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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 | 344 | $62.81 | $21,606.60 | (< 1%) 34.77K to 34.43K | |
| 30-May-24 4:05 PM View: | Envestnet, Inc. (ENV) | 28-May-24 | Payment of Exercise | 344 | $68.45 | $23,546.80 | (< 1%) 35.12K to 34.78K | (12%) |
| 06-May-24 4:03 PM View: | Envestnet, Inc. (ENV) | 02-May-24 | Payment of Exercise | 5 | $63.39 | $316.95 | (< 1%) 35.13K to 35.12K | |
| 13-Mar-24 4:26 PM View: | Envestnet, Inc. (ENV) | 11-Mar-24 | Payment of Exercise | 188 | $55.49 | $10,432.10 | (< 1%) 35.31K to 35.13K | |
| 04-Mar-24 5:22 PM View: | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 7,846 | -- | -- | 29% 27.47K to 35.31K | |
| 01-Mar-24 6:19 PM View: | Envestnet, Inc. (ENV) | 28-Feb-24 | Payment of Exercise | 944 | $50.98 | $48,125.10 | (3%) 28.41K to 27.47K | |
| 06-Feb-24 4:04 PM View: | Envestnet, Inc. (ENV) | 02-Feb-24 | Payment of Exercise | 6 | $52.34 | $314.04 | (< 1%) 28.42K to 28.41K | |
| 13-Dec-23 4:02 PM View: | Envestnet, Inc. (ENV) | 11-Dec-23 | Payment of Exercise | 188 | $42.38 | $7,967.44 | (< 1%) 28.61K to 28.42K | |
| 30-Nov-23 4:08 PM View: | Envestnet, Inc. (ENV) | 28-Nov-23 | Payment of Exercise | 185 | $37.18 | $6,878.30 | (< 1%) 28.79K to 28.61K | |
| 06-Nov-23 4:06 PM View: | Envestnet, Inc. (ENV) | 02-Nov-23 | Payment of Exercise | 5 | $37.49 | $187.45 | (< 1%) 28.8K to 28.79K | |
| 13-Sep-23 4:03 PM View: | Envestnet, Inc. (ENV) | 11-Sep-23 | Payment of Exercise | 188 | $50.08 | $9,415.04 | (< 1%) 28.98K to 28.8K | |
| 30-Aug-23 4:43 PM View: | Envestnet, Inc. (ENV) | 28-Aug-23 | Payment of Exercise | 185 | $53.68 | $9,930.80 | (< 1%) 29.17K to 28.98K | |
| 04-Aug-23 4:15 PM View: | Envestnet, Inc. (ENV) | 02-Aug-23 | Payment of Exercise | 5 | $60.43 | $302.15 | (< 1%) 29.18K to 29.17K | |
| 03-Jul-23 4:25 PM View: | Envestnet, Inc. (ENV) | 29-Jun-23 | Sale | 690 | $58.19 | $40,151.10 | (2%) 29.86K to 29.18K | |
| 13-Jun-23 4:40 PM View: | Envestnet, Inc. (ENV) | 09-Jun-23 | Payment of Exercise | 188 | $54.22 | $10,193.40 | (< 1%) 30.05K to 29.86K | |
| 31-May-23 4:18 PM View: | Envestnet, Inc. (ENV) | 26-May-23 | Payment of Exercise | 184 | $52.68 | $9,693.12 | (< 1%) 30.24K to 30.05K | |
| 04-May-23 4:30 PM View: | Envestnet, Inc. (ENV) | 02-May-23 | Payment of Exercise | 5 | $61.51 | $307.55 | (< 1%) 30.24K to 30.24K | |
| 31-Mar-23 4:12 PM View: | Envestnet, Inc. (ENV) | 30-Mar-23 | Sale | 530 | $56.93 | $30,172.90 | (2%) 30.77K to 30.24K | |
| 14-Mar-23 5:09 PM View: | Envestnet, Inc. (ENV) | 10-Mar-23 | Payment of Exercise | 188 | $56.65 | $10,650.20 | (< 1%) 30.96K to 30.77K | |
| 02-Mar-23 6:56 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 6,629 | -- | -- | 26% 25.24K to 31.87K | |
| 02-Mar-23 6:56 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Payment of Exercise | 912 | $62.51 | $57,009.10 | (3%) 31.87K to 30.96K | |
| 06-Feb-23 4:08 PM View: | Envestnet, Inc. (ENV) | 02-Feb-23 | Payment of Exercise | 6 | $68.66 | $411.96 | (< 1%) 25.25K to 25.24K | (12%) |
| 13-Dec-22 4:06 PM View: | Envestnet, Inc. (ENV) | 09-Dec-22 | Payment of Exercise | 189 | $61.20 | $11,566.80 | (< 1%) 25.44K to 25.25K | |
| 30-Nov-22 4:14 PM View: | Envestnet, Inc. (ENV) | 28-Nov-22 | Payment of Exercise | 176 | $57.25 | $10,076.00 | (< 1%) 25.61K to 25.44K | |
