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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Aug-24 4:38 PM View:  | Envestnet, Inc. (ENV) | 28-Aug-24 | Payment of Exercise | 108 | $62.81 | $6,783.48 | (< 1%) 15.1K to 15.0K | |
| 30-May-24 4:03 PM View: | Envestnet, Inc. (ENV) | 28-May-24 | Payment of Exercise | 108 | $68.45 | $7,392.60 | (< 1%) 15.21K to 15.1K | (12%) |
| 27-Mar-24 4:03 PM View: | Envestnet, Inc. (ENV) | 25-Mar-24 | Sale | 700 | $56.92 | $39,844.00 | (4%) 15.91K to 15.21K | |
| 13-Mar-24 4:28 PM View: | Envestnet, Inc. (ENV) | 11-Mar-24 | Payment of Exercise | 72 | $55.49 | $3,995.28 | (< 1%) 15.98K to 15.91K | |
| 04-Mar-24 5:25 PM View: | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 2,570 | -- | -- | 19% 13.41K to 15.98K | |
| 01-Mar-24 6:19 PM View: | Envestnet, Inc. (ENV) | 28-Feb-24 | Payment of Exercise | 309 | $50.98 | $15,752.80 | (2%) 13.72K to 13.41K | |
| 13-Dec-23 4:07 PM View: | Envestnet, Inc. (ENV) | 11-Dec-23 | Payment of Exercise | 60 | $42.38 | $2,542.80 | (< 1%) 13.78K to 13.72K | |
| 30-Nov-23 4:10 PM View: | Envestnet, Inc. (ENV) | 28-Nov-23 | Payment of Exercise | 58 | $37.18 | $2,156.44 | (< 1%) 13.84K to 13.78K | |
| 13-Sep-23 4:08 PM View: | Envestnet, Inc. (ENV) | 11-Sep-23 | Payment of Exercise | 60 | $50.08 | $3,004.80 | (< 1%) 13.9K to 13.84K | |
| 30-Aug-23 4:40 PM View: | Envestnet, Inc. (ENV) | 28-Aug-23 | Payment of Exercise | 58 | $53.68 | $3,113.44 | (< 1%) 13.96K to 13.9K | |
| 13-Jun-23 4:46 PM View: | Envestnet, Inc. (ENV) | 09-Jun-23 | Payment of Exercise | 60 | $54.22 | $3,253.20 | (< 1%) 14.02K to 13.96K | |
| 31-May-23 4:08 PM View: | Envestnet, Inc. (ENV) | 26-May-23 | Payment of Exercise | 58 | $52.68 | $3,055.44 | (< 1%) 14.08K to 14.02K | |
| 23-May-23 4:45 PM View: | Envestnet, Inc. (ENV) | 19-May-23 | Sale | 4,000 | $54.74 | $218,960.00 | (22%) 18.08K to 14.08K | |
| 14-Mar-23 5:04 PM View: | Envestnet, Inc. (ENV) | 10-Mar-23 | Payment of Exercise | 59 | $56.65 | $3,342.35 | (< 1%) 18.14K to 18.08K | |
| 02-Mar-23 6:58 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 2,075 | -- | -- | 13% 16.4K to 18.48K | |
| 02-Mar-23 6:58 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Payment of Exercise | 339 | $62.51 | $21,190.90 | (2%) 18.48K to 18.14K | |
| 13-Dec-22 4:14 PM View: | Envestnet, Inc. (ENV) | 09-Dec-22 | Payment of Exercise | 60 | $61.20 | $3,672.00 | (< 1%) 16.46K to 16.4K | |
| 30-Nov-22 4:12 PM View: | Envestnet, Inc. (ENV) | 28-Nov-22 | Payment of Exercise | 52 | $57.25 | $2,977.00 | (< 1%) 16.51K to 16.46K | |
| 13-Sep-22 4:14 PM View: | Envestnet, Inc. (ENV) | 09-Sep-22 | Payment of Exercise | 60 | $53.25 | $3,195.00 | (< 1%) 16.57K to 16.51K | |
| 30-Aug-22 4:11 PM View: | Envestnet, Inc. (ENV) | 26-Aug-22 | Payment of Exercise | 52 | $53.81 | $2,798.12 | (< 1%) 16.62K to 16.57K | |
| 30-Jun-22 4:12 PM View: | Envestnet, Inc. (ENV) | 28-Jun-22 | Sale | 200 | $53.79 | $10,758.00 | (1%) 16.82K to 16.62K | |
| 14-Jun-22 4:34 PM View: | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 60 | $59.69 | $3,581.40 | (< 1%) 16.88K to 16.82K | |
| 01-Jun-22 4:08 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 52 | $67.09 | $3,488.68 | (< 1%) 16.94K to 16.88K | |
| 23-Mar-22 7:07 PM View: | Envestnet, Inc. (ENV) | 21-Mar-22 | Market Sale | 400 | $75.33 | $30,132.00 | (2%) 17.34K to 16.94K | (2%) |
