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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 23-Oct-20 8:08 PM View:  | Envestnet, Inc. (ENV) | 21-Oct-20 | Option Exercise | 40,801 | $23.67 | $965,567.00 | 14% 282.64K to 323.44K | |
| 23-Oct-20 8:08 PM View: | Envestnet, Inc. (ENV) | 21-Oct-20 | Market Option Sale | 40,801 | $81.67 | $3,332,080.00 | (13%) 323.44K to 282.64K | (< 1%) |
| 02-Sep-20 4:10 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 464 | $82.39 | $38,229.00 | (< 1%) 283.1K to 282.64K | < 1% |
| 05-Jun-20 4:21 PM View: | Envestnet, Inc. (ENV) | 03-Jun-20 | Option Exercise | 3,367 | $9.00 | $30,303.00 | 1% 283.1K to 286.47K | |
| 05-Jun-20 4:21 PM View: | Envestnet, Inc. (ENV) | 03-Jun-20 | Market Option Sale (Planned) | 3,367 | $75.68 | $254,806.00 | (1%) 286.47K to 283.1K | (9%) |
| 03-Jun-20 6:23 PM View: | Envestnet, Inc. (ENV) | 01-Jun-20 | Option Exercise | 10,535 | $9.00 | $94,815.00 | 4% 283.1K to 293.64K | |
| 03-Jun-20 6:23 PM View: | Envestnet, Inc. (ENV) | 01-Jun-20 | Market Option Sale (Planned) | 10,535 | $74.12 | $780,854.00 | (4%) 293.64K to 283.1K | (11%) |
| 01-Jun-20 7:01 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 307 | $71.99 | $22,100.90 | (< 1%) 296.51K to 296.2K | (14%) |
| 01-Jun-20 7:01 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Option Exercise | 13,098 | $9.00 | $117,882.00 | 5% 283.41K to 296.51K | |
| 01-Jun-20 7:01 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Market Option Sale (Planned) | 13,098 | $74.38 | $974,229.00 | (4%) 296.2K to 283.1K | (11%) |
| 31-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 124 | $56.98 | $7,065.52 | (< 1%) 283.53K to 283.41K | (45%) |
| 03-Mar-20 6:44 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 6,293 | -- | -- | 2% 278.03K to 284.32K | |
| 03-Mar-20 6:44 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 788 | $75.48 | $59,478.20 | (< 1%) 284.32K to 283.53K | (9%) |
| 31-Dec-19 4:34 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 188 | $71.56 | $13,453.30 | (< 1%) 278.22K to 278.03K | (15%) |
| 02-Dec-19 4:38 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 212 | $71.08 | $15,069.00 | (< 1%) 278.43K to 278.22K | (16%) |
| 01-Oct-19 6:01 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 179 | $56.97 | $10,197.60 | (< 1%) 278.61K to 278.43K | (45%) |
| 30-Aug-19 5:02 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 212 | $55.86 | $11,842.30 | (< 1%) 278.82K to 278.61K | (47%) |
| 08-Aug-19 5:08 PM View: | Envestnet, Inc. (ENV) | 06-Aug-19 | Payment of Exercise | 706 | $68.11 | $48,085.70 | (< 1%) 279.53K to 278.82K | (21%) |
| 03-Jul-19 4:52 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 179 | $68.37 | $12,238.20 | (< 1%) 279.7K to 279.53K | (20%) |
| 01-Jul-19 4:39 PM View: | Envestnet, Inc. (ENV) | 27-Jun-19 | Market Sale | 961 | $67.46 | $64,829.10 | (< 1%) 280.67K to 279.7K | (22%) |
| 30-May-19 5:27 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 212 | $68.86 | $14,598.30 | (< 1%) 280.88K to 280.67K | (20%) |
| 06-May-19 4:43 PM View: | Envestnet, Inc. (ENV) | 02-May-19 | Payment of Exercise | 706 | $71.17 | $50,246.00 | (< 1%) 281.58K to 280.88K | (16%) |
| 01-Apr-19 9:39 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 124 | $64.65 | $8,016.60 | (< 1%) 281.71K to 281.58K | (27%) |
| 04-Mar-19 5:19 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 6,556 | -- | -- | 2% 276.38K to 282.93K | |
| 04-Mar-19 5:19 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Payment of Exercise | 647 | $61.01 | $39,473.50 | (< 1%) 282.93K to 282.29K | (35%) |