| 04-Nov-22 4:05 PM View: | Envestnet, Inc. (ENV) | 02-Nov-22 | Payment of Exercise | 18 | $48.22 | $867.96 | (< 1%) 25.63K to 25.61K | |
| 13-Sep-22 4:26 PM View: | Envestnet, Inc. (ENV) | 09-Sep-22 | Payment of Exercise | 189 | $53.25 | $10,064.20 | (< 1%) 25.82K to 25.63K | |
| 30-Aug-22 4:09 PM View: | Envestnet, Inc. (ENV) | 26-Aug-22 | Payment of Exercise | 176 | $53.81 | $9,470.56 | (< 1%) 26.0K to 25.82K | |
| 24-Aug-22 4:04 PM View: | Envestnet, Inc. (ENV) | 22-Aug-22 | Sale | 1,290 | $56.43 | $72,792.50 | (5%) 27.29K to 26.0K | |
| 14-Jun-22 4:30 PM View: | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 189 | $59.69 | $11,281.40 | (< 1%) 27.48K to 27.29K | |
| 01-Jun-22 4:10 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 176 | $67.09 | $11,807.80 | (< 1%) 27.65K to 27.48K | |
| 29-Mar-22 8:13 PM View: | Envestnet, Inc. (ENV) | 25-Mar-22 | Market Sale | 678 | $73.73 | $49,988.90 | (2%) 28.33K to 27.65K | (4%) |
| 16-Mar-22 4:16 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 754 | $72.86 | $54,936.40 | (3%) 29.08K to 28.33K | (5%) |
| 02-Mar-22 8:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 7,685 | -- | -- | 35% 21.71K to 29.39K | |
| 02-Mar-22 8:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 311 | $74.82 | $23,269.00 | (1%) 29.39K to 29.08K | |
| 30-Nov-21 5:24 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 311 | $76.90 | $23,915.90 | (1%) 22.02K to 21.71K | (< 1%) |
| 03-Sep-21 4:07 PM View: | Envestnet, Inc. (ENV) | 01-Sep-21 | Market Sale | 350 | $79.71 | $27,898.50 | (2%) 22.19K to 21.84K | < 1% |
| 31-Aug-21 4:07 PM View: | Envestnet, Inc. (ENV) | 28-Aug-21 | Payment of Exercise | 311 | $79.45 | $24,708.90 | (1%) 22.5K to 22.19K | < 1% |
| 02-Jun-21 4:31 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 311 | $71.97 | $22,382.70 | (1%) 22.81K to 22.5K | (< 1%) |
| 15-Mar-21 5:10 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 7,825 | -- | -- | 52% 14.99K to 22.81K | |
| 02-Mar-21 8:12 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 970 | $64.02 | $62,099.40 | (6%) 15.96K to 14.99K | (6%) |
| 01-Dec-20 5:50 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 269 | $79.85 | $21,479.70 | (2%) 16.23K to 15.96K | (3%) |
| 02-Sep-20 4:10 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 269 | $82.39 | $22,162.90 | (2%) 16.5K to 16.23K | < 1% |
| 01-Jun-20 7:01 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 268 | $71.99 | $19,293.30 | (2%) 16.77K to 16.5K | (14%) |
| 03-Mar-20 6:44 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 7,287 | -- | -- | 72% 10.15K to 17.43K | |
| 03-Mar-20 6:44 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 669 | $75.48 | $50,496.10 | (4%) 17.43K to 16.77K | (9%) |
| 02-Dec-19 4:37 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 133 | $71.08 | $9,453.64 | (1%) 10.28K to 10.15K | (16%) |
| 30-Aug-19 5:03 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 133 | $55.86 | $7,429.38 | (1%) 10.41K to 10.28K | (47%) |
| 30-May-19 5:25 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 131 | $68.86 | $9,020.66 | (1%) 10.54K to 10.41K | (20%) |
| 04-Mar-19 5:22 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 5,573 | -- | -- | 101% 5.5K to 11.07K | |
| 04-Mar-19 5:22 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Payment of Exercise | 529 | $61.01 | $32,274.30 | (5%) 11.07K to 10.54K | (35%) |