Shelly Obrien Net Worth - Insider Trades and Bio as of Jun 19, 2026

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 Ratio0.00

Buy Transactions0

Sell Transactions62

Transaction Volume

Total Volume-$7.51M

Net Volume$7.51M

Buy Volume$0.00

Sell Volume-$7.51M

Trade Analysis

AVG Trade Size-$84.33K

Largest Trade$951.25K

Most Active MonthFeb

Most Active Year2018

Trading Sentiment

OverallBullish

Recent TradeNeutral

Last 90 Days0 Trades

ConvictionNone

Net Worth & Trading Activity Over Time

Monthly Trading Pattern

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

ENVenvestnet, inc.

CHIEF LEGAL OFFICER Officer

Updated: Nov 25, 2024VIEW QUOTE

Form Type	Δ Own, %	Traded Shares	Price	Size, $	Filing Date	Own, %	Type	Scheduled	Trade Dates	SEC Filing
From 4	-1.00	93.67K	$63.15	-$5.35M	Nov 25, 2024	—	Disposition	—	Nov 25	View
From 4	-0.02	931.00	$62.81	-$58.48K	Aug 30, 2024	46.66K	Tax	—	Aug 28	View
From 4	-0.00	212.00	$68.45	-$14.51K	May 30, 2024	47.59K	Tax	—	May 28	View
From 4	-0.01	549.00	$55.49	-$30.46K	Mar 13, 2024	47.80K	Tax	—	Mar 11	View
From 4	1.11	25.39K	$50.98	-$28.80K	Mar 01, 2024	48.35K	Grant	—	Feb 28 - 29	View
From 4	-0.01	127.00	$42.38	-$5.38K	Dec 13, 2023	22.96K	Tax	—	Dec 11	View
From 4	-0.01	123.00	$37.18	-$4.57K	Nov 30, 2023	23.09K	Tax	—	Nov 28	View
From 4	-0.01	127.00	$50.08	-$6.36K	Sep 13, 2023	23.21K	Tax	—	Sep 11	View
From 4	-0.01	123.00	$53.68	-$6.60K	Aug 30, 2023	23.34K	Tax	—	Aug 28	View
From 4	-0.01	127.00	$54.22	-$6.89K	Jun 13, 2023	23.46K	Tax	—	Jun 09	View
From 4	-0.01	123.00	$52.68	-$6.48K	May 31, 2023	23.59K	Tax	—	May 26	View
From 4	-0.00	127.00	$56.65	-$7.19K	Mar 14, 2023	32.51K	Tax	—	Mar 10	View
From 4	0.15	4.19K	$62.51	-$68.14K	Mar 02, 2023	32.64K	Grant	—	Feb 28	View
From 4	-0.00	127.00	$61.20	-$7.77K	Dec 13, 2022	28.45K	Tax	—	Dec 09	View
From 4	-0.00	119.00	$57.25	-$6.81K	Nov 30, 2022	28.58K	Tax	—	Nov 28	View
From 4	-0.16	5.36K	$56.00	-$300.05K	Nov 16, 2022	28.70K	Sale	Scheduled	Nov 14	View
From 4	-0.00	127.00	$53.25	-$6.76K	Sep 13, 2022	34.05K	Tax	—	Sep 09	View
From 4	-0.00	119.00	$53.81	-$6.40K	Aug 30, 2022	34.18K	Tax	—	Aug 26	View
From 4	-0.00	127.00	$59.69	-$7.58K	Jun 14, 2022	34.30K	Tax	—	Jun 10	View
From 4	-0.00	119.00	$67.09	-$7.98K	Jun 01, 2022	34.43K	Tax	—	May 27	View
