Companies Envestnet
Envestnet (ENV): executive pay, fiscal 2023
Free brief. Every figure links to the company’s own filing.
Envestnet no longer files a proxy statement; its last pay data is FY2023.
CEO vs. named peers1st pct.Of 17 peer CEOs
CEO pay, last three years
- $6,172,629FY2021
- $6,921,191FY2022
- $4,880,843FY2023
CEO total pay was $4,880,843 in fiscal 2023, down from $6,921,191 in fiscal 2022.
FY2023: salary $650,000 · bonus $581,100 · stock awards $3,520,568 · option awards $0
Executives and directors
Peter D'Arrigo · Chief Financial OfficerJoshua Warren · CFOShelly O'Brien · General CounselWilliam Crager · CEOBarbara Turner · Independent DirectorGayle Crowell · Independent DirectorGregory Smith · Independent DirectorJames L. Fox · Chair of the BoardLauren Taylor Wolfe · Independent DirectorLuis Aguilar · Independent DirectorRoss Chapin · Former director (through FY2023)Valerie Mosley · Independent DirectorWendy Lane · Independent Director
Frequently asked questions
Who was the highest-paid executive at Envestnet in fiscal 2023?
As disclosed, William Crager (Chief Executive Officer) was the highest-paid executive at Envestnet in fiscal 2023, with total compensation of $4,880,843.
How does Envestnet's chief executive pay compare to its disclosed peer group?
As disclosed, William Crager's total compensation ranked at the 1st percentile of Envestnet's disclosed peer group.
What is Envestnet's CEO-to-median employee pay ratio?
As disclosed, Envestnet's CEO-to-median employee pay ratio was 69:1.
How did shareholders vote on Envestnet's executive compensation?
As disclosed, 94.97% of shareholders supported Envestnet's executive compensation in the latest say-on-pay vote.
How much does Envestnet spend in total on board compensation for fiscal 2023?
As disclosed, Envestnet reported total board compensation of $2,250,000 for fiscal 2023.
Answers are drawn only from the figures disclosed in this brief and cited to their location in the source filing. Where a figure required for an answer is not disclosed, that is stated rather than estimated.
Full detail
Every table from the filing. Open any section.
Summary compensation table
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| William Crager | $650,000 | $581,100 | $3,520,568 | $0 | $0 | $0 | $129,175 | $4,880,843 |
| Chief Executive Officer | ||||||||
| Peter D'Arrigo | 450,000 | 450,000 | 1,280,116 | 0 | 0 | 0 | 25,126 | 2,205,242 |
| Former Chief Financial Officer | ||||||||
| Shelly O'Brien | 391,667 | 0 | 480,022 | 0 | 320,000 | 0 | 22,716 | 1,214,405 |
| Chief Legal Officer, General Counsel and Corporate Secretary | ||||||||
| Joshua Warren | 106,250 | 594,315 | 0 | 0 | 0 | 0 | 0 | 700,565 |
| Chief Financial Officer | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
Three-year trend — total compensation per named executive
| Named executive officer | FY2023 total | FY2022 total | FY2021 total | Δ FY2022→2023 |
|---|---|---|---|---|
| William Crager | $4,880,843 | $6,921,191 | $6,172,629 | ↓ −2,040,348 |
| Peter D'Arrigo | 2,205,242 | 2,924,584 | 2,749,960 | ↓ −719,342 |
| Shelly O'Brien | 1,214,405 | 1,327,901 | 1,398,772 | ↓ −113,496 |
| Joshua Warren | 700,565 | — | — | — |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
Incentive-plan design — the Compensation Discussion & Analysis
Envestnet provides competitive, performance-based compensation that encourages the achievement of results creating long-term shareholder value. The program aligns pay with performance and shareholder interests by using clearly articulated goals and results, with a significant portion of compensation tied to equity-based incentives.
