August 2018 worth over $470,256. On average, Charles trades about 705 units every 61 days since 2012. As of 29 August 2018 Charles still owns at least 10,548 units of Envestnet stock.

You can see the complete history of Charles Roame stock trades at the bottom of the page.



What's Charles Roame's mailing address?

Charles's mailing address filed with the SEC is 35 EAST WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60601.

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?

Envestnet Inc. logo

Complete history of Charles Roame stock trades at Envestnet

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
17 Jun 2019 Charles Roame
Director
Sale 3,165 $69.80 $220,917
17 Jun 2019
0
29 Aug 2018 Charles Roame
Director
Sale 7,481 $62.86 $470,256
29 Aug 2018
10,548
27 Feb 2018 Charles Roame
Director
Buy 271 $57.55 $15,596
27 Feb 2018
15,488
13 Nov 2017 Charles Roame
Director
Buy 323 $51.43 $16,612
13 Nov 2017
15,217
11 Aug 2017 Charles Roame
Director
Buy 238 $43.06 $10,248
11 Aug 2017
10,901
31 May 2017 Charles Roame
Director
Buy 1,473 $35.38 $52,115
31 May 2017
3,165
29 May 2017 Charles Roame
Director
Option 53 $35.90 $1,903
29 May 2017
1,676
29 May 2017 Charles Roame
Director
Option 53 $35.90 $1,903
29 May 2017
1,676
15 May 2017 Charles Roame
Director
Buy 257 $35.98 $9,247
15 May 2017
257
15 May 2017 Charles Roame
Director
Buy 257 $35.98 $9,247
15 May 2017
257
28 Mar 2017 Charles Roame
Director
Buy 276 $31.25 $8,625
28 Mar 2017
276
28 Mar 2017 Charles Roame
Director
Buy 276 $31.25 $8,625
28 Mar 2017
276
28 Feb 2017 Charles Roame
Director
Option 1,676 $38.65 $64,777
28 Feb 2017
1,676
28 Feb 2017 Charles Roame
Director
Option 1,676 $38.65 $64,777
28 Feb 2017
1,676
10 Nov 2016 Charles Roame
Director
Buy 250 $33.65 $8,413
10 Nov 2016
250
11 Aug 2016 Charles Roame
Director
Buy 238 $37.58 $8,944
11 Aug 2016
238
30 Jul 2016 Charles Roame
Director
Option 164 $38.17 $6,260
30 Jul 2016
164
10 May 2016 Charles Roame
Director
Buy 3,428 $31.73 $108,770
10 May 2016
3,146
29 Feb 2016 Charles Roame
Director
Option 1,950 $20.51 $39,995
29 Feb 2016
1,950
12 Nov 2015 Charles Roame
Director
Buy 225 $33.35 $7,504
12 Nov 2015
225
29 Oct 2015 Charles Roame
Director
Option 283 $30.13 $8,527
29 Oct 2015
283
13 Aug 2015 Charles Roame
Director
Buy 415 $35.45 $14,712
13 Aug 2015
415
30 Jul 2015 Charles Roame
Director
Option 163 $43.55 $7,099
30 Jul 2015
163
2 Mar 2015 Charles Roame
Director
Buy 165 $54.90 $9,059
2 Mar 2015
165
11 Nov 2014 Charles Roame
Director
Buy 142 $52.21 $7,414
11 Nov 2014
3,857
29 Oct 2014 Charles Roame
Director
Option 284 $43.01 $12,215
29 Oct 2014
3,999
11 Aug 2014 Charles Roame
Director
Buy 162 $45.71 $7,405
11 Aug 2014
3,715
13 May 2014 Charles Roame
Director
Buy 193 $38.46 $7,423
13 May 2014
3,553
25 Feb 2014 Charles Roame
Director
Buy 206 $42.13 $8,679
25 Feb 2014
3,360
19 Nov 2013 Charles Roame
Director
Buy 193 $37.09 $7,158
19 Nov 2013
3,154
11 Nov 2013 Charles Roame
Director
Buy 886 $35.46 $31,418
11 Nov 2013
2,961
13 Aug 2012 Charles Roame
Director
Buy 2,075 $11.75 $24,381
13 Aug 2012
2,075


Envestnet executives and stock owners

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