Home/Filings/4/0001628280-24-008293
4//SEC Filing

O'Brien Shelly 4

Accession 0001628280-24-008293

CIK 0001337619other

Filed

Feb 29, 7:00 PM ET

Accepted

Mar 1, 6:19 PM ET

Size

10.1 KB

Accession

0001628280-24-008293

Insider Transaction Report

Form 4
Period: 2024-02-28
O'Brien Shelly
General Counsel
Transactions
  • Tax Payment

    Common Stock

    2024-02-28$50.98/sh565$28,80422,394 total
  • Award

    Common Stock

    2024-02-29+14,71237,106 total
  • Award

    Common Stock

    2024-02-29+1,43938,545 total
  • Award

    Common Stock

    2024-02-29+9,80848,353 total
Footnotes (4)
  • [F1]The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units.
  • [F2]Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis.
  • [F3]Represents performance stock units earned upon the achievement of specific performance measures. These performance stock units convert into common stock on a one-for-one basis.
  • [F4]Represents retention restricted stock units that 25% vests on the six-month anniversary of the date of grant, 30% vests on the one-year anniversary of the date of grant and the final 45% vests on the eighteen-month anniversary of the date of grant. These restricted stock units convert into common stock on a one-for-one basis.

Issuer

ENVESTNET, INC.

CIK 0001337619

Entity typeother

Related Parties

1
  • filerCIK 0001497434

Filing Metadata

Form type
4
Filed
Feb 29, 7:00 PM ET
Accepted
Mar 1, 6:19 PM ET
Size
10.1 KB