| CEO STI target (% of salary) | — |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Willis Towers Watson US LLC |
| Clawback policy | true |
| Anti-hedging | true |
| Anti-pledging | true |
Equity grants and outstanding awards
Grants of plan-based awards — fiscal year 2023
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Peter D'Arrigo | PSU | 2023-02-28 | 4,850 | 9,699 | — | 14,549 | $673,838 |
| Shelly O'Brien | PSU | 2023-02-28 | 1,819 | 3,637 | — | 5,456 | 252,681 |
| Peter D'Arrigo | RSU | 2023-02-28 | — | — | 9,699 | — | 606,284 |
| Shelly O'Brien | RSU | 2023-02-28 | — | — | 3,637 | — | 227,349 |
| Shelly O Brien | OPTION | 2023-02-28 | 1,819 | 3,637 | — | 5,456 | 252,681 |
| Shelly O Brien | RSU | 2023-02-28 | — | — | 3,637 | — | 227,349 |
| Peter D Arrigo | RSU | 2023-02-28 | — | — | 9,699 | — | 606,284 |
| William Crager | RSU | 2023-02-28 | — | — | 26,674 | — | 1,667,392 |
| Peter D Arrigo | OPTION | 2023-02-28 | 4,850 | 9,699 | — | 14,549 | 673,838 |
| William Crager | OPTION | 2023-02-28 | 13,337 | 26,674 | — | 40,011 | 1,853,176 |
Vehicle mix — grant-date fair value by award type
| Named executive officer | Time-vested (RSU) | Performance-vested (PSU) | Options / SARs | % performance-vested |
|---|---|---|---|---|
| Peter D'Arrigo | $606,284 | $673,838 | $0 | 52.6% |
| Shelly O'Brien | 227,349 | 252,681 | 0 | 52.6% |
| Shelly O Brien | 227,349 | 0 | 252,681 | 0.0% |
| Peter D Arrigo | 606,284 | 0 | 673,838 | 0.0% |
| William Crager | 1,667,392 | 0 | 1,853,176 | 0.0% |
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
Outstanding equity awards at fiscal year-end 2023
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Shelly O'Brien | RSU | 433 | — | $21,442 |
| Peter D'Arrigo | RSU | 1,068 | — | 52,887 |
| Shelly O'Brien | RSU | 1,667 | — | 82,550 |
| Shelly O'Brien | RSU | 1,818 | — | 90,027 |
| Shelly O'Brien | RSU | 1,819 | — | 90,077 |
| Shelly O'Brien | RSU | 2,090 | — | 103,497 |
| William Crager | RSU | 2,846 | — | 140,934 |
| Shelly O'Brien | RSU | 3,637 | — | 180,104 |
| Peter D'Arrigo | RSU | 3,850 | — | 190,652 |
| Peter D'Arrigo | RSU | 4,849 | — | 240,122 |
| Peter D'Arrigo | RSU | 4,850 | — | 240,172 |
| Shelly O'Brien | RSU | 5,012 | — | 248,194 |
| Shelly O'Brien | RSU | 5,193 | — | 257,157 |
| Peter D'Arrigo | RSU | 5,570 | — | 275,826 |
| Peter D'Arrigo | RSU | 9,699 | — | 480,294 |
| Peter D'Arrigo | RSU | 12,804 | — | 634,054 |
| William Crager | RSU | 13,337 | — | 660,448 |
| Peter D'Arrigo | RSU | 13,365 | — | 661,835 |
| William Crager | RSU | 15,316 | — | 758,448 |
| William Crager | RSU | 26,674 | — | 1,320,896 |
| William Crager | RSU | 34,144 | — | 1,690,811 |
| William Crager | RSU | 36,755 | — | 1,820,108 |
Director compensation
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| James L. FoxNot independent · Board Chair · Audit · Strategy · Compensation · Nominating and Governance | $88,250 | $279,750 | — | — | — | $368,000 |
| Gregory SmithIndependent · Audit · Strategy · Compensation | 67,000 | 216,000 | — | — | — | 283,000 |