From 4	-0.01	507.00	$72.86	-$36.94K	Mar 16, 2022	34.55K	Tax	—	Mar 11	View
From 4	0.16	4.76K	$74.82	-$19.15K	Mar 02, 2022	35.05K	Grant	—	Feb 28	View
From 4	-0.01	256.00	$76.90	-$19.69K	Nov 30, 2021	30.30K	Tax	—	Nov 29	View
From 4	-0.01	256.00	$79.45	-$20.34K	Aug 31, 2021	30.55K	Tax	—	Aug 28	View
From 4	-0.01	256.00	$71.97	-$18.42K	Jun 02, 2021	30.81K	Tax	—	May 28	View
From 4	0.20	5.19K	—	—	Mar 15, 2021	31.07K	Grant	—	Mar 11	View
From 4	-0.03	744.00	$64.02	-$47.63K	Mar 02, 2021	25.87K	Tax	—	Feb 26	View
From 4	-0.01	271.00	$79.85	-$21.64K	Dec 01, 2020	26.62K	Tax	—	Nov 27	View
From 4	-0.17	5.50K	$62.42	-$226.32K	Oct 28, 2020	26.89K	Sale	Scheduled	Oct 26	View
From 4	-0.01	271.00	$82.39	-$22.33K	Sep 02, 2020	26.89K	Tax	—	Aug 28	View
From 4	-0.01	271.00	$71.99	-$19.51K	Jun 01, 2020	27.16K	Tax	—	May 28	View
From 4	-0.00	123.00	$56.98	-$7.01K	Mar 31, 2020	27.43K	Tax	—	Mar 28	View
From 4	0.18	4.16K	$75.48	-$51.25K	Mar 03, 2020	27.55K	Grant	—	Feb 28	View
From 4	-0.16	4.50K	$73.11	-$328.99K	Jan 15, 2020	23.40K	Sale	Scheduled	Jan 13	View
From 4	-0.01	185.00	$71.56	-$13.24K	Dec 31, 2019	27.90K	Tax	—	Dec 28	View
From 4	-0.00	135.00	$71.08	-$9.60K	Dec 02, 2019	28.08K	Tax	—	Nov 28	View
From 4	-0.00	123.00	$56.97	-$7.01K	Oct 01, 2019	28.22K	Tax	—	Sep 28	View
From 4	-0.00	135.00	$55.86	-$7.54K	Aug 30, 2019	28.34K	Tax	—	Aug 28	View
From 4	-0.02	611.00	$68.11	-$41.62K	Aug 08, 2019	28.47K	Tax	—	Aug 06	View
From 4	-0.00	123.00	$68.37	-$8.41K	Jul 03, 2019	29.08K	Tax	—	Jul 01	View
From 4	-0.00	135.00	$68.86	-$9.30K	May 30, 2019	29.21K	Tax	—	May 28	View
From 4	-0.02	611.00	$71.17	-$43.48K	May 06, 2019	29.34K	Tax	—	May 02	View
From 4	-0.00	123.00	$64.65	-$7.95K	Apr 01, 2019	29.95K	Tax	—	Mar 28	View
From 4	-0.27	11.15K	$66.71	-$743.62K	Mar 20, 2019	30.08K	Sale	—	Mar 18	View
From 4	-0.02	716.00	$55.12	-$39.47K	Mar 19, 2019	41.22K	Tax	—	Feb 01	View
From 4	0.13	4.97K	$61.01	-$36.54K	Mar 04, 2019	41.94K	Grant	—	Feb 28	View
From 4	-0.00	185.00	$48.94	-$9.05K	Jan 02, 2019	36.97K	Tax	—	Dec 28	View
From 4	-0.00	92.00	$54.66	-$5.03K	Dec 03, 2018	37.15K	Tax	—	Nov 29	View
From 4	-0.02	924.00	$52.12	-$48.16K	Nov 06, 2018	37.24K	Tax	—	Nov 02	View
From 4	-0.00	185.00	$60.95	-$11.28K	Oct 02, 2018	38.17K	Tax	—	Sep 28	View