| 19-Mar-19 5:54 PM View: | Envestnet, Inc. (ENV) | 01-Feb-19 | Payment of Exercise | 577 | $55.12 | $31,804.20 | (< 1%) 282.29K to 281.71K | (49%) |
| 02-Jan-19 4:09 PM View: | Envestnet, Inc. (ENV) | 28-Dec-18 | Payment of Exercise | 124 | $48.94 | $6,068.56 | (< 1%) 276.5K to 276.38K | (68%) |
| 03-Dec-18 4:26 PM View: | Envestnet, Inc. (ENV) | 29-Nov-18 | Payment of Exercise | 61 | $54.66 | $3,334.26 | (< 1%) 276.56K to 276.5K | (51%) |
| 06-Nov-18 4:06 PM View: | Envestnet, Inc. (ENV) | 02-Nov-18 | Payment of Exercise | 489 | $52.12 | $25,486.70 | (< 1%) 277.05K to 276.56K | (58%) |
| 02-Oct-18 5:18 PM View: | Envestnet, Inc. (ENV) | 28-Sep-18 | Payment of Exercise | 124 | $60.95 | $7,557.80 | (< 1%) 277.17K to 277.05K | (35%) |
| 31-Aug-18 4:07 PM View: | Envestnet, Inc. (ENV) | 29-Aug-18 | Payment of Exercise | 61 | $62.85 | $3,833.85 | (< 1%) 277.24K to 277.17K | (31%) |
| 06-Aug-18 4:07 PM View: | Envestnet, Inc. (ENV) | 02-Aug-18 | Payment of Exercise | 489 | $59.85 | $29,266.60 | (< 1%) 277.72K to 277.24K | (38%) |
| 02-Jul-18 4:26 PM View: | Envestnet, Inc. (ENV) | 28-Jun-18 | Payment of Exercise | 124 | $56.20 | $6,968.80 | (< 1%) 277.85K to 277.72K | (47%) |
| 31-May-18 4:33 PM View: | Envestnet, Inc. (ENV) | 29-May-18 | Payment of Exercise | 61 | $54.55 | $3,327.55 | (< 1%) 277.91K to 277.85K | (51%) |
| 04-May-18 4:09 PM View: | Envestnet, Inc. (ENV) | 02-May-18 | Payment of Exercise | 489 | $56.85 | $27,799.60 | (< 1%) 278.4K to 277.91K | (45%) |
| 30-Mar-18 4:01 PM View: | Envestnet, Inc. (ENV) | 28-Mar-18 | Payment of Exercise | 495 | $57.35 | $28,388.20 | (< 1%) 278.89K to 278.4K | (44%) |
| 02-Mar-18 4:31 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Grant | 6,000 | -- | -- | 2% 273.27K to 279.27K | |
| 02-Mar-18 4:31 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Payment of Exercise | 374 | $55.10 | $20,607.40 | (< 1%) 279.27K to 278.89K | (49%) |
| 06-Feb-18 4:08 PM View: | Envestnet, Inc. (ENV) | 02-Feb-18 | Payment of Exercise | 577 | $52.75 | $30,436.80 | (< 1%) 273.84K to 273.27K | (56%) |
| 01-Dec-17 4:06 PM View: | Envestnet, Inc. (ENV) | 29-Nov-17 | Payment of Exercise | 67 | $48.40 | $3,242.80 | (< 1%) 273.91K to 273.84K | (70%) |
| 06-Nov-17 4:06 PM View: | Envestnet, Inc. (ENV) | 02-Nov-17 | Payment of Exercise | 539 | $53.70 | $28,944.30 | (< 1%) 274.45K to 273.91K | (53%) |
| 06-Nov-17 4:06 PM View: | Envestnet, Inc. (ENV) | 02-Nov-17 | Option Exercise | 1,667 | -- | -- | < 1% 272.78K to 274.45K | |
| 31-Aug-17 5:13 PM View: | Envestnet, Inc. (ENV) | 29-Aug-17 | Payment of Exercise | 67 | $42.65 | $2,857.55 | (< 1%) 253.81K to 253.75K | (93%) |
| 31-Aug-17 5:13 PM View: | Envestnet, Inc. (ENV) | 29-Aug-17 | Option Exercise | 205 | -- | -- | < 1% 253.61K to 253.81K | |
| 04-Aug-17 4:28 PM View: | Envestnet, Inc. (ENV) | 02-Aug-17 | Payment of Exercise | 519 | -- | -- | (< 1%) 254.13K to 253.61K | |
| 04-Aug-17 4:28 PM View: | Envestnet, Inc. (ENV) | 02-Aug-17 | Option Exercise | 1,666 | -- | -- | < 1% 252.46K to 254.13K | |
| 31-May-17 6:48 PM View: | Envestnet, Inc. (ENV) | 29-May-17 | Payment of Exercise | 64 | -- | -- | (< 1%) 252.52K to 252.46K | |
| 31-May-17 6:48 PM View: | Envestnet, Inc. (ENV) | 29-May-17 | Option Exercise | 205 | -- | -- | < 1% 252.32K to 252.52K | |
| 03-May-17 5:39 PM View: | Envestnet, Inc. (ENV) | 02-May-17 | Payment of Exercise | 519 | -- | -- | (< 1%) 252.84K to 252.32K | |
| 03-May-17 5:39 PM View: | Envestnet, Inc. (ENV) | 02-May-17 | Option Exercise | 1,666 | -- | -- | < 1% 251.17K to 252.84K |