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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Aug-24 4:39 PM View:  | Envestnet, Inc. (ENV) | 28-Aug-24 | Payment of Exercise | 931 | $62.81 | $58,476.10 | (2%) 47.59K to 46.66K | |
| 30-May-24 4:02 PM View: | Envestnet, Inc. (ENV) | 28-May-24 | Payment of Exercise | 212 | $68.45 | $14,511.40 | (< 1%) 47.8K to 47.59K | (12%) |
| 13-Mar-24 4:30 PM View: | Envestnet, Inc. (ENV) | 11-Mar-24 | Payment of Exercise | 549 | $55.49 | $30,464.00 | (1%) 48.35K to 47.8K | |
| 01-Mar-24 6:19 PM View: | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 25,959 | -- | -- | 116% 22.39K to 48.35K | |
| 01-Mar-24 6:19 PM View: | Envestnet, Inc. (ENV) | 28-Feb-24 | Payment of Exercise | 565 | $50.98 | $28,803.70 | (2%) 22.96K to 22.39K | |
| 13-Dec-23 4:06 PM View: | Envestnet, Inc. (ENV) | 11-Dec-23 | Payment of Exercise | 127 | $42.38 | $5,382.26 | (< 1%) 23.09K to 22.96K | |
| 30-Nov-23 4:03 PM View: | Envestnet, Inc. (ENV) | 28-Nov-23 | Payment of Exercise | 123 | $37.18 | $4,573.14 | (< 1%) 23.21K to 23.09K | |
| 13-Sep-23 4:09 PM View: | Envestnet, Inc. (ENV) | 11-Sep-23 | Payment of Exercise | 127 | $50.08 | $6,360.16 | (< 1%) 23.34K to 23.21K | |
| 30-Aug-23 4:38 PM View: | Envestnet, Inc. (ENV) | 28-Aug-23 | Payment of Exercise | 123 | $53.68 | $6,602.64 | (< 1%) 23.46K to 23.34K | |
| 13-Jun-23 4:43 PM View: | Envestnet, Inc. (ENV) | 09-Jun-23 | Payment of Exercise | 127 | $54.22 | $6,885.94 | (< 1%) 23.59K to 23.46K | |
| 31-May-23 4:04 PM View: | Envestnet, Inc. (ENV) | 26-May-23 | Payment of Exercise | 123 | $52.68 | $6,479.64 | (< 1%) 23.71K to 23.59K | |
| 31-Mar-23 4:12 PM View: | Envestnet, Inc. (ENV) | 30-Mar-23 | Sale | 8,800 | $56.84 | $500,192.00 | (27%) 32.51K to 23.71K | |
| 14-Mar-23 5:05 PM View: | Envestnet, Inc. (ENV) | 10-Mar-23 | Payment of Exercise | 127 | $56.65 | $7,194.55 | (< 1%) 32.64K to 32.51K | |
| 02-Mar-23 7:08 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 5,276 | -- | -- | 19% 28.45K to 33.73K | |
| 02-Mar-23 7:08 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Payment of Exercise | 1,090 | $62.51 | $68,135.90 | (3%) 33.73K to 32.64K | |
| 13-Dec-22 4:03 PM View: | Envestnet, Inc. (ENV) | 09-Dec-22 | Payment of Exercise | 127 | $61.20 | $7,772.40 | (< 1%) 28.58K to 28.45K | |
| 30-Nov-22 4:17 PM View: | Envestnet, Inc. (ENV) | 28-Nov-22 | Payment of Exercise | 119 | $57.25 | $6,812.75 | (< 1%) 28.7K to 28.58K | |
| 16-Nov-22 4:06 PM View: | Envestnet, Inc. (ENV) | 14-Nov-22 | Sale (Planned) | 5,358 | $56.00 | $300,048.00 | (16%) 34.05K to 28.7K | |
| 13-Sep-22 4:09 PM View: | Envestnet, Inc. (ENV) | 09-Sep-22 | Payment of Exercise | 127 | $53.25 | $6,762.75 | (< 1%) 34.18K to 34.05K | |
| 30-Aug-22 4:15 PM View: | Envestnet, Inc. (ENV) | 26-Aug-22 | Payment of Exercise | 119 | $53.81 | $6,403.39 | (< 1%) 34.3K to 34.18K | |
| 14-Jun-22 4:22 PM View: | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 127 | $59.69 | $7,580.63 | (< 1%) 34.43K to 34.3K | |
| 01-Jun-22 4:06 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 119 | $67.09 | $7,983.71 | (< 1%) 34.55K to 34.43K | |
| 16-Mar-22 4:16 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 507 | $72.86 | $36,940.00 | (1%) 35.05K to 34.55K | (5%) |
| 02-Mar-22 8:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 5,012 | -- | -- | 17% 30.3K to 35.31K | |
