William Crager - 27 Feb 2024 Form 4 Insider Report for ENVESTNET, INC. (ENV)

Role
Chief Executive Officer, Director
Signature
/s/ Shelly O'Brien, by Power-of-Attorney for William Crager
Issuer symbol
ENV
Transactions as of
27 Feb 2024
Transactions value $
-$38,082
Form type
4
Filing time
29 Feb 2024, 16:02:39 UTC
Previous filing
13 Dec 2023
Next filing
01 Mar 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ENV Common Stock Options Exercise $589,944 +14,100 +4.4% $41.84 334,432 27 Feb 2024 Direct
transaction ENV Common Stock Tax liability -$628,025 -12,336 -3.69% $50.91 322,096 27 Feb 2024 Direct
holding ENV Common Stock 100 27 Feb 2024 By wife

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction ENV Employee Stock Option (Right to Buy) Options Exercise $0 -14,100 -100% $0* 0 27 Feb 2024 Common Stock 14,100 $41.84 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Original option grant vests in three installments beginning on the first anniversary of the date of grant as listed in the "Date Exercisable" column.
F2 Total does not include options from other tranches with different exercise prices, vesting dates, and expiration dates.