| Gayle CrowellIndependent · Strategy · Compensation (Chair) | 62,750 | 203,250 | — | — | — | 266,000 |
| Luis AguilarIndependent · Compliance and Information Security | 60,000 | 195,000 | — | — | — | 255,000 |
| Valerie MosleyIndependent · Nominating and Governance | 57,250 | 186,750 | — | — | — | 244,000 |
| Barbara TurnerIndependent · Audit · Compensation · Compliance and Information Security | 56,750 | 185,250 | — | — | — | 242,000 |
| Lauren Taylor WolfeIndependent · Audit | 54,000 | 177,000 | — | — | — | 231,000 |
| Wendy LaneIndependent · Nominating and Governance · Not standing for re-election | 53,750 | 176,250 | — | — | — | 230,000 |
| Ross ChapinIndependent · Audit · Strategy · Departed during FY | 131,000 | 0 | — | — | — | 131,000 |
| William CragerEmployee director · Strategy · Not standing for re-election | — | — | — | — | — | 0 |
Board fee structure and ownership guideline
| Annual cash retainer | $50,000 |
|---|---|
| Annual equity retainer | $165,000 |
| Per board meeting fee | $5,000 |
| Committee chair fees (audit / comp / nom-gov) | 25,000 / 20,000 / 20,000 |
| Stock ownership guideline | $300,000 |
Total cost of the board
| Component | FY2023 |
|---|---|
| Cash retainers and fees | $630,750 |
| Equity awards (grant-date value) | $1,619,250 |
| All other compensation | $0 |
| Total cost of the board | $2,250,000 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
Peer group, and who names Envestnet as a peer
Companies that benchmark against ENV
17 companies name ENV as a compensation peer
The list of companies that name ENV as a peer is temporarily unavailable — recheck shortly.
Disclosed peer group — fiscal year 2023
The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.
BLKB Blackbaud, Inc.LPLA LPL Financial Holdings, Inc.ACIW ACI Worldwide, Inc.VRNT Verint Systems, Inc.AMK AssetMark Financial Holdings, Inc.AVTA Avantax, Inc.FDS FactSet Research Systems Inc.FICO Fair Isaac CorporationGWRE Guidewire Software, Inc.INFA Informatica, Inc.MKTX MarketAxess Holdings Inc.MORN Morningstar, Inc.MSCI MSCI Inc.NEWR New Relic, Inc.NTNX Nutanix, Inc.SEIC SEI Investments CompanySSNC SS&C Technologies, Inc.
Peer reciprocity
Of the companies Envestnet names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.
— Blackbaud, Inc. (BLKB)76— LPL Financial Holdings, Inc. (LPLA)77 ACI Worldwide, Inc. (ACIW)✓ Verint Systems, Inc. (VRNT)78 AssetMark Financial Holdings, Inc. (AMK)✓ Avantax, Inc. (AVTA)79— FactSet Research Systems Inc. (FDS)80— Fair Isaac Corporation (FICO)81— Guidewire Software, Inc. (GWRE)82✓ Informatica, Inc. (INFA)83— MarketAxess Holdings Inc. (MKTX)84 Morningstar, Inc. (MORN)— MSCI Inc. (MSCI)85— New Relic, Inc. (NEWR)86— Nutanix, Inc. (NTNX)87 SEI Investments Company (SEIC)— SS&C Technologies, Inc. (SSNC)88
Reciprocity shown where the peer’s own current proxy has been read — each mark is cited in the register to that peer’s filing. A dash means the peer’s current proxy was read and names no reciprocal group including Envestnet.
