ENVESTNET, INC. 5 SEC Filings

Filed On	Filing
11 Feb 2022	Form 5: DePina Stuart, President Gave 500 shares as a gift
16 Feb 2021	Form 5: DePina Stuart, President Gave 568 shares as a gift
14 Feb 2020	Form 5: DePina Stuart, Envestnet Data & Analytics* Gave 707 shares as a gift
14 Feb 2020	Form 5: Grinis Scott D, Chief Technology Officer Gave 15,000 shares as a gift
14 Feb 2020	Form 5: D'Arrigo Peter, Chief Financial Officer Gave 740 shares as a gift
14 Feb 2019	Form 5: Bergman Judson, Director Gave 1,250 shares as a gift
14 Feb 2019	Form 5: Grinis Scott D, Chief Technology Officer Gave 1,000 shares as a gift
14 Feb 2019	Form 5: D'Arrigo Peter, Chief Financial Officer Gave 1,930 shares as a gift · Gave 93 shares as a gift · Gave 400 shares as a gift
14 Feb 2018	Form 5: Bergman Judson, Director Gave 114 shares as a gift · Gave 500 shares as a gift · Gave 29,463 shares as a gift
14 Feb 2018	Form 5: Grinis Scott D, Chief Technology Officer Gave 1,000 shares as a gift
14 Feb 2017	Form 5: Sisteron Yves, Former Director
14 Feb 2017	Form 5: Egan Cynthia, Former Director
14 Feb 2017	Form 5: Mayer Joshua, Chief Operating Officer Received 3,750 shares by exercise or conversion · Gave up 1,144 shares to cover exercise price or tax · Received 3,750 shares by exercise or conversion · 1 more
14 Feb 2017	Form 5: Grinis Scott D, Chief Technology Officer Received 2,916 shares by exercise or conversion · Gave up 1,096 shares to cover exercise price or tax · Gave 1,000 shares as a gift · 2 more
14 Feb 2017	Form 5: O'Brien Shelly, Chief Legal Officer Received 2,083 shares by exercise or conversion · Gave up 648 shares to cover exercise price or tax · Received 2,083 shares by exercise or conversion · 1 more
14 Feb 2017	Form 5: Thomas Brandon, Chief Investment Officer Received 1,666 shares by exercise or conversion · Gave up 519 shares to cover exercise price or tax · Received 1,666 shares by exercise or conversion · 1 more
14 Feb 2017	Form 5: Bergman Judson, Director Gave 1,455 shares as a gift
16 Feb 2016	Form 5: Bergman Judson, Director Gave 1,500 shares as a gift
13 Feb 2015	Form 5: Roame Charles, Director Gave 13,956 Director Stock Option (Right to Buy) as a gift ($300K) · Gave 3,857 shares as a gift
13 Feb 2015	Form 5: Bergman Judson, Director Gave 1,100 shares as a gift

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