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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Mar-24 4:42 PM View:  | Envestnet, Inc. (ENV) | 11-Mar-24 | Payment of Exercise | 5,231 | $55.49 | $290,268.00 | (2%) 328.37K to 323.14K | |
| 01-Mar-24 6:18 PM View: | Envestnet, Inc. (ENV) | 28-Feb-24 | Grant | 9,462 | -- | -- | 3% 322.2K to 331.66K | |
| 01-Mar-24 6:18 PM View: | Envestnet, Inc. (ENV) | 28-Feb-24 | Payment of Exercise | 3,287 | $50.98 | $167,571.00 | (< 1%) 331.66K to 328.37K | |
| 29-Feb-24 4:02 PM View: | Envestnet, Inc. (ENV) | 27-Feb-24 | Payment of Exercise | 12,336 | $50.91 | $628,026.00 | (4%) 334.53K to 322.2K | |
| 29-Feb-24 4:02 PM View: | Envestnet, Inc. (ENV) | 27-Feb-24 | Option Exercise | 14,100 | $41.84 | $589,944.00 | 4% 320.43K to 334.53K | |
| 13-Dec-23 4:09 PM View: | Envestnet, Inc. (ENV) | 11-Dec-23 | Payment of Exercise | 1,210 | $42.38 | $51,279.80 | (< 1%) 321.64K to 320.43K | |
| 30-Nov-23 4:06 PM View: | Envestnet, Inc. (ENV) | 28-Nov-23 | Payment of Exercise | 1,302 | $37.18 | $48,408.40 | (< 1%) 322.94K to 321.64K | |
| 13-Sep-23 4:05 PM View: | Envestnet, Inc. (ENV) | 11-Sep-23 | Payment of Exercise | 1,210 | $50.08 | $60,596.80 | (< 1%) 324.15K to 322.94K | |
| 30-Aug-23 4:42 PM View: | Envestnet, Inc. (ENV) | 28-Aug-23 | Payment of Exercise | 1,302 | $53.68 | $69,891.40 | (< 1%) 325.46K to 324.15K | |
| 13-Jun-23 4:42 PM View: | Envestnet, Inc. (ENV) | 12-Jun-23 | Sale | 7,250 | $53.68 | $389,180.00 | (2%) 332.71K to 325.46K | |
| 13-Jun-23 4:42 PM View: | Envestnet, Inc. (ENV) | 09-Jun-23 | Payment of Exercise | 1,210 | $54.22 | $65,606.20 | (< 1%) 333.92K to 332.71K | |
| 31-May-23 4:14 PM View: | Envestnet, Inc. (ENV) | 26-May-23 | Payment of Exercise | 1,302 | $52.68 | $68,589.40 | (< 1%) 335.22K to 333.92K | |
| 14-Mar-23 5:07 PM View: | Envestnet, Inc. (ENV) | 10-Mar-23 | Payment of Exercise | 1,209 | $56.65 | $68,489.90 | (< 1%) 336.43K to 335.22K | |
| 02-Mar-23 7:02 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 37,446 | -- | -- | 12% 309.03K to 346.48K | |
| 02-Mar-23 7:02 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Payment of Exercise | 10,053 | $62.51 | $628,413.00 | (3%) 346.48K to 336.43K | |
| 28-Feb-23 4:05 PM View: | Envestnet, Inc. (ENV) | 27-Feb-23 | Payment of Exercise | 6,137 | $62.89 | $385,956.00 | (2%) 315.17K to 309.03K | |
| 28-Feb-23 4:05 PM View: | Envestnet, Inc. (ENV) | 27-Feb-23 | Option Exercise | 13,500 | $15.34 | $207,090.00 | 4% 301.67K to 315.17K | |
| 13-Dec-22 4:11 PM View: | Envestnet, Inc. (ENV) | 09-Dec-22 | Payment of Exercise | 1,209 | $61.20 | $73,990.80 | (< 1%) 302.88K to 301.67K | |
| 30-Nov-22 4:10 PM View: | Envestnet, Inc. (ENV) | 28-Nov-22 | Payment of Exercise | 1,126 | $57.25 | $64,463.50 | (< 1%) 304.01K to 302.88K | |
| 13-Sep-22 4:18 PM View: | Envestnet, Inc. (ENV) | 09-Sep-22 | Payment of Exercise | 1,209 | $53.25 | $64,379.20 | (< 1%) 305.21K to 304.01K | |
| 30-Aug-22 4:18 PM View: | Envestnet, Inc. (ENV) | 26-Aug-22 | Payment of Exercise | 1,126 | $53.81 | $60,590.10 | (< 1%) 306.34K to 305.21K | |
| 01-Jul-22 4:10 PM View: | Envestnet, Inc. (ENV) | 29-Jun-22 | Private Purchase | 920 | $53.79 | $49,486.80 | < 1% 305.42K to 306.34K | |
| 14-Jun-22 4:37 PM View: | Envestnet, Inc. (ENV) | 10-Jun-22 | Payment of Exercise | 1,209 | $59.69 | $72,165.20 | (< 1%) 306.63K to 305.42K | |
| 01-Jun-22 4:16 PM View: | Envestnet, Inc. (ENV) | 27-May-22 | Payment of Exercise | 1,126 | $67.09 | $75,543.30 | (< 1%) 307.76K to 306.63K | |
| 16-Mar-22 4:15 PM View: | Envestnet, Inc. (ENV) | 11-Mar-22 | Payment of Exercise | 4,835 | $72.86 | $352,278.00 | (2%) 312.59K to 307.76K | (5%) |