Chief executive pay against the peer group
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company’s own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | FactSet Research Systems Inc. | 2026 | Sanoke Viswanathan | $980,769 | $22,708,861 | $22,000,063 | $3,235,290 | $62,046,674 |
| 2 | Fair Isaac Corporation | 2025 | William Lansing | 750,000 | 34,091,860 | 0 | 1,100,000 | 36,045,267 |
| 3 | Msci Inc. | 2025 | Henry A. Fernandez | 1,000,000 | 4,380,024 | 25,220,304 | 1,346,950 | 33,320,590 |
| 4 | Nutanix, Inc. | 2026 | Rajiv Ramaswami | 800,000 | 27,883,613 | 0 | 797,600 | 29,485,213 |
| 5 | SS&C Technologies, Inc. | 2025 | William Stone | 1,000,000 | 11,979,259 | 3,750,009 | 8,270,000 | 25,007,664 |
| 6 | New Relic, Inc. | 2023 | William Staples | 585,000 | 22,261,124 | 0 | 367,088 | 23,214,892 |
| 7 | Guidewire Software, Inc. | 2026 | Mike Rosenbaum | 750,000 | 14,663,752 | 0 | 915,000 | 16,337,125 |
| 8 | ACI Worldwide, Inc. | 2025 | Thomas Warsop III | 750,000 | 13,204,027 | 0 | 1,018,875 | 14,999,961 |
| 9 | LPL Financial Holdings, Inc. | 2025 | Richard Steinmeier | 900,000 | 10,045,542 | 0 | 3,591,000 | 14,574,496 |
| 10 | SEI Investments Company | 2025 | Ryan Hicke | 850,000 | 2,150,032 | 6,599,942 | 2,200,000 | 11,819,204 |
| 11 | Verint Systems, Inc. | 2025 | Dan Bodner | 807,775 | 9,371,528 | 0 | 532,142 | 10,825,132 |
| 12 | Morningstar, Inc. | 2025 | Kunal Kapoor | 650,000 | 6,251,743 | 0 | 2,150,577 | 9,070,695 |
| 13 | Informatica, Inc. | 2024 | Amit Walia | 1,000,000 | 6,712,160 | 0 | 891,800 | 8,611,892 |
| 14 | Avantax, Inc. | 2022 | Christopher Walters | 780,000 | 4,658,350 | 908,684 | 1,439,100 | 7,914,813 |
| 15 | MarketAxess Holdings Inc. | 2025 | Christopher Concannon | 750,000 | 3,599,881 | 1,208,646 | 1,525,000 | 7,101,027 |
| 16 | Blackbaud, Inc. | 2025 | Michael Gianoni | 800,031 | 5,206,285 | 0 | 0 | 6,022,250 |
| 17 | AssetMark Financial Holdings, Inc. | 2023 | Michael Kim | 513,942 | 1,547,572 | 2,324,921 | 925,000 | 5,374,907 |
| 18 | Envestnet | 2023 | William Crager | 650,000 | 3,520,568 | 0 | 0 | 4,880,843 |
Each peer’s compensation is from its most recently filed proxy; fiscal years differ by company. Each peer’s figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
Incentive design against the same peers
| Company | Annual incentive payout | Long-term vehicle mix | PSU measures include TSR | Compensation consultant |
|---|---|---|---|---|
| Envestnet | not disclosed | RSU 50 · PSU 50 | not disclosed | Willis Towers Watson US LLC |
| ACI Worldwide, Inc. | 135.85% | PSU 65 · RSU 35 | No | Compensia, Inc. |
| AssetMark Financial Holdings, Inc. | not disclosed | not disclosed | not disclosed | Mercer LLC |
| Avantax, Inc. | 123.0% | PSU 60 · Options 20 · RSU 20 | Yes — Relative TSR vs Russell 2000 | Meridian Compensation Partners |
| Blackbaud, Inc. | not disclosed | RSA or RSU 50 · PRSU 50 | No | Compensia, Inc. |
| FactSet Research Systems Inc. | not disclosed | Option 50 · PSU 50 | not disclosed | Meridian Compensation Partners |
| Fair Isaac Corporation | not disclosed | PSU 33 · RSU 33 · Other 33 | No | Compensia, Inc. |
| Guidewire Software, Inc. | not disclosed | RSU 50 · PRSU 50 | not disclosed | Semler Brossy |
| Informatica, Inc. | 48.7% | RSU 50 · PSU 50 | No | Compensia |
| LPL Financial Holdings, Inc. | 133% | PSU 70 · RSU 30 | Yes — TSR relative to Comparator Group | Compensation Consultant |
| MarketAxess Holdings Inc. | 86% | PSU 50 · RSU 25 · Options 25 | No | FW Cook |
| Morningstar, Inc. | 111.4% | MSU 75 · RSU 25 | No | Pay Governance LLC |
| Msci Inc. | 96.21% | not disclosed | Yes — Absolute TSR CAGR | Semler Brossy |
| New Relic, Inc. | 62.8% | RSU 50 · PSU 50 | No | Compensia |
| Nutanix, Inc. | 99.7% | RSU 50 · PSU 50 | Yes — Relative TSR vs Nasdaq Composite Index | Compensia |
| SEI Investments Company | 110% | not disclosed | not disclosed | Semler Brossy Consulting Group, LLC |
| SS&C Technologies, Inc. | 165.4% | PSU 50 · Options 25 · RSU 25 | Yes — Relative TSR Modifier | FW Cook |
| Verint Systems, Inc. | 65% | PSU 60 · RSU 40 | Yes — Relative TSR | Willis Towers Watson |
Read from each company’s Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company’s filing does not state the item.
