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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Jun-22 4:26 PM View:  | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 14,454 | $59.69 | $862,759.00 | (20%) 71.42K to 56.97K | |
| 01-Jun-22 4:13 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 602 | $67.09 | $40,388.20 | (< 1%) 72.02K to 71.42K | |
| 16-Mar-22 4:17 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 3,766 | $72.86 | $274,391.00 | (5%) 75.79K to 72.02K | (5%) |
| 02-Mar-22 8:50 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 27,741 | -- | -- | 52% 53.1K to 80.84K | |
| 02-Mar-22 8:50 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 5,052 | $74.82 | $377,991.00 | (6%) 80.84K to 75.79K | |
| 11-Feb-22 10:00 PM View: | Envestnet, Inc. (ENV) | 29-Dec-21 | Gift | 500 | -- | -- | (< 1%) 53.6K to 53.1K | |
| 29-Dec-21 4:00 PM View: | Envestnet, Inc. (ENV) | 27-Dec-21 | Market Sale | 16,422 | $81.94 | $1,345,620.00 | (23%) 70.02K to 53.6K | (< 1%) |
| 14-Dec-21 4:08 PM View: | Envestnet, Inc. (ENV) | 13-Dec-21 | Payment of Exercise | 1,035 | $78.87 | $81,630.50 | (1%) 71.06K to 70.02K | (< 1%) |
| 30-Nov-21 5:17 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 992 | $76.90 | $76,284.80 | (1%) 72.05K to 71.06K | (< 1%) |
| 14-Sep-21 4:07 PM View: | Envestnet, Inc. (ENV) | 11-Sep-21 | Payment of Exercise | 1,035 | $76.03 | $78,691.00 | (1%) 73.08K to 72.05K | (1%) |
| 31-Aug-21 10:00 PM View: | Envestnet, Inc. (ENV) | 28-Aug-21 | Payment of Exercise | 992 | $79.45 | $78,814.40 | (1%) 74.08K to 73.08K | (< 1%) |
| 03-Aug-21 4:59 PM View: | Envestnet, Inc. (ENV) | 30-Jul-21 | Payment of Exercise | 4,580 | $75.23 | $344,553.00 | (6%) 78.66K to 74.08K | < 1% |
| 15-Jun-21 4:05 PM View: | Envestnet, Inc. (ENV) | 11-Jun-21 | Payment of Exercise | 1,035 | $79.24 | $82,013.40 | (1%) 79.69K to 78.66K | < 1% |
| 02-Jun-21 4:28 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 992 | $71.97 | $71,394.20 | (1%) 80.68K to 79.69K | (< 1%) |
| 15-Mar-21 6:18 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 20,825 | -- | -- | 42% 49.26K to 70.08K | |
| 15-Mar-21 6:18 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Payment of Exercise | 1,035 | $70.29 | $72,750.10 | (1%) 70.08K to 69.05K | |
| 16-Apr-21 10:00 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Grant | 11,637 | -- | -- | 17% 69.05K to 80.68K | |
| 02-Mar-21 8:10 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 2,158 | $64.02 | $138,155.00 | (4%) 51.41K to 49.26K | (6%) |
| 16-Feb-21 10:00 PM View: | Envestnet, Inc. (ENV) | 23-Dec-20 | Gift | 568 | -- | -- | (1%) 51.98K to 51.41K | |
| 16-Dec-20 4:13 PM View: | Envestnet, Inc. (ENV) | 11-Dec-20 | Payment of Exercise | 1,035 | $81.40 | $84,249.00 | (2%) 53.02K to 51.98K | (1%) |
| 01-Dec-20 5:51 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 850 | $79.85 | $67,872.50 | (2%) 53.87K to 53.02K | (3%) |
| 23-Oct-20 7:08 PM View: | Envestnet, Inc. (ENV) | 21-Oct-20 | Market Sale (Planned) | 19,342 | $81.68 | $1,579,870.00 | (26%) 73.21K to 53.87K | (< 1%) |
