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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Sep-20 4:11 PM View:  | Envestnet, Inc. (ENV) | 28-Aug-20 | Payment of Exercise | 244 | $82.39 | $20,103.20 | (1%) 19.64K to 19.39K | < 1% |
| 02-Jul-20 1:02 PM View: | Envestnet, Inc. (ENV) | 29-Jun-20 | Option Exercise | 4,418 | $12.45 | $55,004.10 | 22% 19.64K to 24.06K | |
| 02-Jul-20 1:02 PM View: | Envestnet, Inc. (ENV) | 29-Jun-20 | Market Option Sale | 4,418 | $70.87 | $313,104.00 | (18%) 24.06K to 19.64K | (16%) |
| 10-Jun-20 5:28 PM View: | Envestnet, Inc. (ENV) | 08-Jun-20 | Market Sale (Planned) | 150 | $76.08 | $11,412.00 | (< 1%) 19.79K to 19.64K | (8%) |
| 01-Jun-20 7:00 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Payment of Exercise | 244 | $71.99 | $17,565.60 | (1%) 22.05K to 21.81K | (14%) |
| 01-Jun-20 7:00 PM View: | Envestnet, Inc. (ENV) | 28-May-20 | Market Sale | 2,017 | $74.04 | $149,339.00 | (9%) 21.81K to 19.79K | (11%) |
| 12-May-20 4:15 PM View: | Envestnet, Inc. (ENV) | 08-May-20 | Market Sale (Planned) | 150 | $66.36 | $9,954.00 | (< 1%) 22.2K to 22.05K | (24%) |
| 10-Apr-20 4:10 PM View: | Envestnet, Inc. (ENV) | 08-Apr-20 | Market Sale (Planned) | 150 | $50.78 | $7,617.00 | (< 1%) 22.35K to 22.2K | (62%) |
| 31-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Mar-20 | Payment of Exercise | 154 | $56.98 | $8,774.92 | (< 1%) 22.5K to 22.35K | (45%) |
| 11-Mar-20 4:15 PM View: | Envestnet, Inc. (ENV) | 09-Mar-20 | Market Sale (Planned) | 150 | $65.67 | $9,850.50 | (< 1%) 22.65K to 22.5K | (25%) |
| 03-Mar-20 6:48 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 4,637 | -- | -- | 25% 18.51K to 23.15K | |
| 03-Mar-20 6:48 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 492 | $75.48 | $37,136.20 | (2%) 23.15K to 22.65K | (9%) |
| 12-Feb-20 4:37 PM View: | Envestnet, Inc. (ENV) | 10-Feb-20 | Market Sale (Planned) | 150 | $81.95 | $12,292.50 | (< 1%) 18.66K to 18.51K | (< 1%) |
| 10-Jan-20 4:13 PM View: | Envestnet, Inc. (ENV) | 08-Jan-20 | Market Sale (Planned) | 150 | $72.67 | $10,900.50 | (< 1%) 18.81K to 18.66K | (13%) |
| 31-Dec-19 4:35 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 238 | $71.56 | $17,031.30 | (1%) 19.05K to 18.81K | (15%) |
| 11-Dec-19 4:12 PM View: | Envestnet, Inc. (ENV) | 09-Dec-19 | Market Sale (Planned) | 150 | $72.04 | $10,806.00 | (< 1%) 19.2K to 19.05K | (14%) |
| 02-Dec-19 4:40 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 249 | $71.08 | $17,698.90 | (1%) 19.4K to 19.16K | (16%) |
| 12-Nov-19 4:19 PM View: | Envestnet, Inc. (ENV) | 08-Nov-19 | Market Sale (Planned) | 150 | $63.81 | $9,571.50 | (< 1%) 19.6K to 19.45K | (29%) |
| 10-Oct-19 4:18 PM View: | Envestnet, Inc. (ENV) | 08-Oct-19 | Market Sale (Planned) | 150 | $56.37 | $8,455.50 | (< 1%) 19.75K to 19.6K | (46%) |
| 01-Oct-19 6:04 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 238 | $56.97 | $13,558.90 | (1%) 19.98K to 19.75K | (45%) |
| 30-Aug-19 5:05 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 248 | $55.86 | $13,853.30 | (1%) 20.23K to 19.98K | (47%) |
| 20-Aug-19 4:37 PM View: | Envestnet, Inc. (ENV) | 16-Aug-19 | Market Sale | 6,881 | $56.15 | $386,368.00 | (25%) 27.11K to 20.23K | (47%) |
| 08-Aug-19 5:07 PM View: | Envestnet, Inc. (ENV) | 06-Aug-19 | Payment of Exercise | 1,031 | $68.11 | $70,221.40 | (4%) 28.14K to 27.11K | (21%) |
| 06-Aug-19 4:26 PM View: | Envestnet, Inc. (ENV) | 02-Aug-19 | Market Sale (Planned) | 500 | $69.82 | $34,910.00 | (2%) 28.64K to 28.14K | (18%) |
| 09-Jul-19 5:21 PM View: | Envestnet, Inc. (ENV) | 05-Jul-19 | Market Sale (Planned) | 500 | $69.86 | $34,930.00 | (2%) 29.14K to 28.64K | (18%) |