Say-on-pay history and pay ratio
| Meeting year | Meeting date | For | Against | Abstain | Support | Outcome |
|---|---|---|---|---|---|---|
| 2024 | 2024-05-08 | 45,195,182 | 2,064,280 | 330,124 | 94.97% | Passed |
| 2023 | 2023-06-15 | 45,280,395 | 2,204,082 | 17,450 | 95.32% | Passed |
| 2022 | 2022-05-18 | 48,053,728 | 799,962 | 23,563 | 98.32% | Passed |
| 2021 | 2021-05-12 | 44,100,045 | 1,262,223 | 55,613 | 97.1% | Passed |
| 2020 | 2020-05-13 | 43,765,536 | 1,072,128 | 54,139 | 97.49% | Passed |
| 2019 | 2019-05-16 | 38,464,580 | 926,193 | 47,498 | 97.65% | Passed |
Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year’s compensation.
Say-on-pay — history, company’s computation
| Meeting year | Meeting date | Approval — company’s computation |
|---|---|---|
| 2024 | 2024-05-08 | 94.97%a |
| 2023 | 2023-06-15 | 95.32%b |
| 2022 | 2022-05-18 | 98.32%c |
a. Approved under the standard stated in the filing — “The advisory vote regarding the compensation of our executive officers will be approved by the affirmative vote of the majority of the shares of common stock present in person (including virtually) or represented by proxy and entitled to vote. For purposes of Proposal 2, abstentions will have the effect of a vote "against" the proposal and broker non-votes will have no effect on the results of the advisory vote. The Board recommends that you vote "FOR" the approval, on a non-binding, advisory basis, of the compensation paid to our executive officers. | Abstentions: For purposes of Proposal 2, abstentions will have the effect of a vote "against" the proposal and broker non-votes will have no effect on the results of the advisory vote.”.
b. Approved under the standard stated in the filing — “For purposes of Proposal 2, abstentions will have the effect of a vote "against" the proposal and broker non-votes will have no effect on the results of the advisory vote.”.
c. Approved under the standard stated in the filing — “Abstentions will be considered present and voting and will have the effect of a vote against a proposal.”.
Approval percentages are the company’s own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.