From 4	-0.00	92.00	$62.85	-$5.78K	Aug 31, 2018	38.35K	Tax	—	Aug 29	View
From 4	-0.02	923.00	$59.85	-$55.24K	Aug 06, 2018	38.44K	Tax	—	Aug 02	View
From 4	-0.05	1.88K	$36.97	-$81.42K	Aug 03, 2018	39.37K	Sale	Scheduled	Aug 01	View
From 4	-0.09	4.00K	$35.08	-$157.88K	Jul 05, 2018	41.25K	Sale	Scheduled	Jul 02	View
From 4	-0.00	185.00	$56.20	-$10.40K	Jul 02, 2018	39.37K	Tax	—	Jun 28	View
From 4	-0.08	4.00K	$33.80	-$163.46K	Jun 05, 2018	45.43K	Sale	Scheduled	Jun 01 - 04	View
From 4	-0.00	61.00	$54.55	-$3.33K	May 31, 2018	39.55K	Tax	—	May 29	View
From 4	-0.09	4.00K	$34.17	-$173.07K	May 23, 2018	42.34K	Sale	Scheduled	May 21	View
From 4	-0.02	611.00	$56.85	-$34.74K	May 04, 2018	39.61K	Tax	—	May 02	View
From 4	-0.01	366.00	$33.05	-$17.60K	Apr 04, 2018	40.22K	Sale	Scheduled	Apr 02	View
From 4	-0.01	489.00	$57.35	-$28.04K	Mar 30, 2018	40.22K	Tax	—	Mar 28	View
From 4	-0.07	3.00K	$31.96	-$137.73K	Mar 05, 2018	41.08K	Sale	Scheduled	Mar 01	View
From 4	0.14	5.13K	$55.10	-$20.61K	Mar 02, 2018	40.71K	Grant	—	Feb 28	View
From 4	-0.02	600.00	$52.75	-$31.65K	Feb 06, 2018	35.59K	Tax	—	Feb 02	View
From 4	-0.07	3.00K	$31.03	-$132.18K	Feb 05, 2018	39.55K	Sale	Scheduled	Feb 01	View
From 4	-0.07	3.00K	$29.50	-$123.00K	Jan 04, 2018	42.55K	Sale	Scheduled	Jan 02	View
From 4	-0.03	1.50K	$29.50	-$61.50K	Dec 08, 2017	45.55K	Sale	Scheduled	Dec 06	View
From 4	-0.03	1.50K	$28.57	-$58.69K	Dec 05, 2017	47.05K	Sale	Scheduled	Dec 01	View
From 4	-0.00	97.00	$48.40	-$4.69K	Dec 01, 2017	36.19K	Tax	—	Nov 29	View
From 4/A	-0.09	3.00K	$31.24	-$133.44K	Nov 09, 2017	28.66K	Sale	Scheduled	Oct 27	View
From 4/A	-0.03	1.89K	$31.25	-$185.30K	Nov 09, 2017	61.94K	Sale	Scheduled	Nov 01 - 02	View
From 4	-0.07	3.98K	$53.49	-$212.30K	Nov 03, 2017	52.16K	Sale	Scheduled	Nov 01 - 02	View
From 4	-0.23	3.00K	$53.48	-$160.44K	Oct 31, 2017	80.94K	Sale	Scheduled	Oct 27	View
From 4	-0.13	2.00K	$28.56	-$85.62K	Sep 29, 2017	83.94K	Sale	—	Sep 27	View
From 4	-0.01	97.00	$42.65	-$4.14K	Aug 31, 2017	85.94K	Options	—	Aug 29	View
From 4	-0.03	952.00	—	—	Aug 04, 2017	86.04K	Options	—	Aug 02	View
From 4	-0.01	94.00	—	—	May 31, 2017	86.93K	Options	—	May 29	View
From 4	-0.09	2.89K	$21.18	-$54.70K	May 03, 2017	87.02K	Sale	Scheduled	May 01 - 02	View
From 4	-0.07	1.00K	$21.25	-$27.50K	Apr 27, 2017	69.10K	Sale	Scheduled	Apr 25	View
