The estimated Net Worth of Valerie Mosley is at least $2.32 Milión dollars as of 30 July 2024. Ms. Mosley owns over 418 units of Envestnet stock worth over $2,235,916 and over the last 10 years she sold ENV stock worth over $0. In addition, she makes $82,187 as Independent Director at Envestnet.
Valerie has made over 16 trades of the Envestnet stock since 2019, according to the Form 4 filled with the SEC. Most recently she exercised 418 units of ENV stock worth $26,188 on 30 July 2024.
The largest trade she's ever made was exercising 13,342 units of Envestnet stock on 2 May 2023 worth over $835,876. On average, Valerie trades about 1,002 units every 51 days since 2014. As of 30 July 2024 she still owns at least 35,689 units of Envestnet stock.
You can see the complete history of Ms. Mosley stock trades at the bottom of the page.
Valerie A. Mosley serves as Independent Director of the Company. Ms. Mosley is CEO of Valmo Ventures, a company that creates, collaborates, and invests in companies, assets, and efforts that have significant potential to grow, profit and add value to society. Ms. Mosley was Senior Vice President, Partner, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP, a $1.2 trillion global money management firm. Ms. Mosley also chaired the firm’s Industry Strategy Group, which took a long-term perspective to identify trends, headwinds, and tailwinds impacting various industries. As a member of several investment strategy groups, Ms. Mosley helped establish investment parameters to which team portfolio managers adhered. Ms. Mosley serves as a board member at Groupon, Inc., Dynex Capital, Inc., and Eaton Vance Funds. Ms. Mosley received her MBA from the University of Pennsylvania and an undergraduate degree from Duke University.
As the Independent Director of Envestnet, the total compensation of Valerie Mosley at Envestnet is $82,187. There are 17 executives at Envestnet getting paid more, with Stuart DePina having the highest compensation of $7,001,500.
Valerie Mosley is 60, she's been the Independent Director of Envestnet since 2018. There are 4 older and 17 younger executives at Envestnet. The oldest executive at Envestnet Inc. is Gayle Crowell, 69, who is the Independent Director.
Valerie's mailing address filed with the SEC is C/O DRAFTKINGS INC., 222 BERKELEY STREET, 5TH FLOOR, BOSTON, MA, 02116.
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... a 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.
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.
Envestnet executives and other stock owners filed with the SEC include: