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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Sep-20 4:09 PM View:  | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 264 | $82.39 | $21,751.00 | (< 1%) 37.48K to 37.22K | < 1% |
| 01-Jun-20 6:59 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 263 | $71.99 | $18,933.40 | (< 1%) 37.75K to 37.48K | (14%) |
| 31-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 154 | $56.98 | $8,774.92 | (< 1%) 37.9K to 37.75K | (45%) |
| 03-Mar-20 6:43 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,981 | -- | -- | 8% 35.49K to 38.47K | |
| 03-Mar-20 6:43 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 570 | $75.48 | $43,023.60 | (1%) 38.47K to 37.9K | (9%) |
| 29-Jan-20 4:25 PM View: | Envestnet, Inc. (ENV) | 27-Jan-20 | Market Sale (Planned) | 15,000 | $72.01 | $1,080,100.00 | (23%) 65.49K to 50.49K | (14%) |
| 23-Jan-20 4:17 PM View: | Envestnet, Inc. (ENV) | 21-Jan-20 | Market Sale (Planned) | 30,000 | $71.27 | $2,138,090.00 | (31%) 95.49K to 65.49K | (16%) |
| 15-Jan-20 4:28 PM View: | Envestnet, Inc. (ENV) | 13-Jan-20 | Market Sale (Planned) | 30,000 | $73.62 | $2,208,630.00 | (24%) 125.49K to 95.49K | (12%) |
| 08-Jan-20 5:40 PM View: | Envestnet, Inc. (ENV) | 06-Jan-20 | Market Sale | 23,403 | $72.07 | $1,686,650.00 | (15%) 155.49K to 132.09K | (14%) |
| 08-Jan-20 5:40 PM View: | Envestnet, Inc. (ENV) | 06-Jan-20 | Market Sale (Planned) | 6,597 | $71.28 | $470,234.00 | (5%) 132.09K to 125.49K | (16%) |
| 31-Dec-19 4:36 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 238 | $71.56 | $17,031.30 | (< 1%) 155.73K to 155.49K | (15%) |
| 26-Dec-19 4:11 PM View: | Envestnet, Inc. (ENV) | 23-Dec-19 | Market Sale | 15,000 | $71.39 | $1,070,850.00 | (9%) 170.73K to 155.73K | (15%) |
| 14-Feb-20 10:00 PM View: | Envestnet, Inc. (ENV) | 04-Dec-19 | Gift | 15,000 | -- | -- | (10%) 155.49K to 140.49K | |
| 06-Dec-19 4:09 PM View: | Envestnet, Inc. (ENV) | 04-Dec-19 | Option Exercise | 18,195 | $13.72 | $249,648.00 | 11% 170.73K to 188.92K | |
| 06-Dec-19 4:09 PM View: | Envestnet, Inc. (ENV) | 04-Dec-19 | Market Option Sale | 18,195 | $71.33 | $1,297,930.00 | (10%) 188.92K to 170.73K | (15%) |
| 02-Dec-19 4:36 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 249 | $71.08 | $17,698.90 | (< 1%) 170.98K to 170.73K | (16%) |
| 02-Dec-19 4:21 PM View: | Envestnet, Inc. (ENV) | 27-Nov-19 | Option Exercise | 10,000 | $12.55 | $125,500.00 | 6% 170.98K to 180.98K | |
| 02-Dec-19 4:21 PM View: | Envestnet, Inc. (ENV) | 27-Nov-19 | Market Option Sale | 10,000 | $70.55 | $705,500.00 | (6%) 180.98K to 170.98K | (17%) |
| 29-Nov-19 4:14 PM View: | Envestnet, Inc. (ENV) | 26-Nov-19 | Market Sale | 17,410 | $68.45 | $1,191,710.00 | (9%) 188.39K to 170.98K | (20%) |
| 21-Nov-19 4:33 PM View: | Envestnet, Inc. (ENV) | 20-Nov-19 | Option Exercise | 11,000 | $9.00 | $99,000.00 | 6% 188.39K to 199.39K | |
| 21-Nov-19 4:33 PM View: | Envestnet, Inc. (ENV) | 20-Nov-19 | Market Option Sale (Planned) | 11,000 | $64.99 | $714,890.00 | (6%) 199.39K to 188.39K | (27%) |
| 21-Nov-19 4:33 PM View: | Envestnet, Inc. (ENV) | 19-Nov-19 | Option Exercise | 15,000 | $9.00 | $135,000.00 | 8% 188.39K to 203.39K | |
| 21-Nov-19 4:33 PM View: | Envestnet, Inc. (ENV) | 19-Nov-19 | Market Option Sale (Planned) | 15,000 | $64.93 | $973,950.00 | (7%) 203.39K to 188.39K | (27%) |
| 01-Oct-19 6:03 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 238 | $56.97 | $13,558.90 | (< 1%) 188.63K to 188.39K | (45%) |
| 30-Aug-19 5:03 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 248 | $55.86 | $13,853.30 | (< 1%) 188.87K to 188.63K | (47%) |
| 08-Aug-19 5:07 PM View: | Envestnet, Inc. (ENV) | 06-Aug-19 | Payment of Exercise | 1,240 | $68.11 | $84,456.40 | (< 1%) 190.11K to 188.87K | (21%) |
| 03-Jul-19 4:54 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 238 | $68.37 | $16,272.10 | (< 1%) 190.35K to 190.11K | (20%) |
| 02-Jul-19 4:05 PM View: | Envestnet, Inc. (ENV) | 28-Jun-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 5% 190.35K to 200.35K | |
| 02-Jul-19 4:05 PM View: | Envestnet, Inc. (ENV) | 28-Jun-19 | Market Option Sale | 10,000 | $68.40 | $684,000.00 | (5%) 200.35K to 190.35K | (20%) |
| 30-May-19 5:24 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 248 | $68.86 | $17,077.30 | (< 1%) 190.6K to 190.35K | (20%) |
| 06-May-19 4:45 PM View: | Envestnet, Inc. (ENV) | 02-May-19 | Payment of Exercise | 1,240 | $71.17 | $88,250.80 | (< 1%) 191.84K to 190.6K | (16%) |
| 01-Apr-19 9:40 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 165 | $64.65 | $10,667.20 | (< 1%) 202.0K to 201.84K | (27%) |
| 01-Apr-19 9:40 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 5% 192.0K to 202.0K | |
| 01-Apr-19 9:40 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Market Option Sale (Planned) | 10,000 | $64.50 | $645,000.00 | (5%) 201.84K to 191.84K | (28%) |
| 28-Mar-19 5:27 PM View: | Envestnet, Inc. (ENV) | 26-Mar-19 | Option Exercise | 10,000 | $9.00 | $90,000.00 | 5% 192.0K to 202.0K | |
| 28-Mar-19 5:27 PM View: | Envestnet, Inc. (ENV) | 26-Mar-19 | Market Option Sale | 10,000 | $65.20 | $652,000.00 | (5%) 202.0K to 192.0K | (26%) |
| 20-Mar-19 5:43 PM View: | Envestnet, Inc. (ENV) | 18-Mar-19 | Market Sale | 10,162 | $66.29 | $673,639.00 | (5%) 202.17K to 192.0K | (24%) |
| 04-Mar-19 5:20 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 4,462 | -- | -- | 2% 199.32K to 203.78K | |
| 04-Mar-19 5:20 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Payment of Exercise | 717 | $61.01 | $43,744.20 | (< 1%) 203.78K to 203.06K | (35%) |
| 19-Mar-19 5:55 PM View: | Envestnet, Inc. (ENV) | 01-Feb-19 | Payment of Exercise | 898 | $55.12 | $49,497.80 | (< 1%) 203.06K to 202.17K | (49%) |
| 02-Jan-19 4:06 PM View: | Envestnet, Inc. (ENV) | 28-Dec-18 | Payment of Exercise | 238 | $48.94 | $11,647.70 | (< 1%) 200.56K to 200.32K | (68%) |
| 14-Feb-19 10:00 PM View: | Envestnet, Inc. (ENV) | 28-Dec-18 | Gift | 1,000 | -- | -- | (< 1%) 200.32K to 199.32K | |
| 03-Dec-18 4:25 PM View: | Envestnet, Inc. (ENV) | 29-Nov-18 | Payment of Exercise | 115 | $54.66 | $6,285.90 | (< 1%) 200.67K to 200.56K | (51%) |
| 06-Nov-18 4:06 PM View: | Envestnet, Inc. (ENV) | 02-Nov-18 | Payment of Exercise | 1,240 | $52.12 | $64,628.80 | (< 1%) 201.91K to 200.67K | (58%) |
| 02-Oct-18 5:16 PM View: | Envestnet, Inc. (ENV) | 28-Sep-18 | Payment of Exercise | 238 | $60.95 | $14,506.10 | (< 1%) 202.15K to 201.91K | (35%) |
| 31-Aug-18 4:07 PM View: | Envestnet, Inc. (ENV) | 29-Aug-18 | Payment of Exercise | 112 | $62.85 | $7,039.20 | (< 1%) 202.26K to 202.15K | (31%) |
| 06-Aug-18 4:08 PM View: | Envestnet, Inc. (ENV) | 02-Aug-18 | Payment of Exercise | 1,009 | $59.85 | $60,388.60 | (< 1%) 203.27K to 202.26K | (38%) |
| 02-Jul-18 4:25 PM View: | Envestnet, Inc. (ENV) | 28-Jun-18 | Payment of Exercise | 193 | $56.20 | $10,846.60 | (< 1%) 203.46K to 203.27K | (47%) |
| 31-May-18 4:31 PM View: | Envestnet, Inc. (ENV) | 29-May-18 | Payment of Exercise | 94 | $54.55 | $5,127.70 | (< 1%) 203.56K to 203.46K | (51%) |
| 04-May-18 4:05 PM View: | Envestnet, Inc. (ENV) | 02-May-18 | Payment of Exercise | 1,009 | $56.85 | $57,361.60 | (< 1%) 204.57K to 203.56K | (45%) |