| 15-Sep-20 4:13 PM View: | Envestnet, Inc. (ENV) | 11-Sep-20 | Payment of Exercise | 1,035 | $75.64 | $78,287.40 | (1%) 74.24K to 73.21K | (9%) |
| 02-Sep-20 4:09 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 850 | $82.39 | $70,031.50 | (1%) 75.09K to 74.24K | < 1% |
| 15-Jun-20 4:13 PM View: | Envestnet, Inc. (ENV) | 11-Jun-20 | Payment of Exercise | 4,139 | $71.72 | $296,849.00 | (5%) 79.23K to 75.09K | (15%) |
| 01-Jun-20 6:59 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 850 | $71.99 | $61,191.50 | (1%) 80.08K to 79.23K | (14%) |
| 31-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 370 | $56.98 | $21,082.60 | (< 1%) 80.45K to 80.08K | (45%) |
| 03-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 10,400 | -- | -- | 15% 71.39K to 81.79K | |
| 03-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 1,340 | $75.48 | $101,143.00 | (2%) 81.79K to 80.45K | (9%) |
| 31-Dec-19 4:36 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 370 | $71.56 | $26,477.20 | (< 1%) 72.47K to 72.1K | (15%) |
| 02-Dec-19 4:39 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 460 | $71.08 | $32,696.80 | (< 1%) 72.93K to 72.47K | (16%) |
| 01-Oct-19 6:05 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 370 | $56.97 | $21,078.90 | (< 1%) 73.3K to 72.93K | (45%) |
| 30-Aug-19 5:03 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 459 | $55.86 | $25,639.70 | (< 1%) 73.76K to 73.3K | (47%) |
| 08-Aug-19 5:08 PM View: | Envestnet, Inc. (ENV) | 06-Aug-19 | Payment of Exercise | 1,476 | $68.11 | $100,530.00 | (2%) 75.23K to 73.76K | (21%) |
| 03-Jul-19 4:55 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 370 | $68.37 | $25,296.90 | (< 1%) 75.61K to 75.23K | (20%) |
| 14-Feb-20 10:00 PM View: | Envestnet, Inc. (ENV) | 26-Jun-19 | Gift | 707 | -- | -- | (< 1%) 72.1K to 71.39K | |
| 13-Jun-19 7:11 PM View: | Envestnet, Inc. (ENV) | 11-Jun-19 | Grant | 31,552 | -- | -- | 72% 44.05K to 75.61K | |
| 30-May-19 5:23 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 459 | $68.86 | $31,606.70 | (1%) 44.51K to 44.05K | (20%) |
| 07-May-19 4:27 PM View: | Envestnet, Inc. (ENV) | 03-May-19 | Market Sale (Planned) | 4,805 | $71.21 | $342,164.00 | (10%) 49.32K to 44.51K | (16%) |
| 06-May-19 4:44 PM View: | Envestnet, Inc. (ENV) | 02-May-19 | Payment of Exercise | 1,383 | $71.17 | $98,428.10 | (3%) 50.7K to 49.32K | (16%) |
| 01-Apr-19 5:18 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 268 | $64.65 | $17,326.20 | (< 1%) 50.97K to 50.7K | (27%) |
| 22-Mar-19 5:52 PM View: | Envestnet, Inc. (ENV) | 21-Mar-19 | Option Exercise | 12,803 | $45.88 | $587,370.00 | 25% 50.97K to 63.77K | |
| 22-Mar-19 5:52 PM View: | Envestnet, Inc. (ENV) | 21-Mar-19 | Market Option Sale | 7,438 | $65.14 | $484,533.00 | (12%) 63.77K to 56.33K | (26%) |
| 22-Mar-19 5:52 PM View: | Envestnet, Inc. (ENV) | 21-Mar-19 | Market Sale | 5,365 | $65.14 | $349,492.00 | (10%) 56.33K to 50.97K | (26%) |
| 22-Mar-19 5:52 PM View: | Envestnet, Inc. (ENV) | 20-Mar-19 | Market Option Sale | 5,365 | $65.09 | $349,208.00 | (10%) 56.33K to 50.97K | (27%) |