CEO pay ratio
| Ratio (CEO : median employee) | 69 : 1 |
|---|---|
| CEO total compensation | $4,880,843 |
| Median employee compensation | $70,987 |
Insider trades since the proxy
Every insider equity transaction reported on Form 4 after the 2023 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-05-02 | D | 5 | $63 | $317 | Common | Form 4 ↗ |
| Shelly O'Brien | Chief Legal Officer | 2024-05-28 | D | 212 | 68 | 14,511 | Common | Form 4 ↗ |
| Matthew Majoros | Principal Accounting Officer | 2024-05-28 | D | 108 | 68 | 7,393 | Common | Form 4 ↗ |
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-05-28 | D | 344 | 68 | 23,547 | Common | Form 4 ↗ |
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-08-02 | D | 5 | 62 | 310 | Common | Form 4 ↗ |
| Shelly O'Brien | Chief Legal Officer | 2024-08-28 | D | 931 | 63 | 58,476 | Common | Form 4 ↗ |
| Matthew Majoros | Principal Accounting Officer | 2024-08-28 | D | 108 | 63 | 6,783 | Common | Form 4 ↗ |
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-08-28 | D | 344 | 63 | 21,607 | Common | Form 4 ↗ |
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-11-01 | D | 5 | 63 | 314 | Common | Form 4 ↗ |
| Shelly O'Brien | Chief Legal Officer | 2024-11-25 | D | 8,931 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Shelly O'Brien | Chief Legal Officer | 2024-11-25 | D | 84,734 | 63 | 5,350,952 | Common | Form 4 ↗ |
| Luis Aguilar | Director | 2024-11-25 | D | 1,745 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Barbara Turner | Director | 2024-11-25 | D | 7,168 | 63 | 452,659 | Common | Form 4 ↗ |
| Gregory Smith | Director | 2024-11-25 | D | 8,038 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gregory Smith | Director | 2024-11-25 | D | 31,166 | 63 | 1,968,133 | Common | Form 4 ↗ |
| Gayle Crowell | Director | 2024-11-25 | D | 1,745 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gayle Crowell | Director | 2024-11-25 | D | 3,852 | 63 | 243,254 | Common | Form 4 ↗ |
| Gayle Crowell | Director | 2024-11-25 | D | 17,075 | 63 | 1,078,286 | Common | Form 4 ↗ |
| James L. Fox | Director | 2024-11-25 | D | 8,082 | — | — | Derivative, Class A Common | Form 4 ↗ |
| James L. Fox | Director | 2024-11-25 | D | 37,476 | 63 | 2,366,609 | Common | Form 4 ↗ |
| Barry D. Cooper | SVP, Head of Accounting Mgmt. | 2024-11-25 | D | 34,424 | 63 | 2,173,876 | Common | Form 4 ↗ |
| Joshua Warren | Chief Financial Officer | 2024-11-25 | D | 49,039 | 63 | 3,096,813 | Common | Form 4 ↗ |
| Valerie Mosley | Director | 2024-11-25 | D | 15,533 | 63 | 980,909 | Common | Form 4 ↗ |
| Matthew Majoros | Principal Accounting Officer | 2024-11-25 | D | 14,996 | 63 | 946,997 | Common | Form 4 ↗ |
| Luis Aguilar | Director | 2024-11-25 | D | 23,161 | 63 | 1,462,617 | Common | Form 4 ↗ |
| Lauren Taylor Wolfe | Director | 2024-11-25 | D | 4,188,871 | 63 | 264,527,204 | Common, indirect | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
Sources (88 citations)
Each figure is listed with the filing it comes from, where it appears in that filing, and the value as printed. Any figure can be independently confirmed against the source.
- Section 01, William Crager. DEF 14A, filed 2024-04-05. Section “2023 Summary Compensation Table”. As printed: 4,880,843. View filing ↗
- Section 01, Peter D'Arrigo. DEF 14A, filed 2024-04-05. Section “2023 Summary Compensation Table”. As printed: 2,205,242. View filing ↗
- Section 01, Shelly O'Brien. DEF 14A, filed 2024-04-05. Section “2023 Summary Compensation Table”. As printed: 1,214,405. View filing ↗
- Section 01, Joshua Warren. DEF 14A, filed 2024-04-05. Section “2023 Summary Compensation Table”. As printed: 700,565. View filing ↗
- Section 03, Peter D'Arrigo PSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Shelly O'Brien PSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Peter D'Arrigo RSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Shelly O'Brien RSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Shelly O Brien OPTION. DEF 14A, filed 2024-04-05. Section “2023 GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. View filing ↗
- Section 03, Shelly O Brien RSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Peter D Arrigo RSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, William Crager RSU. DEF 14A, filed 2024-04-05. Section “2023 Grants of Plan-Based Awards Table” · grants of plan-based awards table. View filing ↗
- Section 03, Peter D Arrigo OPTION. DEF 14A, filed 2024-04-05. Section “2023 GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. View filing ↗
