ENVESTNET, INC. 4/A SEC Filings

Filed On	Filing
15 Mar 2024	Form 4/A: Wolfe Lauren Taylor, Director and 3 others Received 3,472 shares as a grant or award
28 Feb 2023	Form 4/A: Chapin Ross K, Director Exercised 7,954 Director Stock Option (Right to Buy) ($122K)
14 May 2020	Form 4/A: Crager William, Director Received 9,094 shares by exercise or conversion ($81.8K) · Sold 9,094 shares ($506K)
09 Nov 2017	Form 4/A: Bergman Judson, Director Received 20,000 shares by exercise or conversion ($150K) · Sold 20,000 shares ($1.06M)
09 Nov 2017	Form 4/A: Crager William, President Received 5,000 shares by exercise or conversion ($37.5K) · Sold 5,000 shares ($264K)
09 Nov 2017	Form 4/A: Crager William, President Received 5,000 shares by exercise or conversion ($37.5K) · Sold 5,000 shares ($267K)
09 Nov 2017	Form 4/A: O'Brien Shelly, Chief Legal Officer Received 3,000 shares by exercise or conversion ($27K) · Sold 3,000 shares ($160K)
09 Nov 2017	Form 4/A: O'Brien Shelly, Chief Legal Officer Received 3,000 shares by exercise or conversion ($27K) · Sold 3,000 shares ($160K) · Received 2,083 shares by exercise or conversion · 1 more
06 Jun 2017	Form 4/A: Crowell Gayle A, Director Sold 2,238 shares ($83.9K)
11 Mar 2016	Form 4/A: Majoros Matthew, Principal Accounting Officer Gave up 578 shares to cover exercise price or tax
11 Mar 2016	Form 4/A: Thomas Brandon, Chief Investment Officer Gave up 1,051 shares to cover exercise price or tax
11 Mar 2016	Form 4/A: O'Brien Shelly, Chief Legal Officer Gave up 984 shares to cover exercise price or tax
11 Mar 2016	Form 4/A: Grinis Scott D, Chief Technology Officer Gave up 1,460 shares to cover exercise price or tax
02 Dec 2015	Form 4/A: Arora Anil, Director Received 519 shares by exercise or conversion · Gave up 271 shares to cover exercise price or tax · Sold 40,000 shares ($1.25M) · 2 more
16 Jun 2015	Form 4/A: Thomas Brandon, Chief Investment Officer Received 2,200 shares by exercise or conversion ($16.5K) · Sold 2,200 shares ($96.6K) · Received 15,000 shares by exercise or conversion ($113K) · 3 more
27 Mar 2015	Form 4/A: Sisteron Yves, Director Holds 15,000 shares of Common Stock
05 Mar 2013	Form 4/A: Thomas Brandon, Chief Investment Officer Received 1,063 shares by exercise or conversion · Gave up 401 shares to cover exercise price or tax · Granted 8,000 Employee Stock Option (Right to Buy) ($123K) · 1 more
05 Mar 2013	Form 4/A: Crager William, President Received 1,040 shares by exercise or conversion · Gave up 376 shares to cover exercise price or tax · Granted 13,500 Employee Stock Option (Right to Buy) ($207K) · 1 more
14 Apr 2011	Form 4/A: Crager William, President Acquired 100 shares (Other Transaction) ($900)
14 Apr 2011	Form 4/A: Thomas Brandon, President Acquired 13,938 shares (Other Transaction) ($125K)

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