From 4	-0.41	9.40K	$19.91	-$233.34K	Apr 05, 2017	70.10K	Sale	Scheduled	Apr 03	View
From 4	—	6.67K	$31.70	$211.34K	Mar 30, 2017	79.50K	Grant	—	Mar 28	View
From 4	-0.21	5.46K	$23.24	-$141.60K	Mar 02, 2017	97.82K	Sale	Scheduled	Feb 28 - 01	View
From 4	-0.20	4.50K	$22.73	-$137.02K	Feb 01, 2017	100.39K	Sale	Scheduled	Feb 01	View
From 4	-0.17	4.50K	$21.48	-$125.77K	Jan 05, 2017	104.89K	Sale	Scheduled	Jan 03	View
From 4	-0.14	4.50K	$21.68	-$127.62K	Dec 02, 2016	109.39K	Sale	Scheduled	Dec 01	View
From 4	-0.13	4.50K	$21.33	-$124.42K	Nov 02, 2016	113.89K	Sale	Scheduled	Nov 01	View
From 4	-0.11	4.50K	$21.88	-$129.37K	Oct 04, 2016	118.39K	Sale	Scheduled	Oct 03	View
From 4	-0.12	5.50K	$23.61	-$177.23K	Sep 06, 2016	122.89K	Sale	Scheduled	Sep 01 - 02	View
From 4	-0.02	1.00K	$23.75	-$32.50K	Aug 05, 2016	128.39K	Sale	Scheduled	Aug 04	View
From 4	—	25.00K	$38.05	$951.25K	Aug 04, 2016	129.39K	Options	—	Aug 02	View
From 4	-0.09	4.50K	$22.75	-$137.25K	Aug 02, 2016	104.39K	Sale	Scheduled	Aug 01	View
From 4	-0.02	1.00K	$21.25	-$27.50K	Jul 11, 2016	108.89K	Sale	Scheduled	Jul 08	View
From 4	-0.06	3.50K	$20.57	-$91.49K	Jul 05, 2016	109.89K	Sale	Scheduled	Jul 01	View
From 4	-0.13	8.00K	$20.68	-$210.86K	Jun 02, 2016	113.39K	Sale	Scheduled	May 31 - 02	View
From 4/A	-0.15	984.00	—	—	Mar 11, 2016	5.74K	Tax	—	Feb 28	View
From 4	—	4.93K	$20.51	$101.07K	Mar 02, 2016	121.39K	Grant	—	Feb 29	View
From 4	-0.10	983.00	—	—	Mar 01, 2016	116.47K	Options	—	Feb 28	View
From 4	-0.08	5.00K	$19.05	-$115.45K	Dec 11, 2015	117.45K	Sale	—	Dec 09	View
From 4	-0.01	1.00K	$26.25	-$37.50K	Aug 05, 2015	122.45K	Sale	Scheduled	Aug 03	View
From 4	-0.03	2.00K	$26.25	-$75.00K	Jul 10, 2015	123.45K	Sale	Scheduled	Jul 09	View
From 4	-0.02	1.50K	$29.59	-$66.27K	May 05, 2015	125.45K	Sale	Scheduled	May 01	View
From 4	-0.03	2.00K	$31.10	-$94.37K	Apr 02, 2015	126.95K	Sale	Scheduled	Apr 01	View
From 4	-0.01	500.00	$31.25	-$23.75K	Mar 18, 2015	128.95K	Sale	Scheduled	Mar 16	View
From 4	-0.02	1.50K	$30.21	-$68.13K	Mar 12, 2015	129.45K	Sale	Scheduled	Mar 10	View
From 4	0.92	7.12K	$53.88	$431.04K	Mar 03, 2015	130.95K	Options	—	Feb 28	View
From 4	-0.21	5.00K	$27.50	-$185.00K	Aug 13, 2014	19.93K	Sale	Scheduled	Aug 11	View