- Section 03, William Crager OPTION. DEF 14A, filed 2024-04-05. Section “2023 GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. View filing ↗
- Section 07, pay ratio. DEF 14A, filed 2024-04-05. Section “CEO Pay Ratio”. As printed: 69 : 1. View filing ↗
- Section 08, James L. Fox. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 368,000. View filing ↗
- Section 08, Gregory Smith. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 283,000. View filing ↗
- Section 08, Gayle Crowell. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 266,000. View filing ↗
- Section 08, Luis Aguilar. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 255,000. View filing ↗
- Section 08, Valerie Mosley. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 244,000. View filing ↗
- Section 08, Barbara Turner. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 242,000. View filing ↗
- Section 08, Lauren Taylor Wolfe. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 231,000. View filing ↗
- Section 08, Wendy Lane. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 230,000. View filing ↗
- Section 08, Ross Chapin. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 131,000. View filing ↗
- Section 08, William Crager. DEF 14A, filed 2024-04-05. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 02, Barry D. Cooper 2024-05-02. Form 4, filed 2024-05-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Shelly O'Brien 2024-05-28. Form 4, filed 2024-05-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Matthew Majoros 2024-05-28. Form 4, filed 2024-05-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barry D. Cooper 2024-05-28. Form 4, filed 2024-05-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barry D. Cooper 2024-08-02. Form 4, filed 2024-08-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Shelly O'Brien 2024-08-28. Form 4, filed 2024-08-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Matthew Majoros 2024-08-28. Form 4, filed 2024-08-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barry D. Cooper 2024-08-28. Form 4, filed 2024-08-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barry D. Cooper 2024-11-01. Form 4, filed 2024-11-05. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Shelly O'Brien 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Shelly O'Brien 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Luis Aguilar 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barbara Turner 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gregory Smith 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gregory Smith 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gayle Crowell 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gayle Crowell 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gayle Crowell 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, James L. Fox 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, James L. Fox 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Barry D. Cooper 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joshua Warren 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Valerie Mosley 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Matthew Majoros 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Luis Aguilar 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Lauren Taylor Wolfe 2024-11-25. Form 4, filed 2024-11-25. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 06, 2024 vote. Form 8-K, filed 2024-05-10. Item 5.07 · say-on-pay result. As reported: 94.97% (votes for as printed: 45,195,182). View filing ↗
- Section 06, 2023 vote. Form 8-K, filed 2023-06-20. Item 5.07 · say-on-pay result. As reported: 95.32% (votes for as printed: 45,280,395). View filing ↗
- Section 06, 2022 vote. Form 8-K, filed 2022-05-20. Item 5.07 · say-on-pay result. As reported: 98.32% (votes for as printed: 48,053,728). View filing ↗
- Section 01 trend, Δ column (computed). Computed. Δ = current-FY total − prior-FY total per named officer.
- Section 03b vehicle mix (computed). Computed. RSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).
- Section 09b board cost (computed). Computed. Cash 630,750 + equity 1,619,250 + all other 0 = 2,250,000, summed across the director compensation table rows.
- FactSet Research Systems Inc., Section 10b CEO total. DEF 14A, filed 2026-10-26. CEO total compensation as printed in FactSet Research Systems Inc.'s own proxy. As printed: 62,046,674. View filing ↗
- Fair Isaac Corporation, Section 10b CEO total. DEF 14A, filed 2026-01-27. CEO total compensation as printed in Fair Isaac Corporation's own proxy. As printed: 36,045,267. View filing ↗