| 02-Mar-22 8:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 256 | $74.82 | $19,153.90 | (< 1%) 35.31K to 35.05K | |
| 30-Nov-21 5:19 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 256 | $76.90 | $19,686.40 | (< 1%) 30.55K to 30.3K | (< 1%) |
| 31-Aug-21 4:05 PM View: | Envestnet, Inc. (ENV) | 28-Aug-21 | Payment of Exercise | 256 | $79.45 | $20,339.20 | (< 1%) 30.81K to 30.55K | < 1% |
| 02-Jun-21 4:35 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 256 | $71.97 | $18,424.30 | (< 1%) 31.07K to 30.81K | (< 1%) |
| 15-Mar-21 5:50 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 5,193 | -- | -- | 20% 25.87K to 31.07K | |
| 02-Mar-21 8:04 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 744 | $64.02 | $47,630.90 | (3%) 26.62K to 25.87K | (6%) |
| 01-Dec-20 5:50 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 271 | $79.85 | $21,639.30 | (1%) 26.89K to 26.62K | (3%) |
| 28-Oct-20 4:23 PM View: | Envestnet, Inc. (ENV) | 26-Oct-20 | Option Exercise | 5,500 | $41.84 | $230,120.00 | 20% 26.89K to 32.39K | |
| 28-Oct-20 4:23 PM View: | Envestnet, Inc. (ENV) | 26-Oct-20 | Market Option Sale (Planned) | 5,500 | $82.99 | $456,445.00 | (17%) 32.39K to 26.89K | < 1% |
| 02-Sep-20 4:09 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 271 | $82.39 | $22,327.70 | (< 1%) 27.16K to 26.89K | < 1% |
| 01-Jun-20 6:58 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 271 | $71.99 | $19,509.30 | (< 1%) 27.43K to 27.16K | (14%) |
| 31-Mar-20 6:49 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 123 | $56.98 | $7,008.54 | (< 1%) 27.55K to 27.43K | (45%) |
| 03-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 4,836 | -- | -- | 21% 23.39K to 28.23K | |
| 03-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 679 | $75.48 | $51,250.90 | (2%) 28.23K to 27.55K | (9%) |
| 15-Jan-20 4:28 PM View: | Envestnet, Inc. (ENV) | 13-Jan-20 | Market Sale (Planned) | 4,500 | $73.11 | $328,995.00 | (16%) 27.89K to 23.39K | (13%) |
| 31-Dec-19 4:36 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 185 | $71.56 | $13,238.60 | (< 1%) 28.08K to 27.89K | (15%) |
| 02-Dec-19 4:39 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 135 | $71.08 | $9,595.80 | (< 1%) 28.21K to 28.08K | (16%) |
| 01-Oct-19 6:03 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 123 | $56.97 | $7,007.31 | (< 1%) 28.34K to 28.21K | (45%) |
| 30-Aug-19 5:05 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 135 | $55.86 | $7,541.10 | (< 1%) 28.47K to 28.34K | (47%) |
| 08-Aug-19 5:08 PM View: | Envestnet, Inc. (ENV) | 06-Aug-19 | Payment of Exercise | 611 | $68.11 | $41,615.20 | (2%) 29.08K to 28.47K | (21%) |
| 03-Jul-19 4:53 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 123 | $68.37 | $8,409.51 | (< 1%) 29.21K to 29.08K | (20%) |
| 30-May-19 5:24 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 135 | $68.86 | $9,296.10 | (< 1%) 29.34K to 29.21K | (20%) |
| 06-May-19 4:43 PM View: | Envestnet, Inc. (ENV) | 02-May-19 | Payment of Exercise | 611 | $71.17 | $43,484.90 | (2%) 29.95K to 29.34K | (16%) |
| 01-Apr-19 9:18 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 123 | $64.65 | $7,951.95 | (< 1%) 30.08K to 29.95K | (27%) |
| 20-Mar-19 5:44 PM View: | Envestnet, Inc. (ENV) | 18-Mar-19 | Market Sale | 11,147 | $66.71 | $743,616.00 | (27%) 41.22K to 30.08K | (23%) |
| 04-Mar-19 5:17 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 5,573 | -- | -- | 15% 36.97K to 42.54K |