| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ENVESTNET, INC. | Interim CEO, Director | Common Stock | 0 | $0 | $63.15 | 25 Nov 2024 | Direct |
| ENVESTNET, INC. | Interim CEO, Director | Stock Option (right to buy) | 0 | $0 | $15.34 | 25 Nov 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ENV | ENVESTNET, INC. | 25 Nov 2024 | 2 | -$2,366,609 | 4 | Interim CEO, Director | 25 Nov 2024, 16:05 |
| ENV | ENVESTNET, INC. | 29 Feb 2024 | 1 | $0 | 4 | Director | 04 Mar 2024, 16:19 |
| ENV | ENVESTNET, INC. | 07 Jan 2024 | 1 | $0 | 4 | Director | 09 Jan 2024, 18:33 |
| ENV | ENVESTNET, INC. | 28 Feb 2023 | 1 | $0 | 4 | Director | 02 Mar 2023, 17:51 |
| ENV | ENVESTNET, INC. | 28 Feb 2022 | 1 | $0 | 4 | Director | 02 Mar 2022, 19:50 |