- Msci Inc., Section 10b CEO total. DEF 14A, filed 2026-03-11. CEO total compensation as printed in Msci Inc.'s own proxy. As printed: 33,320,590. View filing ↗
- Nutanix, Inc., Section 10b CEO total. DEF 14A, filed 2026-10-20. CEO total compensation as printed in Nutanix, Inc.'s own proxy. As printed: 29,485,213. View filing ↗
- SS&C Technologies, Inc., Section 10b CEO total. DEF 14A, filed 2026-04-08. CEO total compensation as printed in SS&C Technologies, Inc.'s own proxy. As printed: 25,007,664. View filing ↗
- New Relic, Inc., Section 10b CEO total. DEF 14A, filed 2023-06-30. CEO total compensation as printed in New Relic, Inc.'s own proxy. As printed: 23,214,892. View filing ↗
- Guidewire Software, Inc., Section 10b CEO total. DEF 14A, filed 2026-10-29. CEO total compensation as printed in Guidewire Software, Inc.'s own proxy. As printed: 16,337,125. View filing ↗
- ACI Worldwide, Inc., Section 10b CEO total. DEF 14A, filed 2026-04-20. CEO total compensation as printed in ACI Worldwide, Inc.'s own proxy. As printed: 14,999,961. View filing ↗
- LPL Financial Holdings, Inc., Section 10b CEO total. DEF 14A, filed 2026-04-02. CEO total compensation as printed in LPL Financial Holdings, Inc.'s own proxy. As printed: 14,574,496. View filing ↗
- SEI Investments Company, Section 10b CEO total. DEF 14A, filed 2026-04-15. CEO total compensation as printed in SEI Investments Company's own proxy. As printed: 11,819,204. View filing ↗
- Verint Systems, Inc., Section 10b CEO total. DEF 14A, filed 2025-05-08. CEO total compensation as printed in Verint Systems, Inc.'s own proxy. As printed: 10,825,132. View filing ↗
- Morningstar, Inc., Section 10b CEO total. DEF 14A, filed 2026-03-27. CEO total compensation as printed in Morningstar, Inc.'s own proxy. As printed: 9,070,695. View filing ↗
- Informatica, Inc., Section 10b CEO total. DEF 14A, filed 2025-04-28. CEO total compensation as printed in Informatica, Inc.'s own proxy. As printed: 8,611,892. View filing ↗
- Avantax, Inc., Section 10b CEO total. DEF 14A, filed 2023-04-03. CEO total compensation as printed in Avantax, Inc.'s own proxy. As printed: 7,914,813. View filing ↗
- MarketAxess Holdings Inc., Section 10b CEO total. DEF 14A, filed 2026-04-29. CEO total compensation as printed in MarketAxess Holdings Inc.'s own proxy. As printed: 7,101,027. View filing ↗
- Blackbaud, Inc., Section 10b CEO total. DEF 14A, filed 2026-04-21. CEO total compensation as printed in Blackbaud, Inc.'s own proxy. As printed: 6,022,250. View filing ↗
- AssetMark Financial Holdings, Inc., Section 10b CEO total. DEF 14A, filed 2024-04-09. CEO total compensation as printed in AssetMark Financial Holdings, Inc.'s own proxy. As printed: 5,374,907. View filing ↗
- Envestnet (subject), Section 10b CEO total. DEF 14A, filed 2024-04-05. CEO total compensation as printed in Envestnet's own proxy. As printed: 4,880,843. View filing ↗
- Section 10a, Blackbaud, Inc. reciprocity. DEF 14A. Blackbaud, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, LPL Financial Holdings, Inc. reciprocity. DEF 14A. LPL Financial Holdings, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, Verint Systems, Inc. reciprocity. DEF 14A. Verint Systems, Inc. names Envestnet in its own disclosed peer group (read from its most recent proxy). View filing ↗
- Section 10a, Avantax, Inc. reciprocity. DEF 14A. Avantax, Inc. names Envestnet in its own disclosed peer group (read from its most recent proxy). View filing ↗
- Section 10a, FactSet Research Systems Inc. reciprocity. DEF 14A. FactSet Research Systems Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, Fair Isaac Corporation reciprocity. DEF 14A. Fair Isaac Corporation's most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, Guidewire Software, Inc. reciprocity. DEF 14A. Guidewire Software, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, Informatica, Inc. reciprocity. DEF 14A. Informatica, Inc. names Envestnet in its own disclosed peer group (read from its most recent proxy). View filing ↗
- Section 10a, MarketAxess Holdings Inc. reciprocity. DEF 14A. MarketAxess Holdings Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, MSCI Inc. reciprocity. DEF 14A. MSCI Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, New Relic, Inc. reciprocity. DEF 14A. New Relic, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, Nutanix, Inc. reciprocity. DEF 14A. Nutanix, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗
- Section 10a, SS&C Technologies, Inc. reciprocity. DEF 14A. SS&C Technologies, Inc.'s most recent proxy was read; its disclosed peer group does not include Envestnet. View filing ↗