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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Sep-23 4:06 PM View:  | Envestnet, Inc. (ENV) | 11-Sep-23 | Payment of Exercise | 473 | $50.08 | $23,687.80 | (< 1%) 119.51K to 119.04K | |
| 30-Aug-23 4:41 PM View: | Envestnet, Inc. (ENV) | 28-Aug-23 | Payment of Exercise | 494 | $53.68 | $26,517.90 | (< 1%) 120.01K to 119.51K | |
| 13-Jun-23 4:44 PM View: | Envestnet, Inc. (ENV) | 09-Jun-23 | Payment of Exercise | 473 | $54.22 | $25,646.10 | (< 1%) 120.48K to 120.01K | |
| 31-May-23 4:11 PM View: | Envestnet, Inc. (ENV) | 26-May-23 | Payment of Exercise | 494 | $52.68 | $26,023.90 | (< 1%) 120.97K to 120.48K | |
| 14-Mar-23 5:03 PM View: | Envestnet, Inc. (ENV) | 10-Mar-23 | Payment of Exercise | 473 | $56.65 | $26,795.50 | (< 1%) 121.45K to 120.97K | |
| 02-Mar-23 6:52 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 13,738 | -- | -- | 12% 110.98K to 124.72K | |
| 02-Mar-23 6:52 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Payment of Exercise | 3,271 | $62.51 | $204,470.00 | (3%) 124.72K to 121.45K | |
| 28-Feb-23 4:09 PM View: | Envestnet, Inc. (ENV) | 24-Feb-23 | Option Exercise | 8,000 | $15.34 | $122,720.00 | 8% 102.98K to 110.98K | |
| 13-Dec-22 4:08 PM View: | Envestnet, Inc. (ENV) | 09-Dec-22 | Payment of Exercise | 473 | $61.20 | $28,947.60 | (< 1%) 103.45K to 102.98K | |
| 30-Nov-22 4:08 PM View: | Envestnet, Inc. (ENV) | 28-Nov-22 | Payment of Exercise | 441 | $57.25 | $25,247.20 | (< 1%) 103.89K to 103.45K | |
| 13-Sep-22 4:03 PM View: | Envestnet, Inc. (ENV) | 09-Sep-22 | Payment of Exercise | 473 | $53.25 | $25,187.20 | (< 1%) 104.37K to 103.89K | |
| 30-Aug-22 4:06 PM View: | Envestnet, Inc. (ENV) | 26-Aug-22 | Payment of Exercise | 441 | $53.81 | $23,730.20 | (< 1%) 104.81K to 104.37K | |
| 14-Jun-22 4:32 PM View: | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 473 | $59.69 | $28,233.40 | (< 1%) 105.28K to 104.81K | |
| 01-Jun-22 4:19 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 441 | $67.09 | $29,586.70 | (< 1%) 105.72K to 105.28K | |
| 16-Mar-22 4:17 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 1,891 | $72.86 | $137,778.00 | (2%) 107.61K to 105.72K | (5%) |
| 02-Mar-22 8:48 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 22,273 | -- | -- | 25% 90.05K to 112.32K | |
| 02-Mar-22 8:48 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 4,710 | $74.82 | $352,402.00 | (4%) 112.32K to 107.61K | |
| 24-Feb-22 4:22 PM View: | Envestnet, Inc. (ENV) | 22-Feb-22 | Option Exercise | 10,195 | $12.45 | $126,928.00 | 13% 79.86K to 90.05K | |
| 30-Nov-21 5:21 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 762 | $76.90 | $58,597.80 | (< 1%) 80.62K to 79.86K | (< 1%) |
| 02-Jun-21 4:24 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 761 | $71.97 | $54,769.20 | (< 1%) 82.14K to 81.38K | (< 1%) |
| 17-Mar-21 5:13 PM View: | Envestnet, Inc. (ENV) | 15-Mar-21 | Grant | 5,910 | -- | -- | 7% 78.85K to 84.76K | |
| 17-Mar-21 5:13 PM View: | Envestnet, Inc. (ENV) | 15-Mar-21 | Payment of Exercise | 2,619 | $71.01 | $185,975.00 | (3%) 84.76K to 82.14K | |
| 15-Mar-21 4:59 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 12,804 | -- | -- | 19% 66.04K to 78.85K | |
| 02-Mar-21 8:07 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 2,414 | $64.02 | $154,544.00 | (4%) 68.46K to 66.04K | |
| 02-Mar-21 8:07 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Option Exercise | 10,000 | $12.55 | $125,500.00 | 17% 58.46K to 68.46K | |