| 16-Mar-22 4:16 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 249 | $72.86 | $18,142.10 | (1%) 17.59K to 17.34K | (5%) |
| 02-Mar-22 8:49 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 2,406 | -- | -- | 16% 15.32K to 17.72K | |
| 02-Mar-22 8:49 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 138 | $74.82 | $10,325.20 | (< 1%) 17.72K to 17.59K | |
| 30-Nov-21 5:27 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 117 | $76.90 | $8,997.30 | (< 1%) 15.43K to 15.32K | (< 1%) |
| 31-Aug-21 4:03 PM View: | Envestnet, Inc. (ENV) | 28-Aug-21 | Payment of Exercise | 116 | $79.45 | $9,216.20 | (< 1%) 15.55K to 15.43K | < 1% |
| 02-Jun-21 4:14 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 116 | $71.97 | $8,348.52 | (< 1%) 15.67K to 15.55K | (< 1%) |
| 15-Mar-21 6:03 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 2,490 | -- | -- | 19% 13.18K to 15.67K | |
| 02-Mar-21 8:00 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 405 | $64.02 | $25,928.10 | (3%) 13.58K to 13.18K | (6%) |
| 01-Dec-20 5:51 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 151 | $79.85 | $12,057.30 | (1%) 13.73K to 13.58K | (3%) |
| 02-Sep-20 4:09 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 151 | $82.39 | $12,440.90 | (1%) 13.88K to 13.73K | < 1% |
| 01-Jun-20 7:00 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 151 | $71.99 | $10,870.50 | (1%) 14.03K to 13.88K | (14%) |
| 31-Mar-20 6:48 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 76 | $56.98 | $4,330.48 | (< 1%) 14.11K to 14.03K | (45%) |
| 03-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,120 | -- | -- | 17% 12.38K to 14.5K | |
| 03-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 389 | $75.48 | $29,361.70 | (3%) 14.5K to 14.11K | (9%) |
| 31-Dec-19 4:35 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 78 | $71.56 | $5,581.68 | (< 1%) 12.46K to 12.38K | (15%) |
| 18-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 16-Dec-19 | Market Sale | 1,400 | $70.72 | $99,008.00 | (10%) 13.86K to 12.46K | (16%) |
| 02-Dec-19 4:38 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 86 | $71.08 | $6,112.88 | (< 1%) 13.94K to 13.86K | (16%) |
| 01-Oct-19 6:02 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 78 | $56.97 | $4,443.66 | (< 1%) 14.02K to 13.94K | (45%) |
| 30-Aug-19 5:04 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 86 | $55.86 | $4,803.96 | (< 1%) 14.11K to 14.02K | (47%) |
| 03-Jul-19 4:54 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 78 | $68.37 | $5,332.86 | (< 1%) 14.19K to 14.11K | (20%) |
| 30-May-19 5:26 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 83 | $68.86 | $5,715.38 | (< 1%) 14.27K to 14.19K | (20%) |
| 01-Apr-19 9:38 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 78 | $64.65 | $5,042.70 | (< 1%) 14.35K to 14.27K | (27%) |
| 20-Mar-19 5:43 PM View: | Envestnet, Inc. (ENV) | 19-Mar-19 | Option Exercise | 3,500 | $9.64 | $33,725.00 | 24% 14.35K to 17.85K | |
| 20-Mar-19 5:43 PM View: | Envestnet, Inc. (ENV) | 19-Mar-19 | Market Option Sale | 3,500 | $66.78 | $233,720.00 | (20%) 17.85K to 14.35K | (23%) |
| 04-Mar-19 5:17 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 2,688 | -- | -- | 22% 12.08K to 14.77K | |
| 04-Mar-19 5:17 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Payment of Exercise | 421 | $61.01 | $25,685.20 | (3%) 14.77K to 14.35K | (35%) |