| 03-Jul-19 4:52 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 154 | $68.37 | $10,529.00 | (< 1%) 29.3K to 29.14K | (20%) |
| 30-May-19 5:26 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 161 | $68.86 | $11,086.50 | (< 1%) 29.46K to 29.3K | (20%) |
| 28-May-19 4:49 PM View: | Envestnet, Inc. (ENV) | 23-May-19 | Market Sale | 1,000 | $67.54 | $67,540.00 | (3%) 30.46K to 29.46K | (22%) |
| 06-May-19 4:44 PM View: | Envestnet, Inc. (ENV) | 02-May-19 | Payment of Exercise | 1,031 | $71.17 | $73,376.30 | (3%) 31.49K to 30.46K | (16%) |
| 01-Apr-19 9:37 PM View: | Envestnet, Inc. (ENV) | 29-Mar-19 | Market Sale (Planned) | 1,619 | $65.28 | $105,688.00 | (5%) 33.11K to 31.49K | (26%) |
| 01-Apr-19 9:37 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 154 | $64.65 | $9,956.10 | (< 1%) 33.26K to 33.11K | (27%) |
| 04-Mar-19 5:21 PM View: | Envestnet, Inc. (ENV) | 01-Mar-19 | Market Sale (Planned) | 1,162 | $61.15 | $71,056.30 | (3%) 35.55K to 34.38K | (35%) |
| 04-Mar-19 5:21 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Grant | 3,606 | -- | -- | 11% 32.66K to 36.26K | |
| 04-Mar-19 5:21 PM View: | Envestnet, Inc. (ENV) | 28-Feb-19 | Payment of Exercise | 717 | $61.01 | $43,744.20 | (2%) 36.26K to 35.55K | (35%) |
| 06-Feb-19 4:27 PM View: | Envestnet, Inc. (ENV) | 04-Feb-19 | Market Sale (Planned) | 2,616 | $55.00 | $143,880.00 | (7%) 35.27K to 32.66K | (50%) |
| 19-Mar-19 5:56 PM View: | Envestnet, Inc. (ENV) | 01-Feb-19 | Payment of Exercise | 1,122 | $55.12 | $61,844.60 | (3%) 34.38K to 33.26K | (49%) |
| 02-Jan-19 3:58 PM View: | Envestnet, Inc. (ENV) | 28-Dec-18 | Payment of Exercise | 238 | $48.94 | $11,647.70 | (< 1%) 35.51K to 35.27K | (68%) |
| 04-Dec-18 5:04 PM View: | Envestnet, Inc. (ENV) | 30-Nov-18 | Market Sale (Planned) | 186 | $55.00 | $10,230.00 | (< 1%) 35.7K to 35.51K | (50%) |
| 03-Dec-18 4:24 PM View: | Envestnet, Inc. (ENV) | 29-Nov-18 | Payment of Exercise | 115 | $54.66 | $6,285.90 | (< 1%) 35.81K to 35.7K | (51%) |
| 13-Nov-18 4:08 PM View: | Envestnet, Inc. (ENV) | 08-Nov-18 | Market Sale (Planned) | 2,606 | $55.00 | $143,330.00 | (7%) 38.42K to 35.81K | (50%) |
| 06-Nov-18 4:05 PM View: | Envestnet, Inc. (ENV) | 02-Nov-18 | Payment of Exercise | 1,594 | $52.12 | $83,079.30 | (4%) 40.01K to 38.42K | (58%) |
| 03-Oct-18 4:05 PM View: | Envestnet, Inc. (ENV) | 01-Oct-18 | Market Sale (Planned) | 186 | $61.11 | $11,366.50 | (< 1%) 40.2K to 40.01K | (35%) |
| 02-Oct-18 5:17 PM View: | Envestnet, Inc. (ENV) | 28-Sep-18 | Payment of Exercise | 238 | $60.95 | $14,506.10 | (< 1%) 40.44K to 40.2K | (35%) |
| 31-Aug-18 4:08 PM View: | Envestnet, Inc. (ENV) | 29-Aug-18 | Payment of Exercise | 115 | $62.85 | $7,227.75 | (< 1%) 40.55K to 40.44K | (31%) |
| 22-Aug-18 4:05 PM View: | Envestnet, Inc. (ENV) | 20-Aug-18 | Market Sale | 5,398 | $59.44 | $320,857.00 | (12%) 45.95K to 40.55K | (39%) |
| 06-Aug-18 4:07 PM View: | Envestnet, Inc. (ENV) | 02-Aug-18 | Payment of Exercise | 1,307 | $59.85 | $78,223.90 | (3%) 47.26K to 45.95K | (38%) |
| 02-Jul-18 4:25 PM View: | Envestnet, Inc. (ENV) | 28-Jun-18 | Payment of Exercise | 154 | $56.20 | $8,654.80 | (< 1%) 47.41K to 47.26K | (47%) |
| 31-May-18 4:32 PM View: | Envestnet, Inc. (ENV) | 29-May-18 | Payment of Exercise | 75 | $54.55 | $4,091.25 | (< 1%) 47.49K to 47.41K | (51%) |
| 04-May-18 4:06 PM View: | Envestnet, Inc. (ENV) | 02-May-18 | Payment of Exercise | 1,031 | $56.85 | $58,612.30 | (2%) 48.52K to 47.49K | (45%) |
| 30-Mar-18 4:02 PM View: | Envestnet, Inc. (ENV) | 28-Mar-18 | Payment of Exercise | 614 | $57.35 | $35,212.90 | (1%) 49.13K to 48.52K | (44%) |