| 02-Mar-22 8:52 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 53,144 | -- | -- | 20% 268.1K to 321.25K | |
| 02-Mar-22 8:52 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Payment of Exercise | 8,657 | $74.82 | $647,717.00 | (3%) 321.25K to 312.59K | |
| 21-Jan-22 4:30 PM View: | Envestnet, Inc. (ENV) | 19-Jan-22 | Option Exercise | 13,594 | $12.45 | $169,245.00 | 5% 254.51K to 268.1K | |
| 30-Nov-21 5:30 PM View: | Envestnet, Inc. (ENV) | 29-Nov-21 | Payment of Exercise | 1,692 | $76.90 | $130,115.00 | (< 1%) 256.2K to 254.51K | (< 1%) |
| 31-Aug-21 4:09 PM View: | Envestnet, Inc. (ENV) | 28-Aug-21 | Payment of Exercise | 1,692 | $79.45 | $134,429.00 | (< 1%) 257.89K to 256.2K | < 1% |
| 02-Jun-21 4:10 PM View: | Envestnet, Inc. (ENV) | 28-May-21 | Payment of Exercise | 1,692 | $71.97 | $121,773.00 | (< 1%) 262.06K to 260.37K | (< 1%) |
| 17-Mar-21 5:11 PM View: | Envestnet, Inc. (ENV) | 15-Mar-21 | Grant | 9,093 | -- | -- | 4% 251.01K to 260.1K | |
| 17-Mar-21 5:11 PM View: | Envestnet, Inc. (ENV) | 15-Mar-21 | Payment of Exercise | 3,863 | $71.01 | $274,312.00 | (1%) 260.1K to 256.24K | |
| 15-Mar-21 5:44 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 34,144 | -- | -- | 16% 216.87K to 251.01K | |
| 16-Apr-21 10:00 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Grant | 5,818 | -- | -- | 2% 256.24K to 262.06K | |
| 02-Mar-21 8:13 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Payment of Exercise | 4,997 | $64.02 | $319,908.00 | (2%) 221.86K to 216.87K | (6%) |
| 18-Dec-20 4:04 PM View: | Envestnet, Inc. (ENV) | 16-Dec-20 | Market Sale | 25,000 | $82.36 | $2,059,120.00 | (10%) 246.86K to 221.86K | (< 1%) |
| 01-Dec-20 5:50 PM View: | Envestnet, Inc. (ENV) | 27-Nov-20 | Payment of Exercise | 1,275 | $79.85 | $101,809.00 | (< 1%) 248.14K to 246.86K | (3%) |
| 02-Sep-20 4:08 PM View: | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 1,275 | $82.39 | $105,047.00 | (< 1%) 249.41K to 248.14K | < 1% |
| 01-Jun-20 7:00 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 1,275 | $71.99 | $91,787.20 | (< 1%) 250.69K to 249.41K | (14%) |
| 14-May-20 4:34 PM View: | Envestnet, Inc. (ENV) | 12-May-20 | Option Exercise | 9,092 | $9.00 | $81,828.00 | 4% 250.69K to 259.78K | |
| 14-May-20 4:34 PM View: | Envestnet, Inc. (ENV) | 12-May-20 | Market Option Sale (Planned) | 9,092 | $64.91 | $590,165.00 | (3%) 259.78K to 250.69K | (27%) |
| 15-Apr-20 4:27 PM View: | Envestnet, Inc. (ENV) | 13-Apr-20 | Market Sale (Planned) | 9,094 | $55.67 | $506,299.00 | (4%) 250.69K to 241.59K | (48%) |
| 31-Mar-20 6:48 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 610 | $56.98 | $34,757.80 | (< 1%) 251.3K to 250.69K | (45%) |
| 16-Mar-20 4:18 PM View: | Envestnet, Inc. (ENV) | 12-Mar-20 | Option Exercise | 9,094 | $9.00 | $81,846.00 | 4% 251.3K to 260.39K | |
| 16-Mar-20 4:18 PM View: | Envestnet, Inc. (ENV) | 12-Mar-20 | Market Option Sale (Planned) | 9,094 | $54.95 | $499,717.00 | (3%) 260.39K to 251.3K | (50%) |
| 03-Mar-20 6:43 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 31,797 | -- | -- | 14% 222.47K to 254.27K | |
| 03-Mar-20 6:43 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 2,972 | $75.48 | $224,327.00 | (1%) 254.27K to 251.3K | (9%) |
| 14-Feb-20 4:16 PM View: | Envestnet, Inc. (ENV) | 12-Feb-20 | Option Exercise | 9,094 | $9.00 | $81,846.00 | 4% 222.47K to 231.57K | |
| 14-Feb-20 4:16 PM View: | Envestnet, Inc. (ENV) | 12-Feb-20 | Market Option Sale (Planned) | 9,094 | $83.11 | $755,803.00 | (4%) 231.57K to 222.47K | < 1% |