| 01-Dec-20 5:51 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 802 | $79.85 | $64,039.70 | (1%) 59.26K to 58.46K | (3%) |
| 02-Sep-20 4:11 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 802 | $82.39 | $66,076.80 | (1%) 60.06K to 59.26K | < 1% |
| 01-Jun-20 7:01 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 802 | $71.99 | $57,736.00 | (1%) 60.86K to 60.06K | (14%) |
| 31-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 427 | $56.98 | $24,330.50 | (< 1%) 61.29K to 60.86K | (45%) |
| 03-Mar-20 6:45 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 11,924 | -- | -- | 23% 51.13K to 63.05K | |
| 03-Mar-20 6:45 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 1,763 | $75.48 | $133,071.00 | (3%) 63.05K to 61.29K | (9%) |
| 24-Jan-20 4:11 PM View: | Envestnet, Inc. (ENV) | 22-Jan-20 | Option Exercise | 3,000 | $9.00 | $27,000.00 | 6% 51.84K to 54.84K | |
| 24-Jan-20 4:11 PM View: | Envestnet, Inc. (ENV) | 22-Jan-20 | Market Option Sale (Planned) | 3,000 | $71.28 | $213,840.00 | (5%) 54.84K to 51.84K | (16%) |
| 17-Jan-20 4:11 PM View: | Envestnet, Inc. (ENV) | 15-Jan-20 | Option Exercise | 5,000 | $9.00 | $45,000.00 | 10% 51.84K to 56.84K | |
| 17-Jan-20 4:11 PM View: | Envestnet, Inc. (ENV) | 15-Jan-20 | Market Option Sale (Planned) | 5,000 | $74.25 | $371,250.00 | (9%) 56.84K to 51.84K | (11%) |
| 10-Jan-20 4:13 PM View: | Envestnet, Inc. (ENV) | 08-Jan-20 | Option Exercise | 5,000 | $9.00 | $45,000.00 | 10% 51.84K to 56.84K | |
| 10-Jan-20 4:13 PM View: | Envestnet, Inc. (ENV) | 08-Jan-20 | Market Option Sale (Planned) | 5,000 | $72.67 | $363,350.00 | (9%) 56.84K to 51.84K | (13%) |
| 06-Jan-20 4:15 PM View: | Envestnet, Inc. (ENV) | 02-Jan-20 | Option Exercise | 5,000 | $9.00 | $45,000.00 | 10% 51.84K to 56.84K | |
| 06-Jan-20 4:15 PM View: | Envestnet, Inc. (ENV) | 02-Jan-20 | Market Option Sale (Planned) | 5,000 | $70.00 | $350,000.00 | (9%) 56.84K to 51.84K | (18%) |
| 31-Dec-19 4:37 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 427 | $71.56 | $30,556.10 | (< 1%) 52.27K to 51.84K | (15%) |
| 30-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 26-Dec-19 | Option Exercise | 8,000 | $9.00 | $72,000.00 | 15% 52.27K to 60.27K | |
| 30-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 26-Dec-19 | Market Option Sale (Planned) | 8,000 | $71.02 | $568,160.00 | (13%) 60.27K to 52.27K | (16%) |
| 14-Feb-20 10:00 PM View: | Envestnet, Inc. (ENV) | 23-Dec-19 | Gift | 740 | -- | -- | (1%) 51.87K to 51.13K | |
| 20-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 18-Dec-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 19% 52.27K to 62.27K | |
| 20-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 18-Dec-19 | Market Option Sale (Planned) | 10,000 | $70.45 | $704,500.00 | (16%) 62.27K to 52.27K | (17%) |
| 13-Dec-19 4:08 PM View: | Envestnet, Inc. (ENV) | 11-Dec-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 19% 52.27K to 62.27K | |
| 13-Dec-19 4:08 PM View: | Envestnet, Inc. (ENV) | 11-Dec-19 | Market Option Sale (Planned) | 10,000 | $72.05 | $720,500.00 | (16%) 62.27K to 52.27K | (14%) |
| 06-Dec-19 4:09 PM View: | Envestnet, Inc. (ENV) | 04-Dec-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 19% 52.27K to 62.27K | |
| 06-Dec-19 4:09 PM View: | Envestnet, Inc. (ENV) | 04-Dec-19 | Market Option Sale (Planned) | 10,000 | $70.34 | $703,400.00 | (16%) 62.27K to 52.27K | (17%) |
| 02-Dec-19 4:38 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 480 | $71.08 | $34,118.40 | (< 1%) 52.75K to 52.27K | (16%) |