From 4	-0.18	5.00K	$28.98	-$199.75K	Jul 02, 2014	24.93K	Sale	Scheduled	Jul 01 - 02	View
From 4	-0.22	10.00K	$26.49	-$290.82K	Jun 06, 2014	36.66K	Sale	Scheduled	Jun 04 - 05	View
From 4	0.06	8.58K	$41.84	$380.74K	Mar 04, 2014	146.47K	Options	—	Feb 28	View
From 4	-0.22	20.00K	$17.81	-$457.87K	Oct 15, 2013	71.85K	Sale	—	Oct 11	View
From 4	0.07	9.68K	$15.34	$152.63K	Mar 04, 2013	156.73K	Options	—	Feb 28	View
From 4	-1.00	443.00	$13.82	-$6.12K	Jan 25, 2013	—	Sale	Scheduled	Jan 25	View
From 4	-0.87	3.00K	$13.78	-$41.33K	Dec 06, 2012	443.00	Sale	Scheduled	Dec 04 - 05	View
From 4	-0.47	3.00K	$13.58	-$40.74K	Nov 08, 2012	3.44K	Sale	Scheduled	Nov 06	View
From 4	-0.32	3.00K	$12.50	-$37.50K	Oct 12, 2012	6.44K	Sale	Scheduled	Oct 11	View
From 4	-0.39	6.00K	$12.50	-$75.00K	Oct 05, 2012	9.44K	Sale	Scheduled	Oct 05	View
From 4	-0.13	2.27K	$12.50	-$28.32K	Aug 08, 2012	15.44K	Sale	Scheduled	Aug 06	View
From 4	-0.04	734.00	$12.51	-$9.18K	Jul 19, 2012	17.71K	Sale	Scheduled	Jul 17	View
From 4	-0.25	6.00K	$12.50	-$75.00K	Jul 16, 2012	18.44K	Sale	Scheduled	Jul 13	View
From 4	-0.11	3.00K	$12.55	-$37.65K	Apr 26, 2012	24.44K	Sale	Scheduled	Apr 24	View
From 4	-0.10	3.00K	$12.71	-$38.13K	Mar 28, 2012	27.44K	Sale	Scheduled	Mar 27	View
From 4	0.05	7.22K	$12.45	$89.94K	Mar 02, 2012	145.63K	Grant	—	Feb 29	View
From 4	-0.09	3.00K	$12.57	-$37.71K	Mar 01, 2012	30.44K	Sale	Scheduled	Feb 28	View
From 4	-0.08	3.00K	$12.50	-$37.50K	Feb 03, 2012	33.44K	Sale	Scheduled	Feb 02	View
From 4	-0.08	3.00K	$12.52	-$37.56K	Jan 20, 2012	36.44K	Sale	Scheduled	Jan 18	View
From 4	-0.07	3.00K	$12.56	-$37.68K	Aug 12, 2011	39.44K	Sale	Scheduled	Aug 10	View
From 4	-0.07	3.00K	$14.23	-$42.69K	Jul 14, 2011	42.44K	Sale	Scheduled	Jul 13	View
From 4	-0.02	900.00	$15.00	-$13.50K	Jul 08, 2011	45.44K	Sale	Scheduled	Jul 07	View
From 4	-0.06	3.00K	$13.58	-$40.74K	Jun 17, 2011	46.34K	Sale	Scheduled	Jun 15	View
From 4	0.08	10.00K	$12.55	$125.50K	Mar 02, 2011	138.40K	Grant	—	Feb 28	View
From 4	—	—	$0.11	—	Aug 05, 2010	177.75K	Options	—	Aug 03	View
From 4	0.25	30.00K	$9.00	$270.00K	Jul 30, 2010	148.98K	Grant	—	Jul 28	View
From 3	—	—	—	—	Jul 28, 2010	28.77K	—	—	—	View

Benzinga

Benzinga

Net Worth & Trading Activity Over Time

Monthly Trading Pattern

Past Insider Trading and Trends

Holdings & Transactions